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Dunzo investment thesis

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After misplaced optimism (which led to first wave of hyperlocal startups shutting down), the space is picking up steam again with even likes of Amazon, Jio, Flipkart joining in.

But unit economics still remain a challenge in these models.

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F&B investment thesis

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A top-down analysis of the opportunities in the Food & Beverages space (excluding the food service and delivery businesses), covering how big is the opportunity, what are new consumer behaviors, products, business models, startups, and innovations in this space.

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Breaking down the Indian gaming industry

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I stayed up last night playing LudoKing and collecting coins on it, which helped me buy various themes. I’ve been chasing the Egyptian theme for a while now, for which I need 200,000 coins. I earn 1000 coins each time I win, earn 200 points if I volunteer to view an ad while watching TV as it plays out. Of course, I can buy coins too but who the hell pays for fake coins for a theme on an online gaming app.

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Conversations

The one where I joined CRED – Miten Sampat, CRED

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In this episode, Arjun Malhotra (Founding – Partner Good Capital) speaks to Miten Sampat about his journey before and after CRED.
Miten shares his view on the Indian startup ecosystem, his investment thesis as an angel investor, his work at Times Internet, and what led him to join CRED.
Miten dives deep to explain the opportunity CRED is tapping on, and his role in building CRED.

View Episode Notes or Listen on Spotify

Conversations

The one where we built a startup out of a community – Sonal Singh

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In this episode, Sonal, Co-Founder of Sequoia-backed startup Fittr, shares her transformational journey from growing up in Canada, moving to London to work for Deloitte, joining a community in India as a customer to then becoming its co-founder. Sonal walks us through her thoughts on pursuing one’s passions, her experience transitioning from corporate culture to startup culture, and most interestingly, the values and insights on building an efficient community.

View Episode Notes or Listen on Spotify