Breaking Down India’s SaaS Market: US Dollars vs Indian Distribution, Will Enterprises Buy or Build
Description
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
Kuldeep: Co-Founder, @Last9
Chapters
00:00 Trailer
01:04 Intro & welcome, Kuldeep Dhankar!
03:58 Early CleverTap: painful demos, priceless feedback
04:20 Customer Success ≠ Sales
09:38 Shantanu’s new board-meeting framework
13:33 India’s consumption story is finally evolving
21:03 Can you build a $150M SaaS business selling in India?
30:12 India ACVs are rising: Swiggy, Zepto, Eternal
30:55 Where did the SaaS startups go?
35:12 Why aren’t VCs investing in SaaS?
37:32 Freshworks’ CAC payback & key lessons
45:18 Do VCs want SaaS companies to sell in the US?
48:26 The 99.5% reliability opportunity
49:50 Software: buy vs. build?
1:02:52 The rise of forward-deployed engineers
1:12:59 Airports, infra, and India’s compounding optimism
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