Enabling Ecommerce in India

[00:02:58] - [First question] - The first iteration of Shiprocket back in 2012 called Cartrocket

[00:08:37] - What drove the pivot from CartRocket to Shiprocket

[00:12:24] - Examples of why US eCommerce models just don’t take off in India 

[00:19:39] - The challenges of building businesses for consumers outside of India

[00:26:05] - Courrier aggregation and capturing value in this type of business model 

[00:31:33] - Why the large pre-existing couriers aren’t attacking this space successfully 

[00:34:46] - Unpacking what RTO is and its scale and challenges specifically in India 

[00:40:07] - How software and intelligence drives the ability to know the consumer in a way that larger infrastructure and couriers can’t in India 

[00:43:42] - Similarities between the rise of Shiprocket and the prior evolution of the Chinese eCommerce and tech ecosystems   

[00:47:10] - The next pieces that need to be built for Shiprocket for them to continue growing and succeeding at the rate they are

[00:53:18] - The tension of vertical integration without building out capital intensive infrastructure 

[00:56:03] - Thoughts about the opportunity set for India going forward