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
Investment Thesis: Sumir Chadha
I interviewed Sumir Chadha, as a follow-up to the Investment Thesis series. I met Sumir 7 years back when I was doing Uuma, and Sumir was still at Goldman Sachs. Since then, he moved to Silicon Valley, and started one of the early efforts in venture investing in India, with Westbridge Capital. Westbridge was recently
Conversation with a Reader: Technology Entrepreneurship in India
Dear Sramana: I have a different take on some of your notes. (Ref. Too Much Money, Too Few Deals) While I do agree that there are not many technology companies in India which makes VCs shy away from making such deals to rather invest in what-India-is-known-for, there are some companies out there which are fighting
The Rise of Eastern Europe
I was in Heidelberg this week, and had a number of conversations with people making hiring decisions on lowcost software development centers. It struck me how significant Eastern Europe is becoming in this equation. The biggest concern I hear about India in general, and Bangalore in particular, is that salaries are becoming way too high,
Inside the $250 Billion Venture Capital Industry
WSJ reports that Mobius Capital, an erstwhile star venture firm in Silicon Valley, is folding. Worldview is also falling apart, abandoning its latest efforts to raise a new $250 Million fund. These are the larger departures. Many smaller funds that had cropped up during the boom era, have folded by the dozens. Nonetheless, the flow
Venture Capital in India
Read a longer, more comprehensive article that I wrote on the subject here. It summarizes a number of posts and series pieces that I wrote through the summer, with a 30,000 ft overview.
Yahoo Opens Wallet For India
Yahoo will co-invest with Canaan Partners in an Indian Matrimonial site, Bharatmatrimony.com. This is, likely, indicative of a trend that Yahoo will take a stake in each promising segment of the Indian Consumer Internet industry (Travel, Jobs), as well as in the emerging web and mobile content industry. For an overview of the deals done
Another 1.1 Billion For India
After IBM, Microsoft, Cisco, Intel and AMD, SAP joins their ranks as the sixth major company to commit over 1 Billion in investment capital to India. SAP will increase the India headcount from 2,750 to 4,000 by this year and to 8,000 by 2011. They just opened a second R&D center in Gurgaon, the first
More India Funds
Yet another India fund was announced today. Matrix Partners has set up a $150 million fund to invest in consumer-focused industries mainly in the Internet, telecoms and media space. The fund will be co-managed by Avnish Bajaj, former founder/CEO of Bazee.com and after it sold to eBay, its chairman of Indian operations. (via Rafat Ali).