Lightbox is ready to melt

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The tech economy Next big things

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THE MOST EXCITING TECH

MARKET ON THE PLANET

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Only billion person market in the world going through this

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WHAT IF…

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What is disruption?

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75MM installs

13MM wallets

12MM downloads

47% revenue from mobile

100% on app

100MM views for IPL

1,15,000 cars

5 BN monthly views ©LIGHTBOX

800MM monthly active users

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That’s only 11% of the Indian population

Penetration of leading social networks in India as of 4th quarter 2014

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MANY CHANGES IN PARALLEL

Consumption per capita

Urbanisation

Organised retail

Technology adoption

Business models ©LIGHTBOX

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To millions of Indians, shopping on mobile is not an electronic form of commerce,

it’s commerce pure and simple

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Disruptive models hit harder here

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115,000 cabs makes Ola in India bigger than Uber in America  

Source: vccircle, ‘We are now bigger in India than Uber in its home country US:” Ola CEO Bhavish Aggarwal , 2 March 2015

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A 7 year old tech startup is India’s largest retail company by volume, value and growth

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Localization and user experience win

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Soundbites from the Indian tech scene

Abandoning premium to go mass

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The tech economy Next big things

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17 October, 2014

Growing Vibrant Emerging Potential Large Hot Dynamic Bursting Energetic

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17 October, 2014

Growing Vibrant Emerging Potential Large Hot Dynamic Bursting Energetic

Inefficient Fragmented Disorganized Chaotic Bureaucratic Complicated Dysfunctional Slow Difficult

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TECHNOLOGY

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BUILDING vs

BETTING

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Fintech  27%  

Content  3%  

Food  9%  

Out of 2.5BN spent in the market so far, 971MM (39%) has gone into one of those three sectors

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NEEDS

EXPERIENCES ©LIGHTBOX

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NEEDS

EXPERIENCES ©LIGHTBOX

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Financial services

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41% India is unbanked

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61% India unbanked in rural areas

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86% Under-banked (don’t have access to loans or formal sources of credit)

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“Banks and financial institutions have not created products that serve younger generations in the most efficient way” –Max Levchin, co-founder of PayPal

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The new borrowing From: Credit card High interest rate Government papers Loan approval Access to banks

To: Micro-loan Small fee upfront Social networks Real-time approval Access to capital

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Crowd-funding is the new fundraising

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Re-thinking borrowing

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Health

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India: ratio of doctors to people

0.7doctors : 1000people

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The new healthy From: Treatment Doctor is god General

To: Prevention Informed patient Personalised

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Education

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Failure is not a person, it is an event.

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The education eco-system setup

C+      

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The education eco-system setup

C+      

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For students to get all the blame

C+      

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Failure is not a person, it is an event.

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Data is inadequately used to prevent failure

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Too little too late

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Could this be a reality for mainstream education?

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Data is inadequately used to prevent failure

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Brands

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17 October, 2014

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Power has shifted from companies to consumers

and expectations have never been higher. Bad product reviews

trump clever marketing. Great products win

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