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 […]

The US Market, From the Outside In

How East Asian PhD founders and spinouts, and Asian TTOs, can navigate the US commercialization ecosystem. This post is not a general GTM analysis for Asian companies entering the US market. It is written specifically for research-backed ventures and university spinouts; that is, founders who have built something out of research, have institutional credibility at […]