EdTech

“Edtech has been around for a long time, but I've seen the monetization journey for edtech has not been as robust as some of the other segments have been, but I do see chance for edtech to emerge prominent in the next Two, three years.”

“We've, like I said, we have been tracking the sector for a while and for the right reasons that you mentioned, we've also stayed away because we worried about monetization. We also worried about the fact that this is a fairly regulated sector. So higher ed is …”

“Almost surely companies in both K-Six and continuing continued education would be very vertical focused to begin with. That you will deliver high quality output for one vertical, whether it's coding, learning as you are going in your job. So, so you would, you…”

“It's important to have focus and be the winner in your category, because number two will almost always surely get poorer quality customers and would have it more difficult to build a company.”

“People do not pay for content as much, but people pay for learning. People pay for the package.”

“I would argue over time, people should think about a tech as even better than the offline education that they were getting. Because of because of democratization of content from the supply side, because you can get the best suppliers or best supply of content …”

“Bookish market size is perhaps the wrong number to look at when you're evaluating education companies”

“It is really the paradigm of education then changes that the lecturer is different from from doubt solver to is different from mentor which is effectively unbundling of the different roles that the teacher standing on the podium in the offline coaching insti…”

“I think typically in edtech, I think consumer data, user data is a moat especially if you have someone, for example, who's on that, like, for example, take Doubtnut.”

“What you're seeing in edtech is education historically had a strong bundle. So school is a perfect example. It's daycare, it's learning, it's socialization, right? All three together. You can't go to a school and say, hey, hey, hey, you know, I don't think the…”

“The bad part is we did not realize the idea was in ed tech, in HR tech and B to B. If you're doing all these three, you're dead in India, right?”

“So I only invest in companies, which is related to edtech, fintech, or passion economy, because those are the specific areas where we can directly help the startups.”

“With biggest of the edtechs, the problem that I've seen is CAC. Acquisition cost is through the roof. We have to make it work on performance only, because that's the only way to scale today, sadly, until you get true PMF.”

“Education is inherently very, very driven by word of mouth. So if you have some short term fads coming in, you know, or some, let's say this advertising of this kind and so on. Yeah, it may take hold for a certain amount of time, but ultimately people will see…”

“This noise will settle. It will settle over the next few months, or maybe a year or so. And then a new crop of education players, and I'm consciously not using EdTech, I'm using education, because education is the goal, as I said, a new crop of education playe…”

“I think the fundamental innovation with EdTech is not technology. It is CAC. It is destruction of CAC.”

“Usually more than that.”