September 2019 | Krishna K Gupta

18 Sep The (af)fluent global consumer class is enabling new brands

Posted at 18:17h in Blog

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Over the weekend, I attended a wedding reception in Bangalore and stopped off in Dubai on the way back. Spending time in these large eastern megacities always reminds me there is a growing convergence among the global consumer class. This increasingly urban class desires the...

10 Sep WeWork M&A: they sold us a $90B valuation. We said no thanks.

Posted at 12:05h in Blog

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Even in a time of widespread overvaluation and non-tech companies masquerading as tech companies, WeWork has always struck me as a concerning outlier. This concern became much more personal a couple years ago when the We family aggressively tried to acquire one of our portfolio companies. At...