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Indian Market size (2025): Ecom $130B, O2O/Travel: $60B, Digital ads: $16B, Entertainment: $20B Applying 1x multiple on e-com, 1.5x on O2O, 10x on ads and 5x on entertainment, total market cap potential is $500B (in commerce + advertising alone) by 2025.pic.twitter.com/u6W5F8zIqB
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(4/4) 7. Burn rates are high: Indian start-ups are probably burning $8B/year. For India startup Inc to be worth $1T in 8-10 years, we need min $30B in profits. For comparison, top 50 Nifty companies have a combined PAT ~$50B. Long journey ahead for us. We will get there!
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(3/4) 5. Exits picked up momentum: In the absence of reliable data, my back of the envelope suggests (based on public data), Indian VCs exited position worth >$3.5B in 2019. If anyone has better data, pls share 6. Valuations across staged went up by 20-30%: anecdotal
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(2/4) 17/900 companies that raised capital account for 50% of $ deployed 4. Sectoral fragmentation: Probably the first year when consumer internet speaks for <50% of total funding. Fintech and SaaS are growing share CC
@Ruchin_Kulkarni@Tracxn@neha_nsPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
(1/4) 2019 India VC funding review 1. Most prolific year so far: $14B invested vs. $10B in 2018 2. Check size getting larger: Average seed/Series A/Series B check size has increased 20-30% 3. Power law applies: 24 $100M+ rounds /1000+ total account for 48% of total $ deployed;
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Not that far off. YT did $15B in ad revenues in 2019, run-rating closer to $20B now. Subs revenue should be $1.5-2B more.https://twitter.com/tejeshwi_sharma/status/1112354669471268864 …
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Go Thiem! We got him, d-Joker.
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Some shocking facts/stats from Appannie state of mobile report 2020: 1. AliExpress is among the top 5 shopping apps in the US 2. 25% of Netflix users in US already have Disney + 3. YouTube music has 77M subscribers 4. India accounts for ~50% of Tiktok's total time spent
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(2/2) 4. Livestreaming e-com becomes mainstreamed: Accounts for 7.5% of Alibaba's singles day GMV 5. VC investments decline y-o-y for the first time in the last 5 years, indicating the ecosystem has matured
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(1/2) Key milestones for China tech in 2019: 1. Rural economy goes online: PDD crosses $100B GMV 2. Short video comes of age: Douyin has 400M DAUs and Kuai 200M+ DAUs 3. China tech goes global: TikTok the most downloaded app on iOS in the US and possibly has 100M+ MAUs in India
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At times, Spotify's recommendation engine can really surprise you. May feel like Spotify has known you for many many years.
@Spotifypic.twitter.com/ke9PUh4cIh
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Q: Will the fittest or the richest survive in 2020? A: Starts ups are like athletes running a marathon. They need both nutrition and fitness to be able to win. Neither of the two by itself suffices. Capital is the nutrition and fitness is economic model.
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V thoughtful piece on SaaS scale up "ability to build a high ACV go to market machine is a moat for SaaS companies"
@alokgoyal1971https://twitter.com/Stellaris_VP/status/1219563306949595141 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Moglix is marrying the best of software and e-commerce capabilities to build a unique phygital infrastructure for enterprises in India. Brings meaningful efficiency to India manufacturing Inc as we prepare to be a $5T economy.
@ragarg@Sequoia_Indiahttps://twitter.com/YourStoryCo/status/1218382644976717829 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Demystifying CC economics. $30 PAT per active card and $1000 market cap / active card.https://twitter.com/jainmayank_943/status/1217759423797645312 …
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China E-com challengers: 1. http://JD.com : $240B GMV in 2018 (350M buyers) 2. Pinduoduo: $120B LTM GMV as of 3Q'19 (500M+ buyers) 3. Surprise surprise, Wechat Miniapps: $120B GMV in 2018 (300M DAUs for Wechat Miniapps) 2 and 3 have evolved in the last 4 years.
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Someone corrected me: an Indian-American.
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Asked a India-American PM who's in India these days on a trip: What about India has left an impression? Answer: 1) Optimism - Folks believe tomorrow will be better than today 2) ecosystem seems very close knit - everyone knows everyone elsehttps://twitter.com/shivassangwan/status/1215451217465204736 …
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FMCG 2.0 is here and now.
@mamaearthindia is the leader of the pack of companies attempting to build consumer products for digital India. Terminal value of Indian consumer behemoths is slowly but definitely shifting.@Ishaanmittal2@Sequoia_Indiahttps://twitter.com/Ishaanmittal2/status/1215129570623406080 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Clarification : not saying value has been destroyed in food, rides and co-working. Saying that WTA is not strong in these categories.
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(2/2) WTA may go down as the biggest fallacy of the smartphone era. WTA stems from network effects, which is unbrechable only when it is same-side (social media). Cross side network effects (platform/aggregator) are considerably weaker and don't lead to WTA.
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