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Havish Gupta

Stealth • 6m

Do you think sometimes, having access to a lot of capital is also not good? Like take example of Reliance's Jio Mart. If you used that app even once, you know how bad their service is. Or take Tata's BBNow whose market share is still 10%. These are

Anonymous 6

Stealth • 6m

I'm skeptical of this whole premise. Jio revolutionized the telco market in India because of their capital. And Tata's products are generally beloved brands even if their apps need work. Execution is a different issue. At the end of the day, good capital allocation and strategy will always beat good execution without resources to back it up. But you make a fair point that overcapitalization can enable bad habits if leaders get complacent.

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Havish Gupta

Stealth • 6m

So in short, huge captial is helpful only when you use it nicely

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