Venture investor with an operating and entrepreneurial background. Interested in digital media, mobile, on-line advertising, internet infrastructure and all things related to India.
Category Archives: Internet
While 2010 was a banner year for online video, it was also a year of missed opportunities. Online video came of age in 2010. First and foremost, 2010 was the year of Netflix. With almost 20 M subscribers at the … Continue reading
…on the impact of tablets on the PC ecosystem and Android vs. iOS. Well worth the read. See The key mobile trends emerging from CES 2011 Thanks to Srinivas Mantripagada for sharing this.
…so said a senior consumer electronics executive in India. He went on to say that electronics retailers in India are bullish on the market opportunity for tablets, and are gearing up to work with both OEMs and mobile carriers to … Continue reading
The iPad was clearly “the product of the year in 2010” with 12-14 M units were sold in within 9 months of launch. As a point of comparision, 33 M netbooks and ~325 M PCs were sold in 2010. Furthermore, … Continue reading
Fortune’s latest cover story argues that Google “is transitioning from a growth company to-and there is no other way to put it-cash cow” It goes on to say “that ranks up there with being a former super model” Google clearly … Continue reading
In an earlier post, I stated that I think there will be 200 M broadband connections (access speed > 1 Mbps) by 2015. I got some feedback that the prediction seems unrealistic (some called it crazy) given that there are … Continue reading
The recent skirmish between Apple and Adobe has focused attention on Flash vs. HTML5. Its native support for video could render flash obsolete. Furthermore, it treats audio and video as first class citizens, and this has widespread implications for how … Continue reading
The Indian media is full of news about how investors such as Reliance Industries have paid Rs. 38,000 Cr. ($ 8 B) to buy 4G/wireless broadband access licenses. And this is on top of the ~ Rs 70,000 Cr ($ … Continue reading
In its 10Q filing with the SEC yesterday, Google disclosed that its cost-per-click in the first quarter declined 14% year-over-year and 6% sequentially. Google asserted in the filing that “the decrease in the average cost-per-click paid by our advertisers was … Continue reading