Sameer Sankhe Profile picture
May 12, 2018 8 tweets 3 min read Read on X
1/ #FlipkartWalmartDeal is a bit unfortunate for an Indian the #startup (and the #founder) who had chance to be India's Alibaba (and Jack Ma ).

sam33r.com/home/flipkart
2/ Yes, an awesome deal for #founder & #investors.

400x for Accel Partners & Tiger Global's initial investment.

Softbank wld get 1.5x for $2.5bn within a year.
3/ Could they have become $200 B business on their own, with the original team?

Would Indian market alone have supported the kind of growth Alibaba experienced/ing?
4/ Retail e-commerce sales in 2017 in India is yet tiny compared to China. The whooping e-commerce sales in China is double that of the US.

China: $1,115B
The US: $455B
The UK: $113B
Japan: $95B
Germany: $65B
South Korea: 56B
France: $49B
Canada: $34B
Australia: $21B
India: $21B
5/ Although tiny, India's household spending growth on par with that of China — and at a faster rate than the more mature U.S. market.
6/ Even more mind-boggling is the rate of growth of Chinese e-commerce market:

China: 165%
Argentina: 153%
India: 141%
Indonesia: 120%
Canada: 109%
Mexico: 106%
The Philippines: 94%
Thailand: 92%
Malaysia: 89%
Russia: 87%
Vietnam: 75%
The US: 73%
7/ At least, am happy that Flipkart didn't land in Amazon's hands. That would have been bad for Indian consumers. Together, Amazon and Flipkart, amount for 90% of e-commerce market share in #India.

Well, the regulators wouldn't have allowed it anyway #AntiTrust
8/ ... Now I look forward to Paytm, Ola and MakeMyTrip to carry the baton to create $500B Indian company!

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More from @samsankhe

Jul 21, 2018
1/

Great tech companies:

1: First build the great #product.
2: Through that, they establish the best distribution.
3: Build superior traction.
4: Raise higher resources.

bit.ly/2JHDDdn

#distribution #Sales #technologytrends #startups #venturecapital
2/

5: Create/acquire the newer products.
6: Continue growth momentum by putting those new products through the distribution pipes already created.
7: Grow to monstrous size.

#distribution #Sales #technologytrends #startups #venturecapital
3/

The market cap of the top 5 S&P 500 companies (GAFAM) = $4 trillion
The market cap of the bottom 282 S&P 500 = $4 trillion.

#distribution #Sales #technologytrends #startups #venturecapital
Read 5 tweets
Jul 3, 2018
1/

#PillPack #Acquisition:

Hi #entrepreneur #startup: One of the best businesses to start - building up the best #distribution pipeline and providing awesome #CustomerExperience .

sam33r.com/home/besbiz

#Technology #ideas
2/

If your someone else is building the distribution network with awesome #CustomerExperience in your space then be very scared - Ask the Hollywood studios about Netflix and Amazon Prime

#Amazon #Technology #PillPack #acquisition #entrepreneur #startups
3/

Amazon to buy (for $1bn) online pharmacy @PillPack which ships prescriptions around the US, and overnight.

Under threat: $400 billion pharmacy business. @Walmart @Walgreens @cvspharmacy stocks dropped.

#Amazon #Technology #PillPack #acquisition #entrepreneur #startup
Read 6 tweets
Jun 23, 2018
1/ Attention is what steers your perceptions and controls reality. #Mindfulness #ProductDesign #startups

sam33r.com/home/pickpocket

#Entrepreneurship #psychology
2/ Pickpocketers/magicians control ur attention thru internal/external distractions.



#Mindfulness #ProductDesign #startups #Entrepreneurship #psychological
3/ We can use these techniques to our advantage. E.g. a doctor managing to inject a syringe into a young kid, or even an adult ;-)

linkedin.com/feed/update/ur…

#Mindfulness #ProductDesign #startups #Entrepreneurship #psychological
Read 4 tweets
May 15, 2018
1/ Which is the world's most valuable #unicorn ?

A: Uber
B: Airbnb
C: SpaceX
D: Ummm ... none of the above

Read on ...

#valuation #privatecompanies #mobilepayments #fintech #ecommerce #strategy #startup #founders #entrepreneur sam33r.com/home/alipay
2/ At $150bn valuation @AntFinancial Services Group, which was spun out from #Alibaba in 2014, and one which owns China’s biggest payments app, #Alipay, is the biggest #unicorn in the world.
3/ Drivers of Ant Financial's $150bn valuation:

1: Size of #mobilepayments market in #China : ($13 trillion - 61.8% transactions globally)
2: Growth
3: 700 MM smartphone users
4: 76% of of those made a mobile PoS purchase in 2017
5: Penetration: street vendors accept m-payments
Read 5 tweets

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