[sseth]

What is fascinating is that many Indians are discovering the mobile internet having never been on a desktop, or having never even had a land line. We are talking of 100s of millions of people here. Nearly 80% of internet access in India is via mobile.

It would be fascinating to see how their behaviour differs from those who have come to the internet via the normal route.

Besides the rates etc, what Jio has been able to do also is leapfrog straightaway to a pure LTE network, with no GSM at all, with VoLTE. Other providers have to maintain a legacy GSM network and also support LTE. They have gone from 0 to 215 million subscribers in just 2 years, which is incredible.

A lot of people have mentioned that Mukesh Ambani is doing this the second time - even the first launch had a major impact. At that time India had incredible high cellular rates, and the launch of Reliance Communications in early 2000s really changed the game for mobile connectivity in India. So this is the second time he has upset the apple cart.