Yes, Indian venture capitalists do fund moonshot ideas

by Ritesh Banglani | Oct 25, 2024 | Market Trends

November 2020. The covid pandemic is raging around the world. In India, where we are confined to our homes in a complete lockdown, two teenagers ask a simple question: Why does it take a full 24 hours to get groceries delivered at home? Can we combine the service...

Consumer Social in the Age of Generative AI

by Rupali Goel | Jan 4, 2024 | Investment Thesis, Market Trends

New technologies are bound to alter human behaviour, often in ways unimaginable, over a long-term time horizon. When smartphones came, no one could have imagined we’d be booking everything from a movie ticket to a salon appointment to an international homestay over a...

Rise of Online-First, Mass-Market Brands

by Rahul Chowdhri, Rupali Goel | Dec 11, 2023 | Investment Thesis, Market Trends

If you’ve been tempted to try out those beachy, quirky printed shirts that keep popping up on your Instagram feed, chances are you’ve already stumbled upon Snitch, a brand that’s winning hearts of millennials and GenZs across the country. Snitch is nailing the...

Building a Casual Gaming Studio from India: A Primer

by Rupali Goel | Nov 30, 2023 | Functional Notes, Market Trends

While the initial idea of speaking to people in the gaming industry was to validate a hypothesis: Building a casual gaming studio from India for the world is a large opportunity (covered in Part I), those conversations proved way more fruitful than we imagined. Not...

India’s Casual Gaming Studio Opportunity

by Rupali Goel | Nov 30, 2023 | Investment Thesis, Market Trends

While I’ve always been more of a board games person, the pandemic and my entry into tech investing pushed me to give mobile games a shot. Admittedly, I’ve spent many a night playing Call of Duty (COD) during the lonely days of COVID and more recently, couldn’t escape...

An Open Dialogue on the Open Network (ONDC)

by Mayank Jain, Rupali Goel | Oct 17, 2023 | Investment Thesis, Market Trends

Would ONDC be a real game changer and alter India’s e-commerce landscape in a big way? Would it lead to massive value creation by a host of new companies playing a key role in the unbundled supply chain? Or would its impact be limited & hardly needle-moving for...