The curve that broke our feeds
Views Radika and Amani Views Radika and Amani

The curve that broke our feeds

What starts as a delightful connection inevitably morphs into commercial saturation. This pattern has played out so consistently in social apps that we’ve come to call it the "Feature-Monetisation-Engagement Curve".

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India’s long-tail economy is a feature, not a bug
Views Amani Chowdhry Views Amani Chowdhry

India’s long-tail economy is a feature, not a bug

The question isn’t whether India will eventually consolidate, it’s why it hasn’t. And what does this tell us about building successful businesses in India? Let’s unpack the forces that make India’s long tail not just a quirk, but a competitive advantage.

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TAM is unlocked bottom-up
Views Amani and Kopal Views Amani and Kopal

TAM is unlocked bottom-up

Business models that thrive in India are often so distinct that they simply cannot be transplanted elsewhere, nor do they need to be. India itself represents such a vast and diverse market that there's ample room for innovation.

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Great products create their own market
Views Amani Chowdhry Views Amani Chowdhry

Great products create their own market

We assume that successful technology companies build products that satisfy market demand. But the most transformative companies don't just solve current problems; they actively create new consumer behaviors that didn't previously exist.

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