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Observations of a fund manager
Everyone lives in their own Leela
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Gautam Bahal
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November 2021

16. Potential Quantum Winners
Go with nature if you are trying to simulate nature. Here's who I am betting on.
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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…
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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…
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Gautam Bahal

April 2021

March 2021

February 2021

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…
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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…
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Gautam Bahal

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…
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Gautam Bahal
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Week 8: Neo-imperialism, Ant cut to size, Queen's Gambit, Macro data looks decent!
Happy new year! May you hit all your goals this year! Another venture capital fund, this time Sequoia, re-iterated that Indian companies should be…
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Gautam Bahal

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…
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Gautam Bahal
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…
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Gautam Bahal
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