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More IT Services Bashing

Sujai Karampuri in Need Product Companies for India’s Growth makes an unconvincing case for encouraging the high tech industry in India. On the way he quotes data on the IT Services industry to prove his point that More »

Users in India should have opt-in rights

Last year I posted on “Indian websites haven’t earned my trust“. What had annoyed me enough to write that piece was moneycontrol.com. Once it got hold of my email, it started sending me an email a day with an inane “Sensex was down 89 points, your networth?” Unsubscribing hasn’t worked so far. Eventually, I relegated it to “spam” in my email client where it finds company with all the Viagra and penny stock spam. I wonder what they’ve done with my email though. Probably sold it half a dozen times already, along with those of a thousand other unsuspecting subscribers. More »

Apple and the Music Industry

Last week’s post on YouTube and Viacom got some great comments. If you get a moment go read them. Ram Medury brings up the case of VAS content providers in India, who get a small fraction of the revenues. The rest is kept by the Indian mobile service provider. Senthil says that it’s about the quality of the content. If the content is compelling it will pull in the dollars. Also, Robert Young at Gigaom has a very thought provoking post on the subject of Google and old media companies.

Onward ho! As promised, this week I take up another interesting space where the “Content vs. Distribution” battle is being played out – digital music. More »

YouTube vs Viacom: The Return of the King

The old adage “Content is king” doesn’t seem to be borne out by the post-bubble resurgence of new media. The three companies that have benefited by this resurgence the most are Google, Apple and YouTube, which is now part of Google. None of them create content. More »

A Tale of Two Techies

Taking up from where I left off last week. Based upon the analysis it appears that the dramatic growth in the IT Services industry in India is the primary force in shaping the Indian techie. The Indian techie is a bright person who did well in college, but even after a few years in the industry, is low on technical depth. Before he can really sink his teeth into something, he is pulled into project management. Not because Indians or Indian companies don’t care about technical depth, but because if they have to meet demand and grow, they have no choice. And to paraphrase Gordon Gekko in the movie Wall Street – Growth is good.

A study in contrasts is that other techie – the American techie. More »

Where are All the Senior Developers in India?

I hope you got a chance to play around with the spreadsheet that I posted last week. I finally got the embedded spreadsheet to work, so you can make changes and see the outcomes right there on the blog post. Isn’t that just a thing of beauty?

The model in the spreadsheet is quite simple, but it can explain a few things - for example, why in India ‘experienced developer’ has become an oxymoron. You simply don’t find developers with more than 5 years of experience. The Valley stands on the broad shoulders of seasoned developers who can weave magic with their keyboards and relish being individual contributors. Try finding these guys in Bangalore. More »

Notes from TiEcon Delhi

I attended TiEcon Delhi for a day in October. The energy in the main hall and the deal-making in the lobby outside, spoke volumes about how hot the Indian venture scene is. I met old friends as well as some new entrepreneurs. And came away with much to chew on.

Startups in India have opportunities and challenges that are quite different from the ones in the US. Ditto for VCs. A few observations: More »

Indian startups making a mark

Last week’s post on IndiaPost raised quite a storm of comments. Some of them were supportive of my central thesis that for Indian citizens to get better public services the issue of labour flexibility within public service organizations is the most important one to address. Many were not. Of these some thought that IndiaPost has actually done well, given the circumstances, and that I was looking at the glass half-empty.

So for a change, let’s look at the glass half-full. Let’s talk about some Indian startups that are being noticed.
More »

Web 2.0 - Dotcom Redux?

TechCrunch recently posted a link to GoToWeb20.net, a self-proclaimed complete directory of Web 2.0. (I would recommend you try the link only if you have broadband) It is quite a nifty AJAX web-site with a logo-listing of a whole bunch of Web 2.0 startups, which are organized by date and tags.

If you haven’t had enough of the whole AJAX-social networking-folksonomy-long tail thing, this website should cure that for you. There are 283 startups featured on the website. That doesn’t tell you much. But when you find out that there are 26 companies working on some form of bookmarking, you know there is kool-aid being drunk in large quantities somewhere. More »

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