We’re not seeing enough entrepreneurship in India, not for lack of talent, but because most founders haven’t yet internalized how quickly India’s consumption story is shifting.

As GDP curves bend upward and new behavior patterns emerge across services, spending, and aspirations, in this episode of the #ZeroToInfinity podcast, Kishan Kashyap, joined by Avnish Bajaj & Chandrasekhar Venugopal, maps out the biggest trendlines shaping consumer India through the next decade.

From rising discretionary income to evolving expectations around access, quality, and convenience, the Z47 team makes a case for how premiumization is no longer about luxury but about discernment, service, and experience.

How full-stack brands are winning not by controlling supply, but by owning end-to-end experience and why India’s microtransaction economy is quietly creating massive consumer surplus in places few are watching.

From global brands arriving too early for Indian consumers, to the scale Country Delight has built by owning the full experience, the trio shares a ground-up view of how Indian consumption is deepening, widening, and demanding a new kind of founder intuition.

Because this time, the opportunities are ahead of the entrepreneurs, and India may lead the category creation curve. Only on the Z47 podcast.