It's not quiet the same, people were going from theater towards home video. In India, people are going mobile-first. So in effect, it's reversed. The problem w

It's not quiet the same, people were going from theater towards home video. In India, people are going mobile-first. So in effect, it's reversed. The problem with mobile-first is that it doesn't show that people have moved on from computing. It shows that these people aren't yet exposed to computing. In next 10 years, as 20% more Indians move to middle class, they will need to use some form of computing to conduct their livelihoods, just like the rest of us. I get your logic, but this is like Flipkart investing 100% in mobile video because 95% revenue is coming from there today, and most Indians can't yet afford a TV. But this totally negates the fact that in next 10 years, the growth in number of people buying TV would be 10 times the current market of Flipkart.