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The tech economy Next big things
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THE MOST EXCITING TECH
MARKET ON THE PLANET
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Only billion person market in the world going through this
change ©LIGHTBOX
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WHAT IF…
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What is disruption?
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75MM installs
13MM wallets
12MM downloads
47% revenue from mobile
100% on app
100MM views for IPL
1,15,000 cars
5 BN monthly views ©LIGHTBOX
800MM monthly active users
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That’s only 11% of the Indian population
Penetration of leading social networks in India as of 4th quarter 2014
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MANY CHANGES IN PARALLEL
Consumption per capita
Urbanisation
Organised retail
Technology adoption
Business models ©LIGHTBOX
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To millions of Indians, shopping on mobile is not an electronic form of commerce,
it’s commerce pure and simple
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Disruptive models hit harder here
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115,000 cabs makes Ola in India bigger than Uber in America
Source: vccircle, ‘We are now bigger in India than Uber in its home country US:” Ola CEO Bhavish Aggarwal , 2 March 2015
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A 7 year old tech startup is India’s largest retail company by volume, value and growth
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Localization and user experience win
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Soundbites from the Indian tech scene
Abandoning premium to go mass
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The tech economy Next big things
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17 October, 2014
Growing Vibrant Emerging Potential Large Hot Dynamic Bursting Energetic
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17 October, 2014
Growing Vibrant Emerging Potential Large Hot Dynamic Bursting Energetic
Inefficient Fragmented Disorganized Chaotic Bureaucratic Complicated Dysfunctional Slow Difficult
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TECHNOLOGY
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BUILDING vs
BETTING
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Fintech 27%
Content 3%
Food 9%
Out of 2.5BN spent in the market so far, 971MM (39%) has gone into one of those three sectors
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NEEDS
EXPERIENCES ©LIGHTBOX
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NEEDS
EXPERIENCES ©LIGHTBOX
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Financial services
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41% India is unbanked
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61% India unbanked in rural areas
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86% Under-banked (don’t have access to loans or formal sources of credit)
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“Banks and financial institutions have not created products that serve younger generations in the most efficient way” –Max Levchin, co-founder of PayPal
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The new borrowing From: Credit card High interest rate Government papers Loan approval Access to banks
To: Micro-loan Small fee upfront Social networks Real-time approval Access to capital
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Crowd-funding is the new fundraising
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Re-thinking borrowing
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Health
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India: ratio of doctors to people
0.7doctors : 1000people
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The new healthy From: Treatment Doctor is god General
To: Prevention Informed patient Personalised
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Education
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Failure is not a person, it is an event.
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The education eco-system setup
C+
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The education eco-system setup
C+
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For students to get all the blame
C+
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Failure is not a person, it is an event.
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Data is inadequately used to prevent failure
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Too little too late
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Could this be a reality for mainstream education?
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Data is inadequately used to prevent failure
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17 October, 2014
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Power has shifted from companies to consumers
and expectations have never been higher. Bad product reviews
trump clever marketing. Great products win
©LIGHTBOX