The Ledger
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Sethi: Emerging market consumer distrust forces companies to become conglomerates
“In emerging markets, consumers are not willing to trust companies, and so you have to build a brand to a certain size and scale, and then they'll start enabling trust to be able to try multiple products. It's why you see so many companies like a la Zomato, not…”
Sethi: Data Is Not a Strategy, Only an Input to Interpret
“Data isn't your strategy. It's just something to interpret. And your strategy and your mission has to be, you know, like it has to be based on like what you really care about.”
Sethi: Deflationary tech means winning companies emerge in every sector
“And so our whole point here is that if software and technology and infrastructure is inherently deflationary, you will find companies in every sector that's good. And there's gonna be winners in every category. And as long as you can benchmark that that compan…”
Sethi: US IPOs Require $200M-$300M Revenue Versus $50M in India
“So if you're in India, you go public at fifty million plus in revenue which is great. In the U S you gotta be between 200 to three hundred million revenue as a starting point, but you have to be growing 50 to 60% sort of year over year and pretty efficient wit…”
Sethi: Startups fail from product, go-to-market, or management depending on stage
“At the early stage, they don't work because their product doesn't work. At the mid stage, you might have the product, but their go to market doesn't work. And at the late stage, it's because the management team decides to do something extreme, and then the com…”
Sethi: Good venture allocators concentrate in winners, not bridging strugglers
“So if you're, in my opinion, a good asset allocator, you're reducing your loss ratio and you're concentrating your capital and the products that are working. So you're not bridging companies. You're not reserving companies just because they got a series B or a…”