2 resources from Ideas of India, Mercatus Center we point founders to, and the questions each answers.
🎧 Podcast
IndiaFreeAdvanced
Why we picked it
An economist presses Pai on the data behind India1, India2, India3, so you hear the assumptions get stress-tested. It is useful precisely because it does not take the framework at face value. Listen when you want to understand the limits of the segmentation before you build your own sizing on top of it.
Why we picked it
This episode focuses specifically on how the consuming class is shifting and what that does to sizing over time. It helps you avoid treating the 100 million-household number as static. Useful for reasoning about whether your segment is growing into your product or standing still.
