Networked Conviction 002

India Tech is China Tech Circa 2010; Update on Software is Oversold

This is an entry in Networked Conviction: My Investing Journal; a weekly newsletter for my paying subscribers where I share portfolio updates (including current, future, and anti-portfolio mentions), Requests For Startups, and investing ideas. To access this newsletter weekly, subscribe here:

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My goal (read: hope) is to try and share these Investing Journal Entries as often as possible, whether about the companies I’m investing in (or, potentially, thinking about investing in? Maybe open sourcing some of my thinking about potential investments), the startups I want to see, and the broader universe of investing ideas / lessons / frameworks that I’m getting exposed to.

Another part of my plan is try and write these as quickly as possible. I see the value more in the rapid fire distillation and distribution of the ideas, rather than treating them as fully polished pieces to put out. So these may not always have a fully flushed out perspective or conclusion, but I’m trying to capture these raw ideas as quickly as possible and put them out into the world. As I wrote when I launched Networked Conviction:

“The critical element was unpacking how my ideas connected to each other... the goal is to offer a deeper, more unfiltered cut of my thinking and research.”

So keep all of that in consideration as we dig into the two ideas I’ve been ruminating on recently.

First? A recent conversation I had about the budding potential of the Indian technology market.

And second? An update on some of my public marketing investing perspective around software from last week.