Modi and Ma

The last 2 weeks were notable for the world’s two most populous countries. If there was any doubt that the 21st century will be “The Asian Century” Jack Ma and Narendra Modi, an unlikely pair, lay those doubts to rest. On September 19, Ma led Alibaba to the largest IPO in history, listing the company  … Read more


Posted: September 29th 2014 1

When Third is First

In 2011, I wrote about Jugaad, according to Wikipedia “a colloquial Hindi word that can mean an innovative fix or a simple work-around”. I noted in the blog post that Jugaad is “now an acceptable management technique…and also applies to any kind of creative and out of the box thinking which maximizes resources for a  … Read more


Posted: June 16th 2014 1

Billion or Bust?

I  just wrote a short piece which Quartz published today.  I’m re-posting below.  Do I think we are in a valuation bubble?  I think that later stage valuations are frothy (for reasons I explain below) while earlier stage valuations are starting to stabilize from previous highs (with the exception of the superstar serial entrepreneur)  –  … Read more


Posted: January 27th 2014 None

Nest-ing Data

A few observations from the just announced Google $3.2 billion acquisition of Nest, a Silicon Valley based company that sells “smart” thermostats and smoke detectors: – Build vs Buy: Even for a company with significant resources such as Google, it is difficult to innovate beyond core products .  While Google was  better than most companies  … Read more


Posted: January 13th 2014 2

Customer Service…RIP?

I just completed my annual New Year’s purge of apps on my iPhone.  I test countless apps and services as market research as I evaluate new investments.  Just 5 years ago, overall smart phone penetration and user “education” was a hinderance for startups looking to capitalize on this new medium.  Now with the plethora of  … Read more


Posted: January 9th 2014 None

The Startup Story

I don’t like reading scripts. I like for someone to explain to me what it is about this story – Judi Dench, Academy-award winning actress I just read this quote and thought of how it applies to many things in life – not just acting. Storytelling is older than the written word and, I’d argue,  … Read more


Posted: November 18th 2013 None

Best of Breed

When I invested in enterprise software in the late 1990’s, I saw a proliferation of “best of breed” solutions. These vertical solutions would focus on specific pain pain points in the enterprise, such as logistics or customer relationship management. Larger companies such as IBM and SAP that had enterprise-wide deployments would offer some solutions around  … Read more


Posted: August 13th 2013 None

Interpretative Intelligence

…or how to avoid drowning in the coming data flood. According to a recent Cisco report, last year’s mobile data traffic was nearly 12x the size of the ENTIRE global Internet in 2000.  This “big data” is going to proliferate as most of the world still does not have smartphones (or affordable access to 4G  … Read more


Posted: June 6th 2013 3

Yahoo/Tumblr: Peanut Butter & Chocolate?

It had to happen. Tumblr, a next generation content site that epitomizes media creation, consumption and usage of the 21st century and of the net-native generation, has been acquired by a staid, late 20th century, Web 1.0 media brand, Yahoo (I can’t bring myself to add the exclamation point that was such a part of  … Read more


Posted: May 20th 2013 9

Be a Pioneer not an Opportunist

As we turn over to a new year, it seems that everything old is new again. From retro typefonts to Instagram filters to the recent neon craze in the fashion world, it seems we are cycling back in time. And now I can’t open a tech blog without reading about the new bubble or the  … Read more


Posted: January 1st 2013 1