Newsletter · About 10 min read

Indus Valley Report Reminiscences, Strategy, Tokyo Trains, and Birkin Bags

Sajith Pai · Sajith Pai's Newsletter Free Intermediate

How the report is actually assembled and what the 2024 edition covers, which is the usable route in given the report's own home page blocks unauthenticated readers.

  • The Indus Valley Report runs 132 pages and roughly 150 charts, distilled from about 3,000 scraped charts and 100-plus reports.
  • Only 0.5 percent of megaprojects come in both under budget and on time.
  • Negative working capital is a strategy: customers paying in advance funds bulk discounts and lower prices, as at Tock and Trader Joe's.
  • Luxury brands deliberately make you build a purchase history before you can buy what you actually want.
Open on sajithpai.substack.com ↗

The question it answers

  1. Why does Sajith Pai say India is three markets, and what does that do to your GTM?

Read with it

  1. The canonical essay, and the one that actually spells out different discovery and monetisation playbooks per segment rather... sajithpai.com Essay · About 28 min read The Indus Valley Playbook Sajith Pai
  2. The updated segment sizes plus the caveat that matters most for planning: consumption growth is not income growth, so a rising... Ideas of India, Mercatus Center Podcast · Podcast episode with transcript Sajith Pai Unpacks the 2024 Indus Valley Annual Report and the Changing Indian Consumer Sajith Pai
eChai Partner Brands The partnership →