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I was discussing this topic with one of my colleagues the other day. The size of the market opportunity matters. For example, we sell Linux-based mailing solutions. That is a tenth of the spend that companies do on Exchange and Notes. So, the question is: how can we target those users?
How we define the market opportunity will either embolden us or constrain us.
In most early stage
companies, the discussion of market size never comes up because there is little or no revenue. Once the revenues start coming in, then one needs to start thinking of the future - and how the market opportunity can be expanded.
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4 days, 1 hour ago on
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One of the publications recently asked me for my five favourite websites. This is what I wrote and sent them.
My favourite sites represent my interests: technology, business and politics, books, India’s development, and India news.
Techmeme.com
This is an aggregator of the best of all the latest news, blogs and the buzz in the tech world. On a single page, I can see
all that’s happening in the world of technology. I check a couple times daily. I wish something like this were available for Indian tech!
The Wall Street Journal and New York Times
I go to these sites for the global news coverage, technology reports and their op-eds. WSJ offers good tech insights, and also has very good centre-right leaning op-eds. They now also have an India start page. On the NYT site, I go on to the Books section, the Op-eds (somewhat centre-left views) and of course, the technology page. Much of my viewing of both these sites happens on the mobile.
Continued tomorrow.
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From a Tech Talk series written four years ago:
Today’s world looks very different from the vantage point of where I reside here in Mumbai, India. It is a world full of infinite opportunities as companies seek to leapfrog the legacy of decades of slow development. It is a world with youthful energy and money being unleashed as one navigates the new malls and restaurants coming up all over
. It is a world where mobile phones connect people who never used a landline before—and perhaps will never use a desktop computer, opting for more advanced NetPCs and wireless devices of all manner.
It is also a world where the services juggernaut in urban India is complemented by the largely agricultural rural economy, where hundreds of millions still live in poverty. It’s a world where the old still exists and, at times, even dominates the new. The contrasts may be stark, but there is one thing that is ubiquitous in my homeland: Optimism! For the first time in living memory, there is a belief that tomorrow will be better than today. That perception alone can make all the difference. I see not just the Old India of yesterday, but the New India of tomorrow. It is an India that will be built in a world of extreme competition, and extreme opportunities—powered by transformations and disruptions.
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A few of you had written in saying that I should share the books we discuss in our Book Club meetings. We had one a few years ago. Here are the books that people talked about:
Switch: by Chip and Dan Heath (on Change)
Other Colors: by Orham Pamuk (Nobel Literature Prize winner)
The $12 million Stuffed Shark: by Don Thompson (on contemporary art)
Flow: by Mihaly
Csikszentmihalyi
The Miracle: by Michael Schuman (on Asia’s economic rise)
The Checklist Manifesto: by Atul Gawande
Instead of Education: by John Holt
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This week’s links:
The Scary New Rich: From Newsweek. “The global middle class is more unstable and less liberal than we thought.”
Building a Better Teacher: from The New York Times Sunday Magazine. “When Doug Lemov conducted his own search for those magical ingredients, he noticed something about most successful teachers that he hadn’t expected to find: what
looked like natural-born genius was often deliberate technique in disguise.”
Role of Data in the Mobile Future: by Tomi Ahonen. “Like Alan Moore says, this is why mobile phone user data is the ’new black gold of the 21st century‘.”
Top 50 VC-backed Companies: from Wall Street Journal.
Reflections on India: by Sean Paul Kelley. Brutally frank. “I’ll start with what I think are India’s four major problems–the four most preventing India from becoming a developing nation.”
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Continuing with my list of favourite websites:
Blog.800ceoread.com
I visit this at once a week. It gives very good suggestions on business books. Its reviews expose you to new ideas in the business. The sheer diversity of thought that is out there makes it a fascinating read.
Deeshaa.org (On India’s Development)
This is my colleague Atanu Dey’s blog.
He is an economist and blogs on issues dealing with India’s development. He writes on what we have done wrong on the policy front, and what are the challenges that India faces on its path to development. He updates it frequently, and I check it about once a day.
NayaNaya.mobi
This is a made-for-mobile public aggregator of breaking news on many topics (created by my company). I check this on my phone the first thing in the morning. The India-centric headlines aggregated from multiple sources in different topics (national news, business, tech, cricket) provide a very good overview of all the ‘new-new’ happenings.
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