* English daily readership has been stagnant at 21 mn and makes me realize how small the 'People Like Us' segment really is. I also worry about our BPO sector that is estimated to have 1 mn people by 2008. By the time we apply an age-filter and a quality-filter to the English speaking universe (of which English daily readership appears to be an indicative proxy), the math to get to 1 mn seems touch-and-go.
* The internet numbers are much lower than the frequently quoted 38 mn. The English daily readership is indicative of how far internet in its current form can go, without significant inroads into vernacular content and reduction in bandwidth/PC costs.
Arun Natarajan is the Founder of Venture Intelligence, which tracks private equity and venture capital in India and Indian-founded companies worldwide. View sample issues of Venture Intelligence India newsletters and reports.