Facebook’s vague payments launch and UPI’s global ambitions14 November 2019.Facebook just announced the launch of a new payments feature a couple of days ago in the US—Facebook Pay. It’s essentially a rebranding and consolidation of existing in-app payments on Facebook and Instagram (for shopping, donations, etc.) and a peer-to-peer transfer option in Messenger. To begin with, Facebook Pay will let users send and receive […]
The end of the beginning for the gig economy7 November 2019.In some senses, there’s a parallel endgame being played out in India compared with the US and North America where the gig economy is concerned. (And before you ask, no, neither scenario has been contemplated by Dr Strange.) As Pradip hinted at in his story on the mental and financial strain gig workers face, it’s […]
Ashish K. Mishra
How the world’s biggest two-wheeler market collapsed26 September 2019.This is the first edition of Things Change, The Morning Context’s weekly newsletter. Things Change will land in your inbox every Thursday with sharp, original insight on subjects making the news, but which must be understood better. It will be written by the best writers and subject experts, both in-house and external. Let’s cut to […]
Flipkart vs Amazon is a closer call than you think24 October 2019.Last week, I wrote about India’s online festive sales period, and broke down how the sales battle plays out and the current state of Indian e-commerce along five parameters. Today, now that both the first and second “waves” of the sales have run their course, and the third wave has started, we’re going to get […]
Less SoftBank, more venture builders17 October 2019. In the last few months, enough words have been spent on SoftBank and the several ills of its kind. WeWork, Uber, Lyft, Peloton. It’s not a great time for venture capital. Investors around the world are (hopefully) rethinking how they value tech and what you would call tech-enabled startups. Venture capital models, especially late-stage VC, definitely need review, but today I’d like to talk about a different form of startup investing, one that doesn’t get as much screen time—venture builders. Almost an antithesis of the classic VC approach.
China is closer to Netflix than you think3 October 2019.This is the second edition of Things Change, The Morning Context’s weekly newsletter. Things Change will land in your inbox every Thursday with sharp, original insight on subjects making the news that need to be better understood. It will be written by the best writers and subject experts, both in-house and external. This week, we […]