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Tech and Venture

Capital One acquires Brex. Win-win?
Huge deal in the Fintech space. Who won? and by how much?
 • Uplusk
The AI Capex debate
Tech and finance have been dominated by the AI bubble talk for far too long now. Here is my take on it using some computations, frameworks and theories.
 • Uplusk
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.
 • Uplusk
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…
 • Uplusk
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…
 • Uplusk
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…
 • Uplusk
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…
 • Uplusk
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…
 • Uplusk
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…
 • Uplusk
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…
 • Uplusk
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…
 • Uplusk
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.
 • Uplusk
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