What is value?
Reading Time: 5 minutes Category of one moves stretch the definition of value for employees and consumers. I share examples.
There is a third playbook to build consumer businesses
Reading Time: 4 minutes The zone of mastery way is unobvious, unreplicable, unboring, and with the potential for uninterrupted compounding.
Jazz up a category that’s become ordinary: Mokobara
Reading Time: 5 minutes Funky colors, cool functionality like phone charging, and bright yellow lining has made them the Veronica of the luggage category, and repositioned others as ordinary but reliable, like Betty
Keep improving what you are uniquely good at
Reading Time: 5 minutes Most category of one businesses are not trying to be anything. They find one thing they are uniquely good at and keep improving at it day in and day out. Decade in-decade out. That’s it. That’s the twenty-word secret formula.
Do difficult things right: Traya
Reading Time: 6 minutes A Category of One business comes from strategic clarity. For Traya, that clarity was to offer a holistic solution to a difficult problem. Once there is an early product-market fit, it’s time to crank up the growth funnel and make the message razor-sharp.
Don’t be everything for everyone
Reading Time: 3 minutes Taxi for Sure doubled down on serving pregnant women and grew 6X in a day
Cult.fit Part II
Reading Time: 9 minutes Wellness category users are generally light users. If this ‘Made In India’ business pivots to ‘Made For India’, not only it might accelerate growth, but more Indians might get fitter
Cult.fit Part I
Reading Time: 7 minutes Part I of my thesis on Made in India wellness brand Cult.fit. An average of one lakh worked out daily on the app during lockdown. But as per my calculations, the headroom is 6.6MM
How can Phool – a flower recycling startup – become a Unicorn
Reading Time: 7 minutes To get to a $100Mn annual revenue run rate, I suggest four pivots that range from the commonsensical to the radical
Lemonade – Zagging The Insurance Industry Since 2016
Reading Time: 6 minutes Disrupting anything is tough, but disrupting the insurance industry? Sacrilegious. Lemonade has done this brilliantly