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The era of the Visionaries
What are the defining character traits of true visionaries? Funny how a football match can take you along a stream of consciousness.
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Uday
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Going Vertical
The lines demarcating AI layers are blurring. We are increasingly seeing model providers move up the stack into the application layer. Where are we…
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Uday
The power of narratives
Markets are driven as much by sentiments and stories, as by discounted future scenarios. This week we witnessed a dramatic swing in the AI narrative…
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Uday
Pipes to Bits: A tale of two infrastructure booms
The echoes of the dotcom era's infra. buildout are reverberating through today's AI revolution, but with a twist - while the investment scale is…
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Uday
We have got to Build it, but will they come?
A massive capex cycle to build out the AI infra. is making investors wary due to demand uncertainty. Drawing some parallels with the last cycle shows…
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Uday
The new growth engine
Does every company have a hidden ad business inside of it? Operators and investors are increasingly realising the potential of this new avenue of…
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Uday
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Thinking about change
Thinking about long-term change is fraught with challenges. In business and investing, you are navigating change at every step along the way…
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Uday
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Big tech's balancing act will soon be over
The largest tech companies have continued to get fitter and have optimised spend to prioritise cash flows. Investors love to see this, but the balancing…
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Uday
2
The other side of the AI equation
It was an eventful week in tech and AI. While AI optimists are watching the demand side to do its magic, a lot hinges on the other side of the AI…
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Uday
Big Tech passes the first test
After a phenomenal last decade, Big tech was put up to a big test of delivering profitable growth at scale. They seem to be up passing it for now.
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Uday
Venture shock
SVB's demise has been like a shock to the venture ecosystem, shaking things off dramatically. Both for better and for worse.
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Uday
The biggest questions in AI
The frenzy, the FOMO and the excitement around AI has led a lot of us wondering about the present and the future of AI. Is AI is going to change the…
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Uday
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