Insight certainty 4/5 debate potential 2/5

Indian startups are expanding into PaaS, but infrastructure still lags

Dilipkumar Khandelwal · Dilipkumar Khandelwal on building a strong portfolio of B2B SaaS companies as an Angel Investor · Mar 15, 2021 · at 29:00

Dilipkumar Khandelwal, veteran tech executive and active angel investor, analyzes the evolution and structural bottlenecks of the Indian software ecosystem across IaaS, PaaS, and SaaS layers.

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“Where India has largely been successful is at the top level, which is building those applications with SaaS layers and all those things. So what has changed in the last few years is even in the past, it was predominantly SaaS. Now we start seeing a lot of companies which are building into the fast lane. So there is an opportunity there where if you can build certain capabilities in this, In which you can make it large and big, and so you start seeing that, of course, SaaS is where, of course, India will play a larger role, but you start seeing a lot of companies, even in the past here coming out of India. I still feel that pure pure infrastructure is quite low still, because that requires an ecosystem, that requires an invisible market, and all those things, which is, I think, enormously in the western part of the world.”

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