Beyond the TAM: What PhD Founders Get Wrong About India

The Total Addressable Market slide tells you nothing about India’s deep tech opportunity. What does? India is full of opportunities, and surprises. My initial years working with Indian companies was fairly conventional: investing in companies in the ecosystem of Infosys and Satyam, the pioneers of outsourcing services to the US, and working with sales channels […]

India’s Race Against Time

To the naked eye, India looks like an oasis in the middle of a wrenching emerging market economic downturn. In 2015 Indian GDP grew by 7.2% with the IMF projecting 7.6% growth over the 2016-17 period. FDI reached a record US$63 billion in 2015, exceeding China for the first time. And despite more recent concerns […]