SillyDonut
SillyDonut

Rural India beats Urban India

1st time, We have more internet users in rural India.

Unlocking potential for more Bharat based startups? Any comments!

Post image
12mo ago
FluffyCupcake
FluffyCupcake
Amazon12mo

Though I am excited about internet penetration but that doesn’t translate into business for Bharat based startups. Many players tried this, but the ticket size is too small. Maybe you can look at zomato (Bharat orders food) revenue splits, you might see > 50% revenue coming from top-4/5 cities.

It’s almost analogous to international consumer tech coming to india for DAUs but money minting happens only in US.

SillyDonut
SillyDonut
TCS12mo

Agree...But in long term when /capital will increase then India will also give arpu and not only dau.

For ex. YT premium and Google Premium users are rising exponentially...

Gpt has more subscribers in India after USA.

Let China and usa get old, India's time is now

FluffyCupcake
FluffyCupcake
Amazon12mo

In terms of digital customers, No.

Same was reflected by Dara few days ago. It takes time, took 20+ years in US. We’re too young for internet economy plus value focus is super high.

FluffyWaffle
FluffyWaffle

Instagram and reels are the reason for that . Have seen multiple people buying data plans for that .

Discover more
Curated from across
Misc
Misc15mo
by SillyDonutTCS

Rural Life Experience.

I was suffering from 2-3 mild health issues in metro. (prolonged cold n cough, regular sneezing etc)

Came home 🏡 in diwali and now extended wfh due to health gain. Living with parents and consuming clean air + food is helping improve...

Post image
Top comments
user

Toughest part is to find better half with same mindset. I travel frequently and have covered whole india except ...

user

I truly appreciate your perspective and the way you perceive life, valuing connections with people. However, I als...