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India Dispatch

Manish Singh

Insights and commentary on India market, VCs and startups.

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Substack
PricingOnly free issuesPublishesWeekly
Issues158SubscribersRead indiadispatch.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Peak Exits, Peak Anxiety

In many ways, the startup investing business is unique. Whether you bet on the right thesis, right team, and right market doesn’t become clear for four to six years, if not longer. 2025 was a great year for the Indian venture ecosystem, del...

21 days ago
32
2

The AI Revolution Needs Plumbers After All

For the last two years, a growing consensus in the industry has been that generative AI will kill Indian IT. The argument, to be sure, has seemed almost self-evident — if machines can write code, a $250 billion industry built on getting hum...

a month ago
20
3

Groww Has To Find More Ways To Get Paid

Groww became India’s largest broker by active clients through deliberate, methodical execution over a relatively compressed timeframe, holding roughly 27% market share while Zerodha, the runner-up, now sits at about 15.4%. Groww only starte...

a month ago
9
1

The Inevitable Shape of Cheap Online Retail

China, Southeast Asia and India could hardly be more different as markets for online retail. China is an upper-middle-income industrial state where e-commerce has been mainstream for nearly two decades. Southeast Asia sprawls across a stitc...

2 months ago
17
0

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  • Manish Singh

    Writing on India internet

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