India's B2B Revolution: How Marketplaces Are Powering a $10 Trillion Economy!

[@mistakeforgiven1859]

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

[@rahul_j_mathur]

Yup!

[@ayushnews5735]

True.. I couldn't have imagined creators still making such quality content even after getting so less views

[@rahul_j_mathur]

@@ayushnews5735 Thanks Ayush :) I'm not a creator persay -- full time job is investing

[@saharshjindal6448]

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.

[@rahul_j_mathur]

Very fair point

[@ProprFLO]

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

[@rahul_j_mathur]

very good Q -- either you have an IP moat or relationship edge which lets you get to scale very fast to then unlock economies of scale to compete (else it is very hard)

[@bobbylahiri2012]

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

[@rahul_j_mathur]

Thank you!

[@sahilgarg6201]

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

[@rahul_j_mathur]

Gotcha, will try to figure something out for this, Sahil, thank you

[@pratyushagarwal3115]

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.

[@rahul_j_mathur]

Thanks Pratyush!

[@daneilpatro2776]

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

[@rahul_j_mathur]

Will do Daniel, thank you! For now, there is a long backlog of material to share on other topics!

[@MOVIN_OP]

Thanks For This Breakdown ❤️❤️

[@rahul_j_mathur]

Thank you Movin

[@rajdeepyadav2088]

Great Useful Information, Thanks for the Video.

[@rajdeepsen3011]

always top notch content

[@rohitkamath406]

Superb insights 🎉

[@rahul_j_mathur]

Thanks Rohit

[@syed1228]

Super insightful!

[@rahul_j_mathur]

Thank you Syed

[@sahilgarg6201]

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

[@hussainbhagat8855]

Please do B2B Saas as well

[@rahul_j_mathur]

Will do! Waiting for a good report to come out

[@hussainbhagat8855]

@rahul_j_mathur great. Love your in depth breakdowns btw 😁

[@gattisaisundar3732]

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

[@rahul_j_mathur]

Indian assembled electronics are being exported wholesale e.g. Apple iPhones in India -- you can check latest data

[@gattisaisundar3732]

@ I mean branded electronics like laptops, smartphones, tablets, smart watches fully Indian made thats not possible right , Chna jaho, maal lao, label chipkao this is how it is done and its nothing wrong as well, atleast if we produce one or two components that are part of assembly its reduces pressure on imports

[@pawanraj8248]

​@@kasim7929 make in america is good for India in long run... They'll have to devalue their dollar

[@swapnilpurwar9208]

​@@gattisaisundar3732 Taking apple as an example.. its 14% iphones are now manufacture in india and around 9% components are made in india right now... it is also increasing its use in of made in india components

[@swapnilpurwar9208]

This all can happen because it started its Assembly line.

[@anis.hdsouza]

How do y'all find these reports?

[@rahul_j_mathur]

Good Q, I come across most of these reports as part of my day job as an investor

[@anis.hdsouza]

​​@@rahul_j_mathur That's interesting. Sounds like a fun job to me :)

[@ajmalbabu5603]

Good topic

[@uniqueportal6668]

why was the speaker audio kept changing in between

[@rahul_j_mathur]

There was a bit of drilling in the background which did impact audio -- won't be the case for future videos

[@ajithtolroy5441]

Please remove krutrim it degrades India in AI