Enlighten

November 2021

16. Potential Quantum Winners

Go with nature if you are trying to simulate nature. Here's who I am betting on.

Nov 16, 2021 • 

Gautam Bahal

3

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…

Nov 12, 2021 • 

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…

Nov 10, 2021 • 

Gautam Bahal

1

April 2021

13: Democratising data, USD fading, hyper growth

Nandan Nilekani made some revealing comments about India’s digital economy in an interview recently

Apr 6, 2021 • 

Gautam Bahal

March 2021

12: Sequoia insights, growth vs. interest rates, IPO market games

I enjoyed reading this letter from Sequoia to their investee companies.

Mar 28, 2021 • 

Gautam Bahal

2

February 2021

January 2021

Week 9: US chaos, Tech's Pandora's box, Bitcoin whales, Strong economy, Record FII inflows vs. negative editorials

The world watched the ongoing chaos in American politics with a mix of shock and humour. Is the reality TV show that is/was Trump’s political career…

Jan 10, 2021 • 

Gautam Bahal

1

Week 8: Neo-imperialism, Ant cut to size, Queen's Gambit, Macro data looks decent!

Happy new year!

Jan 3, 2021 • 

Gautam Bahal

2

December 2020

Week 7: Amazon Basic(ally) kills, Grim tax stats, Funding for India's entrepreneurial talent

Wonderful deep-dive article on Amazon by the Wall Street Journal this week that touches upon some of the issues I discussed a couple of weeks ago (point…

Dec 27, 2020 • 

Gautam Bahal

4

Week 6: America- print away!, Super(Whats)App, Movie Streaming Gains Stature, India's tragic value drain

The US Federal Reserve’s balance sheet hit a new high this week, as they said they will keep buying at least $120bn of debt per month until “substantial…

Dec 20, 2020 • 

Gautam Bahal

1