Rural India beats Urban India
1st time, We have more internet users in rural India.
Unlocking potential for more Bharat based startups? Any comments!
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.
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
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.
Instagram and reels are the reason for that . Have seen multiple people buying data plans for that .