Shreyan Puri

A podcast where Shreyan Puri discusses with Rahul Chowdhri the driving shifts in men's fashion in India, which has become a significant and evolving market. They explore how men's spending habits are changing and the demand for different styles across various occasions, highlighting the massive opportunities in smart-casual, ethnicwear, gymwear, and streetwear.

An article by Shreyan Puri outlining Stellaris's thesis on the insurance technology sector.

An article by Shreyan Puri on the Indian Bank SaaS sector.

Shreyan analyzes the travel industry, specifically why AI-native Online Travel Agencies (OTAs) face challenges in outperforming established players like MakeMyTrip (MMT). He discusses the issues of commission pressure, high Customer Acquisition Costs (CAC), and the risk of AI models being mere wrappers over existing OTA APIs, emphasizing the need for unique supply or irreplicable customer experience for defensible businesses.

Shreyan explores the paradoxical nature of the Indian insurance sector, highlighting that while it's a significant asset manager's dream, it often becomes a consumer's nightmare due to issues like mis-selling, mispricing, and inefficient underwriting processes. He points out the challenges of regulatory barriers and building trust but expresses excitement for fearless founders aiming to disrupt this space, particularly in motor insurance.