“One of the investments that didn't work well for us in the content space we had invested in a company which was into video streaming of content which was on TV. So it was, You could say a very early version of Hulu, but for Indian content. We had invested in them in 20 11 and by the time the data the data revolution came along, they had run out of capital and they did not exist when users had started consuming a lot of video content.”
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More from Mayank Khanduja
Insight
Most consumer digital markets, including budget hospitality, are not winner-take-all
“Frankly, a lot of these markets are not winner take all markets. And you have to continuously believe that it is not a winner take all market. And there is space for multiple brands to exit. For example, if you think about hotels, do you see only one hotel bra…”
Mayank KhandujaAug 20, 2019▶ 33:48When your competitors raise heavily from VC's | Mayank Khanduja, SAIF Partners
AssertionSupported
India's $10B-$12B real estate transaction revenue is entirely captured by brokers
“If you think about real estate transactions in India, it's about like, 10, twelve billion dollars of revenue pool. Ah, almost entirely captured by brokers.”
Mayank KhandujaAug 20, 2019▶ 5:52When your competitors raise heavily from VC's | Mayank Khanduja, SAIF Partners
Insight
A $10M-$15M startup return doesn't move the needle for a $350M fund
“I think for a fund like ours which is a three fifty million dollar fund we need to make bets on companies that are likely to be very large outcomes because getting Let's say I invest a million dollars in, in a company and get 10, fifteen million dollars out of…”
Mayank KhandujaAug 20, 2019▶ 11:50When your competitors raise heavily from VC's | Mayank Khanduja, SAIF Partners
PredictionOpen · timeframe Aug 2022
ShareChat's massive top-of-funnel reach will naturally lead to facilitating financial loans
“Of course. I think it's bound to happen. I would see ShareChat as a top of the funnel play that every day millions of users come to ShareChat and each one of them finds a different use case to use ShareChat. Now let's say a trader comes to share chat to find t…”
Mayank KhandujaAug 20, 2019▶ 15:09When your competitors raise heavily from VC's | Mayank Khanduja, SAIF Partners
Insight
Indian regional content startups cannot rely solely on low-CPM digital ads
“I think the challenge for these content startups would be to find monetization opportunities beyond just advertisements. Because if you think about just ads being your revenue model it's likely to be a small market because CPM rates for these users are likely …”
Mayank KhandujaAug 20, 2019▶ 18:21When your competitors raise heavily from VC's | Mayank Khanduja, SAIF Partners
Insight
B2B tech thrives in India because SME buyers are heavy personal tech consumers
“The reason being that each of these B to B buyers, whether it's SMEs or mid market companies, the buyers themselves are also consumers of technology products. So if you are a consumer of a technology product personally, by nature, you would want to see more te…”
Mayank KhandujaAug 20, 2019▶ 25:15When your competitors raise heavily from VC's | Mayank Khanduja, SAIF Partners
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