Sanjeev Aggarwal explains how consumer-facing platforms in India expand into B2B distribution to optimize supply chain infrastructure.
Insight
Aggarwal: High CAC forces single-product D2C brands to become distributors
“Brand will give you stronger unit economics, but brands will have very high, ah, cost of customer acquisition and repeat rates. So very quickly you will find that if you have very high cost of customer acquisitions, Then you can't be a single product company. …”
Opinion
Aggarwal: Indian digitization is at ground zero outside retail and transport
“But in India, everything is ground zero, other than probably retail and transportation, where there is some degree of maturity.”
Insight
Aggarwal: The Biggest Ecosystem Gap Is Scaling Up, Not Starting Up
“And then we found that as the world of tech investing and entrepreneurship had evolved, the big void was not in starting up. Ah, but in, ah, scaling up.”
Insight
Aggarwal: Early-Stage and Growth-Stage VC Require Distinct Fund Vehicles
“Yes, because I think the DNA of an early stage firm is very different from a DNA of a growth stage firm. One is about making lots of bets, other is about doing concentrated bets. So I think, to me, they look like two very different businesses, and it's best to…”
Prediction Not checkable as stated
Aggarwal: RERA Implementation Will Improve the Quality of Indian Builders
“I think with RERA Act being implemented, the quality of builders who will sustain themselves will improve.”
Prediction Not checkable as stated
Aggarwal: India's GDP is likely to reach $5 trillion
“Given that we have two, three trillion dollars of GDP likely to get to five trillion. The size of our digital GDP still is very, ah, miniscule. So we feel that we are not going to be opportunity, ah, constrained.”