Sitemap - 2021 - Something Profound?
Crypto #3 - To Axie Infinity and Beyond...
Annual Predictions #1: Key Trends for 2022.
Economics of Online Pharmacies in India
SaaS #5: Magic Number has no magic
SaaS #4: Metrics that Really Matter (for me at least)
China Internet Report - 2021 by SCMP
Random #5 | best 404 error page ever
Fintech #3 | Of floppies, caca CACs and commoditized banks
VC#6 | Where are the next billion users?
Crypto #1 | Understanding Crypto, DeFi and NFTs - A Primer
Network Effects #2 | Much Halla about the Mohalla
Fintech #2 | Why PayU needed BillDesk
Fintech #1 | Of Fintech, Wedges and Future.
Consumer #1 | Looking at Restaurants in the time of Covid
VC #4 | Risk, Uncertainty and 100 year old books
SaaS #3 | Scaling up Marketplaces
Random #4 | Product Market Fit
SaaS #2 | Thoughts on Building Marketplaces
SaaS #1 | Marketplaces as a way of monetizing Network Effects
Random #3 | Of Dodgy Marketing
VC #3 | Offence is the best defence?
Network Effects #1 | 13 types of network effects
Deep Dives #1 / Geopolitics #2 | Chip shortages and a Quick Semiconductor Industry Primer
VC #1 | FOMO is a nursery of Unicorns?
No BS Investing: Nomad Partnership Letters
Revisiting my Covid 19 Letter to Portfolio Companies
Geopolitics #1 | What's going on with China and its Tech Companies?