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Listen "Breaking Down India’s SaaS Market: US Dollars vs Indian Distribution, Will Enterprises Buy or Build"
Episode Synopsis
The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwikKuldeep: Co-Founder, @Last9 Chapters00:00 Trailer01:04 Intro & welcome, Kuldeep Dhankar!03:58 Early CleverTap: painful demos, priceless feedback04:20 Customer Success ≠ Sales09:38 Shantanu’s new board-meeting framework13:33 India’s consumption story is finally evolving21:03 Can you build a $150M SaaS business selling in India?30:12 India ACVs are rising: Swiggy, Zepto, Eternal30:55 Where did the SaaS startups go?35:12 Why aren’t VCs investing in SaaS?37:32 Freshworks’ CAC payback & key lessons45:18 Do VCs want SaaS companies to sell in the US?48:26 The 99.5% reliability opportunity49:50 Software: buy vs. build?1:02:52 The rise of forward-deployed engineers1:12:59 Airports, infra, and India’s compounding optimismFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/
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