The Ledger
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Lunia: Most Indian tech unicorns remain capped at $1B to $2B valuations
“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.”
PhonePe and Google Pay are kicking Paytm's ass with superior products
“I think PhonePay is a phenomenal product. I think GooglePay is an even better product and both of which are kicking their asses, right?”
Successful fintech startups avoid building end-to-end ecosystem plays alone
“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,…”
Siddhartha: Zomato, Flipkart, Paytm, and Zepto will reach $100B public valuations
“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 …”
Momoe Pioneered Offline Mobile Payments in India Before Paytm
“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. …”
SAIF fully exited MakeMyTrip and secured secondary liquidity in Paytm and Swiggy
“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.”
Verma: Reliance Ventures Deployed $34M–$35M and Backed Paytm and Yatra
“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…”
Paytm executed a phenomenal pivot from a mobile value-added services business
“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…”