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1.  Palantir Technologies  in their filing notes " Across both the public and private sectors, there is a history of failures when investing in new technologies. One U.S. military department spent more than $1 billion building an enterprise resource planning system from scratch. The system was never delivered, and the project was terminated. Many of our customers have had similar experiences investing millions — even billions — of dollars in digital transformation projects, e

A cybersecurity engineer with 9+ years at Electronic Arts, Tesla, Al Jazeera, and Verizon secured EB-1A green card (~12 months) and O-1 visa (~14 months) through parallel strategy. His work in gaming security, DNS scanning, zero-trust permissions, and SAST/DAST protected millions across critical sectors—but success demanded amplifying "invisible" impact via public display. Public display was the game-changer , transforming internal tools into USCIS-recognized extraordinary ab

NVIDIA ,  Oracle ,  Meta  seem to be in the most turbulent zone for the next 1-4 year time horizon! I ran a 2x2 analysis on quantum of risk v/s Immediacy of risk on select US tech companies Parameters used on both X and Y axis:- 1. Difficulty in monetization and sustainability of AI initiatives 2. Threat to existing key (>50% by revenue) revenue component 3. Failure to hire and retain key personnel 4. Effect of macro-economic factors Insights :- 1.  Netflix   Shopify   Adobe

From 1984 to the current date...how has the SAP, ERP, FP&A automation and Vision AI systems adoption evolved at Indian enterprises Got chatting today morning with  Vaidyanathan Venkataraman  on how the finer nuances of adoption has shifted across - Functions (Finance, Marketing, After Sales, Manufacturing) - Industries (Liquor, Textile, Automotive and other asset heavy areas) - Business cases changed from cost savings to competitiveness and where was the peer pressure Full vi

State of Digital Transformation : Spotlight on  Uno Minda My quick take on what they are doing very well:- 👉 Among all the players analyzed Uno Minda is one of the strongest players in the product design space. INITIA divison specializing in design research and modeling is key to their strong competence in the space. 👉 Implementation of solutions for centralized supplier management is now becoming an industry standard. Good to see Uno Minda adopting it. 👉 Moderately good s

State of Digital Transformation : Spotlight on  Bosch India My quick take on what they are doing very well:- 👉 Bosch India has the highest score on Industry 4.0 deployments for "OEE enhancements, production monitoring & process optimization" 👉 Focused efforts on cost-discipline through granular cost analytics and predictive spend mechanics 👉 Running post-manufacturing CX initiatives in the after-sales market for "Online Repair, Service Prime, eWarranty, SMS updates" Strong

Contrary to common philosophy that Industry 4.0 capabilities are limited to North American and European enterprises, certain Indian Auto Ancillaries are holding strong ground... My set of quick observations:- 1. 2 companies -  Gabriel India Limited  and  Lumax World  came as surpise to me while performing the analysis. You can yourself see that these two firms are fighting weight above the belt. While they are small from a market cap standpoint, they are investing significant

Motherson Group  completed ~23 acquisitions in last 5 years. While 23 in itself is a very high figure especially from a successful integration standpoint, synergy realization being the secondary aspect While I was understanding their current state of digital transformation, of these 23 acquisitions, ~70% acquisitions point to only mechanical know-how, tech-transfer expansion ~30% acquisitions, which is both a significant percentage and absolute value bring in Industry 4.0 and

I have studied 6 Indian Automotive OEMs across all manufacturing value chain levers to understand the kind of initiatives they are taking to become better through Industry 4.0 and Digital Transformation Below is the ranking, please note, the ranking will change as more and more players are studied by me Ranking Methodology:- Digital transformation initiatives (taken up in last 1.5 year and those planned for next fiscal) are considered) These initiatives have been fetched from

While going through the annual report for Sona Comstar (an Indian Automotive Supplier and listed script) today, I came across this word "Singhavalokana" which means and I quote the definition provided in the report "it is believed that after a lion has traversed a meaningful distance in the jungle, it looks back to examine the path it chose, and this is referred to as ‘Singhavalokana’ in Sanskrit. CEO, Vivek Vikram Singh (VVS) calls out interesting industry adopted practice o

For years, Analyst Relations (AR) was a term synonymous with large enterprises. It was often perceived as a function focused solely on securing a spot in prestigious reports like Gartner ’s Magic Quadrant (MQ)®. The idea of a dedicated AR role was virtually unheard of in small and midsize enterprises (SMEs). However, this perception has evolved significantly in recent years, and AR has become a familiar and valuable function even for smaller organizations. Pramit Ghosh (PG)

A known of mine started their artificial jewel business in Oct'23 and recently reached out to me to understand the digital marketing landscape and specifically to understand which vendor would suit their needs Now, before we delve deeper, we need to understand that unlike product, services is a very different ball-game. I always say" A hard-checklist is easy, but a match is very difficult" I can run a very quick "Yes/No" binary on the needs pyramid of the client across 8-10 a

Not sure if bottom-lines will improve, but telco's should definitely grab eyeballs of every global investor While this year, I could not, last year, same time, I had fascinating conversations with leaders across Ericsson, Nokia, Airtel, Jio at the India Mobile Congress. Two developments that caught my eye include :- 1. Monetization of network slicing 2. Growing relevance and adoption of private 5G across use cases in manufacturing and mining While the year has passed by, to b

Have you ever run a quick survey on what most SaaS products and services are catering to these days? Did you notice a majority chunk selling you real-time monitoring of what your employees are doing in office? Or solutions providing you time and motion study of shop-floor workers? Or capturing communication of how your tele-calling guys are talking to your customers? Utilizing GPS tracking for real-time vehicle location updates Real-time oversight of production lines Overseei

This year has been a particularly hectic year in terms of M&A! While towards the start of the year we saw acquisitions across asset-heavy verticals, mid year disruptions in the automotive space and limited pick-up of discretionary spending across the board saw 2 significant developments :- 1️⃣ Both the IT and engineering services providers are re-pivoting to strengthen their competencies in the key niche areas where they are already dominant 👉 The first case in point being C

[Ok to feel bi-polar at times] "It was a happy day. It was also the saddest day of my career" [Never allow fear to overcome you] "With few exceptions in my life, I have never worried too much about the future and I have never had too much fear about trying something and failing"...Something related to this that already existed in my moral compass was "Try and fail, but don't fail to try" [Finding good in everything] My sister says I look for good in everything. Iger mentions

2 Years back I was supporting  IDFC FIRST Bank   Vaidyanathan V  in their micro-entrepreneurs journey as part of their FAME Challenge where they wanted the bank to gain traction in the rural-lending segment (unsecured lending space). Today the whole industry is reeling under significant stress for obvious underwriting issues. In the same regard, I was having deep-conversation with industry veteran and  SVADHAN  CEO  Krishna Chandran V Today's auspicious day of Diwali and Laks

The Week Unpacked with Analyst Ankur : What we speak and what we do? 👉 [Private players in defence] While defense minister explicitly calls out "INR 50 Crore to be a good amount, only 79 projects being funded in 6 years and only 18 moving to development stage speaks of the acute shortage of funds and efforts. Earlier this year I remember hearing  Neel Mehta ,  Asteria Aerospace Limited  when he mentioned that unlike Automotive where the whole ecosystem is available, in next-

While we regularly hear VCs and brokerage houses being bullish about food delivery and quick-commerce, I believe a growth (speed-breaker) / impediment is near :- 👉 Business context : In the last couple of years (some may read as decade as well!) many new business models (app-first and based on convenience) have sprung-up largely to cater to Gen-Z populations (early adopters) based out of our urban centers 👉 Digital detox and rise of dumb phones : While I heard the term "dig