Six Laws Of Software Marketing

During the dotcom boom, ERP customers wanted Internet-enabled Manufacturing Resource Planning. Now, MRP was a very resource-intensive workload and took several hours to run on an enterprise network. Not surprisingly, it’d rarely end when it was attempted over a 64 Kbps dialup modem in the late 1990s. However, we’d have lost the market if we … Read more

Actionable Insights From myBAR ChatGPT Data Analysis

In myBAR Data Analysis By ChatGPT, we saw various insights from ChatGPT based on crunching the data in myBAR dataset (For those who haven’t read that post, myBAR dataset contains ratings and reviews given by me to 600-odd books I’ve read in the last 15-odd years). This analysis happened on data in a spreadsheet. Some … Read more

AI Didn’t Invent Circular Deals

I concluded my blog post entitled ROI For Customer ≠ ROI For Investor with a promise to write a follow-on post on startup investments that are not made in cash. This is that follow on post. Noncash investments have been practice du jour in many industries for decades. During the dotcom era, it was customary for startups to pay for marketing, … Read more

myBAR Data Analysis By ChatGPT

I recently asked ChatGPT to dive into my book collection, crunch the numbers, and give me insights into my reading behavior. This blog post is the result of that exercise. I’ve read over two thousand books. You’ll find some of them in my bookshelf. But many books I’ve read are missing from it since: I … Read more

“Will AI Kill SaaS?” Is The Wrong Question

Last week saw a severe meltdown of software company stocks on Wall Street. Salesforce: −47% Figma: −83% Hubspot: −71% ServiceNow: −53% Workday: −45% Click here for a more complete list. According to Wall Street Journal, the $300 billion drawdown in software stocks was caused by the threat posed by new AI vibe coding tools to … Read more

Arattai V. WhatsApp: Network Effects Don’t Grow On Trees

The mainstream media has already started writing the obituary of Zoho’s Arattai messaging app. Take, for example, Economic Times. In its oped entitled Why Arattai Isn’t A WhatsApp by Akshat Khandelwal, ET writes:  Arattai will join the long list of ‘dead’ Indian apps such as Koo, Hike and Chingari that tried to punch above their … Read more

How China Primed Its R&D Pump With IP Theft

When some rando shills China’s R&D playbook for India on social media, it’s funny. But if a leading columnist does the same in the world’s second largest business daily (see footnote 1), it’s no laughing matter. When that happens, it must be rebutted. Consider it done. —– In his op-ed entitled Commercial, Not Tech-Savvy in … Read more