Why inventory-led e-commerce companies in India will not be profitable… EVER
The entire Indian e-commerce biz, excluding online travel, is at least 8-10 years away from the scale, where inventory-led model may turn profitable.
Neil Armstrong's legacy - More important now than ever
Neil Armstrong was willing to see what could be done, willing to experiment and take chances, without being overly concerned about failure. Rather than worrying about what could go wrong, he was willing to see what could go right!
The evolution of an investment theme
The evolution of opportunity, as this investment theme has matured, is similar to other categories.
When bosses do harm: Breaking the hindrance trap
Often success comes because self-motivated individuals compensate for their boss’ shortcomings.
Grokking India: High fixed cost per transaction
This idea is very important to understand and in the context of VC funded companies has a non-trivial impact on capital efficiency, scalability and therefore returns.
Battle ready: Five steps to build recession-proof entrepreneurs
How do entrepreneurs bounce back from uncertainty and decline, and start businesses ventures in challenging times? Our research, based on 500 survey responses in the United States and abroad, reveals two major factors.