The Marketplace That Pays Before It Sells
How CAC becomes recoverable only when acquired fashion customers generate retained contribution, repeat behaviour, and marketplace memory.
02 / RESEARCH
Research
Things I've been looking into.
2026
2025
What Collapsed in Indian EdTech After 2021
Analysis of how pandemic-era emergency demand exposed the weak unit economics of India's high-cost paid K-12 EdTech model, while digital learning persisted through free and hybrid channels.
The Chicken-and-Egg Problem
A quantitative analysis of cold-start dynamics in two-sided marketplaces, using field experiments, academic research, and company filings.