india will become next manufacturing hub, like china. because india has now what china had 10-15 years ago. nope. the problem is with talent here, and the working generation. you can't bet on genz to change the nation. they just won't, they are too busy being woke for things that make them look cool.

How can an early-stage startup differentiate itself in a capital-intensive manufacturing sector while ensuring sustainable unit economics and scalability?

Would love it if the team can share a list of websites to track for these reports. I regularly check the big and well known VCs but these hidden gems are missing

Hello @rahul sir Great content. Building something in the AI space for MSMEs in India. Would love your inputs beyond the videos if you ever have the time

Please remove krutrim it degrades India in AI

it would be great to do a part two, regarding semiconductor , chemicals and other which hv growth potential goodjob mathur and kudos to editing team

always top notch content

How do y'all find these reports?

Thanks For This Breakdown ❤️❤️

Superb insights 🎉

I think most B2B marketplaces fundamentally misunderstand MSMEs. While cheaper financing and efficient procurement are needed, they are not the main issue. The byzantine regulations that don't allow the few profitable firms to expand easily is what is holding us back. Buying land, machinery, easily hiring skilled workers with minimal compliance is what is needed. These are mostly policy/govt issues. If you allow MSMEs to expand their operations they will invest in software, buy from marketplaces, etc. Small firms don't have the bandwidth or simply don't care as they lack the motivation.

guys i think this and all other videos that you people have done is great, absolutely crazy. So good that i do not want to share it with anyone and only keep it for myself, which is what many people are probably thinking and your views are not increasing. Jokes apart fabulously choice of content.

zerodha giving us so much great content to watch.🙌🙌🙌

Please do B2B Saas as well

Great Useful Information, Thanks for the Video.

Love the depth at which a complicated matter is broken down into simpler chunks .. keep it up

Really fascinating report, I come from a B2B business family background, and we were the customers of Indiamart, TradeIndia and Udaan. I have a different perspective, Udaan did a really good job for B2B, we reached 1cr in turnover just from Udaan within 1 year with 4 different firms, but they failed at many points, rising commissions, too much capital deployed for return and exchange and eventually they are dead in our whole market (which is one of the India's biggest wholesale market and same fate in other parts of India) Indiamart sales people are just douche bag tbh they don't know shit, they force you regularly to buy there monthly plan for 3-5K and when you do they just disappear, no sales lead, poor UI, and couple of more things I don't how they survived all these years I came across Ofbusiness recently a really fascinating concept but they deal in raw material rather than finished goods. Like I said coming from a B2B family business there's still a huge gap in the market to meet those demands and I was preparing a report on the same following Udaan example because Udaan solved a lot of problems but they burnt too much capital in the initial days which took them down, would definitely try to build something similar to Udaan in coming days and learn from their mistakes

Super insightful!

why was the speaker audio kept changing in between

Who will purchase Indian made electronics , still it becomes an assembly one by procuring all components , instead its better for us to develop one or two components and export them

Good topic

I "liked" this video

E - commerce. Watch first 5 mins

Achina and her sister is here

Woaw

Tbh, these are one of the worst ideas I've ever heard.

India as a society is still stuck with this services curse. Anyone who understands economics knows manufacturing brings development not call centre coolies nor Finance Bros.

Thank you Rahul for putting in these extra efforts and bring some amazing insights about our Startup ecosystem!! Truly great work Man!!

Bro assembling doesn't means manufacturing,we are importing parts from china especially electronics items and assembling here that wont serve the purpose

Change the background music

All channels are amazimg❤❤❤

00:06 2024 marks a significant year for India's tech IPO boom. 02:28 India's IPO landscape is transforming with significant tech companies going public. 04:45 Regulatory changes and market dynamics favor India's tech IPOs. 07:05 The trend of delayed IPOs increases valuations and limits retail investor gains. 09:29 IPO regulations and processes reveal opportunities for investors despite concerns about fraud. 12:23 Understanding the IPO process and significance of the draft prospectus. 14:27 Understanding the IPO process and investor allocations in India. 16:35 Companies are delaying IPOs, focusing on investor exits and liquidity. 18:37 IPO costs significantly impact the net capital raised for companies. 20:37 Midsize firms use IPOs to pay debt, while larger firms aim for growth.

entire world going up in ipo but here ipo allotment chances are so low that you need at least 50 lakh.

This channel is horribly underrated..

Good to see you back Rahul, btw I've made my own personal website with the template of yours!! Thanks for suggesting the No Code Advantage via using Notion!

Really informative 👍🏼. Great work team 💪🏼

Hey, do you work at DeVC or Stride? I just feel like I've seen you somewhere

my 2cents : IPOs are done when no big investors are present, leading to highly inflated valuations that exploit retailers. Beware: never invest in loss-making startups like Paytm and similar companies.

Very nice and quality content. Keep going.

Great to see such a niche content. Please continue even if there is less engagement!

Good video Audio is mismatched Music is too loud

Background music is a bit loud and voice is not that high. Please check once

Damn! I really liked that they didn't went for top noise making copmines or startups in India and actually cemented their arguments with companies that are actually doing good!

Absolutely amazed by the information captured and conveyed in this timeframe ❤

Awesome work Rahul!

The reason is majority of these are extremely service sector oriented which is neither a major employment sector nor something which would make an entry to Tier 2 towns and Villages where allmost 70-80% of the population lives. Example : Food Delivery apps, its extremly city oriented. After some years, even the city population wont need this much of services. Thats the difference with Tata, they cashed in production rather than making more softwares. In simple words, FMCG, Co-operative companies like Amul actually have sustained business models because they cater the larger population of Towns and Villages. But then,The Ultra Max Pro cultured Indian society has termed working in Manufacturing sector as a sign of uneducated.

Nice representation and a lot informative content

EVs will never work for India or the world ... see you in 20 years

We need more rahul mathur content this is sooo insightful

It's surprising most of these companies especially the software ones have so low net profit margins