1,500 stories about India’s complex relationships with Swiggy Instamart, Blinkit, Zepto, and Bigbasket
the-ken.com
1,500 stories about India’s complex relationships with Swiggy Instamart, Blinkit, Zepto, and Bigbasket
It’s a bit of a different situation for fast-casual chains operating at scale, where the delivery networks sit somewhere on the spectrum between “necessary evil” and “incremental growth driver.”
Dan Frommer • The desk lunch is on hold
What could work in Flipkart’s favour is its large existing user base, plus its strong brand recall in smaller towns, where Blinkit or Zepto might not yet have made inroads. Blinkit has done tremendously well in the past two years, but this has come largely from consumers in metros.
Zomato, in its most recent shareholder letter, said that an increasi
... See moreMeanwhile, Chinese firms have set themselves apart with great payments and delivery in countries where physical infrastructure hasn’t always been great. The problem here is that payments and delivery work very differently in different countries — as the Economist puts it, becoming a distribution expert in the city-state of Singapore doesn’t teach y
... See moreAditya Agashe • Swipe to Unlock: The Primer on Technology and Business Strategy (Fast Forward Your Product Career: The Two Books Required to Land Any PM Job)
India’s largest cash exit for a founder may not be in consumer tech or fintech, but 3,500 Cr bakery Theobroma
Theobroma could not raise for 10 years. The bakery stayed stuck at 1 store for six years. Theobroma sold brownies in the 2000s, more luxury than mass. TB struggled with loans for a decade till it started. Far from being a startup deliverin... See more
Shantanu Deshpande on LinkedIn: Just observed some wildly unexpected behaviour from myself. I order on… | 107 comments
linkedin.com
First, I’ll tell you what it’s not: it’s certainly not a contest to see who can ship more features. In fact, sometimes the products seem roughly the same—just think about food-delivery or messaging apps—and if not, they often become undifferentiated since the features are relatively easy to copy. Instead, it’s often the dynamics of the underlying n
... See moreAndrew Chen • The Cold Start Problem: How to Start and Scale Network Effects
What broad group or demographic does this story describe? What is the underlying human need or behavior that this idea is an example of? What makes this story interesting as an example? How is this same phenomenon affecting multiple unrelated industries? What qualities or elements make me interested in this story?
Rohit Bhargava • Non-Obvious: How to Think Different, Curate Ideas & Predict The Future
Quick Commerce is the rapidly emerging space in food and convenience item delivery that will deliver essential products at ultra-fast speeds (for the purpose of this article: sub-20 minutes).