Amazon vs Flipkart and Uber vs Ola. It’s not about capital dumping – it’s about good and bad investments.
Feb02

Amazon vs Flipkart and Uber vs Ola. It’s not about capital dumping – it’s about good and bad investments.

Some investments are sensible and work out. Some are terrible, and don’t. Can we stop the silly debate on protecting bad investments, and move on?

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Has the opportunity for Indian internet startups been terribly wrongly estimated?
Apr04

Has the opportunity for Indian internet startups been terribly wrongly estimated?

With the softening of valuations and the famous Flipkart markdown, is there still a large internet opportunity in India?

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