Deep Dive Into PayTM

When the unstoppable force of a Story meets the immovable object of Plausibility.

Oct 16, 2020

We yearn for the warm cloak of certainty, in a windswept world of imperfect information and unknowable futures.

Scratch the optically alluring surface of most stories, and one enters a labyrinthine world of Plausibility Hoops. Where the observer is forced to pause and test the plausibility of the key assumptions underpinning each story line.

This piece looks at India’s most valuable start-up: PayTM.

…and the various Plausibility Hoops that the story needs to conquer in order to emerge victorious on the other side (read: 1) survival, 2) long-term value creation).

Read at length here