▶️ Video
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India
Free
Intermediate
Shah is one of India's sharpest product thinkers, and this talk digs into network effects, moats, and why understanding Indian user behavior comes before choosing a model. It is not a step-by-step, but it sharpens how you think about defensibility for a marketplace built for India. Watch it for the mental models, not tactics.
Kunal Shah and Shailendra Singh on Business Models and Moats
On Peak XV (YouTube) by Kunal Shah ~50 min
- Understand user psychology before you pick a business model.
- Trust can matter more than raw network size in India.
- Concentrated, high-value segments beat chasing everyone at once.