The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Khare: Marketplaces Must Fix Fragmented Supply, Not Just Aggregate Demand
“Which I think is a lesson that a bunch of founders and investors learned together here over the last 15 years, that you can't just aggregate at the high level and just provide access. Yeah, ok air tickets and railway tickets, fine, because those are pretty com…”
Khan: Passed on OYO after meeting a sleeping 17-year-old Ritesh Agarwal
“So I think OYO was a company I had met Ritesh, and I didn't end up investing. In, in my defense, you know, he was 17 years old, and when I met him, he was sleeping.”
Why many hotel startups better than OYO failed due to luck
“No one talks to you about the hundred other hotel companies that started at the time which OYO did, and which folded or failed, and a lot of them may have even been better than OYO for all you know.”
Masayoshi Son backed OYO's Ritesh Agarwal because he saw himself
“It was a case of Ritesh being someone who reminded Masa when Masa himself was young, right? And I want to back you with capital. I want you to achieve what you're what you're capable to realize your potential, to realize for the, for your company to realize it…”
Reddy: Why Blume Ventures passed on investing in OYO's early round
“In the case of OYO, we had something remotely competing when Ritesh met us first as O'Revel even before the Thiel Fellowship. He was saying, I do like an Airbnb for India, right? And he said, yeah, but we have like a vacation rental place in our portfolio. How…”
Rungta passed on angel investing in OYO doubting its Airbnb-like model.
“So I think one was, I think, Oyo I think I met Ritesh in Delhi in a Thai conference we discussed and I could not you know, I could not make up my mind that, you know why would someone sleep in someone else's house? Because earlier at that time, it was a differ…”
BlackSoil's average venture debt ticket size is 10 to 15 crore rupees
“So we do as small as one crore and we have gone up to like even 30 crores. And then like, for example, for your rooms, you end up to 40 crores also but that was like one off, but generally for us average ticket size would be 10 to 15 crores.”