Category Archives: Startups

Why Product Doesn’t Win — The Information

This is so good. I need to digest some of the more salient points but I love the truth telling.

In the past few weeks, as some of the Valley’s most mature internet companies have faced crisis after crisis, there’s been a theme circulating that these companies, and Facebook in particular, has lost their product way.This chatter peaked when journalists and others suggested that Instagram …

— Read on www.theinformation.com/articles/why-product-doesnt-win

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HealthXCapital launches $25m healthcare fund for SEA and India

Been sitting on this news for a while. Congrats to the HXC team for going public!

The fund is backed by Apollo Hospitals, Jungle Ventures, Eight Roads Ventures, the proprietary investment arm of Fidelity International, and other private investors.

— Read on www.dealstreetasia.com/stories/healthxcapital-healthcare-fund-sea-india-108533/

China’s secret startup advantage: liquidity | TechCrunch

China’s secret startup advantage: liquidity | TechCrunch:

Faster liquidity can push cycle of returns, fundraising, reinvestment

This is the struggle with the SEA ecosystem. Just not enough liquidity yet to create the magical cycle.

USA and China have it. India with some of their monster exits creating some secondary action to enrich employees is crawling towards it.

As some of the big unicorns in SEA start to make some employees rich – there will be some mini cycles around that.

One should not knock what SEA and Razor of done to help get this going as well.