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VCGuy
Believe me, it’s not... • 1d
'Click, watch, shop: The Consumer Opportunity in India' → Bessemer’s report is a good read on India’s next digital decade. Two shifts really stood out to me - 🥘 Wellness, lifestyle & clean eating → now essentials - Across my friend group and colleagues, many are actively choosing healthier alternatives, eating out less, healthy brands discussed. (e.g - 'The Whole Truth') - Brands with clear labels and honest ingredients are able to build serious consumer trust. 📲 Short-form content v/s long form content - Report mentions a 3.6X growth over 5 years in Daily Active Users (DAU) for short videos. I came across an interesting breakdown by Upfluence Inc: Short-form content gets more views and likes, but long-form drives more comments ⤵️ (This is not part of Bessemer's report) One stat I didn’t expect → (₹) UPI → Every 10% rise in usage has correlated with a 7% increase in credit access — with no rise in defaults. ⏭️India’s economy is 60% consumption-driven. Which means: The next decade’s biggest value may come from consumer-first startups solving everyday, high-frequency use cases.
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