Sajith Pai
@sajithpai
Seed investor @BlumeVentures, an Indian tech fund | Writings on venture, PMF, Indian tech landscape etc., at https://t.co/eqQ9bn328b
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~5% of Zomato users (incl some who order 100+ times a yr!) account for ~45% (could be higher too) of its total orders, & v likely >50% of total value. This is 2.7m users (~5% of i...
Excited to release the 1st Indus Valley Annual Report to the world. Indus Valley = our moniker for India's startup ecosystem. The 1st issue gives us a chance to take stock of its...
𧡠on startup 'valuations'. Why are loss-making startups run by 20-somethings 'valued' as unicorns while similar profit-making companies are valued at half that? Thread below has...