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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…
Oct 28, 2023
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Uday
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Thinking about change
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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…
Aug 14, 2023
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Uday
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Big tech's balancing act will soon be over
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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…
Jun 5, 2023
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Uday
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The other side of the AI equation
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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.
May 15, 2023
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Uday
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Big Tech passes the first test
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Venture shock
SVB's demise has been like a shock to the venture ecosystem, shaking things off dramatically. Both for better and for worse.
Mar 26, 2023
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Uday
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Venture shock
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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…
Mar 12, 2023
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Uday
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The biggest questions in AI
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Its an imperative, not an option
Investors have piled onto Meta and Zuck for spending recklessly. While it could have been timed better, I think a lot of it is an imperative, not an…
Nov 9, 2022
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Uday
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Its an imperative, not an option
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Its not tech anymore, its TV
SVoD services, initially branded as Tech are increasingly starting to look more like media companies. Its not tech anymore, more like tech enabled TV.
Oct 15, 2022
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Uday
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Its not tech anymore, its TV
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Value. Unlocked
Its been hard out there for the global telecoms industry. But if you cannot create and capture enough value anymore, you might as well try and unlock…
Jun 19, 2022
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Uday
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Value. Unlocked
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Written in the Cloud
We cannot get enough of the Cloud, and neither should we.
Aug 29, 2021
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Uday
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Written in the Cloud
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Did Tech win 2020?
The big winners amongst the chaos.
Nov 15, 2020
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Uday
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Did Tech win 2020?
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