Podcast · 3 hr

A Venture Capitalist Looks at the World (Sajith Pai)

Amit Varma with Sajith Pai · The Seen and the Unseen Free Intermediate India

This long, unhurried conversation is the best audio explanation of the three Indias and why Indian consumer markets behave the way they do. Pai walks through the economics behind the framework rather than just the slides. Put it on when you want the reasoning, not just the numbers, to sink in.

  • The three Indias explained from first principles, at length
  • Why India's market structure differs from Western analogies
  • How the consuming class shapes what founders can build
Open on seenunseen.in ↗

The question it answers

  1. How do I size a market for India specifically when data is messy?

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