Update to Economic outlook – H2 2023
Increasing fear of recession and impact on fed hikes on banks. Is there a way out for banks to build the trust among its customers.
Banning TikTok will not solve the underlying issues of Data Privacy
My thoughts, Winners and Losers of banning TikTok and Requirement of a broader privacy laws that prevent misuse of personal data in the first place.
Economic Outlook – 2023
Divergence in consumer spending patterns and changing sentiments, growing spending gap between high and low income families. Plus my predictions for first half of the year.
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Philosophy and Artificial Intelligence
How Darwin would have analyzed AI? And applying his principle of evolution and natural selection in creating AI.
Analyzing 2022 Holiday Season Sales
Factors that determined sales this season and predictions for 2023
Disney: Replacing Bob with Bob, Will it help Disney regain its focus on building exponential love?
Chapek played the hand that was dealt by Iger. He did make rookie mistakes which costed Disney dearly over two year. Plus what should Iger's next order of business be as he begins round two at Disney.
Meta (Facebook) Problems – Part 2: TikTok and YouTube Shorts Growing Engagement
Instagram is still the best platform for ad conversion whereas TikTok is exploding with creators.
Meta (Facebook) Problems – Part 1: The Metaverse
It's all about how you define the problem. I just don't like the way Facebook defines the Metaverse
Economic Outlook – Understanding Supply and Demand
AMD, Samsung, and FedEx's outlook reports tell us…
Economics of Amazon’s Circle of Entertainment and Twitch
Building an entertainment engine requires two things, hits…
TikTok vs Meta and 3 Trends in Digital Advertising
Influencer marketing is changing social graphs and Programmatic ads are changing our TV. Added Bonus section - Impact of removing 3rd party cookies on ads.
Halo Effect And Its Impact On Investing Decisions – Explained!
The Halo effect is a tendency to make inferences about specific traits based on a general impression. This example will help clarify the definition of the Halo effect. As an investor we need to question the information and even our judgement to ensure our investment is Halo free. This essay presents thoughts on how that can be done.
Netflix Earning, Microsoft Ad Deal & Why Microsoft – A Possible Acquisition?
Netflix has decided to partner with Microsoft for their ad-tiered model. Is there more than what meets the eye. Is Netflix planning for their exit strategy, with a possible acquisition by Microsoft. Also what did the earnings tell about the future of Netflix business. Read more to find out.
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Three Reasons Why BNPL Is Failing & The Future of BNPL
The slump within startups in the BNPL market is concerning. Especially Klarna which has gone down from $46B in valuation to $6.5B. The same goes for Affirm which has lost 80% since the beginning of 2022. Delinquency and securitization of loans is a real concern and will impact if regulations are not strengthened in this direction.
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Netflix Ad Partnerships and “Stranger Thing” Effect
Netflix lost 200k subscribers earlier this year and is on the verge of losing 2M more by the end of the year. They are surely lacking IP and the only way out from here is to build an ad-tiered model. Competitors have done it. Let us examine the long tail effect on Netflix, ads, stranger things impact, and much more.
Monolith vs Microservices – A PM’s Perspective & MS Teams Use Case
Introduction Before we begin a quick question to…
Crypto Gave Us Blockchain, And That’s It…
Read about the crypto debacle of 2022. It has a lot of historical similarities to the the internet and dot com crash of 90s.
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Conviction Investing – Now Is The Time
We are living in uncertain times. We witnessed a black swan moment in 2020 when COVID hit all of a sudden. We also witnessed crazy valuations that companies achieved in 2020 and 2021. And now we are back down. These are good opportunities to enter the market and practice conviction investing.
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Dr. Strange, Q2 Disney Results and the Moat
Disney is the envy of every media company, regardless of whether it focuses on films, TV, gaming, music, or publishing. There has never been a more dominant player in the entertainment business, globally. Disney is a brand that your parents, you, and now your kids associate with. There is exponential love for Disney characters. People dream to visit Disney theme parks and capture a snap, take a ride, or watch a play related to their favorite characters. Disney+ has reached 135M subscribers and continues to grow its library. With digital transformation, Disney seems to become more dominant. Netflix disrupted the media industry by providing content on-demand and ad-less experience. Disney identified this opportunity and played a bigger game with its existing library to continue telling stories that people love watching. Read more to understand how Disney makes money and its business model.
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Three Twitter problems Elon Musk needs to worry about and Two potential solutions to bring Twitter back into the revenue game
Twitter is struggling to gain users and it is impacting the ad revenue. It is definitely time for Twitter leadership to step back and reevaluate the business strategy. Twitter as a services company and Twitter as a social company should be separated. Allow third parties to connect and moderate their own content.
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3 problems faced by OTT/entertainment industry and why gaming is a potential solution
OTT industry is fighting hard for user attention, building IP, and producing content that will bring back subscribers. Gaming is a potential solution to these problems. Gamers across the world are rising and are attracted to franchise-based games. Live streaming is another solution. Both will provide an alternate revenue stream and attentive user time.
Intellectual Property (IP) is king in OTT/SVOD
Bad week for Netflix and other OTT companies as shares tumbled after Netflix Q1 earnings report. Well, losing subscribers is not the only problem Netflix has. They don't have an IP. Let us understand more on IP and its importance in today's OTT business. IP = Love = Revenue
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Unity and Meta – A formidable combination, it’s a win-win
Unity software is on a staggering journey growing their revenue over 40% CAGR for last 5 years. Their Metaverse vision to build RT3D content and their control over creator market in gaming makes them a perfect candidate for Meta (FB) to acquire. I explore the opportunity for M&A of Unity and Meta.
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Myths of Innovation – Why problem definition is more important than finding solutions
The process of Innovation is challenging and somehow with working knowledge, we all know what is required to innovate. However, there are still some aspects and stories that can always inspire us. Myths of innovation solidified my knowledge about following the path of idea generation. Key, as Scott also states, is to have a lot of ideas tested and crossed out. You need to have a bank where you can always go and pick an idea from which to test and develop a hypothesis. The goal during idea generation is to think without constraints and filters. Once you have a substantial problem, follow the path of learning as much as possible before committing to a solution.
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Zappos and the Wizard of Oz: A relentless customer success story everyone should learn
Zappos is a story of relentless customer service and a leader that developed and focused on a culture driven company. Culture will actually define how your employees will treat your customers and deliver products with customer in mind. Read the blog the understand more.
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Metaverse and Numbers: Understanding the COST and TAM – Part III of the Metaverse series
What we need are the social attitudes to change to experience this new era on the internet. Metaverse is the grand vision to provide a parallel universe. Costs of building it are high (in the range of ~$700B). The market is close to $14T. Is it all speculative or can companies like Meta, Microsoft, Roblox, etc. make it happen? There is a lot to unpack and understand. I explore these scenarios and dive more to understand the market of a metaverse in this article.
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Three things we need to make Metaverse happen – Part 2 of the Metaverse series
In part 1 I questioned the future of metaverse. Here I am presenting the top three things required to make it happen. 1. Network - high bandwidth and low latency 2. Hardware - Consumer hardware (AR/VR/haptic gloves) to Compute hardware 3. Interoperability to allow virtual environments to talk to each other. Transfer your NFTs from one world to another.
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Metaverse Explained: What you need to know – Part 1 of the Metaverse series
This is part 1 of the metaverse series from products and businesses. The biggest corporations are pouring money into developing the future of metaverse. Analysts estimate the market size to reach $1T by 2028 is a staggering 44% CAGR. But do we really understand what it is? Let's find out.
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PayPal – A true example of a product-led growth company – A lesson in product-market fit
My understanding of a great business is that keeps on growing and innovating and PayPal has done the same. They taught the product world key lessons on listening to your customer, finding product-market fit, and once you have a PMF go full force. Maybe this is not a recipe for a legacy company but start-ups or organizations that operate in startup fashion can surely implement it.
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You’re a Product Manager – How to write effective user stories?
User stories are an essential component of this ideology that lets you define what benefits your products will bring to your target audience. User stories will allow you to connect your North star metrics with user expectations
Business infographic. Teamwork, collaboration work concept Vector
Collaboration: The Art and Science of Product Management
Collaboration is a practice that brings together the whole team to achieve a specific goal. Working in a collaborative environment opens the doors to creating a product that offers real value in a fast and efficient manner and maintains a strong team.
You’re a Product Manager – How to find your North Star?
The North Star is a leading indicator that acts as a connective tissue between the product and boarder business. NSM is a single critical rate, count, or ratio that represents your product strategy.
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You’re a Product Manager – Why you should think about creating an MVP
So what is MVP after all, “Minimum Viable Product is a version of the product which includes only features that solve a core problem for a specific set of users, allowing organizations to release it to the market.” Eric Ries, the author of Lean Startup, defines MVP as “a version of a new product which allows the team to collect the maximum amount of validated learnings about customers with the least effort.” In simple words, MVP includes features that solve a core problem for a set of users and thrive in the market.
“Ideas are easy. Execution is everything.” Unlocking OKRs as described by John Doerr
This blog is a summary of the Measure What Matters, a book by John Doerr. Measure What Matters focuses on the idea and concepts of Objective and Key Results (OKRs). Why an organization should adopt the OKRs, how they should adopt the OKRs and what cultural changes an organization need to make to be successful with OKRs.
Evaluating Alphabet – Does more internet usage evaluate to increase in advertisement revenue?
Ever since I read about Google, have been a huge fan of Google's operating model and how speed to market for its key product. This has helped generate good market capitalization and a huge economic moat over its industry peers. This blog uses mathematical and financial model to evaluate the fair enterprise value for Google. I have discounted cash flow analysis to predict revenue growth by doing competitive market analysis for its advertisement and cloud business.
Can telehealth help fight pandemics?
Covid-19 has shown that we are no where close with our preparations to deal with pandemics of this size. The situation is worse in developed countries. In midst of this crisis, I have tried to explore the option of telehealth as an alternative means of care. Can it really help fight pandemics while keeping the motto of social distancing alive.
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Metaverse future seems farther away than what experts thought in 2020
Growth of Metaverse from 2020 to 2023, Big Tech's changing stance on Metaverse and three reasons why consumers are not buying the Metaverse's and the future.
Is the black swan moment of the pandemic over?
2020 to 2022 - we just failed in our predictions, is the future any better?
Are you still trying to build your trust in Crypto? Well, FTX and SBF made it easy!!
FTX and Alameda scam explained. A corporate fraud that destroyed any image crypto was building back since the Celsius debacle.
It’s Time, Meta should split – A social company and A Metaverse company
All great business go through expansion problems. But Meta's social company is suffering due to expansion into Metaverse. I present my views on why they should be operated as separate companies.
What is “X” in Twitter’s Plans? Also, it’s a good idea to charge for Twitter blue
Twitter's super app curve ball. Do Americans really want a super app, my understanding says no. I explain the concept of Super app and why China was successful in building them
End of an Era of Free Streaming – Netflix goes Paid
Fight for subscribers is not over, Social Media and Sports Streaming will be an uphill battle
Buying & Selling Homes via iBuying Is A Bust (+ OpenDoor and Zillow)
iBuying is getting busted. Opendoor and Zillow which started with AI iBuying tools are selling their properties at a huge loss.
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Surprises Are Part Of A Product Manager’s Day
Well, You can never get away with surprises…
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Product Management Is Easier With White Boarding
Virtual office is not as effective as being in person. I can get more done by just talking to people.
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