categories
HOT TOPICS
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
SAP in India
We’ve had a lot of discussion on this forum about why there are no Technology Product Companies in India, and why such companies are needed. Let’s take a look at a company that is selling lots of technology products in India, and intends to sell even more: SAP. Recently, the Economic Times reported about SAP’s
Cisco’s Slim Down Program
On a few occasions, recently, the topic of Cisco’s inevitable lay-offs in Silicon Valley came up. It is true, that Cisco is a FAT company, with a very large (and expensive) workforce in the valley. However, the big new market opportunities in front of Cisco are all in the emerging, developing markets, and there, the
Indian Incubator Fund: Specs (Part 2)
We dicussed the “Problem” in the last part. In this one, let’s discuss the “Entrepreneur”. Again, I’ll tell you a story from my own experience. My advisor at MIT, Prof. Anant Agarwal, was (is) also an entrepreneur. So, when I walked into his office one day in 1994, and declared that I wanted to finish
Indian Incubator Fund: Specs (Part 1)
I promised entrepreneur Sujai Karampuri that I would write a piece on what an Indian Incubator Fund should look like, in response to the discussion in my previous piece, India Needs More Incubator Funds. To begin, I will tell you a story. When I first arrived at the Laboratory for Computer Science at MIT, my
Why No Product Companies in India?
By Sujai Karampuri, Guest Author I have already written an article called, ‘Need Product Companies In India’s Growth.’ Before I start writing on what we need to do, I would like to talk about some of the most important reasons that curtail us from spawning product companies. Some of them are obvious-history, post-independent economic policies,
Atanu Dey-Vinod Khosla Marshall Plan – Addendum
In Atanu Dey’s RISC model, he suggests a move to a micro-city model, as follows: :: India’s economic growth depends critically on the development of its 700-million strong rural population living in 600,000 villages. The challenge is to manage their transition from a village-centric agricultural-based economy to a city-centric non-agricultural economy urgently. The total rural
Concept Arbitrage: Web 3.0 & Enterprise 3.0
Last summer, I wrote a Concept Arbitrage series focusing on the Indian market. The market has moved, and Consumer Internet and Mobile Value Added Services, which were turning hot then, are much too hot now. Valuations are very high. Much too high. At this rate, I dread to think how long it would take to
India Needs More Incubator Funds
Yesterday, I spent an hour chatting with Subrata Mitra, one of the Partners at Indian seed fund Erasmic, which has been in the news recently for attracting Google as a Limited Partner. I have been writing often about the Indian seed investment situation: Concept Arbitrage, Venture Capital in India, Too Much Money, Too Few Deals