Manish Singh / India Dispatch: HSBC: JioHotstar had 300M paying subscribers in India in 2025, compared with 65M for Amazon Prime Video and 20M for Netflix; ~24% of OTT users pay for content — And more than $900 million in annual revenue in India. — Amazon Prime Video has more than three times the subscribers as Netflix in India, according to HSBC.
Manish Singh / India Dispatch: India's largest retailer Reliance Retail says its daily quick commerce orders peaked at 1.6M in Q4 2025; market leader Blinkit averaged 2.4M daily orders in Q3 — The rest of the industry is not feeling it. — India's largest retail chain is reporting impressive growth in quick commerce, but the industry is not buying it.
Manish Singh / India Dispatch: Facing disruption from GenAI, the $250B Indian IT industry has adapted by focusing on preparatory work AI requires, such as data cleanup and system integration — How Indian IT learned to stop worrying and sell the AI shovel — For the last two years, generative AI was going to kill Indian IT.
Manish Singh / India Dispatch: The 100K+ H-1B fee could accelerate offshoring as tech companies route work to India and other countries rather than bringing engineers to the US — The U.S. will charge companies $100,000 for each new foreign tech worker under an initiative officials call Project Firewall …
Manish Singh / India Dispatch: India's blueprint to displace China as the world's electronics workshop relies heavily on Chinese companies' technical expertise and manufacturing know-how — India's electronics manufacturing self-reliance strategy requires reliance on its biggest rival — India's blueprint for displacing China …
Manish Singh / India Dispatch: How Shein is leveraging its Reliance Retail partnership in its return to India, as fashion now accounts for 27% of India's online sales, up from 16% in 2020 — India's fast-fashion segment grew 30-40% in the year through March — Reliance is making a bold bet on Shein …
Manish Singh / India Dispatch: A look at India's semiconductor push as it invests $18B in five projects, with combined federal and state subsidies covering approximately 70% of project costs — The journey of auto industry in India provides a remarkable case study on how the country, with prudent policies and rising demand, could establish manufacturing ecosystem
Manish Singh / India Dispatch: Sensor Tower: Indian quick commerce startup Zepto had 31M MAUs in Nov. 2024, up from 6M in May 2022; Blinkit had 30M MAUs in Nov. 2024, up from 28M in May 2022 — Quick-commerce rivals Zomato-owned Blinkit and Zepto are neck-and-neck in India's instant delivery market …