Are creators the next unlock for consumer brands to break another ceiling?

by Rahul Chowdhri | Oct 28, 2022 | Investment Thesis

Would you believe that a social media creator sold more than a billion dollar’s worth of beauty products online in just 12 hours? It may be surprising to most of us but for Li Jiaqi, a Chinese celebrity known for running marathon live streams, it was just a piece of...

The Future of SaaS, an Indian Perspective

by Arpit Maheshwari | Jan 22, 2022 | Investment Thesis

The migration of enterprise software from an on-premise model to one hosted on a central cloud — a trend that started ~20 years ago with Salesforce as a torchbearer — has continued unabated, with much headroom left still. Consequently, SaaS has been on a roll in...

MLOps – Opportunities in powering 2020s’ AI-Revolution

by Anagh Prasad | Sep 27, 2021 | Investment Thesis

If AI in 2015 was a promise for most enterprises, it’s already a storm across all of enterprise software in 2021. Across software, hardware & services, AI makes up a $300B+ global market today, which is poised to cross $500B in all likelihood by 2024. ...

Interactive Communities: the next big thing in the creator economy

by Anagh Prasad | Jul 21, 2021 | Investment Thesis

Community is the latest buzz word in tech. Communities are crowning new influencers, driving Github projects to global adoption, replacing formal education, & propelling D2C brands to tens of millions in sales. In fact, community builders are disrupting the online...

How software can lead to improved data privacy (no, really!), and why we are excited about it

by Arpit Maheshwari, Anagh Prasad | Jul 12, 2021 | Investment Thesis

Over 3 decades since Tim Berners Lee pioneered the world wide web, the internet has changed the way we socialize, work, shop, learn, get entertained, & so on, at an unprecedented rate. At the heart of much of the internet’s power lies data – data that...

The Next Decade in Indian Ed-Tech

by Arpit Maheshwari | Mar 20, 2021 | Investment Thesis

A lot has been written about the surge in funding in Indian ed-tech – the sector received more than USD 2B in funding in 2020, compared to USD 550M in 2019. However, Byju’s acquisition of Akash finally felt like a watershed moment in Indian ed-tech (irrespective...