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In today's Tech3 from Moneycontrol, we break down Eternal's June quarter earnings as quick commerce competition intensifies, explain why enterprise AI startup Ema is in talks to raise $80 million, look at Paytm's renewed push for Postpaid through UPI credit lines, and explore how the Greater Bengaluru Authority plans to use AI to modernise civic services and integrate citizen databases.
#Podcast #Samsung #GalaxyZFold8 #SATEn este episodio recordamos el nacimiento de Messenger, leemos sus comentarios y hablamos sobre el uso de smartphones en el transporte público.También analizamos el aumento de precio de Apple Music, conocemos el nuevo Samsung Galaxy Z Fold8 un plegable con un formato tan compacto que parece del tamaño de un pasaporte, y todos los detalles del Galaxy Unpacked, además debatimos si el Quick Commerce marcará el fin de las tiendas tradicionales.Además, platicamos con CONTPAQi sobre cómo el SAT está incorporando inteligencia artificial para fortalecer sus procesos y qué significa esto para empresas y contribuyentes.Un episodio nuevo todos los miércoles y viernes, con Aura López, Javier Matuk y José Antonio Pontón. Puedes seguirlos de manera independiente en Instagram: @aurav @jmatuk y @japonton.========================
Part 2 of 2. In Part 1 we walked the road from 2011 — three companies, an investor ultimatum, and the capital it took to build. Part 2 is the mind. Saahil Goel starts with what, given hindsight, he'd do differently, then the first principles he runs Shiprocket on (distribution beats product), the two or three metrics he genuinely obsesses over, his bet on applied AI, why he believes you can't actually manage people, who does and doesn't survive at the company, the guitar he still plays, his dog, and the question Rohin closes every episode with, which Saahil answers with a single number.Chapters1:02 With hindsight, what he'd do differently2:10 “A paisa of every transaction in India”5:23 First principles: distribution beats product11:32 The metrics he obsesses over17:22 Betting on applied AI29:33 “You can't manage people”31:45 Who doesn't survive at Shiprocket42:05 The guitar, Pink Floyd, and Bruno the CHO58:28 The book he forgets — and how he reflects1:00:50 Rating his life an 8This episode was produced by Rohin Dharmakumar and mixed and mastered by Rajiv CN.Write to us at fp@the-ken.com with your feedback, suggestions, and guests you would want to see on First Principles.If you enjoyed this episode, please help us spread the word by sharing and gifting it to your friends and family.
India's rapid-delivery apps have transformed everyday life in its biggest cities, promising almost anything at your doorstep in 10 minutes or less. But behind the convenience lies a fast-growing gig economy that is reshaping jobs, wages and expectations for millions of young Indians. Supriya Kumar and Sacha Desmaizières report.
Microsoft entlässt tausende Mitarbeiter. Verteilen die großen KI-Labs Compute-Gutscheine an Startups, um sie von chinesischen Open-Source-Modellen fernzuhalten? Der Reinforcement-Learning-Marktplatz Mercor knackt in unter drei Jahren 2 Milliarden ARR. Der Trump-Coin hat Kleinanleger nach NYT-Berechnung 3,8 Milliarden gekostet, während Trump-Familie über 2 Milliarden rausgezogen hat. Threads überholt X bei 500 Millionen monatlich aktiven Nutzern. Die BBC deckt auf, dass Instagram in Indien Werbeanzeigen für CSAM-Material zugelassen hat. XAI wird zu SpaceX AI umbenannt. SpaceX-COO Gwynne Shotwell spendet SpaceX-Aktien in die Trump-Accounts. Ein DeepMind-Entwickler portiert Command & Conquer via Claude Code in 40 Minuten aufs iPad. Zum Schluss: KI-Nutzung treibt einen Gründungsrekord bei deutschen Startups, 20 neue Firmen pro Tag im ersten Halbjahr. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:06:58) Microsoft-Xbox-Layoffs (00:08:14) KI-Giganten verschenken Compute (00:13:36) Tencent Hy3 (00:15:51) Mercor auf 2 Mrd. ARR (00:19:38) Trump-Coin: 3,8 Mrd. Verlust (00:22:09) Threads überholt X (00:28:58) Instagram-CSAM-Ads in Indien (00:34:32) Musks Bromance (00:38:15) XAI wird SpaceX AI (00:39:21) Shotwell spendet für Trump-Accounts (00:44:18) Command & Conquer via Claude Code (00:48:08) KI-Gründungsrekord in Deutschland Shownotes Microsoft entlässt 9.000 Mitarbeiter, vor allem bei Xbox - theverge.com KI-Giganten verschenken Compute an Startups - wsj.com Tencent Hy3 unter Apache-Lizenz, halb so groß wie GLM 5.2 - venturebeat.com Mercor knackt 2 Mrd. Umsatz nach unter drei Jahren - theinformation.com Trump-Coin: 3,8 Mrd. Verlust bei Kleinanlegern - nytimes.com Threads überholt X mit 500 Mio. MAU - nytimes.com BBC: Instagram bewirbt Kindesmissbrauchs-Material in Indien - bbc.com WaPo: Musks Bromance mit anonymem @xfreeze-Account - washingtonpost.com XAI wird zu SpaceX AI umbenannt - businessinsider.com Gwynne Shotwell spendet Aktien in Trump-Accounts - xcancel.com Command & Conquer via Claude Code in 40 Min. aufs iPad portiert - the-decoder.com KI treibt Gründungsrekord deutscher Startups - zeit.de
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:49 Amazon's 10-minute play 12:15 India's new financial rules 22:30 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Quick Commerce und Retail Media: Der Delivery-Markt entwickelt sich rasant weiter. In dieser Kassenzone-Folge spricht Karo Junker de Neui mit Robert Köbsch, General Manager von Wolt Market Germany, über die Positionierung von Wolt in einem hochkompetitiven, 9 Milliarden Euro schweren Gesamtmarkt in Deutschland. Sie diskutieren, wie sich die Plattform von der reinen Restaurant-Lieferung hin zur "Shopping Mall in der Hosentasche" mit Supermärkten, Apotheken und Blumenläden gewandelt hat. Robert erklärt, wie sich “Wolt Market” als hauseigener Quick-Commerce-Supermarkt von den Drittanbietern auf der Plattform differenziert und teilt Einblicke in die wachsende Relevanz von Werbeplatzierungen für Partner, das B2B-Catering-Konzept "Wolt for Work" und die logistischen Herausforderungen bei der Aussteuerung von Kurieren in Echtzeit. Das Gespräch im Überblick: (06:00) Marktpositionierung & Geschäftsmodell (10:45) Sortimentsstrategie (12:30) Kundenbindung (19:15) Neue Wachstums- und Umsatztreiber (26:00) Expansion & Logistik Podcast-Host – Karo Junker de Neui: https://www.linkedin.com/in/karojunker https://etribes.de/ Newsletter: https://www.kassenzone.de/newsletter/ Community: https://kassenzone.de/discord Disclaimer: https://www.kassenzone.de/disclaimer/ Youtube: https://www.youtube.com/c/KassenzoneDe/ Blog: https://www.kassenzone.de/ Kassenzone” wird vermarktet von Podstars by OMR. Du möchtest in “Kassenzone” werben? Dann https://podstars.de/kontakt/?utm_source=podcast&utm_campaign=shownotes_kassenzone
In today's Tech3 from Moneycontrol, Amazon steps up its quick commerce play with one of its biggest customer acquisition campaigns yet, while Oyo returns to the IPO market with a revamped strategy and a cleaner balance sheet. We also look at the growing pains behind India's booming influencer economy, Swish's fresh fundraising talks, and hear directly from Persistent Systems CEO Sandeep Kalra and CFO Vinit Teredesai on the Nagarro acquisition, investor concerns and the company's global growth plans.
Zepto just filed its DRHP. It wants to open 1,900 new dark stores, on top of the 1,139 it already runs. Blinkit, the only profitable player in the sector, is racing to 3,000 stores by March 2027. Meanwhile, its adjusted EBITDA is just Rs. 37 crores — not a lot considering the billions that have been spent on getting it to profitability.The dark store is quick commerce's core bet — and its biggest fixed cost. Rents are rising, FMCG prices are up, and user growth at Zepto actually declined between December and March despite spending over Rs 1,300 crore on advertising.The model is scaling. But will the economics ever catch up?Tune in.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
Amazon Now launched in September 2025. It was already two years behind Flipkart, and well behind Blinkit and Zepto. Nine months later, it's doing 450,000 to 500,000 orders a day, expanding to 100 cities, and a Blinkit executive is walking through Colaba market, stopping in front of an Amazon dark store in a location Blinkit's expansion head could only dream of.Amazon has something its rivals don't: 150 million Prime members who already shop five times more frequently. And since bundling quick commerce with Prime, their order frequency has tripled.Tune in.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
Wie verändert Quick Commerce den Handel – und welche Chancen entstehen dadurch für lokale Händler? In dieser Folge spricht Frank Rehme mit Bassel Soukar von Wolt über die Entwicklung von Lieferplattformen hin zur „Mall in der Hosentasche“. Gemeinsam schauen sie darauf, wie sich das Einkaufsverhalten verändert, warum Kund:innen immer spontaner einkaufen und weshalb digitale Sichtbarkeit für Händler heute wichtiger denn je ist. Außerdem geht es um die Frage, wie einfach Händler auf Plattformen wie Wolt starten können, welche Rolle Daten, AI und Retail Media spielen und warum Quick Commerce weit mehr ist als nur Essenslieferung.
En el episodio de hoy de VG Daily, Valentina Orduz y Andre Dos Santos analizan el día en que la geopolítica, los resultados corporativos y los datos de inflación convergen en un solo movimiento de mercado.El episodio abre con el viaje de Trump a Beijing, la primera visita presidencial estadounidense a China en casi una década y la incorporación de última hora de Jensen Huang a la delegación, que reactivó el interés en semiconductores tras el retroceso del martes. Se discuten los temas en agenda: el Board of Trade bilateral, acuerdos en aeroespacial, agricultura y energía, y las negociaciones sobre tierras raras. Luego se aborda la relación entre el summit y el conflicto en Irán, con China como principal comprador del crudo iraní y el cierre del Estrecho de Hormuz afectando directamente sus importaciones.Alibaba reportó un trimestre con miss en revenue total pero aceleración en su segmento Cloud Intelligence, que creció por encima de las expectativas, con ingresos relacionados a IA marcando su undécimo trimestre consecutivo de crecimiento de triple dígito; Quick Commerce también superó estimaciones, aunque el profit GAAP cayó a casi cero por la inversión en infraestructura. Para cerrar, el PPI de abril llegó muy por encima del consenso en todas sus métricas, confirmando que el shock energético de Hormuz ya está integrado en los costos de producción a nivel sistémico, y reactivando el debate sobre un posible hike de la Fed antes de fin de año.
In this episode of Tech 3 by Moneycontrol, we break down how Amazon is accelerating its quick commerce push with Amazon Now as rivals like Blinkit and Zepto race ahead. We also dive into River EV's expanded $100 million funding plans, shifting investor lineup, and what it means for India's competitive EV two-wheeler market. And finally, a major shake-up in IT services — Cognizant could cut up to 15,000 jobs as AI and automation reshape hiring, signalling a deeper structural shift across the sector. Plus, a quick note on how Groww and PhonePe are gaining ground in the SIP market.
Most people think quick commerce is just about delivering in 10 minutes. But it's not.Behind every Blinkit or Zepto order is a tightly run system of dark stores, pick paths, manpower, and real-time execution that has almost no margin for error.In this episode of the Prime Venture Partners Podcast, Brij Bhushan speaks with Sumit Anand and Rupesh Thakare, co-founders of Inamo, the company building the operational backbone behind India's quick commerce ecosystem.They break down what it actually takes to make this work at scale, from stores that process orders in minutes to systems designed for speed, consistency, and precision.In this conversation:• What really happens inside a dark store• Why 10 minute delivery is no longer the real moat• The economics behind every quick commerce order• Why platforms are rethinking in-house vs outsourced operations• Why platforms are rethinking in-house vs outsourced operations• Why platforms are rethinking in-house vs outsourced operations
This is the last episode of Nikkei Asia News Roundup. Thank you all for lending your ears and tuning in every week. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"Malaysia's rising tech pay, Indonesia's Alfamart boosts quick commerce" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup
Is the best grocery platform one that decides what it WON'T sell?That is the bet Ayyappan is making with FirstClub. Fewer products. Stricter rules. While most quick commerce apps are trying to deliver orders faster, he is asking a different question. What if consumers need not “faster or cheaper”, but a retail platform where they can trust every item listed on it?A place where you do not have to read every label, check multiple reviews, or wonder if the top result is there because a brand paid for it. FirstClub is trying to solve a harder problem. It is trying to define what “quality” means for everyday products we consume, starting with groceries.India has received the highest quick commerce funding of any country in the world, at $9.24B over the last 10 years. Yet only 1% of Indians use quick commerce services today. With a large market still open for expansion and the possibility of better unit economics over time, FirstClub is building a countertrend to the hype around Indian quick commerce.Ayyappan brings eleven years of experience at Flipkart, and has also served as SVP at Myntra and CEO of Cleartrip. FirstClub also just raised a $50 million round and doubled its valuation in under six months. This episode is the story till here and the plans ahead for Firstclub.00:00 – Trailer01:01 – The Costco of Indian quick commerce04:32 – Building a counter-trend company06:15 – What consumers say v/s what they actually want09:37 – The only retail platform to Ban 200 ingredients12:34 – Why can't the big players solve this?13:21 – A simple rule of thumb for food16:03 – Brand stories from FirstClub19:20 – Is the problem access or income?21:29 – Who are the 20 million FirstClub consumers?24:14 – Only 1% of India uses quick commerce26:04 – What does “quality” mean in grocery?32:34 – How will FirstClub monetize without brand sponsorships?34:53 – Do consumers behave differently across categories?39:30 – Why is Myntra so powerful in fashion?42:24 – What Myntra taught Ayyapan that Flipkart didn't?43:53 – Unlearning to build for Quick commerce48:25 – Why Indian consumers are very experimental today50:59 – Is India one country when it comes to quality?52:43 – If Ayyappan was a product, what would he be?54:47 – The hardest belief to defend while building FirstClub56:26 – Akshayakalpa & The Whole Truth57:48 – Not niche, but premium-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/neon-fund/X: https://x.com/TheNeonShowwConnect with Nansi on:LinkedIn: https://in.linkedin.com/in/nansi-mishraX: https://x.com/nansi_mishra-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send a text
In November, Decathlon began piloting two-hour deliveries across 10 Indian cities.It's a surprising move for a company that just swung into losses—and it raises a question the rest of the sector is watching closely: can the economics of fashion quick-commerce actually work?More than 50 million dollars has flowed into the space in 18 months. At least one startup has already shut down. The problem isn't speed. It's frequency, inventory, and unit economics that refuse to close.Tune in.If you have any thoughts on this episode write to us at podcasts@the-ken.com with Daybreak in the subject line. You can also leave us a comment on our website or the YouTube channel here.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
Swiggy has launched Noice, a private label brand that's popping up across categories on Instamart. But is this a genuine brand-building play or just another experiment destined for Swiggy's product graveyard?In this episode, co-hosts Praveen Gopal Krishnan and Rohin Dharmakumar are joined by Sandeep Nair, co-founder of brand strategy consultancy David & Who and former Swiggy marketing director, and Mrunmayi Oke, SVP of Strategy at Zilo and former head of business at Dunzo. Together, they debate whether Noice is Swiggy's answer to Kirkland or closer to Amazon Solimo with ‘truck-style' packaging.The conversation explores short-term performance metrics and long-term brand building, why most private labels fail, what makes retailers like Costco and Aldi succeed, and whether Swiggy has the organisational discipline to stick with this strategy. They also discuss the economics of private labels and what it takes to build a brand that consumers actually trust.____This episode of Two by Two was produced by Uddantika Kashyap and mixed and mastered by Rajiv CN, our resident sound engineer.If you liked this episode, please share it with your friends and colleagues. And if you have thoughts on the discussion, write to us at twobytwo@the-ken.com.____Additional reading:1. Swiggy used to be a playground for innovation. Now, it's a graveyard by Gaurav Bagur2. Pepsi's biggest bottler is pouring more cola to fight Reliance's Campa by Aakriti Bhalla3. Two by Two episode 5- Swiggy needs to reclaim its past glory4. Two by Two episode 26- Zomato, Swiggy, and the rise of the 10-minute "dark" cafe5. Two by Two episode 45- Are we seeing the unbundling of quick commerce?6. Two by Two episode 72- Can Urban Company avoid BigBasket's fate?
In this episode, we sit down with Rajeev Ranka from Incubate Fund, a Japanese Venture Capital firm managing over $1.5 Billion in AUM, to understand the bold decisions behind building generational companies.Rajeev breaks down the Japanese Way of investing which involves thinking in 100 year cycles. He shares why they backed Captain Fresh during the first month of the COVID lockdown and the massive decision to kill a profitable domestic arm to build a global giant.We also dive into why he believes Quick Commerce will eventually be bigger than E-Commerce, the untapped potential of Middle India, and what it takes to get a Day Zero investment from a Japanese VC.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe talk about:- How a Japanese VC views the Indian startup ecosystem.- The Japanese Way: Why they plan for 100 year timelines.- The Captain Fresh Pivot: Moving from a domestic player to global seafood exporter.- Why Yulu dominates 90% of the last mile delivery market.- The Middle India opportunity that most VCs are ignoring.- Red Flags & Green Flags: How to pitch Incubate Fund.Connect with Rajeev:LinkedIn: https://www.linkedin.com/in/rajeevrankaIncubate Fund Asia: https://incubatefund.in/SMBC Asia Rising Fund - https://www.smbc-asiarising.vc/VC10X links:Prashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to prashantchoubey3@gmail.com#VentureCapital #StartupIndia #IncubateFund #JapaneseInvestment #CaptainFresh #QuickCommerce #Yulu #Entrepreneurship #BusinessPodcast
In today's Tech3 from Moneycontrol, we kick off our year-end wrap with a deep dive into how 2025 reshaped ecommerce and consumer internet in India. From blockbuster FMCG acquisitions and a surge in startup IPOs to fierce quick commerce rivalries and big-ticket funding rounds, we break down the deals, data points and shifts that defined the year.
Swiggy just raised a billion dollars in its IPO last year. Now it needs another ₹10,000 crores. That's not a great sign.On Two by Two this week, hosts Praveen Gopal Krishnan and Rohin Dharmakumar try to make sense of the chaos in India's quick commerce space. Joining them are Ashwin Mehta, head of research at Ambit Capital, and Anand Kalyanaraman, finance editor at The Ken.Here's what happened: Zepto suddenly dropped all fees, forcing Swiggy to scramble and match. Blinkit's CEO is out there declaring the bubble could burst any day now, even though his company is comfortably winning. And everyone's burning cash like there's no tomorrow.The conversation breaks down why this sector is heading for trouble. They argue India can only support around 12,000 dark stores, and we're already at 70% of that. They discuss why Swiggy keeps reacting to what Zepto does instead of leading its own way. And here's a striking stat: the average quick commerce user spends ₹45,000 a year per household. That tells you exactly who this market is really for and why it might be more limited than everyone thinks.It's a messy race where nobody's backing down and the next 12 months will decide who survives.________This episode was produced by Uddantika Kashyap and mixed and mastered by Rajiv CN, our resident sound engineer.If you liked this episode of Two by Two, please share it with your friends, family and colleagues who would be interested in listening. And if you have more thoughts on the discussion, we'd love to hear your arguments as well. You can write to us at twobytwo@the-ken.com or comment below.
In today's Tech3 from Moneycontrol, we break down Microsoft's $17.5 billion investment commitment to India and what it means for the country's AI and cloud ambitions. We look at Blinkit CEO's bubble warning as Swiggy reloads capital through QIP and Zepto heads for an IPO early next year. Namma Yatri leans on government platforms for expansion beyond Bengaluru. And finally, Groww reveals how Gen Z is pushing families into equities as mutual fund participation is set to double.
Black Friday isn't a day anymore. Singles' Day now stretches across weeks. Quick commerce promises groceries in 15–30 minutes. In this APAC edition of Five Things Friday, co‑hosts Ngai Yuen Low & Ryf Quail break down how peak season is changing across China, Southeast Asia, Australia and Japan – and what it really means for consumers, retailers and retail property.Joining from WP. Kuala Lumpur and the Greater Sydney Area, Ngai Yuen and Ryf compare how Singles' Day has turned into a multi‑week promotion machine, why Black Friday lands very differently in Singapore vs Malaysia, and how Australia now treats November as a long sprint into Christmas.
In this episode of Forbes India cover story podcast, Naini Thaker decodes how quick commerce player Zepto is able to execute the 10-minute delivery promise by optimising its technology across layers of search, back end, inventory, supply chain and dark store level
In today's Tech3 from Moneycontrol, get the latest from India's tech and startup world. Google plans a $15 billion AI hub in Visakhapatnam, creating over one lakh jobs and strengthening India's AI infrastructure. The government is tracking GST price cuts in real-time using quick-commerce platforms, ensuring festive savings reach shoppers. Meanwhile, Lenskart's grey market valuation hits $10 billion ahead of its IPO, and BHIM reports revenue and expenditure figures after its spin-off from NPCI.
The Doers Nepal – Nepal's Longest Running Business Podcast Most of us think e-commerce is simple: click Buy Now, wait a few days, and the package arrives. But what really happens in between? What powers Daraz's massive delivery network, and what does it mean for Nepal's future? In this conversation, Santosh Bista, Chief Logistics Officer (CLO) at Daraz Nepal, takes us behind the curtain of Nepal's biggest e-commerce platform: -What really happens after you hit “Buy Now” -How Daraz manages to deliver to every corner of Nepal -The role of technology and systems in scaling e-commerce logistics -How 60–70% of deliveries already run on electric vehicles -Why sustainability is shaping the future of logistics -The big opportunity: Can Nepal become a logistics hub between India and China? Whether you are a student, founder, or dreamer curious about Nepal's digital economy, this episode will reshape how you see logistics, innovation, and growth.
In this episode of Two by Two, co-hosts Praveen Gopal Krishnan and Rohin Dharmakumar are joined by Ayyappan Rajagopal, founder and CEO of the quick-commerce platform Firstclub. A veteran of India's e-commerce sector with leadership roles at Flipkart, Myntra, and Cleartrip, Ayyappan shares his vision for a differentiated experience in the crowded quick-commerce market. While existing platforms are highly transactional and compete on speed and discounts, Firstclub aims to be a curated, discovery-led platform offering high-quality products. For brands, Firstclub positions itself not just as a retailer, but as an extended distributor and brand-building partner. It works closely with brands, associating only with those whose stature and target consumers align with its curated vision. For consumers, Firstclub is drawing inspiration from the Costco model by planning a membership-based system to build a loyal customer base and offer superior products at better value. Delve into this conversation to understand how Firstclub is carving out its unique space in the quick-commerce landscape. *****Additional reading1,500 stories about India's complex relationships with Swiggy Instamart, Blinkit, Zepto, and BigbasketAre we seeing the unbundling of quick commerce?
In today's episode of Moneycontrol's Tech3 Podcast, we dive into the competition for real estate and talent in India's quick commerce sector. We also explore how GST reforms are fueling a surge in festive marketing budgets and influencer campaigns. Plus, South Korean gaming giant Krafton is ramping up support for Indian developers with its expanded gaming incubator program. And finally, Karnataka's Chief Minister Siddaramaiah reaches out to Wipro for help easing Outer Ring Road traffic congestion amid rising commuter woes. Tune in for the latest startup and tech insights shaping India's landscape!
On Episode 685 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bagga, Veteran Market Expert, Dhairyashil Patil as well as President at the All India Consumer Products Distributors Federation (AICPDF). We all feature an excerpt from our series ‘Eye on Retail'.SHOW NOTES(00:00) Stories of the Day(01:00) Markets mostly fend off H-1B shock, IT stocks have mixed response(02:24) Gold hits fresh high, will dampen festive season purchases further(17:10) New GST rates kick off, FMCG majors absorb losses, traders expect a big boost(24:24) Two Thirds of Gen Z consumers say that they look for social media for product discovery Our new series Eye on Retail focussing on India's ecommerce growth storyEye on Retail - Episode 1: Quick Commerce
In today's episode on 17th September 2025, we tell you why Amazon has entered quick commerce in India, at a time when competition in the space is fierce.
In today's Tech3 from Moneycontrol, Union Minister Ashwini Vaishnaw tells us why semiconductors could be India's steel of the 21st century and shares updates on GPUs, AI, and online gaming act. We also track the billion-order race in quick commerce this Diwali, as platforms scale up beyond groceries. Plus, the Supreme Court takes charge of petitions challenging the Online Gaming Act, and PayU readies a $300 million fundraise ahead of its planned IPO.
In today's Tech3 from Moneycontrol, we bring you the top stories shaping the world of startups and technology. Girish Mathrubootham officially exits Freshworks after nearly 15 years. Urban Company's cap table gets a boost with Tiger Global and Accel offloading shares ahead of its IPO. We track how online credit card transactions are set to overtake offline swipes, and wrap up with Amazon and Flipkart's festive sale dates.
Are you saving as much as 40 % with your food delivery platform? Michelle Martin speaks with Raphael Zennou, VP Quick Commerce, foodpanda to find out how food delivery platforms are evolving with changing consumer behaviours, technology and financial products.See omnystudio.com/listener for privacy information.
In today's Tech3 from Moneycontrol, we start with a big update. The Online Gaming Bill 2025 has received the President's assent and Union IT Minister Ashwini Vaishnaw explains why India banned real money gaming. We also cover how D2C brands are battling the festive quick commerce rush, Ola Electric's shareholder approval to reallocate IPO proceeds, and OpenAI's move to set up its first India office in New Delhi.
In today's Tech3 from Moneycontrol, we unpack India's AI funding surge up 46% in 2025, and why investors are betting on niche, high-impact applications. We also break down the Trump administration's proposed H-1B changes that could sideline early-career Indian tech talent, and look at how Swiggy's Instamart has overtaken Zepto in the quick commerce race. Finally, we track IMPS transactions hitting a four-year low as UPI continues its meteoric rise.
In today's Tech3 from Moneycontrol: From 10-minute groceries to 10-minute home help, startups like Snabbit and Pronto are racing to deliver cleaners, cooks, and handymen in record time. The taxman issues Google notices over gambling sites, while banks urge raising GST thresholds to keep small merchants on digital payments. Plus, India's humanoid robots hit factory floors with Ati Motors' Sherpa Mecha, and BlueStone's IPO opens with a modest Day 1 subscription.
In this episode of Tech3 by Moneycontrol, we break down Antfin's Rs 3,803 crore exit from Paytm, the growing rider shortage hitting quick commerce players, and why the government is tightening cybersecurity rules for AI and quantum systems. Plus, Ather Energy reports a sharp jump in revenue and margins & net loss narrows, while Shree Anandhaas secures its first big cheque from A91 in nearly three decades.
In today's Tech3 from Moneycontrol, Capgemini makes one of the biggest AI-driven acquisitions of the year, buying WNS for $3.3 billion. Cred leads in credit card bill value, even outpacing PhonePe. Yulu scales EV rentals for gig workers in the quick commerce boom. Esports giant Garena returns with Free Fire Max India Cup. And BigBasket ropes in a new CFO from Amazon, HUL. Tune in for sharp startup and tech updates.
Category managers have shifted from routine e-commerce roles to powerful decision-makers in quick commerce. They now manage the limited shelf space in dark stores and decide which products get visibility on platforms like Instamart, Zepto, and Blinkit. Naturally, brands are aggressively courting them, with over 30,000 requests every month for just 150 slots. From hosting parties to taking them out for drinks, brands are pulling out all the stops. Meanwhile, category managers are urging brands to invest more in ads and marketing to stay competitive.Tune in.*This episode was first published on Dec 19, 2024Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.Listen to the latest episode of Two by Two here
This episode of Two by Two was first published on 05 June 2025.Premium subscribers of The Ken have full access to ALL our premium audio. They are available exclusively via The Ken's subscriber apps. If you don't have them, just download one and log in to unlock everything. Get your premium subscription using this link.Not a Premium subscriber? You can subscribe to The Ken Premium on Apple Podcasts for an easy monthly price (Rs 299 in India). The channel includes ALL our premium podcasts.–Bigbasket, Blinkit, Instamart, and Zepto are all fighting to capture more and more share of the quick-commerce market. But as they scale, a new set of players fulfilling one use case in minutes is entering the market with hype and funding.Does this mean we will see an unbundling of quick commerce from being an everything store to having separate apps for everything? Or is it just another cycle of unbundling and bundling?Hosts Praveen Gopal Krishnan and Rohin Dharmakumar discuss in the latest episode of Two by Two with Madhav Kasturia, founder and CEO of Zippee, and Sanjay Ramakrishnan, founder and general partner, Multiply Ventures.–This episode of Two by Two was produced by Hari Krishna. Rajiv CN, our resident sound engineer, mixed and mastered this episode.If you liked this episode of Two by Two, please share it with your friends and family who would be interested in listening to the episode. And if you have more thoughts on the discussion, we'd love to hear your arguments as well. You can write to us at twobytwo@the-ken.com. Want to attend The Ken's next event—How AI is Breaking and Remaking the Way Products are Built?
To build a business, you should always have your feet on the ground and eyes on the stars. A mindset Manish Taneja has carried from the narrow lanes of Faridabad to build a ₹10,000 Cr beauty giant.In this episode, Shantanu sits down with Manish Taneja (CEO & MD of Purplle.com) for a raw conversation about the unseen side of entrepreneurship.Growing up in Tier 2 India, Manish never had the blueprint but just a dream to build big. And in 13 years, he turned that fascination into Purplle, a brand that has redefined beauty in India.From taking bold bets on acquiring big brands like Faces Canada and Carmesi to choosing long-term value over viral trends, this is a story of perseverance, principles, and playing the long game.Key takeaways from the episode:- Why it's crucial to not chase trends but build with purpose.- What are the mistakes every founder often makes in the beauty space?- What is the role of AI in shaping the future of brand building?- If you're still playing it safe, you're probably holding yourself back.Hope this episode inspires you to go “all in” with your idea! And if you'd like to join our next conversation live, sign up here: https://forms.gle/yF6Rzr9NRheKRoV98Navigate the episode 00:00 Coming Up01:25 Introduction01:50 Backstory of Purplle and their initial challenges10:57 Business Cash Flow and Employee Growth at Purplle13:25 Market Evolution and Capital Raising Milestones21:00 Role of Investors and Purplle's First Product to many more27:10 Strategic Brand Acquisitions and Reshaping the market30:51 Effectiveness of Data Usage and Geographic Customer Targeting34:40 Revenue Margins and Sales Channel Insights36:30 The Impact of Offline and Quick Commerce on Sales39:16 Growth of the Beauty and Personal Care Industry44:13 Innovation, New Product Categories, and Avoiding Trend-Chasing49:45 The Role of AI in Brand Building54:58 Understanding Market Dynamics and Capital Flow1:02:02 Industry Evolution and the Power of Content Creation1:05:03 A 13-Year Journey of Investor Relations and Key Success Stories1:09:24 Manish's Perspective on Building Startups1:17:40 Closing Thoughts
In today's episode on 30th April 2025, we unpack why Reliance is going all in on quick commerce and why this business is more complex than just building scale.Speak to Ditto's advisors now, by clicking the link here - https://ditto.sh/9zoz41
If there's no existential doubt, it's not an early-stage business.Because you're just figuring it out, one bold risk at a time.In this episode Shantanu is joined by Vedang Patel (Co-Founder of The Souled Store) and Yogesh Kabra, (Founder of XYXX Apparels) for a raw and honest conversation on what it really takes to start up.As a bootstrapped company, Vedang started with just ₹5 lakhs and a big dream. On the other hand, Yogesh started up in a 250 sq. ft. room in Surat. But Now? These founders have built a 1000Cr empire. Key Takeaways from the episode: • How a customer-first mindset shapes everything, from product to brand.• What should you know before building a clothing brand for women?• Why “mental freedom” from your investor can often be more powerful than just financial backing.This is a story of building something of your own with the right people by your side.Tell us in the comments: What's the wildest risk you've taken to build your dream? And if you'd like to join our next conversation as a live audience member, sign up here: https://forms.gle/yF6Rzr9NRheKRoV98Navigate the episode00:00 – Coming Up01:10 – What Are Business Models and Market Trends?04:13 – Why Being Honest About Business Numbers is Important07:01 – Problems in the Clothing Industry09:59 – How to Stand Out in a Crowded Market13:08 – What Customer Retention and Acquisition Costs Really Mean16:02 – How Good Products Keep Customers Coming Back19:08 – How Fashion Trends Change and How to Keep Up22:16 – A New Look at the Underwear Market25:16 – Wrapping Things Up and Looking Ahead26:49 – Why Average Order Value (AOV) is Important for Sales29:20 – How to Market Your Brand and Keep People Interested32:09 – The Problems with Quick Commerce in Clothing industry35:14 – Why Consumers Return Stuff in Online Shopping38:18 – How to Build and Market Your Brand Creatively41:55 – Is Business Success About Luck or Strategy?49:22 – Moving Your Business from Offline to Online52:17 – How Luck and Your Attitude Impact Success54:00 – Finding the Right Investors and Why They Matter59:22 – How We Think About Money01:03:03 – The Mindset of Thriving vs. Just Getting By01:07:16 – The Excitement of Growing Your Business01:14:01 – Closing thoughts
In today's episode on 19th April 2025, we take a look at the Gensol–BluSmart–Jaggi brothers' saga and see how deep the financial misgovernance ran.Speak to Ditto's advisors now, by clicking the link here - https://ditto.sh/9zoz41
In today's episode on, 17th April 2025, we tell you the real reason why Indian kirana stores are dying, and why quick commerce can't completely kill them.Speak to Ditto's advisors now, by clicking the link here - https://ditto.sh/9zoz41
Capitalizing on Digital Transformations in Emerging Markets with Kevin CarterWelcome to another of the Asia Business Podcast. In this episode, we are privileged to sit down with Kevin Carter, the founder and chief investment officer at EMQQ Global. As an expert in emerging and frontier markets, Kevin brings a wealth of knowledge on the rapid evolution of these economies, particularly focusing on the technology sector.Introduction to Kevin Carter and EMQQ GlobalKevin Carter leads EMQQ Global, an investment management firm specializing in emerging markets technology. His career trajectory, starting from an interview at a leading investment bank in the 90s to creating some of the earliest China-focused ETFs, provides a fascinating backdrop to our discussion.The Journey to Emerging MarketsKevin shares his intriguing journey, from reading a seminal book "A Random Walk Down Wall Street" to his collaborations with financial visionary Burton Malkiel. His experiences underscore the pivotal moments that shaped his focus on emerging markets and the transformative power of technology within them.Broadening Focus Beyond ChinaWhile Kevin's initial ventures primarily focused on China, he expanded his reach, driven by the realization that investors often consider emerging markets as a singular allocation. This strategic decision has allowed EMQQ to capture the broader growth potential inherent in multiple emerging economies.Analyzing the Trends: The Triple Mega Trend in Emerging MarketsKevin explains the three mega trends driving growth in emerging markets:Consumer Growth:As emerging markets like China and India continue their economic ascent, consumer demand for products and services is surging.Technological Advancements:The widespread adoption of smartphones and the internet is catalyzing growth, propelling these markets into unprecedented digital integration.Internet Expansion:With most of the world still transitioning to digital, internet companies in these regions are poised for explosive growth.Addressing Regulatory and Perception ChallengesNavigating the regulatory landscape in markets like China is complex. Kevin discusses the challenges and misconceptions around government interventions in major markets, emphasizing the nuanced dynamics that investors must consider.India on the Horizon: A New Chapter in Emerging MarketsLooking ahead, Kevin is optimistic about India's growth trajectory. With a burgeoning middle class and rapid digital adoption, India, according to Kevin, represents the next big opportunity in emerging markets.Conclusion: A Visionary's Insight into the FutureThrough a blend of insightful analysis and personal experiences, Kevin Carter offers a comprehensive view of the vast opportunities and challenges within emerging markets. His discussion provides invaluable insights for investors and businesses looking to navigate these dynamic spaces.For a deeper dive into these discussions, listen to the full episode of the Asia Business Podcast, where Kevin Carter shares his expertise on emerging markets and the factors driving their transformation. Timestamps00:00 Introduction to the Asia Business Podcast00:35 Kevin Carter's Early Career and Influences03:58 The Birth of EMQQ and Early Ventures07:34 Expanding Beyond China: A Strategic Move12:24 Challenges and Realizations in Emerging Markets20:46 The Internet and E-commerce Revolution25:07 Global Mobile Phone-Based Orders25:48 Regulatory Risks in Emerging Markets27:03 China's Regulatory Landscape30:10 Alibaba and Tencent: Market Dynamics38:18 Impact of Global Trade Policies42:45 Investment Strategies in Emerging Markets46:39 Future Trends in Emerging Markets48:55 Conclusion and Final Thoughts ProducerJacob ThomasFollow UsLinkedInApple Podcasts
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Oscar Pierre is the Founder and CEO @ Glovo, the food delivery site that will get you anything you want to your doorstep. This story is insane, the company was started by Oscar 11 years ago, in their pre-seed round they sold ⅓ of the company for €100K. The company was later saved by a deal they made with McDonald's. The company nearly ran out of money on several occasions, one time the funding round came from the CEO of Rakuten who Oscar met an FC Barcelona drinks. Today, they are a part of DeliveryHero who acquired them for $2.2BN, they have delivered 1BN orders and have almost 60M customers. In Today's Episode We Discuss: 04:27 Starting with Nothing 07:30 The First Funding Round: Selling ⅓ of the Company for €100K 09:23 Marketplace Dynamics and Expansion 15:34 The McDonald's Deal That Saved the Company 18:38 Running out of Money Three Times: Fundraising Hell 25:57 International Expansion: What Worked 29:25 Lessons from Failures: What Brazil Taught Us 31:36 How to Win in Emerging Markets 32:02 The Burn Rate (Burning $1M per day) and Investor Concerns 33:29 Scaling Challenges and Competitor Threats 34:29 The Biggest BS Elements of Company Values 35:40 How I Ruined the Culture of the Company 41:14 Layoffs and Talent Management 42:06 Biggest Lessons from M&A 44:41 The Future of Quick Commerce 45:38 Acquisition by Delivery Hero 48:56 Post-Acquisition Reflections 54:47 The CEO on Trial and Facing Prison
In this Episode, you will learn 1. How to think about problems from first-principles 2. Why digital public infrastructure of India could propel the GDP 3. How to build in India for India Deepak and Dipankar embarked upon the mission of democratizing quick commerce in India by launching Kirana Pro, a cutting-edge e-commerce platform that leverages ONDC (Open Network For Digital Commerce) to address systemic challenges in the industry. Having known each other for over a decade, they decided to build a product from ground up and figure out a business model that empowers customers, kirana store owners, delivery agents, and the broader digital public infrastructure of India. Dipankar graduated from IIT Delhi with a bachelors in computer science and is a published machine learning researcher. After that, he built companies and held executive roles in leading unicorns in India. Deepak is a serial entrepreneur who has build and sold companies across India and US.
✨ How did Indian startups conquer 2024? What's next in AI, fintech, and EdTech? Find out in this special year-end podcast with Prime Venture Partners' top voices: Sanjay Swamy, Amit Somani, Shripati Acharya & Brij Bhushan
This week on Equity, the podcast crew discusses several weird things and at least one cool thing.Kirsten Korosec, Devin Coldewey, and Rebecca Bellan first talked about the least weird thing of the week, how nice it is that Cohere co-founder Nick Frosst has a band that people really like.Then we get weird. First the good weird: a helmet that squeezes your head, but for a really good reason. It prevents hair loss from chemotherapy. Devin covered Luminate's latest fundraise and news, and everyone was pleased that money was going to a startup that may really be helping people feel better about themselves during a difficult time. The company is hoping to improve at-home care as well.Next, Kirsten explained the weird phenomenon of Flink, the “quick commerce” startup that just recently was rumored to be on the block for about $106 million, instead raising $115 million. Quite a turnaround! But as the team discusses, it may be that investors see the possibility that the “tumultuous time” for this sector is ending and Flink may have a good grip on the German market. Still…Then the weirdness begins in earnest. Rebecca is at the “Principled Business Summit,” aimed at “reclaiming capitalism” from, apparently, itself. She is getting mixed messages from the crowd and the content, which seems to combine enthusiasm for doing the right thing with some fringe tendencies to do… other things.And weirdest of all, autonomous trucking startup TuSimple's pivot to… AI-generated animation and video games. What?! Though there is some overlap between simulation and animation/gaming, it's a wild and unexpected change for the company, and a lot of shareholders are not going for it. Apparently the new division is working on another adaptation of “The Three-Body Problem,” so that's good… but what about the $450 million they were going to spend on trucks? That conflict is playing out before our eyes. Press play, and catch up!Equity is TechCrunch's flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes over at Simplecast. Credits: Equity is produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.