Ketharaman Swaminathan

CRED + Meta: The Ultimate Privilege Marketing Machine?

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Five years ago, in my blog post entitled InCREDible Rise Of CRED, I predicted that targeted ads would eventually be the business model of CRED. My prediction has aged well, with ad tech major Meta taking a 25% stake in the startup for $900 million in what’s widely regarded as the first step towards acquiring a majority … Read more

Why The Kimi Panic Is Misplaced

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Every few months, there’s an AI breakthrough from USA or China, which triggers another round of hand-wringing in India. The latest example is Kimi K3, a frontier LLM model released by Beijing-based company Moonshot AI last month. Kimi K3 is widely regarded as rivaling the performance of the best American models. As a Free Open … Read more

Cognizant Is Not An Indian Company – And Why That Matters

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Vivek Ramaswamy, the Republican candidate for Governor of Ohio, posted a tweet on 26 December 2024 in which he blasted the American jock culture for creating a shortage of geek talent and blamed muddled American cultural priorities for creating the need to import STEM / engineering talent from India, and other countries, into USA. All … Read more

SaaSpocalypse Now – Part 2

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In SaaSpocalypse Now – Part 1, we saw five updates on the SaaSpocalypse narrative: SaaSpocalypse shaaspocalypse Discounts ahoy AI hits point SAAS hard AI does more than coding SaaS can do AI better than AI can do software In this second part, we will cover five more. 6. New twist in the SaaSpocalypse tale The … Read more

SaaSpocalypse Now – Part 1

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In a series of posts published on this blog well before the term SaaSpocalypse was coined, I predicted that AI will kill many SAAS companies (see the RELEVANT READING section at the end of this post). Here’s a quick recap of those posts: “SaaS Repatriation” is the replacement of SaaS applications with bespoke software built in-house … Read more

Why Aspirational Selling Will Scale New Heights In Enterprise AI

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Aspirational Selling is selling to aspirational goals of the customer, with a proven track record of achieving those goals for other customers in the past, and every intention of achieving them for the said customer at present. – Aspirational Selling Is Not Overselling In our GTM work around Enterprise AI with nearly 100 prospects and … Read more

Technology Matters – Until Cost Matters More!

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Anthropic and other Artificial Intelligence labs have recently started charging customers for token usage in addition to per-seat subscription. This is like Prime Video asking paid subscribers to pay separately for some movies and shows! This move has had a knock-on effects on Cloud Service Providers and SAAS vendors who consume tokens. Microsoft, ServiceNow, and … Read more

Economic Times Publishes My Take On How Not To Waste Solar Power

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Dear Editor: Recap by ChatGPT: Victim of Stellar Success India’s rapid solar-power expansion has outpaced the supporting infrastructure needed to use it effectively. In states like Rajasthan, surplus solar electricity cannot be stored or transmitted to demand centres because of inadequate battery capacity and transmission lines. As a result, large amounts of renewable energy are … Read more