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Everyone lives in their own Leela
Gautam Bahal
3

November 2021

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

April 2021

Nandan Nilekani made some revealing comments about India’s digital economy in an interview recently He talked about an initiative called Beckn…
Gautam Bahal

March 2021

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

February 2021

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
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

January 2021

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…
Gautam Bahal
1
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…
Gautam Bahal

December 2020

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…
Gautam Bahal
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…
Gautam Bahal
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