Making Sense of Indian Startup Ecosystem - Indus Valley Annual Report ft. Sajith Pai

The Indian Dream

On this episode, we host Sajith Pai to talk about the brilliant report he and Amal Vats published called the Indus Valley Annual Report 2022.
The Indus Valley Report is a report that captures the beauty of the Indian Startup Ecosystem with relevant data points and helps you make sense of what's happened already and the massive opportunity that is in front of us.
The podcast is hosted by Sahil (@sahil071) and Siddharth (@sidbetala). If you like our content, join our No Spam Whatsapp Group to get summaries of the content we create.
In today's episode, we discuss:
(02:19) - Why India is a country of contradictions?
(06:10) - How India is a combination of different markets - India 1, India 2, India 3
(10:42) - Bunking the myth that Indians don't like to pay. What it takes to make middle class India pay.
(13:07) - The impact of Jio in India & how India's consumption story is still driven by a small % of the population
(16:38) - Has India achieve Wang Trifecta? (Cheap Internet, Smartphone Penetration, Digital Payment Ecosystem)
(19:45) - Why India's Per Capita Income is a cause for concern.
(25:21) - India's emerging Manufacturing story and how are Venture Capitalists looking to invest in this sector
(32:54) - Understand the state of SaaS, Fintech & E-Commerce
(40:46) - Is India an over ventured market? As in too much venture capital flowing in and thus too many startups for the size of the Market?
(45:05) - The Rise of Porn in India (Things that were left out of the report!)
(50:17) - How does a report like this help a VC make investment decisions
(54:42) - Will India see a new set of Founders who can target the Bharat market?
(1:00:00) - How should founders think about their Content Consumption?
(1:04:00) - How can one break into the Venture Capital world if they want to build a career there?
(1:09:49) - How has Sajith's relationship with money evolved over time?