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India Free Advanced

Sajith Pai on the Indus Valley Report & the Indian market (India1/2/3)

From sajithpai.com by Sajith Pai (Blume Ventures) essays + annual report

Why we picked it

The eChai edge for market sizing: Sajith Pai's India1/India2/India3 framework and the Indus Valley report are the sharpest public analysis of who in India actually has money to spend. Essential before you slap '1.4 billion people' on a TAM slide.

India's real spendable market (India1) is roughly 100 million people, not 1.4 billion.
Segment the Indian market by disposable income before sizing it, or your SAM is fiction.
Build for the segment that can actually pay, and translate US theses to Indian wallets carefully.

Open sajithpai.com →

Answers What makes an Indian startup idea work when the market is so price-sensitive? How big does my market need to be for this to be a real business? How do I size a market for India specifically when data is messy? As a woman founder or a tier-2 founder, how do I turn my background into an edge? What are the biggest emerging opportunities in India right now?