Has the opportunity for Indian startups been terribly wrongly estimated?
Mahesh Murthy
67264
Always like your articles Mahesh.
A quick query though, as you say we need to build global products, shouldn’t the opportunity also be counted as global? Even while considering India opportunity? I feel the real India opportunity is the untapped offline commerce (though in a fragmented form) than the per user economics that is being shown in the calculations. Thoughts?