Framework · 1 note · discussed by Kunal Shah

Information Asymmetry

Every note in the archive that names Information Asymmetry: summaries, key takeaways and links to the original essays, episodes and posts. Ask a question below to get a cited answer from just these notes’ authors.

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Lenny’s Podcast117 min

Kunal Shah on winning in India, second-order thinking, the philosophy of startups, and more

Kunal Shah · Mar 24, 2024
Key learnings
  • Use the Delta 4 test: if a new product is at least four points better than the existing alternative on a 1-10 scale, it tends to…
  • Check whether a feature is genuinely more efficient than the old way; adding technology alone does not guarantee a Delta 4…
  • In low-income markets, evaluate user counts with caution: India can deliver huge DAUs but low ARPU, so judge business potential…