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

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