The Ledger
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why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Narayanan: In-content click-to-buy video commerce will remain a tiny percentage of sales
“I mean, you know, never say never, but my sense is, I think that will still be a very small percent because I think human beings are still human beings, right? But now or later, and I think, by the way, if you're watching something on content, right, you're tr…”
Narayanan: The Indian pet care market is going to explode
“I think pets is the other big one in mind. It's immediate and people are spending. ... And they spend on the dog or the cat as much as they spend on their baby, right? I mean, or child, but I think this is an interesting space. There's a market and I think it'…”
Narayanan: Pet accessories present a 10-year growth runway with high gross margins
“I would do accessories for pets as opposed to food, I think. Leashes, pet cleaning, pet grooming. I think it's a market with high gross margins. You can create differentiated products. I think it's a 10 year sort of growth story.”