Is Kunal Shah a visionary "Not everyone gets" OR does his startup burn cash because...he can!
Sure, Dravid’s "Indira Nagar ka Gunda hoon main!" was iconic!
But are IPL ads worth it for CRED? After all, they spend 50-60% on marketing & still make huge losses 🤯
Let's find out🧵
Structure 1. What is CRED trying to do? 2. What’s the visionary move? 3. How does a “Trusted network” help? 4. CRED IPL Ads 5. IPL customer acquisition cost - The Math 6. Verdict
Apple's iPhone launch was iconic! As Steve Jobs said, they reinvented the phone in 2007.
Clearly, Apple is such a cult because of revolutionary products & marketing.
But Apple's future is NOT the iPhone, iPad or Mac. It's a SaaS business that makes 2x profits!
Let's find out🧵
Structure: 1. What are Apple Services? 2. Apple’s top SaaS 3. Services revenue 4. Vs iPhone 5. Vs Top SaaS companies 6. Why move from hardware to SaaS? 7. Will Apple no longer make hardware?
Time to become a Unicorn startup:
- PayTM & Flipkart: 5 years
- Ola: 4 years
- Udaan: 2 years
⇒ Mensa Brands: 6 MONTHS!
Best part ⇒ It is NOT an "original" idea — just great timing & execution!
Why are VCs going gaga about Mensa Brands? Let's uncover 🧵
Outline: 1. What are Thrasio-style startups? 2. Is the space heating up in India? 3. What's Mensa really about? 4. How did they raise such a big round? 5. Where does the money go? 6. Future for this space
PayTM's IPO is the biggest ever in India — INR 18,300 Cr!
A huge moment for the Indian startup ecosystem!
But, do you really understand all that's being said?
- What these numbers mean?
- Where the money goes?
- What PayTM's future looks like?
Let's uncover the PayTM IPO 🧵
Structure of the analysis: 1) Understanding the IPO 2) Is PayTM that big? Is it profitable? 3) Is this exciting? What's the future? 4) OK, I'm happy - but, is it worth it?