The Ashish Sinha Show

Ashish Sinha

Ashish Sinha, in conversation with thought leaders from business and product space. Expect candid conversations and notes from him on startups, life and everything in-between.

  1. 6d ago

    Of Kunal Shah, Meta..and is lending still a feature?

    Everyone is talking about Kunal Shah becoming CEO of WhatsApp. I think they’re looking at the wrong story. The bigger story is that Meta suddenly needs WhatsApp to work. For years, WhatsApp has been one of the most successful products in the world. But it has also been one of Meta’s biggest unfinished businesses. Meta paid $19 billion for WhatsApp more than a decade ago. Yet WhatsApp still contributes a tiny fraction (less than 2%) of Meta’s revenue. Now look at what’s happening elsewhere. Meta is spending aggressively on AI. Employee morale is reportedly under pressure. The company is reorganizing teams, moving talent around, and throwing enormous resources at finding its next growth engine (Llama has failed badly). Which makes WhatsApp more important than ever. And nowhere is that challenge more visible than India. India is WhatsApp’s biggest market by users. India is one of the biggest WhatsApp Business markets. But the monetization numbers tell a very different story. India accounts for a massive share of WhatsApp usage while contributing a disproportionately small share of revenue. That is the paradox Meta has failed to solve. For years, people predicted that WhatsApp Payments would dominate Indian fintech. It didn’t happen. Not because the market wasn’t large enough. Not because Indians weren’t willing to adopt digital payments. Other fintech companies proved both assumptions wrong. The real issue was execution and focus. That’s why I don’t see Kunal Shah’s appointment primarily as a symbolic moment for Indian leadership. I see it as a business decision. If Meta wants WhatsApp to become a meaningful business, it has to crack India. And if it can crack India, it may finally discover the monetization playbook for the rest of the world. The question is no longer whether WhatsApp product can scale. It already has. The question is whether Meta can finally figure out what business WhatsApp is actually in.

    9 min
  2. Jun 19

    The ₹100 hack that built NoBroker

    Most companies building marketplaces struggle with one simple truth: demand and supply need to grow together, but early hacks often go unnoticed or unscalable. Amit, CEO and co-founder of NoBroker, reveals the counterintuitive lessons learned from disrupting the $50 billion real estate industry—lessons that could redefine how you think about scaling any marketplace. From avoiding the trap of expanding too fast in unrelated cities to mastering trust through data and customer insights, this episode distills 12 years of relentless experimentation into actionable takeaways.You'll discover how tiny hacks—like leveraging simple street ads or college student outreach—created explosive growth in early days, and why focusing on building depth in fewer markets beats superficial expansion. Amit shares how insisting on transparency and honest data—like the rent-o-meter—builds trust that scales, even when it costs short-term revenue. We break down the importance of charging early, navigating incentives, and adapting to changing customer behaviors, especially among Gen Z and high-value decision makers.======Chapter 1: Introduction to NoBrokerAmit Kumar, CEO of NoBroker, shares the vision behind creating a platform that eliminates the need for traditional brokers in real estate. Discover the simple yet powerful idea that sparked a revolution in the industry.Chapter 2: The First 100 DaysExplore the early challenges and decisions that shaped NoBroker's journey. Learn about the initial assumptions, the surprising realization about mobile apps, and the unique consumer behaviors that influenced their strategy.Chapter 3: Marketplace DynamicsAmit discusses the hacks and strategies used to balance supply and demand in a marketplace. From leveraging street ads to crowdsourcing real estate data, discover the innovative tactics that fueled growth.Chapter 4: Expansion vs. DepthWhy did NoBroker choose depth over rapid expansion? This chapter goes into the counterintuitive strategy of focusing on fewer markets to build a stronger presence and customer satisfaction.Chapter 5: Navigating Incentives and EconomicsUnderstand the complexities of charging customers in a trust-deficit economy. Amit reveals the challenges of introducing paid plans and the insights gained from customer feedback.Chapter 6: Behavioral Insights and AdaptationExplore the surprising consumer behaviors that NoBroker encountered and how they adapted their services to meet diverse customer needs. Learn about the importance of listening to customer feedback and evolving with changing expectations.Chapter 7: Building Trust and TransparencyDiscover how NoBroker uses technology to provide accurate information and build trust with consumers. Learn about the rent-o-meter and other tools that empower users to make informed decisions.Chapter 8: Conclusion and Future OutlookReflect on the journey and insights shared by Amit Kumar. Understand the ongoing commitment to customer satisfaction and the future direction of NoBroker in the evolving real estate landscape.======If you're an entrepreneur or investor eyeing the marketplace space, missing these insights could mean sacrificing long-term trust and growth. Conversely, embracing customer-centric experimentation, frugal operations, and authentic credibility opens the door to dominant market share and loyal communities.Ideal for founders, product teams, and growth hackers, this episode proves that agility and customer obsession—paired with bold data-driven honesty—are the real keys to marketplace success. Ready to challenge your assumptions and learn what it really takes to thrive in a fast-changing consumer landscape? Hit play now.

    35 min
  3. 02/21/2025

    How Akshayakalpa built a 400 cr revenue business (accidentally) - with CEO, Shashi Kumar | S1E4

    Akshayakalpa is a weird business (weird in a good way) - it is one of the largest soil management companies in India - but ended up selling milk to create a sustainable business for its stakeholders (primarily farmers). And in the process, created a 400 cr+ (~$50mn) revenue business - accidentally! My next guest in #UnPluggdWithSinha podcast is Shashi Kumar, Cofounder and CEO of Akshayakalpa - India’s first certified organic dairy enterprise bringing together a balance of practices based in science and the traditional heritage of dairy farming. Topics we discussed: How Akshayakalpa’s business model is a gamechanger (It is among the top soil management company in India, ended up selling milk as it offers a compelling value prop to farmers - faster revenue cycle being the most important one). Shashi’s startup journey - he worked with Wipro, was in US. So why come back to India and go back to farming - something his parents wanted him to never take up (can you believe that his father did not speak to him for 8 years after he decided to take up farming as a career).- Why India being one of the largest producers of milk doesn’t stand a chance in global diaspora?- Why most agritech startups trying to disrupt middle-men fail.- What’s the future of food? Answer: We are in a serious trouble As a consumer - what is it that you need to understand about food ecosystem? Is your food producer making enough money? The UnPluggd with sinha conversations bring you the very best of India’s startup ecosystem (minus the hype) in an informal setup.Wanna suggest guests for the show? Use this form: https://forms.gle/J1GfdGifcVgB7gA87—

    30 min

About

Ashish Sinha, in conversation with thought leaders from business and product space. Expect candid conversations and notes from him on startups, life and everything in-between.