Breaking Down India’s SaaS Market: US Dollars vs Indian Distribution, Will Enterprises Buy or Build cover art

Breaking Down India’s SaaS Market: US Dollars vs Indian Distribution, Will Enterprises Buy or Build

Breaking Down India’s SaaS Market: US Dollars vs Indian Distribution, Will Enterprises Buy or Build

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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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