Venture Bytes #34 – Google Misfires

Venture Bytes #34 – Google Misfires

on April 5, 2017

This first lead article titled “Google Misfires” is our take on the backlash from the major brands following the improper ad placements on YouTube. The second article “A Stumble or a Fall” handicaps Samsung’s odds of winning back the trust and reputation with its new Galaxy S8 phone, given that hardware companies – unlike software and services companies – don’t get the benefit of three strikes before they are out.

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Venture Bytes #33 – Snap Out of It

on March 6, 2017

This edition’s two lead articles are titled “Snap Out of It” and “A Culture of Smoke & Mirrors”. The Snap article highlights the risk of basing the bull case of the story on the Millennial user base, which tends to be trendy and fickle. The second article is our take on the recent sexual harassment issue at Uber and the general culture in Silicon Valley firms.

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Venture Bytes #32 – All Competition is Local

on February 1, 2017

We have two lead articles. The first “All Competition is Local” is a nod to strong competition from local incumbents in the international markets. The second lead article is titled “AI has Arrived”. With the technology maturing, funds flowing and the pace of acquisitions accelerating, AI has arrived and is well positioned to be transformational.

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Venture Bytes #31 – Riding Out the Regulatory Turbulence

on January 4, 2017

For this edition of VB we are back to two lead articles. The first one: “Trump Rally and the Binary Impact” touches on the regulatory skirmishes that the gig economy companies are facing – and continue to face – as the debate over creative disruption and the status quo rages on. The second article: “Infrastructure Investment Benefits Go Beyond the Industrial Sector” states our case that the Technology sector will be a big beneficiary of the infrastructure spending that President-elect Trump has promised to unleash.

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Venture Bytes #30 – Trump Rally and the Binary Impact

on December 12, 2016

The lead article, Trump Rally and the Binary Impact, suggests that both the public and private markets have reasons to worry and rejoice in anticipation of how the dust will settle.

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Venture Bytes #29 – Is Public the New Private?

on November 21, 2016

The two lead articles are Is Public the New Private? and It’s the Content Stupid. The first one looks at the public valuations and the second is our takeaway from the AT&T – Time Warner proposed merger.

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Venture Bytes #28 – Exposure Hunters and 2016 IPOs

on October 20, 2016

The first lead article, Exposure Hunters and 2016 IPO, is our commentary on the recent spate of successful tech IPOs. The second lead article is titled Streaming Music Hitting its Stride in India is a look at the streaming music landscape in India.

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Venture Bytes #27 – The Myth of One

on September 23, 2016

The first lead article, The Myth of One, is our take on the common belief across the tech land that there will be one winner in a category. There seems to be very little evidence to suggest this is accurate and a fair amount of evidence to suggest it is false. The second lead article is titled Are Bots the New Apps? Bots are in the spotlight lately. Facebook set the ball in motion with the recent launch of bots on its messenger platform. While the applications of bots are appealing. It is still early days as a number of factors have to line up before we see mass adoption.

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Venture Bytes #26 – Buffeted by Risk

on August 17, 2016

The first lead article, Buffeted By Risk, is a commentary on the recent volatility and the dramatic asset re-pricings in the public markets. We believe it might be time to commit to a cogent understanding, ignore the short term signal and stay a rational course. The second lead article, Unicorns Find Religion in Debt Financing?, looks at takeaways from the recent debt rounds by the tech unicorns. We don’t see any negative implications from these debt deals and believe companies are being opportunistic in the face of low interest rates, opportunity to minimize dilution, and ultimately gaining financial flexibility without giving up control. 

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Venture Bytes #25 – Blockchain

on June 9, 2016

The first lead article, From Wild West to Wall Street, is on Blockchain. Seven years after the release of the open-source software, the Blockchain technology is gaining traction, albeit gradually and selectively.
The second article, May (Not) Jobs, is our take on May’s employment report. We believe payrolls and employment are sending worrying signals and markets are tunnel visioned in on the interest rate implications. A large and growing body of evidence suggests that the economy has been and continues to roil many and disappoint even more.  

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Venture Bytes is a monthly insight report highlighting topical ideas, current trends and emerging opportunities in the global technology landscape