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113 Results
In developed markets, reliability & speed are seldom treated as competitive advantages, as they are baseline expectations. In India, that assumption of a seamless infrastructure is not inherent. It has to be earned.
Arjun Malhotra & Amani Chowdhry
Sep 17, 2026
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WhatsApp became the operating system for the informal retail economy, and a wave of startups built vertical workflows on top of it. Meta's new global Business Agent commoditizes the routine plumbing, but the value sits with vertical AI operators who build the domain-specific judgment.
Amani Chowdhry & Arjun Malhotra
Sep 10, 2026
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India has ~80M MSMEs and yet, barely a handful of companies have cracked selling to them. This is one of the most attempted but startups have either failed to scale or to sustain that flight.
Radika Agarwal
Aug 6, 2026
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Cred’s potential future as a tech-led bank for wealthy Indians following recent funding, while analysing the "identity crisis" facing WhatsApp.
Shreyans Salecha
Jul 29, 2026
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There's an increasingly thin line between doing the thing because it counts everywhere and doing it because it counts to you. I just think it's worth staying on the right side of it, even as that line gets blurrier than I'd like to admit.
Amani Chowdhry
Jul 10, 2026
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At Good Capital, we’ve seen companies from different industries go from pre-product to meaningful revenue scale. Despite the differences, they all followed the same path. We lay it out step-by-step to show what they’ve followed to reach where they are.
Shreyans Salecha
Jun 19, 2026
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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.
Amani Chowdhry
Jun 5, 2026
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Being a founder and being an investor are fundamentally different jobs - and conflating them is one of the most reliable ways for a relationship to go wrong.
Shreyans Salecha
Apr 21, 2026
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