Joel Modestus

Sharing a meditation on Challenging Fundamental Assumptions! Could be widely applicable insights! drive.google.com/file/d/12E0H9D…

PayPal launched the OG referral scheme in early 2000 to quickly acquire users. The approach was fundamentally different than the regular customer acquisition approaches that competitors dismissed it as 'cheap trickery'. Wired rightly called it 'sour grapes'

Here is a comprehensive playbook for Growth Acceleration and Turnaround in E-Commerce and Online Marketplace businesses. Please share with your teams! Dedicated to people whose work I admire @benthompson @sajithpai @andrewchen @fredwilson @bgurley @tobi @gokulr @altcap drive.google.com/file/d/1Mz7C05…

@refsrc Love your shares! Crazy execution from Rapido. I talk about in my India Internet Commerce Report. Please give it a look when you get time! drive.google.com/file/d/1E6gTrE…

Rapido now has almost double Uber's monthly active users on Android and nearly triple Ola's - Sensor Tower, Citi

Hey @ishmohit1 long time follower here! You may like this report I created! ☺️ drive.google.com/file/d/1E6gTrE…

Did this as a personal project! The India Internet Commerce Report Link in replies. #Ecommerce #Startups #StartupIndia #Blinkit #Rapido #Meesho #Nykaa

@paraschopra Might look intangible. But I think ‘obsession’. Scarce and can have huge returns due to AI becoming a leverage multiplier on obsession. Faster/deeper learning, faster building, faster experimentation and so on can lead to supernormal returns for obsessives.

What will be scarce in the AGI era? that's what will make real returns 💸

@nishkumar1977 can you please share for icici

Not the case with Vibes. Here the cost of creation is borne by Meta not the creator! And the cost per 'creator' really adds up with the number of content pieces being created. Content AI apps need a real business model innovation to be sustainable

The second is the unit economics problem Meta made about 13.7$ in average revenue per daily active user just the last quarter. The gross margin? 82%!!! Meta's business model has always been zero-cost content borne by the creator that it monetizes via ads

The Vibes feed on Meta AI looks pretty cool. One can with a single prompt create and post a creative video in a tiktok style feed. But there are two problems. 👇

@nishkumar1977 Maruti seeing good divergence? What's your view please

This model can absolutely do well if executed properly. This has already happened in India with a challenger 'Rapido' racing ahead of a decade old duopoly. 0% commission can unlock supply on the driver side which can in turn attract customers. Read more below! linkedin.com/pulse/rapido-r…

Looks like one of the big losers of AI wave is... Wikipedia.