Daybreak When Trump made H-1B visas costlier, these workers saw the silver lining
Oct 23, 2025
The hike in H-1B visa fees took many by surprise, but it opened doors for GCC employees to rise. With Indian talent in focus, discussions arise on the shifting power dynamics in tech and innovation. The podcast delves into how global capability centers are transitioning from execution to strategic roles, though challenges remain. Will disruptions in immigration policy favor India's ambitions? Tune in to explore this evolving landscape and its impact on the industry.
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Cash-Built Growth Story
- Misho grew from WhatsApp resellers into a nationwide app that still runs mostly on cash and is heading to an IPO.
- Over 75% of its orders are cash on delivery, which built trust but creates operational strain.
Rural Reach Fueled By Local Trust
- Misho's growth came from tier 2 and tier 3 towns where reliability matters more than speed.
- Social commerce roots and local resellers amplified trust, making COD a strategic go-to-market engine.
Cash On Delivery Adds Hidden Costs
- COD orders fail far more often than prepaid, creating repeated logistic costs and idle inventory.
- High COD share ties up working capital and hurts cash-flow visibility ahead of the IPO.