https://www.tomshardware.com/news/amds-market-cap-surpasses-intel Story goes that when the R&D team lead by Bob Noyce left Fairchild in 1966, it took them 5 days to raise capital to start Intel. The…
Story of Intel is a cautionary tale. You can’t sit on your laurels no matter how large or profitable you are. Ground can shift under you any time.…
This is a direct consequence of India’s labor laws. Why would I hire labor when I can substitute it with capital and not have to put up with…
VC economics is very dire and requires a disciplined approach to provide satisfactory returns. The dirty little secret of the VC business is that most of the returns are made by top 10% of the funds, remaining 90% funds barely return the capital back after 10 years. Let’s…
It is interesting to see Tech Crunch article ( https://techcrunch.com/2019/11/24/paytm-1-billion/) that PayTM is raising a $1 billion in a new round funding. Tech Crunch article says that it has raised a total of $3.3 billion todate. I don’t have any details but reading between the lines, I see it…
We are coming back a full circle after this last cycle. Cash is a commodity was the mantra during dotcom cycle and we know where that got us. This cycle was all about the growth/land grab as plentyful cash was available very cheaply. Or so every body believed.…
Best time to do a start up is during the time of rapid change in the market. Novel Coronavirus is changing the world more rapidly than ever before. With lockdowns and social distancing, commercial activity is at stand still. Also, recessions are the good time to do a startup. Recessions…
Are incubators and accelrators making any impact? I know Y-combinator has done well but is their model repeatable? Is there any study showing that they are an efefctive way to produce succesful startups? GOI’s Startup India Program has bet the farm on them. It has beaurocratic simplicity and…
I was a buff of old west shows that were very common when I first got to US in 1967. One thing I remember is cowboys triying to buck broncos(tame wild horses). Broncos have a mind of their own and they jump wildly and try to throw the…