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Software Market Genes
Market share stability, pricing power, and disruptive innovations
Nov 6
3
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Software Market Genes
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Risk Curves in Venture Capital
Early stage venture continues to institutionalise
Oct 30
6
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Risk Curves in Venture Capital
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Constraints
As a forcing function for focus and efficient growth
Akash Bajwa
Sep 4
7
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Constraints
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1
Cornered Resources in AI
Snowflake and talent scarcity as a moat in AI
Akash Bajwa
Apr 24
4
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Cornered Resources in AI
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Consensus Trajectories
All companies are on the path from non-consensus to consensus
Akash Bajwa
Mar 13
1
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Consensus Trajectories
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TAM Mirages
Traversing through the idea maze in non-obvious markets and approximating market size on problem value
Akash Bajwa
Feb 27
6
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TAM Mirages
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ICONIQ: The Nexus of VC, Hollywood and Silicon Valley
Differentiation through an unparalleled network
Akash Bajwa
Sep 19, 2021
6
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ICONIQ: The Nexus of VC, Hollywood and Silicon Valley
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Coatue: The cub on the prowl
The Tiger cub that's likely to make its mark known in 2021
Akash Bajwa
Sep 12, 2021
19
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Coatue: The cub on the prowl
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