In-depth analysis and insights on value investing in the digital age. Research-driven articles on technology companies, market trends, and investment philosophy.
AI is reshaping industries, not just enhancing but transforming business models. As AI integration deepens from Point to System Solutions, strategic navigation through emerging data and technology landscapes becomes crucial for sustaining competitive advantages.
Why does Tesla obsess over gigafactories? How does Zoom scale rapidly while keeping costs low? And why can’t Campbell Soup endlessly cut costs? The answer lies in one universal truth: economics drives strategy—shaping growth, competition, and innovation across industries.
Too often, startups focus on scalability before proving their product is wanted. The right time to scale comes after demand is validated.
Part 2 explores AI economics, focusing on the data-prediction relationship and the growing value of data in AI. It analyses market dynamics and the impacts of data commoditisation and legislative challenges.
In the evolving AI landscape, data is the new fuel, fostering innovation. As creation costs drop, value shifts to data-rich companies, navigating a complex interplay of data and innovation in a promising future.
Silicon Valley Bank (SVB) purchased long-term US Treasury bonds to park their ballooning deposits, but failed to hedge their interest rate exposure. When market conditions worsened, SVB suffered losses and spooked depositors.
The MBB (McKinsey, BCG, Bain) consulting group in its current form is a getting disrupted.
1. Heads I win, tails I don't lose much 2. Identify hidden incentives 3. There is no shame in cloning successful ideas 4. Focus, like Arjuna 5. Few Bets. Big Bets. Infrequent Bets
There is a difference between investing and speculating. It's good to know when you are investing, and when you are speculating.
NFTs are digital tokens that are uniquely identifiable, and whose ownership and provenance can be proven via public key cryptography.
Investing in Fintech and Blockchain startups in India. In the past, I co-founded Tribal Credit, acted as a Venture Partner for Beni VC, and taught at NYU, and advised VC funds and accelerators.
We are back to all-time high Bitcoin levels, and like in 2017/18, people are curious about it again. As I have been vocal about Bitcoin for a while, two friends
Understanding the implications of technological and societal changes, as we move further into being an Information Society.
How to create a corporate innovation strategy with experiments and MVPs.
A list of books I highly recommend, mostly on the topics of Finance, Bitcoin, History, Philosophy, Politics, Psychology, and Technology.
This has been a momentous year. Our past pandemics were relatively localised, so we have nothing to compare this to. This is our shared global experience. We ha
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