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SillyDonut
SillyDonut
TCS

Rural India beats Urban India

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

Unlocking potential for more Bharat based startups? Any comments!

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10mo ago
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FluffyCupcake
FluffyCupcake
Amazon10mo

Though I am excited about internet penetration but that doesnтАЩt 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.

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

SillyDonut
SillyDonut
TCS10mo

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
Amazon10mo

In terms of digital customers, No.

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

FluffyWaffle
FluffyWaffle
Stealth10mo

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

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