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Showing posts with the label technology

Technology Endgame

My brain was wired to wonder what would happen 10 years down the line. Not with my life, but with the profession that I am attached with, of computer software. In 2000, I believed we would be selling songs on the internet, doing infrastructure management remotely and need security consulting for organisations in ICT and most of that is true. Now, what next. When I look at the current landscape in technology + businesses, where is what generally happens. Startups, which do various business models providing similar services, eventually merging to form large companies to provide scale, as and when the service becomes  a commodity. The interesting nature of the startups from around 2005 is simple, automate. Automate the way we live our life. What will we do when we have reached this level of automation, and a particular level of efficiency - Cars are no longer produced for individuals to purchase, but can be 'rented' for short periods.  Public/Private scaled tra...

Equity / Share Markets - India, Globally

For quite some time have been trying to understand and figure out whether the retail investor can ever make money from the market. There are some queries which if unanswered, clearly imply the retail investor being disadvantaged in the share market, clearly indicating lack of market efficiency...   1. Insider information. This can never be done away with. The top level executives of businesses 'know the score' and will make some market moves in advance based on this information. This 'score' can be the organisation's results or regulatory changes of the government. Not in the USA, Not in India. And contrary to what many believe, post the Rajat Gupta episode, this problem exists at the same scale in all places where a share market functions. The fundamental human is the same everywhere with the same shortcomings. 2. Skill lacunae - executives generally have some management education, and brokers have 'connections', which may not be the case for t...