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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

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

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

Did you understand what Ericsson  did recently by forming a new company with 12 global telcos? They are transforming network from a static commodity to a dynamic platform. Let me explain - Consider the newly formed company as a restaurant and now read below:- Traditional Restaurant : A Static Menu Imagine a restaurant that has a fixed menu (the network) with set prices. Customers can only order what’s on the menu, and the restaurant doesn’t allow any changes or new dishes. Th

As I got invited by the team at  Tata Consultancy Services  to visit the showcased offerings I could catch 2 important and differentiating factors in the semicon space:- 👉 First is the importance of academia research partners such as the  Indian Institute of Science (IISc)  and other premier institutes which are enabling the next generation of semicon journey. I could specifically see how TCS and the academic institute is collaborating to build multiple patents in a cross-di

We should see more action in the engineering outsourcing landscape at  Shell 👉 Shell has been quite aggressive in its R&D spending focused on transition to low-carbon energy. Along with this there are couple of other areas related to growth in LNG business and obviously the 2050 Net Zero target 👉 A quick view into their engineering outsourcing deals for 2024 suggests a strong push for digital EPC contracting (In May they contracted with a Chinese vendor and last week they s

While strolling through  Yahoo Finance  and  CNBC-TV18  feed today, I came across interesting views by  Ravi Kumar S  on the changing landscape of tech services. Capturing some of the thought-provoking stances below for wider reach across my IT and engineering services network:- 👉 Current period of tech discontinuity is defined by both uncertainty and change. Uncertainty caused by on-going wars/geo-political conflicts and change due to fast progress in AI. So while, AI-led i

Impact and key implications of growing GCC's on outsourcing and the broader provider landscape! 👉 For a first,  Tata Consultancy Services  in recent results acknowledged the impact of GCC since the GCC wave picked up momentum in H2'2023 👉 Considering the strong GCC scale-up plans publicly advertised by enterprises by the end of CY2024 the impact will be more profound.  Kraft Heinz  plans to move from 400 to 2,000 FTEs while  adidas  in their first GCC in Asia (outside China

👉 [Oct'23] Biden administration ordered safe, secure and trustworthy usage of AI. Specific usage of the term "Responsible AI (RAI)" 👉 [Nov'23]  Accenture  appointed  Lan Guan  as Chief AI Officer 👉 [Dec'23]  nasscom  study revealed that 60% of Indian businesses' have started or are planning to take steps for mature RAI adoption Fast forward to May'24... 👉 [Chief RAI and related appointments]  Accenture  appointed  Arnab Chakraborty  as Chief RAI while  NASA - National Aer