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Everyone begins life with some flaws. Everyone ends life with some flaws. It’s what you do about them between the beginning and the end that matters. Your life can be spent: A) Being ignorant of these flaws and focus only… Continue Reading →
Caught myself polishing my cycle shoes before an indoor ride. Why polish shoes for an indoor ride? Why polish shoes for any ride? Why polish shoes at all? This is what happens with systems, vs just goals. My system is… Continue Reading →
Google won’t be unseated by Bing. It will be unseated by ChatGPT, Perplexity, etc. Android/iOS won’t be unseated by another mobile OS. They will be unseated by a Voice/VR OS that uses AI to give outcomes with minimal user input…. Continue Reading →
Want to “start up”? What type of startup? Why you?To answer these questions, first, identify your strengths. How do you do this? I use a method called Triangulation to help potential founders recognise their superpower and unique differentiation. Start with… Continue Reading →
Apple’s Microsoft moment is coming along. Microsoft was the company with the maximum OS lock-in* during the 90s. Think of it as iOS’s consumer lock-in, but MSFT had it on consumer AND enterprise. With Apple:On the one hand, you have… Continue Reading →
Over coffee, Sumit Suman observed that PMF for Indian SaaS startups was simple to identify: Check if the founder/cofounder has moved to the US. I expand on the idea as to why this move is valuable: Customer Insights on Steroids:… Continue Reading →
The various epochs of the technological world took a previously constrained resource and caused it to become unbundled, mass-producing and widely distributed. Early 1800s: Industrial Revolution, unbundling Labour as a resourceLate 1800s: Oil/Electricity, unbundling Energy as a resourceMid 1900s: Software,… Continue Reading →
AI models reached human-parity in Handwriting and Speech recognition in roughly 18 years (1998-2016), Image recognition in 8 years (2009-2016), proficiency in High School & College subjects in 5 years (2018-2023), and Code Generation in 3 years (2020-2023). Where will… Continue Reading →
While it’s easy to flame tech startups founders about their losses, we have to recognise that any innovative endeavour comes with inherent risks and uncertainties. Case in point: The Las Vegas Sphere’s first quarter loss of $98.4.This is especially painful… Continue Reading →
Sometimes, investors are sensitive to investing at high valuations, but at other times, the same VC invests at absurd valuations. Why is this? Today, I discuss reasons for investors to stick with a valuation hard-cap and reasons for them to… Continue Reading →