Swapping vs Charging – business of refueling EVs – (3/3)

A Li-ion battery needs to be charged regularly and can go through 1500-2000 charging-discharging cycles in its lifetime. The business to supply energy to batteries is an interesting opportunity in …

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Recharged – opportunities & challenges in the battery space – (2/3)

For an EV, battery is the most differentiating component. It accounts for 40-50% of the total vehicle cost and plays the most important role in a vehicle’s performance. It can draw the line between …

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Startups vs Incumbents – who will win the Indian EV race? (1/3)

History suggests that creation of a new automotive OEM is next to impossible. Incumbents always win this war due to the long product development cycles, high investments in supply chain, distribution …

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Reimagining health insurance for India

The Status Quo India spends close to USD 120 bn on healthcare each year, of which 80% spend happens on hospitalizations. More than 90% of this spend comes out of pocket. This has left a vast majority …

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So, how do you move upmarket?

You did all the hard work in building your founding team, ideating to a problem to be solved, creating the minimum viable product (MVP), finding product market fit, and creating some version of a …

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Why moving upmarket is (mostly) important for creating large SaaS companies

Six years back, almost to the date, I drew a graph between CAC (Cost of Acquiring a Customer) and ACV (average Annual Contract Value) for SaaS companies. This was part of a presentation I made to the …

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Speech recognition: Our view on how the market will evolve for enterprise and consumer use cases

Alexa – Please repeat my standard grocery order OK Google – Play the latest Arijit Singh songs Siri – Is it raining in Mumbai today? Such commands have become a common part of our …

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Scalability of New Age Consumer Brands

Enough has been written about the need for more consumer brands in almost all spheres of our lives. Given that we are all consumers first, it is apparent that with increasing individualism, rising …

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Electric Vehicles in India: A Forward Looking View

EVs will redefine the automotive, energy and mobility industries at their core. The structural advantages of EVs are hard to ignore. Yet, there is scant reflection of this wave in India. We discussed …

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Electric Vehicles: The Imminent Disruption

Introduction Having met dozens of companies in the space so far, we are not exaggerating when we say that we believe electric vehicles (EV) to be a once-in a-generation technological shift with …

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