Manish Singh
@refsrc
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Oh yes, this is the category -- almost non-existent in India -- our antitrust watchdog should be focusing on.
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๐ฎ๐ฌ๐ฎ๐ฎ: "Wait, VCs have marketing teams?" ๐ฎ๐ฌ๐ฎ๐ฑ: "How do you measure content ROI at a fund?" "What's the career path?" "How is VC content different from startup marketing?" The tribe has grown. And the questions have changed. Two years ago, my colleague Ria and I
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UBS projects Meesho's annual transacting user base to grow from 200 million to over 500 million in five years.
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Ola Electric's market cap today: $1.65b Ola Electric's valuation in private markets 2-3 years ago: $5.4b Ather's market cap today: $2.87b Ather's valuation in private markets 2-3 years ago: $426m
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People naturally gravitate toward what they know. By digitizing familiar assets like gold, we meet them where they are, and as their confidence grows, they find their own way to investments, lending, and insurance.
Why does India need a ๐ง๐ผ๐ธ๐ฒ๐ป๐ถ๐๐ฎ๐๐ถ๐ผ๐ป ๐๐ถ๐น๐น? I explained in Parliament today.
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Blume's Karthik Reddy: "In some of our best deep-tech companies, after Blume, there is not a single Indian investor on the cap table. It's embarrassing almost. Who do you blame if the VCs don't have belief?"
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Most popular genAI services in India this year, per Cloudflare's data
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Insurance's chicken-and-egg problem in India. (Bernstein, Dec 15)
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Great NYT reporting on the CIA's loss of a plutonium power source in the Himalayas in the 1960s. "Extensive interviews with the people who carried out the mission and once-secret documents... reveal the extent of the debacle"
nytimes.com
A plutonium-packed generator disappeared on one of the worldโs highest mountains in a covert mission that the U.S. will not talk about.
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You need a lot of "offline" to create value online -- China's road expansion, followed by logistics automation, helped slash parcel costs to 13 cents, making ultra-affordable e-commerce possible.
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The Indian startup and venture ecosystem needs to engage far more with public market participants.
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iPhones account for nearly a third of all phones sold on one of the largest refurbished platforms in India.
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