अहम् ब्रह्मास्मि

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Startups

Startup Exits: An Investor’s Perspective

Startups Exit is one of the paramount issues in the VC community in India and also at the same time often overlooked or misunderstood by many. The fact of the matter is that the scale/exit strategy determines the type of investor. My presentation was given at...

Startup wish list for Budget 2017: Leave us Alone!

Another Budget by NDA govt is in the offing and air is again thick with expectations. Like all years, every industry group is busy preparing wish list which generally boils down to a single point agenda of reducing tax rates and talk of level playing field and how...

Theory of Asset Bubbles: Its all about Color of Money! – Part III

Fidelity has marked down value of its investment in snapchat by 25% and there are some other markdowns reported by investors as part of annual/quarterly accounting procedure and it has sent a wave of glee all across globe among all startup watchers/experts and...

Startup Bubble: Case of misplaced Schadenfreude – Part II

The great Startup bubble has burst finally or so the Experts would like us to believe as the evidence (as per them) is mounting day by day. Around 1500+ employees at various startups in India have been laid off. One of the Founders was held hostage in Pune and the...

Anatomy of coming Startup bubble: The missing argument – Part I

From Bay Area to Bangalore, if there is one word which is stirring the fancy of the masses in general and analysts in particular, “Startup Bubble” seems to be that word! It doesn’t matter if you are in the crowd or away from the crowd, the bubble is bound to get into...

E-Commerce Bubble vs Modern Retail ~ The perspective fallacy

1/6 Future Retail raised close to 6000 Cr ($1.5 bn) to build a business with a top line of $2.5 bn with marginal profit/loss #StartupBubble 2/6 @Flipkart has raised $3.5 bn to build a business with a top line of $ 3bn in its 6th-year #StartupBubble 3/6 In the time of...

Startup Bubble / Debt Crisis

1. If 2001 dot-com bubble was Type I (false positive) error for analysts/columnists etc, 2015 is going to be type II error (false negative) to all wise women/men. 2. About impending Startup bubble burst, there is unanimous certainty among newspapers, ex-CEOs, Missed...

In the time of Euphoria

We are all at a wonderful ball where the champagne sparkles in every glass and soft laughter fall upon the summer air. We know, by the rules, that at some moment the Black Horsemen will come shattering through the great terrace doors, wreaking vengeance and scattering...

Startup India, Standup India: The Missing Link

Euphoria is in the air. Startups - the poster boys of these times - have got another fan-base, i.e., the Government of India, cheering for them. Startup India, Standup India Action Plan announced on January 16th by Prime Minister Narendra Modi has created another...

Age of Porn / Age of Kali

Traveller, foodie, and photographer!!! These powerful three words, or traits, probably capture the personality profile of 90% of millennials / “generation me” navigating the wild-wild-web on those social, or not-so-social, websites. These foodie travelers armed with...

Wish List for Budget: Unleash the Entrepreneurial Spirit

The maiden budget of Narendra Modi Govt. is about to be presented in coming days, and as usual, there is loud chatter and demand around raising tax limits, allowing greater tax exemptions, as well as various other tax sops demanded by industry bodies. It is not that...

Pollution

Why can’t India fix its air or clean Cities!

1. Delhi Air is bad. well not bad, it is at Gas chamber level. 2. Long exposure can kill and present level of pollution is three times more than code red levels. 3. So you expect whole population to be running out of city in order to save their life!! 4. Well, NO, a...

Swachh Bharat, Delhi Air Pollution, Why Govt fails big time?

It is again that time of the year in Delhi. Monsoon is over, Winter (thanks to changing climate) is yet to come, but the air is slightly cold and foggy. Noise related to pollution has again started to appear on social media timelines - Posts on Paddy stub burning,...

Diwali Crackers, Pollution and convenient transfer of Guilt

1. Crackers are bad as they cause pollution. The already rotten air of Delhi will be beyond repair if our obsession with bursting crackers continues! 2. While on its own, the idea of not bursting crackers is good but in totality, it is one of the worst ideas to...

Politics of pollution!

Air is thick in Delhi, literally and figuratively. The winter fog laden with smoke, heavy particulates and dust has not left any scope to think otherwise. Newspapers/ social media and activists are filled with smog and rage. Yes, Delhi air is literally thick. Not to...

Economy

Tale of Interest rate, debt and Equity : Three Countries

1. The country used high-interest rates to lure international capital (debt). High capital created growth which created high inflation. High inflation devalued currency thus making debt expensive. This led to a balance of payment crisis which in turn killed the...

Demonetization: recession at gate or GDP at 9%

Update 1: 12 Dec 2015 : 1. 34 days have passed since the announcement by PM Modi and as expected almost all of 14 lakh cr is going to be deposited in line with my prediction. India is a jugged country and people always figure out a way to beat system due to our long...

GST and Economic Boost

GST Bill, despite all claims and hopes, is going to be the biggest damp squib in recent times. It will create chaos, confusion, tax terrorism, and mar the next 2 years of Narendra Modi Govt. Whatever said and done, Indian mandarins are not mentally ready to let the...

GST and the end of hope

“Road to hell is paved with good intentions.” GST - good and service tax, summed as India’s biggest tax reform in the last many years, is finally here. GST empowered committee in one of their last meeting, finalized rates on pending items with Gold getting taxed at a...

Raghuram Rajan Controversy: Why Subramanian Swamy HAS a Point

There is a sense of anger among Indian intellectual class, stunned by the demand made by Dr. Subramanian Swamy for the sacking of Dr. Raghuram Rajan - the most respected, ever charming, hottest RBI Governor India has ever had. From Shobha De to newspaper editors to...

Union Budget 2015: Ordinary Ahoy!

First, let me give a disclaimer before I get into the nitty-gritty of budget analysis. Overall, this has been quite a good budget, and in normal routine times, it might have got 8.5/10 or so. But then these are extraordinary times with extraordinary ambitions, and so,...

2014 : Economic Crisis at the Gate

The year 2014 onwards, one is bound to see India facing its worst economic crisis, irrespective of the fact whether Mr. Modi becomes PM or not. Since it is the first time India will face an economic crisis without any luck or local stimulant as Manmohan Singh’s...

Entrepreneurs

Job less Growth & Booming Share markets

Are businessmen turning investors? No longer mid-size /SME entrepreneurs investing in their own growth/plant expansion etc. However same capital is finding its way to investments in - Mutual Fund, Share markets, Real estate and a tiny bit in startups!! as the rate of...

The Song of an Entrepreneur

Awesome poem by Milton Berle. Captures the mind of an entrepreneur - “I’d rather be a could-be if I cannot be an are; because a could-be is a maybe who is reaching for a star. I’d rather be a has-been than a might-have-been, by far; for a might-have-been has never...

Of Entrepreneurs, Artists and Signals from the WhatsApp Acquisition!!!

19 Billion, the price Facebook paid for WhatsApp acquisition!!! So while the whole world is still grappling with the price points, pattern seekers amongst us are trying to figure out the perfect template / the secret sauce. (Un)Fortunately, patterns are loud and clear...

Government

Being Counter Intuitive & Running Democratic Govts!

Majority of decisions in life and business which leads to survival / 10x growth are counter-intuitive. However Democratic Govt by nature of it, follow popular advice which is intuitive/common sense. So are democratic Govt designed to fail?

Agriculture
Philosophy

My Soul has a Hat

I counted my years & realized that I have Less time to live by, Than I have lived so far. I feel like a child who won a pack of candies: at first he ate them with pleasure But when he realized that there was little left, he began to taste them intensely. I have no...

The Entrepreneur

मैंने उसको जब-जब देखा लोहा देखा लोहे जैसा तपते देखा गलते देखा ढलते देखा मैंने उसको गोली जैसा चलते देखा ~ केदारनाथ...

वर्गभेद और मानव समता

जहाँ वर्ग भेद की ज्वाला है, जहाँ मानव भेद की हाला है, जहाँ अपराध भी बाटा जाता है A, B, C के भागो में, जहाँ मानव भी आँका जाता है, वेतन के प्रतिमानो में, क्या वहाँ भी मानव समता का उजाला है । written in 1984, discovered in an old...

धर्म ऐवम कर्म

धर्म “जो धारण किया जय, वो धर्म होता है। एक कर्म प्रधान व्यक्ति के लिए, कर्म ही उसका धर्म होता है अंतह कर्म ही धर्म है...

Sometimes

Sometimes five minutes take a year to fill, sometimes a year passes by in five minutes, Some time it happens this way, sometimes another way around! but life goes on, dreams go on … I crack a bit in bytes sometimes and then again gather me and move on Sometimes I...

We All are Hitler, We All are Buddha

We all are Hitler, we all are Buddha, It is not they are some other, It is just we, who vacillate between one and the other, Is it a moral choice to choose one, Or just inability to choose one? B'coz somewhere deep down there, We are still the one, with mistaken...

अग्निपथ! अग्निपथ! अग्निपथ! – The Startup Anthem

वृक्ष हों भले खड़े, हों घने, हों बड़े एक पत्र छाँह भी, मांग मत! मांग मत! मांग मत! अग्निपथ! अग्निपथ! अग्निपथ! तू न थकेगा कभी! तू न थमेगा कभी! तू न मुड़ेगा कभी! कर शपथ! कर शपथ! कर शपथ! अग्निपथ! अग्निपथ! अग्निपथ! यह महान दृश्य है चल रहा मनुष्य है अश्रु-स्वेद-रक्त से लथ-पथ!...

Venture Capital

Startup Pitch: An Insider’s Guide on What Do VCs Want?

As a VC, we suffer death by PPT (on a cue from Alexei Kapterev) almost every day. Every month, we see 100s of PPTs and attend many events where again one is drowned by pitches and more pitches… all vying for a time which is equally captured by e-mails / social chatter...

Massive Earth Summit

Epilogue: Massive Earth Summit 2018

Summits are generally yada yada affairs with an opportunity to escape the routine and meet fellow industry people. There are always more people outside chatting away than inside. On top of it, being the first event, the huge challenge of having delegates/speakers etc....

Massive Earth Summit 2018

Announcing Massive Earth Summit 2018: Cultivating Pollution as a resource mindsetBlock your dates - 6th June, New Delhi Register...

Democracy

JNU, Rohtak and Crisis of Democracy

India is in rage these days and seems very united against the threats to its unity. Countless messages related to teaching lessons to anyone who dares to attack or break India are getting posted and shared on social media. Yes - as a Nation, we are ready to crush any...

Drama @ Wagah Border

Nothing captures the essence of India like Wagah Border Post daily ceremony. The show, Chaos, Confusion, VIPs, VVIPs, honks, false rhetoric, and oh yes, the usual second-class Indian citizen, the native who runs from pillar to post to get passes and then some seat,...