[puranjay]

Congrats for spotting this massive opportunity! This looks very promising. The sector is extremely disorganized and lack of competition is jacking up prices.

My question is: you're essentially serving a market whose need is not being met by the government.

Slowly but surely, the government will step in and solve the problem.

The problem is compounded by the fact that your target market - urban populations with smartphone access - will likely be served by governments before rural populations.

Happened in Jaipur. All my friends used to routinely get water tankers every week. Now they get municipal water.

Eventually, it will happen everywhere else too.

What then?

[anusridharan]

Hey- that's a great point, and I'm glad you brought it up. Our previous company actually sold water data to governments so we've been working quite closely with city municipal corporations. The problem is that urbanization is happening much faster than cities can keep up. Stats put it at 200M people added to cities in the next 10 years. What city municipalities are doing is actually hiring private companies to service the extra demand. It's still part of "the government" but India is trending towards more public-private partnerships. We actually WANT the government to start to sell water on this marketplace. We would have already laid down the IoT data collection infrastructure to help them keep their loss rates low and ensure the right people get good quality water (which is one of the biggest problems they have today). We see this as the next eventual step for governments not just in India, but in many emerging markets.

[codegladiator]

> We actually WANT the government to start to sell water on this marketplace.

I hope this never happens.

Mafia of water tanker already operator exists, and you want to capitalize on that. Great strategy for biz but bad for end users.