The Indus Valley Report celebrates the rise of the Indian startup ecosystem, and its emergence as one of the centres of innovation and enterprise in the startup world. Through 100+ insightful, and some provocative charts, it identifies key themes, patterns and trends in the Indian startup and venture ecosytem, as well as hints at what is coming next.
In this year's report, the authors, Sajith Pai and Amal Vats, doubleclick into
Macro picture - why this is India's moment, the distinct Indian production function and WEAGan growth model
Challenges ahead - a smaller than we think consuming class and market, the brutal power law in consumption, and slowing top of the funnel growth
Indus Valley deep dive - an oversized growth venture market, its implications for the IPO market, and their advice for Indian startup founders; plus deep dives into ecommerce, saas, media and the distinct playbooks emerging in Indus Valley.
Link to the 125-slide report at bit.ly/indusvalleyreport2023
Feel free to read, download, share ahead, and of course tweet / post.
Comments, criticism, compliments can be directed back at me or authors sp@blume.vc and amal@blume.vc