Thoughts and ideas from Accrezeo Capital
x Indian edtech after the hype: why we are looking again now For a few years, Indian edtech was defined by surging online brands and billion-dollar bets. That phase has cooled. Capital has rotated into offline centres, where scale means more buildings and teachers. At the same time, Big Tech is flooding campuses with low-cost licences for AI assistants. Between these two edges, it is fair to ask:...
Why Fast Fashion Q-Commerce Deserves a Second Look Earlier this year, we published a thesis on Q-commerce asking whether fast delivery could create a real moat — or if it simply made good businesses grow faster. Using fast fashion as the lens, we argued that speed doesn’t fix the category’s core problems: high return rates, thin margins, and inconsistent repeat. In that version of the market, Q-commerce looked...
Everyone’s Consolidating — But That’s Not the Whole Story Across enterprise data infrastructure, the consolidation wave is very real. Over the past two years, nearly every major platform player has tightened its grip on the stack. Salesforce’s $8B acquisition of Informatica is only the latest in a series of moves. Microsoft has bundled Synapse, Power BI, and Data Factory into Fabric. Oracle has expanded into observability and automation....
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