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cost arbitrage

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Aug 31, 2024 by Pallav Nadhani · across every show →

Everything said about cost arbitrage, oldest first

Aug 31, 2024 bearish
Prediction Not checkable as stated
Nadhani: Rupee-dollar cost arbitrage will not work long-term for SaaS
“I don't believe that this cost arbitrage is probably going to work for the long run because it's a very small part of the PLF”
Pallav Nadhani Aug 31, 2024 ▶ 15:42 Indian SaaS, AI Wave, IPO & Best Country For Co. Registration | 2024 Insights With SaaS Founder
May 30, 2025 negative
Opinion
Over-indexing on cost arbitrage has been extremely detrimental to Indian SaaS
“I feel the amount of over indexing, which I think the ecosystem has done on some of those models, right? And I think it has somehow been extremely detrimental because the challenge is that, I mean, when you start broadcasting a lot of those things Out there, I…”
Saurya Prakash Sinha May 30, 2025 ▶ 29:56 Why Stripe Paid $150M For A Young Indian Startup | Saurya Prakash Sinha, Recko
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