Скачать с ютуб Indian Consumer Stack - How the Indian Consumer Spends Money? ft Sajith Pai в хорошем качестве

Indian Consumer Stack - How the Indian Consumer Spends Money? ft Sajith Pai

Terms like India1 and India2 are thrown a lot in the startup world, but not many know what they mean. Here’s how ‪@BlumeVenturesIN‬ Sajith Pai explains the Indian Consumer Stack. Sajith refers to them as India Consumer Stack, which divides India into multiple Indias based on the population, spending power, and their access to the internet. Why should you care about the India stack? It helps you understand the product-market fit for your product will be catering to a specific segment as explained above. The framework can also help investors make better investment-related decisions. India 1 Alpha - It's a subset of India1, referring to affluent Indians who are influenced by Western lifestyle Size: 8-10mn households Products that define India1 α: Cred, Netflix, Starbucks India 1 Size: 25-30mn households (similar population of Mexico) Services that define India1: Dunzo, BigBasket, LensKart (In fact, 90% of startups cater to India 1!) India 2 Size: ~30mn households (similar population as that of Philipines) Services that define India 2: Meesho, Amazon, Flipkart, WhatsApp, YouTube An important point to note with India 2 is that the products see a lot of traction, but the revenue is yet to come in. India 3 Size: ~235mn households (similar population as that of Sub-Saharan Africa, excluding South Africa) Services that define India 3: Kaleidofin1, though there aren't many examples #d2c #venturecapital #angelinvesting