Thought this podcast featuring Ananth of talking to , on D2C & the Mensa model was really interesting.
I dont agree with Ananth's views on PMF but the rest of the podcast / transcript is relevant.
primevp.in/content/podcas
Key Takeaways 1/
Conversation
The emergence of delivery rails + cheap data has created a new brand-building motion.
3/
2
2
This matters because India has 1st world real estate costs but 3rd world purchasing power (outside India1)
4/
1
7
D2C brands need to crack at least two channels to grow.
5/
2
5
A key superpower is being able to hack the Amazon search rankings page
This is a huge advantage the likes of GOAT, Mensa, Globalbees can provide to their portfolio. On their own their portfolio cant hire the world's leading Amazon hacker. But a Mensa can.
6/
1
5
That is all. Some more notes gathered at my Public Notes page. Enjoy.
7/7
3