Rukam Capital

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Exploring ideas, startups, & Venture Capital.

The AI Bubble—or Just the Beginning?

Some shifts announce themselves with headlines; others show up quietly on dashboards. AI has done both. From our seat, it has moved from “interesting” to “operating,” turning into line items that explain why retention ticked up, why returns fell, and why a city stocked out on time. Investors have voted
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LTV Pathways: From First Trial to Habit in Two Cycles

Buying a product for the first time is like meeting someone new. It feels novel and exciting, but it is never the whole story. What really matters is whether you return to the same brand or person repeatedly. Do you start trusting them enough to rely on them? That trust
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WhatsApp Commerce Is the New Storefront: Conversion Math & Pricing

If someone had predicted that your highest-converting ‘store’ wouldn’t be a website or an app but a simple chat thread, you might have laughed. Now, WhatsApp is exactly that—an efficient, always-available storefront built into your customer’s daily habits, fully under your control. Now, for millions of companies, WhatsApp is no
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Consumer 2030: Trends Shaping the Next Generation of Brands

By the end of the decade, the consumer will be harder to read than ever. The consumer of 2030 will be contradictory. She will demand wellness and indulgence, instant gratification, climate-conscious packaging, as well as privacy and personalisation. The task for brands is to navigate these paradoxes without tripping over
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Post-Purchase Plays: Where Retention Is Really Won

For most direct-to-consumer firms, the act of payment is seen as the culmination of the sale rather than the beginning of the relationship. In reality, it’s the starting gun for the part of the journey that truly compounds value: everything that happens after the purchase. Retention is where margins live,
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