3 Comments

Nicely written Mithun - I'm more bullish about the micro-transaction & subscription driven ones versus ad driven ones; seeing a lot of the labor folks in our area of NCR use Kuku's paid version (fascinating to hear from them their reasons for why they bought the product)

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Yea I do see more obvious uptake in the direct payments models. Ads as I said is harder to build and compete in, plus the market is still evolving. But net-net I think the prize will be greater, from both a revenue pool and margin perspective.

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Insightful. Looking forward to dig deeper on some of them and those beyond those..

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