WTF is with Nikhil Kamath

Ep #8 | WTF is Going on in the World of Content | w/ Nikhil, Ajay Bijli, Vijay Subramaniam & Sajith Sivanandan

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Aug 14, 2023
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ADVICE

Invest In Writers And Talent Pipelines

  • Platforms and producers should actively invest in finding and grooming writers and new talent to build a broader 'torso' of stars.
  • Run talent hunts, open submissions and share upside to professionalize pipelines and scale storytelling capacity.
INSIGHT

Short-Form Grows The Pie, Not Just Steals Time

  • Short-form video and independent creators expand the overall attention economy rather than strictly cannibalize star-driven media.
  • Young, male, Tier-2+ users disproportionately consume short-form, so vernacular regional and device access matter for growth.
INSIGHT

Actual Scale Of India's Video Market

  • The Indian video market (TV+OTT+studios) is roughly $12–14B, with streaming subscriptions ~ $2B and around 80–90M paying OTT users.
  • TV still reaches ~800M people and remains much larger than OTT, so both channels coexist and grow differently.
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