India’s Casual Gaming Studio Opportunity
While I’ve always been more of a board games person, the pandemic and my entry into tech investing pushed me to give mobile games a shot. Admittedly, I’ve spent many a night playing Call of Duty (COD) during the lonely days of COVID and more recently, couldn’t escape...
An Open Dialogue on the Open Network (ONDC)
Would ONDC be a real game changer and alter India’s e-commerce landscape in a big way? Would it lead to massive value creation by a host of new companies playing a key role in the unbundled supply chain? Or would its impact be limited & hardly needle-moving for...
Consumption Unleashed with Credit line on UPI
The recent launch of “Credit line on UPI” by NPCI is a pivotal point in India’s credit journey, one that will give rise to several fintechs. In essence, Credit line on UPI is set to become what Debit Card EMI aspired to be, and more. Credit line on UPI makes...
Why SaaS companies can withstand the funding downcycle better
Contrary to popular narratives that software is not impacted during downcycles, it does. To a large extent, it already has. Sales cycles have lengthened by 20-25% and public cloud vendors have seen their growth reduce. Over the last 5 quarters, YoY growth for US...