Ramblings of a new VC in the most exciting market in the world
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The first two pictures go together and lay out various consumer segments, classified according to assets they own and products they use. I would guess that the top 3 segments account for the bulk of the postpaid consumers (20-25% of total) and have more than one cellphone per household.
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Read Insight on Indian consumers (Links)
For them, the world is fairly 'unlevel', starting right from access to primary education. Instead of spending their time on areas where equal opportunities are not available to all, the government is instead trying to f*&k up one of the few level-playing-fields that actually exist.
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Read Level playing fields (Links)
Read What if we run out of fools? (Links)
Started in 2001, the company has been growing aggressively and currently sitting on the order book position in excess of Rs.600 crores ($ 140 million) with pipeline of business opportunities in excess of Rs.1,500 crores ($ 350 million).
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Read Bessemer invests in India' infrastructure sector (Links)
Read Interesting little book (Links)
Given the small base, evolutionary growth isn?t good enough to quickly reach significant scale. Then, we?ll be in a mode where people discover the power of the net, as opposed to using it in a limited way for point-applications (email, sporadic travel bookings and job searches).
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Read India internet - still waiting (Links)
Read Pseud & country (Links)
Such operations not only help apprehend corrupt individuals, but make others think twice before going down this path. Like everyone else, I cherish all of these, but realize that on their own, these have done zilch in reducing corruption on a large scale.
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Read MSM (Links)
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