Indian Market
topic on 5 shows · 16 statements across 14 episodes
the Knowledge Project 
the Neon Show 
WTF is with Nikhil Kamath 
Top Founders 
the a16z Podcast
16 statements about Indian Market, every show
Dodda: SaaS growth eventually plateaus if confined solely to the Indian market
“If you're building a venture-backed company, so that means that you're basically kind of looking at, okay, how can I build a hundred million dollar or multi-hundred million dollar year at a company, right? Which means that, like, you might, you would kind of l…”
Dodda: Next wave of Indian public listings will be SaaS companies
“I'm sure there'll be a lot, the next generation of Public companies, even in Indian markets, one of the next generation of companies will be SaaS companies beyond obviously the IT services that happened and also the consumer internet that happened.”
Manickam: Indian chip startups must conquer local market before going global
“We have an opportunity to create Indian companies and the Indian companies should focus on the Indian market first, right? Because this is where you learn how to build products or you learn how to improve on a product, right? You know, quality performance, how…”
Sharma: Indian phone brands once held over 50% domestic market share
“At that time, all the Indian brands were more than 50% of the Indian market market share. Which completely got decimated.”
StepStone plans to add two to three Indian fund managers annually
“We are actively scanning the Indian market. We added a handful last year. We'll continue to do a bunch of managers this year, but we'll be selective about it. It's not like we're going to suddenly start adding a ton of new ones and it'll be, you know, two or t…”
Kim: Shooters generate the majority of gaming revenue in India
“My only understanding of the Indian market is that it does seem that it's highly skewed to shooters. It does seem like shooters are making the majority of the money in India.”
Chanchani: Listed Indian Startups Total ~$70B of India's $4T Market Cap
“Would be close to about seventy-odd billion dollars in terms of evaluation, Siddharth, from about a four trillion dollar valuation that the Indian markets have at large.”
Goyal: Indian market struggles to absorb IPO floats above $1B
“And as you grow larger, I think if your float is more than let's a billion dollar, it gets very hard for Indian market to absorb it in today's context.”
Goyal: Sweet spot for Indian IPOs is $200M to $500M valuation
“I think a sweet spot of entry in the market is between two to five hundred million dollar valuation. That is a sweet spot. Where an Indian market can attract a company.”
Kunal Shah: Western tech companies win users in India but fail on ARPU
“And I think, therefore, a lot of Western companies struggle to make monetize from these markets. They can get a lot of DAUs and MAUs from this market, but rarely ARPU from this market because they don't understand what people pay for over here.”
Mankad: Average WebExpress customer pays $1,000 per month
“So since we operate in the Indian market, our average customer typically pays us somewhere in the range of around thousand dollars a month. That's a typical page that we get from our customers today. On the higher side, it can go to 5000 dollars a month. On th…”
Purwar: Indian seed rounds usually get priced unlike US SAFEs
“You can do 1.2 million of safe, but in the Indian market, you know, it's not that easy. Like usually the rounds get price”
Chadha predicts Bira 91 will IPO in India within 5-7 years
“I think that for instance, for me is again, a story for the next five years, seven years I am sure we will see Bira being listed on the Indian markets.”
Rajaram: Agnikul is the Indian equivalent of SpaceX
“Of course, within the fund, one of our other favorite companies is is Agnikul, which is in, you know, in my mind, sort of the SpaceX equivalent for the Indian markets and the current situation.”
Singh: Macro factors will enable hundreds of new Indian consumer brands
“The whole idea of Fireside was born out of this belief that something very interesting was happening in the consumer brand space, driven by some macro factors which we are really excited about, and I decided that I would probably focus my time and effort on th…”