The CapTable

18/10/2025

India’s MedTech is booming — set to hit $30B by 2030
But global success comes down to three letters: F.D.A.
That stamp means trust, investors, and global reach, but getting it costs millions and years of paperwork
So even world-class Indian innovations stay locked out of global markets.
Should proving quality really cost more than building it?
Read the full story on The CapTable for how India can bridge the gap.

"

11/10/2025

Think “IIM” means dream job, top pay and big brands?
Not anymore. The new-age IIM story is changing — fast. 📉

From slipping rankings to shrinking median salaries, the baby IIMs are struggling to match their legacy counterparts. The brand still commands respect… but the promise? It’s no longer guaranteed.

So before you chase the tag, ask yourself: What network? What recruiters? What outcomes?

Read the full story on The CapTable.

04/10/2025

India’s e-comm jackpot is hidden in plain sight!
The Northeast makes up just 2.5% of urban homes but drives 5% of ALL online spend. Why? Because online isn’t a trend there — it’s the norm. Fashion, beauty, tech, travel — they shop smart, global, and loyal.
Crack logistics here, and you don’t just win customers… you win the future of Indian e-commerce.

Read the full article, link in the comments.

27/09/2025

India is the new AI battleground for big tech. 800M users. 1.6B hours spent. But only $18M earned.
ChatGPT leads with 77% share — but can ₹399 subs survive in a country where value > features?
Will AI become the next UPI… or just another app fighting for space on your phone?

Read the full article, link in the comments.

20/09/2025

India’s metro revolution has a problem: low ridership. The fix? Ride-hailing apps like Uber, Rapido & Namma Yatri plugging into metros to solve the last-mile gap. But is this the future of commuting—or just a temporary detour? What are the benefits and challenges for stakeholers - commuters, driver partners and mobility apps - Watch to find out.

06/09/2025

India’s startup ecosystem is coming full circle, but it's now being put to the test! Big cheques are drying up, particularly for late stage startups. IPOs are the real test, and unicorns are facing their reality check. Will the fresh tech IPO pipline - Urban Company, Pine Labs, Meesho, or Lenskart spark the next wave of confidence and fund flows?

30/08/2025

The country's defence frontlines may soon be coded, built, and flown by Indian startups.
With exports crossing ₹15,000 crore and VC money pouring in, India’s defence-tech moment is here.

The only question: can we scale fast enough?

Read the full article. Link in the comments.

28/08/2025

CSR was designed as a responsibility. Yet too often, it gets reduced to compliance and corruption. Real giving comes from integrity and compassion between the two says a lot about the society we live in. and the distance

In today's piece, Srinath Sridharan dives deeper into the issue.

Read the full article here:

CSR was meant to embody responsibility, but often slips into compliance and corruption issues. True giving, by contrast, is rooted in integrity and compassion; the gap between the two defines our society today.

26/08/2025

Ride-hailing apps and metro rail networks—two systems that have long run in parallel—are finally coming together.

The goal? Plan your entire daily journey. 🚇🛺🛵

But will it really change how India moves?

India has built one of the world’s largest metro networks, but ridership has consistently fallen short of projections, thanks to broken last-mile connectivity.

Meanwhile, ride-hailing companies need more depth in the market. Uber and Ola’s monthly active users are still below pre-pandemic levels.

Enter multimodal transport. Apps like Namma Yatri, Rapido and Uber are integrating metro ticketing, real-time data, and last-mile rides into a single seamless journey.

The pitch is simple: it’s not just cheaper, but often the fastest way across cities.

This marks the next frontier for mobility apps, driven by a potent mix of market pressure, business model shifts, and untapped opportunity.

Why now? Metros and ride-hailing apps have coexisted in silos for years. What’s different now is the push for journey planning to be at the centre of the ride-hailing experience.

But here’s the catch: Without better-designed infrastructure—sidewalks, bus bays, cycling tracks, auto stands—digital fixes won’t be enough to change commuter behaviour, warn Urbanists.

So, how far can metro + ride-hailing integration really take us? Read the complete story by Pranav & Shivani 👇🏻

India’s metros are underused. Ride-hailing apps are looking to add more users. Now, both are leaning on each other—apps to unlock new users, metros to fill empty seats. The partnership could redefine how urban India moves.

25/08/2025

Edtech is dead. But education? Still a pretty hot sector for private investors in India.

After a boom-and-bust in edtech, investors have a new obsession—one that doesn’t need apps, algorithms, or unicorn hype. 🧵

The promises of building and scaling digital classrooms by Byju’s, Unacademy, and Vedantu, never really worked. Today, these companies are only remembered for the hype and the crash, leading to billion dollar write-offs.

But this hasn’t dampened the case for India’s education story. Afterall, a market with 260 million students, a rising middle class and parents who treat education as a non-negotiable expense, was hard to ignore.

And so, venture and PE money is flooding back—this time to the most old-school of models: classrooms, tuition centers, coaching institutes.

Steady margins, predictable cashflows, and a business parents still trust.

But can “education minus tech” scale without losing quality and affordability?
That’s the paradox driving India’s new gold rush in education.
Full story 👇🏻

Venture money is ditching apps and algorithms for the steady profits of real-world schools and tuition centers. The new gold rush isn’t for edtech unicorns, it’s for classrooms, communities, and credibility. Can “education minus tech” deliver what digital hype never did?

23/08/2025

Remember those purple Byju’s tablets?

They were supposed to “revolutionize learning.” Now they’re resurfacing as cheap kid-friendly devices — no bills, no warranty, just movie streaming + homework.

Read the full article, link in the comments.

22/08/2025

There’s panic at the casino. The government has erased the line between “skill” and “chance.” Under the new Online Gaming Bill, any game with money on the table is now gambling. For India’s $2B+ RMG sector, that’s game over.

Smaller fantasy, rummy and poker startups stare at extinction. But giants like Dream11 and MPL might ride out the storm. They’ve spent years diversifying—Dream Sports built FanCode (F1, LaLiga rights) and DreamSetGo sports tourism, while MPL went global.

The market reaction was brutal. Nazara shares sank 23% in two days, with its Rs 830cr PokerBaazi bet now at risk of being written off. UPI flows too will shrink—gaming was the 8th biggest merchant category, clocking Rs 10,000cr+ in July transactions alone.

Behind the crackdown: addiction, suicides, even violent crime. Karnataka police logged 32 suicides since 2023 linked to online gambling. One teenager in Vizag killed his mother after being stopped from playing. The social cost proved too high.

TL;DR: The law wipes out small RMG outfits, slashes UPI flows, and jolts investors. Diversified giants may limp on, till they get up to speed. But wagers are out of the window.

Read more 👇🏻

While smaller real-money gaming companies face extinction under the new gaming law, the larger players with diversified revenue streams are likely to weather the storm better.