Why new Tv is exactly like old TV
Every other night, my wife and I put our kids to bed and settle down on the couch to watch some Netflix. When I mentioned this to my mother, who doesn’t have Netflix, she asked curiously, “so which serials do you watch?”. I flinched. We don’t...
To AI or not to AI
Something in the air reminds me of 1999/2000, where everything suddenly became “.com.” It feels uncannily similar today where everything is magically AI-driven. Are these companies truly AI-led? Over the last six months, at Stellaris Venture Partners, my colleagues...
Will Global companies eat our lunch?
As an investor, I am often asked this question, and the simple answer is, if I believed this were true, I wouldn’t be in the business. But let me explain. The Indian tech economy is often compared with China’s, with similar opportunities and challenges. There is...
Will Indian tech companies ever be profitable?
Perhaps the top question venture capitalists have asked Indian tech companies in the last 2 years is about their profitability potential. In view of the discount-driven growth strategy of some leading internet companies, it is certainly a question worth asking. While...