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41
Technology / HealthTech - Disruptive Startups in India
« Last post by wiredlife on July 25, 2020, 07:28:30 PM »
HealthTech is solving problems around unstructured, fragmented, and inaccessible data, as well as creating real-time health data that can be vital to many industry players such as insurers and healthcare providers.

List of HealthTech Startups in India

42
Web 2.0 / AgriTech Startup Disruptors in India
« Last post by wiredlife on July 25, 2020, 07:17:34 PM »
AgriTech is an enabler to agriculture data creation, deep analysis using advanced algorithms, as well as end usage by players across the agriculture value chain.

With new technologies that focus on data collection and analysis, these innovators are becoming valuable assets for data deprived financial services industry.

List of AgriTech Startups in India


If you know of more Startups in this, please e-mail the same to feedback @ dslindia dot com
43
Technology / List of Neo Banks + Digital Only Bank Startups
« Last post by wiredlife on July 25, 2020, 04:21:50 PM »
The Fintech Revolution in India has began and here is the First List of NeoBanks (means new bank which offers cutting-edge, fully digital banking services ) Neo Banks are Over The Top Banks which do not have any RBI Banking License but offer any of the Banking Services as they tie up with one of the Traditional Bank.


If you know of a Neo Bank that we have missed, please e-mail the same to feedback @ DSLIndia Dot Com and we will update this list.
44
3G / HSPA / EVDO / Supreme Court - A Strict Teacher for Telcos
« Last post by wiredlife on July 21, 2020, 05:33:52 PM »
After asking telcos to make reasonable upfront payment and come up with a roadmap for AGR repayments in its last hearing, the SC has noted that a repayment timeline of 20 years is a very long period. SC has asked telcos to come up with a reasonable time period. For the timelines, TTSL has sought 7-10 years repayment while Bharti / VIL have sought 15 years (VIL initially requested for 20 years and later reduced the time frame). However, the government has maintained its stance for a 20-year repayment period as telcos could go bankrupt in case of an extension failure.

Furthermore, the SC has asked VIL(Vodafone Idea) to secure AGR dues payable. To this, VIL responded saying that the government could retain its INR80b GST dues w.r.t. to the AGR dues and mentioned that it has no assets except spectrum. The government has maintained that it considers spectrum as security and could auction it to secure dues, in case of payment default. In terms of amount, the SC has reiterated that there is no scope of reassessment of AGR dues and the amount calculated by the DoT would be considered as final.

The SC also raised questions on the Rs400bn dues from insolvent telcos (Reliance communications, Aircel, Tata DoCoMo, etc) and said that it would go into the bona fide of these companies to ensure that IBC is not misused to avoid government dues.

Moreover, in maintaining its harsh stance, the SC has mentioned that any proceedings to re-assess the amount would be in violation of the court and could result in contempt proceedings against the entities involved.
45
Web 2.0 / JioMart to compete Flipkart / Amazon / Big Basket Every Online Retailer
« Last post by wiredlife on July 16, 2020, 06:42:26 PM »
Mukesh Ambani is planning to accelerate rollout of JioMart given encouraging progress on pilot programs of grocery model with kirana partners and beta version of online platform with consumers across 200 cities.

JioMart is already clocking over 0.25 mn orders/day, comparable to 0.2-0.3 mn orders serviced by BigBasket and Grofers on a daily basis. JioMart is now focusing on increasing its geographical reach, enhancing its delivery capabilities and customer experience and expanding to other product categories including electronics, fashion, pharmaceuticals and healthcare in the near term.

Reliance has also indicated that it has received interest from strategic and financial investors in Reliance Retail, who they plan to induct in next few quarters
46
Cable / DSL Services / How Verizon Leveraged Femtocell to Handle Poor Cellular Networks ?
« Last post by wiredlife on July 13, 2020, 07:17:33 PM »
Poor Cellular Reception was one of the most common problems in the US prior to 2016. Verizon Wireless came up with the novel idea of FemtoCell

The FemtoCell device acts as a Mobile Network Operator / Cellular Service Provider's Mini Base Station and it connects to the Service Provider's Exchange using the customer's DSL / Cable Broadband Connection.

Thus this could solve the last mile wireless signal reception problems in Homes and SOHO where each FemtoCell could service 8 wireless devices.

NOTE: I keep forgetting what this technology is, hence this post is a note to self.
47
FTTH Broadband / Who Owns Data in the Digital Economy ?
« Last post by wiredlife on July 08, 2020, 04:20:28 PM »
An area potentially of great interest to investors is data collection and sharing, which is at the heart of the digital economy.

As part of the government’s effort to build up the digital infrastructure, it’s possible that, as suggested by some industry experts, it may try to lead a data base which encompasses data from various government bodies (e.g., the central bank, the two main financial industry regulators, the Administration of Industry and Commerce, the tax department, Customs and the Court) and leading industry players, i.e., an enlarged version of the “social credit score” system that the government has set up.

In addition, by granting all players access to segments of the data base, the government could help develop the digital economy.  From this perspective, it’s similar to the government’s moves in the past to centralize the telecom network and the gas trunk pipeline network.

Leveling the play field in data access could be a great boon to new entrants and smaller players but negative to the existing leading players that currently enjoy a big data advantage, depending on how access to such a data base is regulated and priced.
48
Web 2.0 / Top 3 Tech Trends for Next Decade
« Last post by wiredlife on July 08, 2020, 02:52:39 PM »
Splinternet: China to overtake the US and become the world leader in AI by 2030. Sovereign internets expand. Winners: emerging markets/the East; Losers: developed markets/the West.

Robots & Automation: up to 50% of jobs at risk of automation by 2035. Winners: automation, local production, big data & AI; Losers: humans, global supply chains.

Smart Everything: 500bn connectable devices by 2030 to combat deflationary demographics but at the risk of the death of privacy. Winners: IoT, connectivity, smart cities, ‘big brother tech’; Losers: privacy, offline.

At the same time, we expect unprecedented strides in innovation and “techceleration”. By 2030, global data knowledge will likely be 32x greater than today's level. By the mid- 2020s, we will interact with an online device every 18 seconds, vs. 6.5 minutes today; and there will likely be 500bn connectable devices globally by 2030. Techceleration will unlock economic value, but will challenge governments, privacy and society like never before (source: IBM).

49
SmartPhones & Apps / Unique Smart Phone Users Reach 450 Million
« Last post by wiredlife on July 06, 2020, 07:49:33 PM »
At the end of June-2020, India has 450m unique smartphone users. Though most industry reports (Nokia MBiTs Index, IDC tracker, etc.) provide handset shipment data, it is rare to find the data on the installed base.  There are over 100m JIO Phone users; in line with our estimate of 100m.

VOOT has 100m MAUs compared with 300m+ for market leader Hotstar.

JIO is setting up two data centres ? in Gujarat and Maharashtra, which will be operational by end-2020. This will house the enterprise cloud, which will run Microsoft Azure.

JIOGenNext, an incubator, supports 136 start-ups. Of these, 32 are in the fin-tech space. The others are in enterprise solutions, retail,
edtech, digital consumer services, media, IoT, agritech, health, logistics, network, social media and drones.

50
4G / LTE / Jio Platforms Stake Sale to PE Investors
« Last post by wiredlife on July 06, 2020, 07:41:49 PM »
Please find attached Data on Historical Private Equity Investments that has Flowed into Jio Platforms Ltd

Private Equity
Facebook         
Silver Lake Partners Tranche 1
Vista Equity Partners   
General Atlantic      
KKR         
Mubadala         
Silver Lake Partners Tranche 2
Abu   Dhabi Investment Authority
TPG         
L Catterton      
PIF         
Intel Capital      
Google
Total         
Investment (INR Bn)
436
57
114
66
114
91
45
57
45
19
114
19
337.4
1520

Jio Platforms Stake
9.99%
1.15%
2.32%
1.34%
2.32%
1.85%
0.93%
1.16%
0.93%
0.39%
2.32%
0.39%
7.73%
32.97%

Last Update 16-July-2020
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