Insight certainty 3/5 debate potential 2/5

Bahl: Logistics infrastructure deters hyper-competition in Indian e-commerce

Kunal Bahl · a16z Podcast | E-commerce, Payments, & More in India's Evolving Retail Landscape · Jan 2, 2019 · at 19:42

Kunal Bahl, co-founder of Snapdeal, explains how the requirement to build deep logistics infrastructure serves as a strategic moat against prospective competitors in India.

0:00 / 0:18exact quote · 18.5s
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“Also, I think that it's become a big deterrent. For new players, because unless you've built those capabilities, why would your service quality be better than someone who had? So it's actually become a deterrent for hyper-competition in India.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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