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All investment rules used for tech investments in last few decades are irrevocably broken

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From Rabbit to Apple, the once-promised AI in your pocket currently stands as a footnote, with clouds claiming total control instead.

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GenAI is not a product but a layer. Monetization requires bundling with products and ecosystems, with differentiation through integration

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When shrinkflation hits the chatboxes to turn shirkflation and leave answers a-hanging

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We have been witnessing substantial pricing increases directly or indirectly from many monoliner, small software companies. Across the board, the focus is not as much on locking users for the long term as for near-term revenue maximization.

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China and the West’s diverging paths in autonomous vehicles highlight differing priorities in regulation, innovation, and investment opportunities for the future.

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North Asian tech giants lag behind in valuation despite innovation. Effective market storytelling and vocal advocates are key drivers for better investor confidence.

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Examining Sequoia's "AI's $600 Billion Question," this post delves into AI capex, the impact of generative AI, and future revenue prospects, emphasizing the shift to hardware.

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Discover how the GenAI era is transforming the innovation landscape, shifting from garage startups to well-funded giants. Explore trends reshaping technology ventures.

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Tech capex drives global growth, defying bubble claims. Explore how Gen-AI fuels a hardware revolution, economic stimulus, and unprecedented innovation.