2 resources from Z-Connect by Zerodha we point people to, and the questions each answers.
📄 Article
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The whole mental model in one short post: not measuring acquisition cost and lifetime value is the point, not an oversight, and he spells out what it buys him.
Education is the distribution channel, and this is written by the person who built it, with the actual scale: certification cohorts, colleges, and a curriculum reaching government schools.