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

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

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

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

Yes Bank MD and CEO, Prashant Kumar has listed couple of factors across both the asset and liability side. Lets dissect those and let me call out the red-flags which continue to make the bank and management unattractive to investors like me :- "Retail stress is attributed to aggressive unsecured lending." Two important fundas to focus here -  first is aggressive and second is unsecured.  The unsecured lending space has been very attractive for all the market participants sinc

Seeing a host of things happening at  Ola , some seem good to get them back to track, some showcasing recurring problems and some still grey... 👉 Getting them back on track: - Firstly squarely focusing on domestic market and winding up international markets business (UK, Australia and New Zealand) seems a much needed step.  Hemant Bakshi  mentions they have re-assessed the priorities is a great step as every market is different and there is no point in making losses jump (su

In recent dialogues at ETAuto, Mr. Kishor Patil, Co-Founder, MD & CEO KPIT shared some provocative thoughts on Automotive, Connected, Electric, Shared mobility market. Capturing the essence below :- 👉 L3+ Autonomous to become norm in next 3-4 years (across North America, Europe and most of Asia) 👉 Connected software services market to grow at a highest rate among space 👉 As Connected vehicles keep penetrating the market, vehicle interiors to undergo massive change (Might s

Intelligent Industry is in full motion!!! During my recent visit at Cyient Analyst event, I got privilege to interact and touchbase with key leaders on a plethora of happenings in the digital product engineering world Sharing snippets of some of these discussions for benefit of wider engineering community and my network: - 👉 [Communications space] After RDOF, BEAD is a significant program bound to get in business to the engineering ecosystem as the enterprise funds seem dry

Morgan Stanley today shared a bullish outlook on the Indian IT and ER&D players. While the article by Bloomberg beautifully captures the essence, here are the key themes that govern the ER&D market for remaining of CY'2023 👉 The deal closure was slow in H1'23, but quicker deal closures are expected in the later half of this year (read "large multi-staged digital transformation deals") 👉 Synergistic benefits from acquisitions for players like Cyient to creep in 👉 Improvemen

Recent reporting by Forbes on Garuda Aerospace Private Limited, Agnishwar Jayaprakash founded unmanned aerial vehicles (UAVs) OE(D)M opens new opportunities for service providers in the platform and digital product engineering space across the aerospace and defense continuum. “About two weeks ago, the drone-tech startup and Naini Aerospace Engineering Ltd (NAeL), a wholly owned subsidiary of HAL (Hindustan Aeronautics Ltd), signed a joint development partnership to manufactur

- Initial Context Network slicing has been a hot topic in the 5G space for quite sometime now, Ericsson explains Network slicing as tech which allows mobile networks to be partitioned into virtual network elements (‘slices’) on top of a common shared physical infrastructure. Each network slice can be customized to meet the specific needs of applications, services, devices, customers, or operators. Think of a network slice as a type of private network, with the appropriate iso