Investment Thesis and Strategy

Since I announced that I am setting up a Syndicate, I have had some requests on what and how I plan to implement this. And I really happy that 2 people have already committed to support me in this initiative. I think more would join if they understood how all of this worked. I am going…

Microsoft vs Google in the Enterprise

I was reading an article in the guardian titled “Microsoft threatened, as smartphones and tablets rise, Gartner warns” and another post by Fred Wilson/Christina about “Monopolies and Startups” both are connected to the theme of transformation that I have been referring to for sometime now. My colleague was telling me that someone asked him a…

Something Ventured – the art of venture investing

Saw the documentary “Something Ventured – The Risk, Reward and the Original Venture Capitalists“. It was great! loved it… it was so much fun to see or rather to get transported to a time when it all started and all the challenges that the industry veterans like Arthur Rock, Tom Perkins and Don Valentine talk…

Innovator’s Dilemma

Been reading the book Innovator’s Dilemma by Clayton Christensen. There are a couple of graphs in the book that really resonate with what is going on with the Mobile Device market. If you have not read this book, I highly recommend it. Clayton Christensen used the Hard Disk Drive Market to study a fundamental questions…

Business Model vs. Business Plan

There is a fundamental difference between a business model and business plan. A Business Model defines how you will make your product or service economically viable. A business plan describe how you are going to make your business model work. One does not always know how the plan is going to evolve, so building detailed…

Strategies to Test Business Hypothesis – 6th Meetup

We had our 6th Meetup @Cafe Solon last evening. We once again had a very good turn up, around 30 people. The topic of the discussion was Strategies to Test Business Hypothesis, which was a follow up from last week’s meet topic “Business as a Hypothesis”, here are the Notes to that meetup and follow…

Snoop-Around.com vs mbl.is

I saw this website snoop-around.com on the SVEF awards night, snoop-around.com is a Photo/Interview website in Reykjavik, where they visit creative people in their workshop or home and do a profile on them. The website won the award for being the Best Approach, Blog and Video Content category. It was really fascinating to see how creative one…