"EDITION 145"

Published: 8/28/2020

Good morning, thank god its Friday! Thought I'd keep things a bit different today since its the end of the week. And in honor of it being YC Demo Day this week, I'm going to be covering all 14 of the YC companies:

  • Zuddl: Zuddl is a platform that lets companies and organizations host online conferences. I've already seen a couple of these companies pop-up and honestly don't see the defensibility in the product.
  • Medpiper: Medpiper is a online networking & job search platform for doctors & nurses. I'm not terribly familiar with the job landscape for medical professionals so don't have too many thoughts on the company.
  • SockSoho: SockSoho wants to be the "UNIQLO for India" and is starting with socks. This is the first DTC company from India in YC and while I honestly don't really get why India needs a DTC brand for socks, the company claims to be doing $150k MRR (though I bet it's not recurring since they don't have any subscription products).
  • Decentro: Decentro is a fintech company building APIs for other fintechs to consume. There have been some comparisons to Plaid, which I think are a little unfair as it seems like they are directly integrating with legacy bank infrastructure as opposed to screen scrapping data. The company is still in a very nascent stage and they don't have public API docs yet so its still too soon.
  • Statiq: Statiq is an EV charging network that allows users to find the nearest charging station to charge their cars & bikes. The company has 150 charging stations but I assume this company only works with a concentration of vehicles & charging stations in a geography (no clue when India will reach that).
  • Mesh: Mesh is an internal company network to help with people management & feedback. I'm not entirely sure how Indian companies deal with feedback and track performance/goals but this could solve that problem for sure. To me, it looks very very similar to Lattice (their logo gives me Lattice vibes & mesh is a synonym for lattice)
  • Farmako: Farmako is a centralized health record system that helps users to save their records & prescriptions digitally in one place. I am a huge fan of the idea behind the product (have previously even explored this in length with my mom) but still feel this only works with distribution to all the top private & govt. hospitals (where I assume its not always easy to get buy-in).
  • Eatable: Eatable is a SaaS product for restaurants that allows customers to view digital menus on their phone & place orders in advance for dine-in or takeaway. Honestly the idea doesn't seem super defensible to me and with Zomato's reach in the space (locations & menus), I don't understand the need for this as a standalone product.
  • inFeedo: inFeedo is an AI-powered engagement bot to predict employees who are disengaged or about to leave the company. The company already has a sizable list of enterprise customers and the idea itself sounds interesting. I wonder about the "ethics" of using something like this to know when your employees will quit, but if can employee retention it might be worth it?
  • Bikayi: This company was the talk of the town! The so-called "Shopify for India" with backers including the Chainsmokers, the company has seen great traction in recent month (and might be where Dukaan & Khatabook got their idea from). The product lets any business set up an online shop with a payment gateway & order tracking. The company has multiple tiers to their product and is already charging merchants ($11k MRR & growing).
  • WareIQ: WareIQ is a service that helps eCommerce (non-Amazon, Flipkart I presume) with same-day & next-day delivery. Commerce logistics seems like an insanely hard problem in India with multiple huge startups in the space & if WareIQ can deliver on what it promises I think it'll get there too.
  • SuperTokens: This might be my favorite company of the batch to be honest & probably because they're the only company that can build a global product (other than maybe inFeedo). What SuperTokens does is help companies with session management & they provide client & server side SDKs (& integrate with identity providers) to ensure your users' sessions are stored & used securely.
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