Substitutes, Alternatives and Opportunity

Here's what an ISP is having to contend with, in South Africa.

This reminded me of something we read in our networks course - "Never underestimate the bandwidth of a truck full of tapes hurling down the highway" - Andrew S. Tanenbaum

Sure, this is a stunt by a really pained customer to highlight the pain point. But it brings alive an interesting fact - that you never know what corner the competition will come from. The obvious ones are never the only ones to worry about.

And when looking for opportunity, do not be discouraged merely by what seem like saturated markets served by existing players. Despite better-than-South-African-speeds, the above did get me to think if there is a logistics business to be built here in India around short distance high volume data transfers. Of course it needs more market research than I want to do around that - but nevertheless, the opportunity that pain points present are numerous. A better email service seems dumb, but who knows. Or a common kitchen in apartment complexes.

Out of the box is the only way, or at least a terrific one.

Update: Ashish discusses the same example here. Its a very strong example - and this opportunity is something we'd discussed over chai. Sure its a little crazy but hey, the message is - think hatke.

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