Only free products work in India; subscription products fail miserably. They refuse to pay extra for convenience or entertainment. Anecdote: Kunal says that even wealthy people spend hours shifting around their phone storage as opposed to purchasing a couple of dollars worth of cloud storage. Business example: Netflix initially failed in India by... See more
If you seek extraordinary performance, focus on what you know very well, do your homework, have conviction and take a stand. It’s the right way to build a product, to build a company — and to be an exceptional investor.