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Observations of a fund manager
Everyone lives in their own Leela
Gautam Bahal
Dec 29, 2021
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Observations of a fund manager
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16. Potential Quantum Winners
Go with nature if you are trying to simulate nature. Here's who I am betting on.
Gautam Bahal
Nov 16, 2021
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16. Potential Quantum Winners
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15. The Quantum Century.
The 21st century will be largely dominated by what happens in Quantum Computing - a full scale "fault-tolerant" quantum computer may just be Mankind's…
Gautam Bahal
Nov 12, 2021
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15. The Quantum Century.
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14: The future is Quantum
This weirdly wonderful tech will change everything. It may unravel the secrets of nature, disrupt industries, and maybe even give us the investment(s…
Gautam Bahal
Nov 10, 2021
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14: The future is Quantum
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13: Democratising data, USD fading, hyper growth
Nandan Nilekani made some revealing comments about India’s digital economy in an interview recently He talked about an initiative called Beckn…
Gautam Bahal
Apr 6, 2021
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13: Democratising data, USD fading, hyper growth
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12: Sequoia insights, growth vs. interest rates, IPO market games
I enjoyed reading this letter from Sequoia to their investee companies. Two ideas stand out for me: The economy (especially US) is really strong, with…
Gautam Bahal
Mar 28, 2021
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12: Sequoia insights, growth vs. interest rates, IPO market games
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Week 11: Data consumption explosion, TSLA/BTC
Data traffic in India increased 60x in 5 years according to a report by Nokia. There are some eye-catching details in the report: average time spent by…
Gautam Bahal
Feb 14, 2021
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Week 11: Data consumption explosion, TSLA/BTC
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Week 10: Earnings roar, Costly "free" tech, Digital "tax", Bold budget, Most important company you haven't heard of
Regular readers (I may be kidding myself) would have noticed a rather long gap between weeks 9 and 10. Suffice to say that work (and life) got unusually…
Gautam Bahal
Feb 7, 2021
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Week 10: Earnings roar, Costly "free" tech, Digital "tax", Bold budget, Most important company you haven't heard of
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Connecting the dots
By Gautam Bahal
· Launched 2 years ago
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