Ram Parameswaran

Ram Parameswaran, founder of Octahedron Capital, shares his expertise on China's e-commerce giants, while Claire Cormier Thielke, managing director of Hines Asia Pacific, offers insights into Alibaba's unique ecosystem. They discuss Alibaba's evolution from a basic online platform to a massive business model, its advertising-centric strategy distinguishable from Amazon, and the heavy competition in China's e-commerce landscape. The conversation also delves into cultural attitudes towards competitiveness and the distinct consumer experiences shaping the future of retail in both China and the U.S.

Ram Parameswaran, founder of Octahedron Capital and former partner at Altimeter Capital, shares his deep insights into internet-scale businesses. He discusses the defining traits that make these enterprises thrive and examines eight unique business models. Ram highlights the transformative role of the internet in global commerce and explores the rise of innovative startups in India, like Pine Labs and Udaan. Their conversation also touches on the shift towards user-centric software, emphasizing user experience and network effects.

Ram Parameswaran, Founder and CIO of Octahedron Capital, shares his deep insights into the tech investment landscape. He discusses the ongoing evolution of tech markets post-COVID, the explosive growth of on-demand delivery services, and the challenges facing growth stocks amid inflation. Parameswaran reveals the hidden value in major tech companies like Amazon and emphasizes the undervaluation of many tech stocks despite their strong growth potential. His strategic focus on selective investments reflects a unique perspective on navigating market uncertainties.