Video · ~50 min

Kunal Shah and Shailendra Singh on Business Models and Moats

Kunal Shah · Peak XV (YouTube) Free Intermediate India

Kunal Shah and Shailendra Singh on Business Models and Moats

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.

  • 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.
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The question it answers

  1. I'm a solo technical founder. How do I MVP a two-sided marketplace when I need both buyers and sellers before it works at all?

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