Venture investor with an operating and entrepreneurial background. Interested in digital media, mobile, on-line advertising, internet infrastructure and all things related to India.
Author Archives: Ashu
Advertising is a $ 500 B + industry globally, 20 % of which, almost $ 100 B, is digital today. With tablets, smart phones, and Connected TVs, consumers are starting to live in an “all digital world”. As that happens, … Continue reading
Historically, marketers have played a limited role in driving IT spend. I believe that this is changing, and that selling technology to marketers is a huge opportunity. I believe that this is the decade of the CMO (Chief Marketing Officer). … Continue reading
…was the title of a recent Economist story on Microsoft (http://www.economist.com/news/business/21565225-microsoft-makes-its-pitch-mobile-age-tablets-high). The core thrust of the article is that while Microsoft still has 90% of the PC OS market, it has only 30 %of the personal computing market (factoring in tablets … Continue reading
2011 has been an amazing year on so many dimensions: Our second son, Aniket (a.k.a. one who makes the whole world his home), was born on June 13. Aditya (a.k.a. the Sun), our other son who is almost 3, started … Continue reading
With the recent Nokia deal, Windows Mobile is back! While Nokia seems irrelevant in the US, Symbian still has 37.6 % market share globally (amongst smart phones), and more importantly, Nokia has 40+ % of the global cellphone market (of … Continue reading
While 2010 was a banner year for online video, it was also a year of missed opportunities. Online video came of age in 2010. First and foremost, 2010 was the year of Netflix. With almost 20 M subscribers at the … Continue reading
…on the impact of tablets on the PC ecosystem and Android vs. iOS. Well worth the read. See The key mobile trends emerging from CES 2011 Thanks to Srinivas Mantripagada for sharing this.
…so said a senior consumer electronics executive in India. He went on to say that electronics retailers in India are bullish on the market opportunity for tablets, and are gearing up to work with both OEMs and mobile carriers to … Continue reading
The iPad was clearly “the product of the year in 2010″ with 12-14 M units were sold in within 9 months of launch. As a point of comparision, 33 M netbooks and ~325 M PCs were sold in 2010. Furthermore, … Continue reading