Sherlock007
Sherlock007

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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8mo ago
ElonMast
ElonMast

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.

Sherlock007
Sherlock007
TCS8mo

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

ElonMast
ElonMast

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.

Frostygig5
Frostygig5

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

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