Interesting themes for India
In last 12 months, I have come across many interesting theme’s for India that unlock huge wealth and opportunities, while most of India is super unorganised, In the next 10 years there will be swift changes.
In last few years, the most frequent usecases went from unorganised to organised, I.e payments, food delivery, mobility.
But here are a few interesting that I am super excited about:
AI led spiritual experience, leverage AI to solve for access, engagement and making spiritual aspect of life much better, Bible chat AI in USA makes $10M ARR, they launched in 2023.
Offline experiences and gatherings are seeing massive uptake in India, especially tier 1 cities. Most farm houses acorss tier 1 cities are overbooked during weekends, A booking. com for farmhouses, private stays, home stays is super exciting opportunity.
While Food for small gatherings and independent orders have been solved well by QSR and food delivery apps, there’s huge opportunity in catering for food needs in 10-100 pax events category, with little research i have done, strongly feel the right form factor for this market is vertically Integrated marketplace with fulfillment.
There are 100’s of million teenagers who constantly need help in adulting, think of an on demand marketplace for them to discover and communicate with experts who can help them with career decisions, core subjects, dating, communicaton, language learning, mental health and finding friends to talk.
Credit scoring is completely broken. Credit scores have a very low penetration, needs to be solved from scratch, need to think from first principles.
Most relationships are remote or hybrid, as migration has been taking center stage in their lives, Consumer apps / products for couples, that will help them build better bond and engagement will show promising outcomes.