Monday, August 11, 2014

Missiles are the new Mines

Even as speculation is ripe on the WWW on whether it is the pro-Russian separatists BUK anti-aircraft missile OR the Ukrainian Air force air-to-air missile that felled it, it can't be denied for a fact that the actual on-the-ground MH17 crash investigation is getting inexplicably slower & rather covert lately.

Either which way, one has to but agree with Dr. Brahma Chellaney when he says in his recent article "To prevent another MH17, examine root causes" that the most critical aspect to be addressed in light of this tragedy is effectively barring/ preventing countries from transferring SAMs to non-state actors.

While inter-state relations, arms-control isn't generally what I write on, a specific aspect in the above article prompted me to share my opinion. It's about the US administration apparently considering building-in a remote kill-switch in the sophisticated TOW anti-tank missiles being provided to the 'moderate jihadists' in Syria with a noble intention of ensuring these missiles aren't usable in any other hands &/or for any other sinister purpose (i.e. other than fighting the Assad regime!) - this stuck me as throwing-in yet another deadly uncertainty into the already impossibly volatile cocktail of missile proliferation among non-state groups;

Below is the comment I posted against the above article;

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Great insight as always Dr. Chellaney! Even if supplier states indeed wish to NOT let non-state/rogue-states use their SAMs for any deviant purpose (if there’s any other kind), the plan of ‘building obsolescence’ into missiles, while sounds sci-fi, comes across as an ill-conceived strategy since this’d create a supplier base that differentiates its offering by way of NOT building in obsolescence into its ware – any incremental risk-mitigation from the innovation would thus be negated by this newly introduced uncertainty. The trading states probably would be better off exercising precaution through consensus trade regulation than resorting to doomsday preparedness features as these.


Friday, August 8, 2014

Cloudsciencing [sic]


A potential game-changer in contract research services domain & I’m talking about the latest concept that calls “Putting Science in the Cloud” in its intro of Emerald Cloud Laboratory, essentially what looks like an idle infrastructure monetization initiative of the 'stealth start-up', Emerald Therapeutics.
Pun apart, if indeed this turns out like it’s promised, a scientist in any part of the world will be able to simultaneously prescribe & iterate-on (with the robotic handlers) the experiments that she/he outsourced. This in turn will make it easy for more drug discovery start-ups to emerge (including some garage innovators too..) & pursue their dreams in a quicker, cheaper & more efficient way (~ the likes of DNAnexus claim that as scale emerges, it’s possible that a whole human genome can be sequenced for a mere $1000!)
The above scenario also implies that scale is a possibility & efficiency at scale an absolute need for any player in this emerging domain.
With only JIT availability of both laboratory & equipment consumables as a probable potential 'scale-limiting' bottleneck, I won't be surprised if the domain of cloud contract laboratory services (I wouldn’t yet call this research..) is quickly populated & dominated by the likes of Life Technologies, a process likely starting with acquisition of buyer organizations by these technology platform & consumable behemoths.
An exciting prospect surely for a scientist currently hyperventilating while awaiting the outcome of an outsourced experiment.

Thursday, July 3, 2014

Take me in, dammit! - a gripe & a request


For the lack of any better term, I christen myself an inafluxer, to mean a nouveau Linkedin author who’s dying to be an influencer but loathe to admit it! (or not..)

Right from the day I have been given the privilege of publishing on LI (no email, just stumbled upon it..) & I grabbed it greedily, I’ve been trying to make sense of what exactly it takes to get the inafluxer articles ‘featured’ on relevant channels.
While I couldn't identify any rationale yet, I observed a probable trend wherein LI;
  • Identifies profiles that could be potential churners of reasonable quality posts on largely generic/ popular issues & ones that could beget a loyal following
  • Invites them to publish on LI with a personalized email; ensure their initial posts get huge viewership, build a quick following & thus compel the new writers to get regular with posts – a clever no-cost approach to develop quality content by utilizing the inherent need of smart, opinionated & communicative individuals to be heard and importantly, to be recognized.
  • Essentially, this appears to me as an "Influencer Seeding Program", assuming that a lot of the current stock of Influencers will soon encounter a writer’s block if not a cramp.
I could be dead-wrong in my hypothesis, but a chap who writes on pharma venture capital, while not even being a VC, doesn't fit the bill perhaps.

bummer...

PS: yelling apart, I am all willing to be used free & fair - Try me LI, I don't tire easy :-)
DisclaimerThe inafluxer logo is of course fake & has been put together with a harmless & sole intention of enabling this funny (hopefully) rejoinder grab some eyeballs

Read this article (& comments) also on Linkedin

Saturday, June 21, 2014

The next Facebook may not be found online after all

It’s not very often one comes across an article, a cover story at that, in Newsweek on the start-up scene & VCs – So there was no which way I could have let-up an opportunity to read through, read in between the lines, postulate, extrapolate and generally make my own merry conclusions on stuff the article never intended to dwell on - Call me extreme, that’s okay – like the partners at Greylock, I don’t back down easily either :-)

It isn’t perhaps about trying to find/ fund the next Facebook at Greylock

While the title has enough oomph to grab eye-balls, it could be fundamentally misleading. A quick look at the recent investments (mentioned within the article) of Greylock partners shows it is bullish on startups that are waltzing back into the realm of real-life albeit through cyber gateways – i.e. ones that have built revenue models on O2O commerce platforms;  think Airbnb; Coupons; OneKingsLane; Shopkick (all Reid Hoffman investments..); Sprig; (Simon Rothman) – Though it’s just one subset of investments primarily by one partner, the sheer millions pumped in indicate there’s a lot of enthusiasm at Greylock on O2O commerce.

Just may be David Sze should display a real apple (besides Apple Newton & Apple iPhone) in his timeline collection of technologies – a sweet reminder that any technology’s ultimate potential lies offline

Incubate a potential acquisition? – Sounds like a nice strategy or is it?

It is perhaps a strategy/ wish to utilize the (insider) knowledge of a current investee companies that are avid deal-hunters themselves by way of incubating a few custom designed startups & facilitating (evetually) their acquisitions by the aforesaid companies – Consider the investments in Nextdoor, Path, Jelly, Medium, Pandora (all David Sze investments..) & the likelihood of these companies getting acquired by either Facebook or Linkedin at some point of time.

Startup scene in USA is raining Asoks* – and they’ve been raking in some moolah, finally

The article starts with Gagan Biyani (Sprig), dwells on Aneel Bhusri (Greylock) and mentions the likes of Nirav Tolia (Nextdoor) – not an inconsequential acknowledgement of the increasing presence of Indians in the American entrepreneurial scene.  
*’Asok’ is used in the context of any techie of Indian origin rather than just the IITians.

A final dig I can’t help – The article by Katrina Brooker is far superior to anything related I’ve come across in HBR magazine till date.