Category: Strategy
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SFTechWeek and an Epiphany on How to Win the Cloud Wars
It’s a wrap for SFTechWeek by a16z 2024, and I must say, the experience was exhilarating! I had the privilege of attending some fantastic events and meeting founders from across the globe, all with one goal in mind – pitching their innovative startups. From India to Germany, Latin America to Ukraine, Poland to the UK,…
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The Roadmap to $10 Trillion: Can Big Tech Get There?
As a major shareholder in Big Tech companies, I often find myself thinking about what it would take for these companies to reach the elusive $10 trillion market cap. Yes, that’s trillion with a capital T. The usual suspects I’m talking about are the giants of our time: Collectively, these companies already represent some of…
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A Classic Product Management Dilemma: Should Google Launch a Standalone Gemini App?
Last night, I was searching for Gemini App—Google’s LLM Assistant—on my iPhone 15 App Store. The search results stumped me a bit! I was shown two similarly named apps— 1. “Gem AI: Ask AI Chat Anything”, and 2. “GemAI: AI Chat & AI Assistant.” In fact, searching explicitly for “gemini by Google” change little to…
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When & How to Build Second Product by Casey Winters
Had a fantastic conversation this week with Casey Winters about the crucial (and often tricky) decision of when to build your second product. Casey is easily one of the foremost experts on scaling startups after product-market fit, and his insights – honed from his experience at Pinterest, Grubhub, and Eventbrite – were pure gold. Why…
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Jio – A $30B Master Stroke by Mukesh Ambani
Since the launch of much awaited Reliance Jio, telecom sector in India is up for a stir. Jio has already acquired 100 million users in a short span of 170 days, and is targeting ambitious 400 million users by the end of next fiscal year. Some would say, this could be because of Jio’s generous…