Steadfast in the Storm: Strategies of Crisis Leadership in History 

Models of Investing

AI and the New Economic Order (3/3)

AI and the New Economic Order (2/3)

AI and the New Economic Order (1/3)

The Sky Is Not to Blame: On Tragedy, Progress, and Responsibility

Strategic Archetypes: Boyd & OODA

Barbell Strategy - The Weight of Extremes

From SaaS to Agents: The Coming Shake-up in Enterprise Deals 

Vertical AI Agents: Strategic & Investment Implications (2/2)

Vertical AI Agents: Strategic & Investment Implications (1/2)

A History Written in Second Order Effects

Strategic Archetypes: Metternich and the Balance of Power 

Reinventing the Rebound: Business Turnarounds in the Age of AI 

Creative Destruction: From Schumpeter to AI (3/3)

Creative Destruction: From Schumpeter to AI (2/3)

Creative Destruction: From Schumpeter to AI (1/3)

Strategic Archetypes: Bismarck in a Multipolar World 

Entrepreneurial Uncertainty: Building in the Fog

Against Folly in the Digital Age

Triumph of the Meme

DefenseTech & Transformation of Modern Conflict

Venture Capital Enters Its Third Act

Venture Capital & The Rise of Algorithmic Investing (2/2)

Venture Capital & The Rise of Algorithmic Investing (1/2)

On Strategic Use of Venture Debt

Virtue Signaling and Wokeism: Power, Discontent, and the Reckoning 

The Map Is Not the Territory 

The Mask of Leadership

The Prescription Trap

Personal Resilience: The Cult of the Rubber Ball 

Resilience in an Age of Uncertainty (2/2)

Resilience in an Age of Uncertainty (1/2)

Through the Noise: The Imperfect Practice of Scenarios and Foresight

The Capital Cycle Perspective on SaaS and AI 

Memento Mori

The Palimpsest Nation; Notes from a Changing India

Unlearning & Relearning in the Age of AI

Software Investments in a Gen AI World 

Where Does AI Fit? Understanding AI through Popper’s Three Worlds

Words, Rules, and Narratives: Wittgenstein Reads the Market

Britain's Economic Slumber: A Call to Wake Up 

LLMs Reshaping Global Power Dynamics

Open-mindedness & Decision Making

25 Initiatives for India in 2025 

VC Trend de Jour – Venture Debt & Non-Dilutive Financing

SaaS Transition in Age of AI

Generative AI: Shaping the Future of Economy, Markets, and Investments

Janusian Thinking & Creative Strategies

From Innovation to Execution: Reality of Deep Tech Financing

The AI Supercycle

Vasudhaiva Kutumbakam: A Modern Interpretation of an Ancient Ideal 

Antitrust & Reverse M&A in Tech

The Far-Reaching Impact of Interest Rates on the Economy, Innovation, and Technology Investments

Tales of Transformation: The Universal Language of Narrative

The Promethean Guide to Human Irrationality: Learning from Danny Kahneman 

Investing in Picks and Shovels: A Gold Rush Strategy

Product Market Fit - The Holy Grail of Venture Capital Investing

Art of the Possible – M&A Roll-ups in Tech and Software (2/2)

Art of the Possible – M&A Roll-ups in Tech and Software (1/2)

The Evolution of Freedom: From Antiquity to Today 

Strategic Archetypes: Kissinger and Realpolitik

Change

Strategies for Wealth Creation - Enhancing Company Control 

Bridging the Funding Gap: Adapting SAFE for Deep-Tech Challenges

Strategic Archetypes: Metternich and the Balance of Power 

Nation Building: Learnings from the Old Master, Lee Kuan Yew

Investments & Inflection Point

Exiting Your SaaS Business: Strategic Planning and Value Enhancement 

SaaS Valuation 101 

On Pattern Recognition

Investments & Compounding

Valuation & Business Cycle

On Use & Abuse of History

Investments & Market Dislocations

Strategic Archetypes: Administrative Strategies of  The East India Company

Articulating Wealth Creation in a Business 

Learning from Machiavelli 

Luck vs Skill 

Role of M&A Thesis for Corp Dev 

Creative Destruction & Business Positioning

Clausewitz & Strategy

Checking Assumptions 

Risk Taking

Investments & Asymmetric Payoffs 

Ergodicity & Life

Thoughts on Buyside Tactics 

Platform Acquisitions - PE Perspective

Pragmatism as Philosophy of Action

Dialectics as an Antidote to Dogma

Epictetus & Resilience

Uncertanity, Kelly & Life

Truth is Not Learned Only Covered

Turning off the Mind

Thought is the True Prison

Kautiliya & Indian Strategic Culture

On the Disappearance of the Artist

What Remains When the Masks Fall

The Fetish of Choice: A Requiem for the Self

Equanimity Over Positivity

Authenticity & Self-Mainenance

Transformation

Systems & Goals

Why Few Achieve Greatness? 

Modern Greatness

Via Negative & Decision Making

The Rebellion of Stillness

Willpowe & Enviornment

The Coming Post–COVID–19 World Order

Venture Capital Decision-Making Process

Avoiding the Boulevard of Broken Dreams: Why Investors Say NO and How to Prevent It

Preferred Shares in PE/VC Investments

Russian Roulette: Life and Business

India's Path to a $5 Trillion Economy: Ideal vs. Reality

2019 Tech Investment Trends: A Glimpse into the Future

Some Observations on Management Presentations

Written growth plans as part of M&A preparation 

Preparing a Mid-Market Tech Company for Sale: Some Thoughts

A Time to Sell 

Strategic Archetypes: Cyrus & Adminstration

What Makes a $100B Software Company

Accessing Corporate Venture Capital: A Balancing Act

M&A Due Diligence Process

Term Sheets: VC Perspective

Why Entrepreneurs Fail to Raise Capital

Reflecting on Disruptive Forces: Lessons from Mobile Handsets to Automotive Innovation

Strategic vs Financial Buyers 

Startup Business Plans 

Stimulus & Response

On Long Range Planning & Its Advanatges

Venture Valuations 

Billion Dollar Business Plans

Business Renewal and Revamping 

Crafting Invesment Narratives & Equity Stories 

Financing Acquistions

Autonomous Driving: What We Need to Know

Why entrepreneurs fail to raise capital

Autopsy of a Failed Technology Startup 

Reflecting on the Role of the State in Funding Radical Innovations

Types of Value in M&A Transaction

The Valuation Math of $100B Market Cap Companies

The Falling Cost of Starting a Digital Company: Impact on Venture Capital

Apr 2025     Venture Debt & Innovation Financing

Apr 2025 Defence Tech Investment Landscape Mapping

Dec 2024 AI Investment, M&A, Partnership Landscape

Jan 2025 Strategic Blueprint for Corporate Development 

Nov 2024     Interest Rates and Tech Valuation

Aug 2024     AI Data Center Investment Landscape & M&A

May 2024 Space Tech Investment & M&A Landscape

Apr 2024 Value Creation Playbook

Mar 2024 Cyber Security Investment Landscape

Jan 2024 Small Business Turnaround Playbook

Nov 2023 Buy and Build Playbook

Aug 2023 IoT & Tech Enabled Business Turnaround Playbook 

Jun 2023 GTM Straegies Playbook

Mar 2023 Tech Valuation Drivers 

Jan 2022 Step by Step Business Acquisition Manual

Dec 2021 Step by Step Acquisition Planning

Sep 2021 Sell Side Playbook

Dec 2018     Venture Valuation Drivers