Enlighten

Home
Archive
About
Observations of a fund manager
Everyone lives in their own Leela
 • 
Gautam Bahal
3
New
Top
Community
16. Potential Quantum Winners
Go with nature if you are trying to simulate nature. Here's who I am betting on.
 • 
Gautam Bahal
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
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
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
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
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
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
Enlighten
Connecting the dots

Enlighten

AboutArchiveSitemap
© 2023 Gautam Bahal
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing