Paytm

“Paytm was a mobile VAS company back in the day. I don't know whether to call it a pivot or a natural sort of evolution, but Vijay and Paytm have done this phenomenal, never heard of kind of job of taking a business, which was mobile VAS and getting it ready Fo…”

“So we exited all our stake in make my trip some time back. We had some secondary exit in Paytm. We had some in Swiggy.”

“The startups that have succeeded in the space worldwide, haven't been the ones that have tried to do it all in an ecosystem play, right? Either they've taken control of their destiny, like in the case of APTM, or, you know, the ecosystem play was done by NPCI,…”

“We deployed about 34, thirty five million dollars in our life cycle as a fund, not too much. And fortunately for the vintage, when we started out, we did, we ended up doing quite well. Just given how venture works, we had we'd invested in PDM in oh seven, oh n…”

“I think PhonePay is a phenomenal product. I think GooglePay is an even better product and both of which are kicking their asses, right?”

“Momo was in, in one of the first mobile apps that enabled mobile payments at real world restaurants, retail stores, and so on. At that time, even the Paytm's and the Mobyquicks, which were the big guys were doing you know, utility bill payments and recharges. …”

“I mean, even companies like Nica, PTM, Zomato, they have still remained in even by and large, a single digit billion outcome. And these are horizontals. They're not a lot of them. Most other unicorns also are in the one or two billion range.”

“I'm most excited about these companies like Zomato, Flipkart, Paytm, and more of the companies that have Zepto, to reach a hundred billion dollar valuation mark in India on public markets. Okay. Once we reach that, we'll see, like Sky has the ambition for the …”