With Indian smart phone penetration rapidly increasing, don’t b2c platform internet businesses present a good investment opportunity? Especially those with network effects that are likelier to be winner take all. Do you see any major flaws in this thinking? Also can you help me find the Indian equivalent of the below? eBay Tinder Uber DoorDash Task rabbit Twitter Airbnb PayPal (Venmo) Zillow
eBay -> b2c in India has just stabilized. c2c has a way to go. What's localized about Tinder? Uber -> Ola DoorDash -> Zomato, Swiggy. Task rabbit -> will check what it does. Twitter -> koo, but localization reduces network affect which is a big factor in any social network company. Airbnb -> Not a suitable model in India. PayPal -> We have our own Payment ecosystem which is more suitable to us. Even our UPI is something really laudable. Zillow -> 99acres, nobroker.in, etc
Tinder -> shaadi.com, jeevansathi.com….