As promised, these are the key, relevant, points of what Ram Shriram of Sherpalo and John Doerr of KPCB, the world’s most successful investors, told a packed audience in Delhi. According to Shriram, India will see a big company emerging in the mobile space. “India is adding 4.5 million phone connections a month. Mobile is India’s PC. So I see the next big company emerging from this area.” But he didn’t specify which area of mobile space they could come from. There are operators, bandwidth providers, and then content companies (how big can they be?). The bottomline is mobile is where the next big thing will happen.
Shriram also mentioned that there could be some interesting ideas in e-commerce or online shopping. All this is part of the consumer web (includes mobile) which he has been talking about as a growth area for India.
John Doerr said that Internet is “underhyped”. According to Doerr, internet will be the largest and the biggest creator of wealth on planet. Doerr also emphsaised on mobile as the next big thing in India. He is particularly impressed with the concept of bollywood/entertainment on cell phones. If only he knew the revenue share the content companies get from operators!
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