India didn’t wait to get rich
Views Amani Chowdhry Views Amani Chowdhry

India didn’t wait to get rich

The desire was never India’s problem. It never needed to be manufactured. It was always there, pressing against whatever constraint existed, looking for the unit of purchase or the payment structure that would finally let it through.

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Mo money, mo problems (and fewer customers)
Views Amani Chowdhry Views Amani Chowdhry

Mo money, mo problems (and fewer customers)

India's most powerful conglomerates - Reliance, Tata, Aditya Birla - have everything you'd expect to win in e-commerce. Yet in online retail, these giants are consistently getting outmaneuvered by digital-first players..

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The curve that broke our feeds
Views Radika Views Radika

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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TAM is unlocked bottom-up
Views Kopal Views 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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