Podcast · Podcast episode with transcript

Sajith Pai Unpacks the 2024 Indus Valley Annual Report and the Changing Indian Consumer

Sajith Pai · Ideas of India, Mercatus Center Free Advanced India

The updated segment sizes plus the caveat that matters most for planning: consumption growth is not income growth, so a rising transaction count is not a rising customer.

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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. How the report is actually assembled and what the 2024 edition covers, which is the usable route in given the report's own home... Sajith Pai's Newsletter Newsletter · About 10 min read Indus Valley Report Reminiscences, Strategy, Tokyo Trains, and Birkin Bags Sajith Pai
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