Essay · About 28 min read
The Indus Valley Playbook
Sajith Pai · sajithpai.com Free Advanced
The canonical essay, and the one that actually spells out different discovery and monetisation playbooks per segment rather than just sizing the segments.
- India1 is roughly 110 to 120 million people in 25 to 30 million households at about 9,000 dollars per capita, against 2,000 for India overall.
- India has about 25 to 30 million fluent English speakers, and only a tenth of its 700,000 annual engineering graduates are high quality.
- Only 19,500 Indian enterprises hold capital above 10 crore rupees, and 95 percent of its 45 million establishments have five workers or fewer.
- India is around 13 percent of Facebook's monthly users but only about 1.3 percent of its revenue, which is why ad-funded models struggle.
