Goldman Sachs just came out with a report on Tech VC trends – amongst the highlights, is (surprise, surprise!) the reduction in enterprise software investments, and increase in web/mobile and global (india/china) investments. It makes me wonder if these two put together create a blind spot for VCs. Enterprise automation in developing countries like India […]
Bangalore in AFM
I was in Bangalore on wednesday for BangaloreIT.in event, and it took 4 hours to go and come back due to traffic and demonstrations. At the evening, it took more than an hour and a half in the security queue at the airport! See pictures below. It is amazing how the city has continuously failed […]
IT Magazine – Innovation in Startups
I wrote an article for IT Magazine outlining specific areas of innovation that we are seeing in startups on a systemic basis, and what seems to be most important aspects. Please find it here. Broadly, we see less of “invention” but more need to make incremental innovations on execution. The key areas for such innovation […]
Morgan Stanley on Technology
Morgan Stanley released this presentation on current state of technology and internet, and key trends that they see. Besides being a good overview, couple of things that I found interesting: The globalization of technology markets Consumers and not Enterprise is becoming key driver of technology adoption (not just the internet, but beyond that) The shift […]
EVS Report on VC/PE in India
Just saw this report from Evalueserve on Indian PE/VC market. Compared to recent data that we see on a regular basis, this report has a nice perspective on the history of VC/PE and how it has evolved over last 10-15 years. Also touches on the broad themes for investment and growth in India. Interesting read.
Miniaturization of Venture Capital
There have been a couple of discussions on venturewoods earlier regarding angel funding models, including Ycombinator. An excellent article on Read Write Web outlines the challenges the venture capital is facing. Amongst the salient ones include: Lowering cost of doing a startup and taking it to critical level Reducing role of distinctive technology in more […]
What are startups doing about the dollar?
Its hard to read the newspapers these days without reading about the impact of dollar depreciation on Indian export industry, including IT Services and BPO. Large players like Wipro and TCS have taken the hit (stock markets will tell you that), but have also been able to come up with plans to counter the issue. […]
TiE Summit Dec 11-13 2007
The Indus Entrepreneurs (TiE), is hosting TiE Entrepreneurial Summit (TES) 2007, TiE’s pan Asia annual flagship event scheduled from December 11th-13th at Hotel Taj Palace, New Delhi. Titled “Entrepreneurship is the Futureâ€, TES is the collaborative effort of 17 Chapters across Asia. TES 2007 topics will cover various sessions on the Entrepreneurial Ecosystem, the Investment […]
Consumer ECommerce to grow to 9200 crores (IAMAI)
Latest report by IAMAI suggests consumer ecommerce will grow by around 30% this year. The high base effect of online travel is coming into play (almost accounting for 65-70% of the market). Not sure of the methodology (last three categories of Classifieds, Paid content and Digital downloads have somewhat uniform 50% growth rate) but a […]
Barcamp Mumbai 14th Oct
at IIT Mumbai – details here.
Virtual worlds versus Social networks
CNet reports an estimate of $1b being invested in virtual worlds. While comparing with social networks, it says One of the reasons the genre still feels like a niche is that there is no single virtual world that everyone is using, like there is with social networks like MySpace or Facebook. World of Warcraft is […]
The Importance of being Entrepreneur
Sramana has a post on venture compensation, but I found the part at the end more interesting: I would go so far as to submit, working for a VC-funded startup is more like having any other job, than true entrepreneurship where you actually are your own boss. Entrepreneurs / CEOs answer to a Board. There […]