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Swiggy CEO Sriharsha Majety told Bloomberg in an interview last week that his company would stay out of the spending war being waged by Amazon, Flipkart, and Reliance in India's quick commerce market. He invoked the Airtel-Jio price war as a precedent, argued that chasing market share through discounts only postpones the problem, and said Swiggy has Rs 15,000 crore in the bank to play the long game.But Swiggy invented this category. And Blinkit, which came years later, now has twice the dark stores, twice the users, and losses that are narrowing. So is this a strategy or a rationalisation?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.
PayU Finance CEO Deepak Mendiratta explains how the company is reimagining SMB credit through embedded, data‑driven lending models that overcome long‑standing barriers like irregular cash flows, limited documentation, and the high cost of small‑ticket loans. PayU uses alternative credit evaluation based on UPI transactions, GST records, and behavioural insights, enabling more accurate underwriting. Its EDI—equated daily instalment—model aligns repayments with daily cash flows, reducing interest burden and stress for small businesses. Through deep integrations with platforms like PhonePe, Swiggy, and Meesho, PayU delivers frictionless, real‑time credit access. Robust risk management combines machine learning, daily repayment visibility, and short‑tenure loans, while ethical lending, transparency, and data protection remain core principles driving sustainable, inclusive credit growth.
We've curated a special 10-minute version of the podcast for those in a hurry. Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/prosus-ceo-from-startup-to-global-scale-innovation/id1614211565?i=1000769752597&l=nb How do you build a company that reaches 1.5 billion people? Nicolai Tangen sits down with Fabricio Bloisi, CEO of Prosus, to trace an extraordinary journey from humble beginnings to running one of the world's most ambitious tech ecosystems. Prosus is the company behind well-known consumer brands like iFood in Brazil, Swiggy in India, Just Eat across Europe, and PayU powering payments in emerging markets. They discuss Fabricio's "jet ski" model for fast-paced innovation, the bold transformation of Just Eat into an AI-first company, and why he believes AI is still underhyped. Fabricio also shares his deeply entrepreneurial leadership philosophy: hire people better than yourself, empower them radically, and never stop questioning the status quo. With over 40,000 employees and businesses spanning food delivery, fintech, and lifestyle services across Latin America, India, and Europe, Prosus is dreaming at a scale few companies dare to imagine. In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
How do you build a company that reaches 1.5 billion people? Nicolai Tangen sits down with Fabricio Bloisi, CEO of Prosus, to trace an extraordinary journey from humble beginnings to running one of the world's most ambitious tech ecosystems. Prosus is the company behind well-known consumer brands like iFood in Brazil, Swiggy in India, Just Eat across Europe, and PayU powering payments in emerging markets. They discuss Fabricio's "jet ski" model for fast-paced innovation, the bold transformation of Just Eat into an AI-first company, and why he believes AI is still underhyped. Fabricio also shares his deeply entrepreneurial leadership philosophy: hire people better than yourself, empower them radically, and never stop questioning the status quo. With over 40,000 employees and businesses spanning food delivery, fintech, and lifestyle services across Latin America, India, and Europe, Prosus is dreaming at a scale few companies dare to imagine. In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.
India's economy is entering a more uncertain phase, with expectations of future RBI rate hikes building amid high crude prices, a weakening rupee and sticky inflation. Even so, manufacturing, exports and rural demand are showing signs of resilience. Markets remain expensive despite the recent correction, while companies are avoiding price hikes for fear of hurting demand and profitability. Swiggy's restructuring plans have run into shareholder resistance, highlighting growing governance scrutiny in the startup sector. Stress is also emerging in lending and energy markets, with tighter credit policies, falling coal inventories and rising dependence on gold loans reflecting caution across the economy.
In today's Tech3 by Moneycontrol, GIC doubles down on India's space-tech startup Pixxel even as Deepinder Goyal exits the ongoing funding round. We also break down why Swiggy failed to secure shareholder approval for its IOCC transition and what that means for Instamart's future. Plus, TCS improves variable payouts while delaying parts of its Wings upskilling programme amid a broader AI-led workforce recalibration. And finally, LTIMindtree announces a $186 million acquisition of Randstad's technology and consulting business across key global markets as it expands its AI and digital engineering capabilities.
Six months before India's first real credit cycle hit, one MSME digital lending founder quietly stopped approving 30% of his eligible borrowers. The full story of how Alok Mittal of Indifi Technologies read a signal that his entire industry missed, in conversation with host Akshay Datt. A former venture capitalist who walked away from Canaan Partners to build the unglamorous business of lending to small Indian shops, Alok Mittal has spent a decade proving that 85% of India's MSMEs are not uncreditworthy, the financial system simply cannot tell them apart. Indifi Technologies, which he co-founded in 2015, has disbursed over $497 million across 55,000 businesses in 400 cities, using machine learning that ingests real-time data from partners like Swiggy, Amazon, and BharatPe. In this conversation, Alok explains why human underwriters cannot psychologically distinguish a 1% risk from a 5% risk, why his team cut 30% of borrowers in September 2023 while the industry kept growing, and how India's first real credit cycle in a decade is separating disciplined MSME digital lending operators from those who only got lucky during a good cycle.
In today's Tech3 from Moneycontrol, we break down the latest startup and tech developments shaping India's digital economy. Groww sees a nearly $500 million block deal as major investors eye partial exits ahead of lock-in expiry. Swiggy's Instamart slows down while Blinkit widens the gap in quick commerce. IIT Madras startup Mindgrove's commercial IoT chip rollout, NITES pushing for work-from-home amid fuel conservation calls, and how rising airfares and geopolitical tensions are driving Indians toward domestic travel and wellness tourism.
In today's Tech3 from Moneycontrol, Zepto gets SEBI approval for its IPO and eyes a raise of up to $1 billion. Swiggy narrows losses while Urban Company's aggressive InstaHelp expansion widens its burn. We also track leadership churn at Z47 and Fashinza, India's push for sovereign hosting of Anthropic's Claude Mythos AI model, and Kissht's stock market debut.
In today's Tech3 from Moneycontrol, UPI completes a decade with massive scale and now targets 1 billion users and deeper credit adoption. Swiggy sees key leadership exits and board changes. Spacetech firms rethink strategy as geopolitical tensions and war-linked controls shape satellite data access. Meanwhile, TCS reports strong deal wins but declining revenue, highlighting a shift toward AI-led, outcome-based models in IT services.
Shray sits down with Deepak Shenoy from Capitalmind to unpack the real playbook for NRIs thinking about investing in India — the taxes, the paperwork, the returns, and the traps nobody warns you about. What we uncover: The 3 types of NRIs who should invest in India — and the ones who absolutely shouldn't. Why patriotism and FOMO are the worst investment strategies. The real return math: 12% in rupees, ~8% in dollars after currency depreciation — and why falling inflation could change this equation entirely. Stocks vs. mutual funds vs. real estate: Why your passport decides your investment vehicle. UAE and Singapore NRIs get tax-free mutual fund gains; US and UK residents face PFIC nightmares. The paperwork horror: Why 5% of your portfolio in India creates more admin than the other 95% abroad — and why Deepak respects any NRI who's actually opened a Demat account. The "famous stocks" trap: Why buying Indigo, Swiggy, or Jubilant from abroad without local context is a recipe for pain. Great brands ≠ great investments. Moving back math: ₹2L/month puts you in India's top 1%. $500K in fixed income could fund your entire re-entry. And why you still shouldn't bring everything back. Deepak breaks down the Doordash minimum wage vs. Indian purchasing power, why small caps hold India's real growth story, and why NRI investing success is measured in rupees — not dollars. Chapters: 0:00 - Not every NRI should invest in India 1:36 - Who is this conversation really for? 3:54 - The 3 types of people who SHOULD invest in India 6:34 - You have family & money sitting idle in India 7:19 - You know you're coming back someday 11:44 - The worst reason to invest in India 18:16 - Stocks, mutual funds, real estate — where to put your money? 22:07 - Your 12% return is actually 8% (here's why) 29:43 - Is Indian real estate worth it for NRIs? 36:57 - The paperwork nightmare no one warns you about 37:26 - Where you live changes everything 38:09 - UAE & Singapore NRIs — this is your tax cheat code 40:07 - Why US & UK NRIs should avoid Indian mutual funds 45:25 - Why buying Indian stocks from abroad is risky 51:44 - Great company. Terrible investment. Here's the difference 1:03:15 - Should you move more money to India as you plan to return? 1:09:26 - What does winning actually look like? 1:16:29 - Invest with your head, not your passport
Last week, Rapido launched Ownly, its zero commission food delivery app and went straight for Swiggy and Zomato's throat.This is the same company that dismantled the Uber-Ola duopoly with just a simpler model, cheaper rides, and a very different idea of what India actually needs.Their weapon this time is zero commission. They're betting on restaurants that are fed up, customers who want cheaper food, and a rider fleet that's already in place.So we got Kunal Khattar, the investor who backed Rapido from day one and made 88x on that bet to break down whether lightning can strike twice. We also have Gautam Balijepalli, who runs one of the largest cloud kitchen operations in India and tells us what it looks like from the restaurant side.Along with our guests, Rahel Philipose and Praveen Gopal Krishnan discuss, can Rapido steal a bite from Swiggy and Zomato? Or is food delivery a completely different beast?_________This episode of Two by Two was produced by Uddantika Kashyap and mix and mastered by Rajiv CN.If you liked this episode, 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.
In today's episode of Moneycontrol's Tech3 Podcast, we break down Blinkit raising ₹450 crore from parent Eternal as the quick-commerce battle heats up with rivals Zepto and Swiggy also bulking up their war chests. We also look at why fintech startup Jupiter's stake deal with SBM India collapsed, and what it means for neobanks trying to become full-fledged digital banks. Plus, over 1,000 engineering graduates are still waiting for offer letters from Tech Mahindra, nearly a year after campus placements. And finally, the National Stock Exchange moves closer to its long-awaited IPO, appointing 20 merchant bankers and multiple global law firms for the proposed issue.
Swish launched less than a year ago with a simple promise: hot food in 10 minutes. It's already raised 16 million dollars, with another 30 to 35 million reportedly on the way. But the giants who tried this before — Zomato, Zepto, Swiggy — have all stumbled, scaled back, or shut down. The problem isn't the idea. It's the math. Small order sizes, a lack of dedicated riders and razor-thin margins. Swish and its investors thinks it has an edge the others didn't. But can a one-year-old startup crack what India's biggest food delivery companies couldn't?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.
In this episode of IPS Finance, we highlight important updates that investors should closely watch in Swiggy, IRCTC, and IDFC First Bank. The discussion also explains why SEBI has decided to discontinue children and retirement schemes, and what this move means for long-term investors. A concise breakdown to help investors stay informed and take prudent financial decisions.
Ankur Sethi spent years at two of India's most iconic startups — Swiggy and Paytm — before leaving his operating role to found Winner Capital, a consumer-first, AI-native syndicate investing out of North America.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comIn this episode, we get into:→ Why consumer AI is massively underfunded while enterprise SaaS gets all the attention→ What "durable retention" actually looks like — and the ambassador signal every founder should watch for→ The 0→1, 1→10, 10→100 framework and how your mindset must shift at each stage→ Why unit economics are non-negotiable even at pre-seed→ The one operating principle from Swiggy & Paytm that most founders underestimate until it's too late→ Why launching a fund during a market correction is actually an advantage→ His honest take on India as a market — and when Winner Capital plans to enterIf you're a founder building in consumer tech or AI, or an operator thinking about making the leap into venture, this one is for you.
In today's Tech3 from Moneycontrol, we bring you a wrap from the India AI Impact Summit in Delhi. PM Modi lays out the MANAV vision for ethical and sovereign AI, French President Emmanuel Macron backs India's small language model strategy, and Sam Altman weighs in on rising AI costs and India's “remarkable” building energy. We also track Mukesh Ambani's AI infrastructure pledge, Mistral's call for sovereign systems, Swiggy shutting Snacc, and TCS raising variable payouts.
Morse code transcription: vvv vvv Catherine OHara Pedro Pascal and Meryl Streep lead tributes Second Epstein victim claims she was sent to UK for sex with Andrew, lawyer says Kings visit leaves Sandringham Parkrun participants speechless Andrew should testify to US Congress over Epstein, suggests Starmer Harry Styles world tour only hits seven cities How tours are changing Ukrainians brace for 20C despite energy truce It will be a catastrophe Blinkit, Swiggy, Instamart, Zepto Inside Indias ultra fast grocery deliveries Israeli air strikes kill at least 27 Palestinians in Gaza, rescue officials say Epstein files Latest emails and pictures dig even deeper hole for Andrew Millions of Jeffrey Epstein files released by US justice department
Morse code transcription: vvv vvv Ghanem al Masarir I mocked the Saudi leader on YouTube then my phone was hacked and I was beaten up in London Blinkit, Swiggy, Instamart, Zepto Inside Indias ultra fast grocery deliveries Making schools phone free is near impossible. Do parents even want it Jeffrey Epstein invited The Duke to meet Russian woman Millions of Jeffrey Epstein files released by US justice department Harry Styles world tour only hits seven cities How tours are changing Rachel Reeves defends fair and reasonable student loans system Catherine OHara Pedro Pascal and Meryl Streep lead tributes A vaccine against murder Israel split over return of death penalty One wrong move and it could all go wrong the men clearing deadly undersea Russian mines
Morse code transcription: vvv vvv Millions of Jeffrey Epstein files released by US justice department Catherine OHara Pedro Pascal and Meryl Streep lead tributes Blinkit, Swiggy, Instamart, Zepto Inside Indias ultra fast grocery deliveries Kings visit leaves Sandringham Parkrun participants speechless Israeli air strikes kill at least 27 Palestinians in Gaza, rescue officials say Second Epstein victim claims she was sent to UK for sex with Andrew, lawyer says Epstein files Latest emails and pictures dig even deeper hole for Andrew Ukrainians brace for 20C despite energy truce It will be a catastrophe Andrew should testify to US Congress over Epstein, suggests Starmer Harry Styles world tour only hits seven cities How tours are changing
Morse code transcription: vvv vvv Harry Styles world tour only hits seven cities How tours are changing Making schools phone free is near impossible. Do parents even want it Jeffrey Epstein invited The Duke to meet Russian woman Blinkit, Swiggy, Instamart, Zepto Inside Indias ultra fast grocery deliveries Millions of Jeffrey Epstein files released by US justice department Ghanem al Masarir I mocked the Saudi leader on YouTube then my phone was hacked and I was beaten up in London Rachel Reeves defends fair and reasonable student loans system A vaccine against murder Israel split over return of death penalty One wrong move and it could all go wrong the men clearing deadly undersea Russian mines Catherine OHara Pedro Pascal and Meryl Streep lead tributes
Morse code transcription: vvv vvv Harry Styles world tour only hits seven cities How tours are changing Ukrainians brace for 20C despite energy truce It will be a catastrophe Blinkit, Swiggy, Instamart, Zepto Inside Indias ultra fast grocery deliveries Israeli air strikes kill at least 27 Palestinians in Gaza, rescue officials say Second Epstein victim claims she was sent to UK for sex with Andrew, lawyer says Kings visit leaves Sandringham Parkrun participants speechless Andrew should testify to US Congress over Epstein, suggests Starmer Millions of Jeffrey Epstein files released by US justice department Catherine OHara Pedro Pascal and Meryl Streep lead tributes Epstein files Latest emails and pictures dig even deeper hole for Andrew
Morse code transcription: vvv vvv Harry Styles world tour only hits seven cities How tours are changing Millions of Jeffrey Epstein files released by US justice department Ghanem al Masarir I mocked the Saudi leader on YouTube then my phone was hacked and I was beaten up in London Rachel Reeves defends fair and reasonable student loans system Blinkit, Swiggy, Instamart, Zepto Inside Indias ultra fast grocery deliveries Making schools phone free is near impossible. Do parents even want it One wrong move and it could all go wrong the men clearing deadly undersea Russian mines Jeffrey Epstein invited The Duke to meet Russian woman A vaccine against murder Israel split over return of death penalty Catherine OHara Pedro Pascal and Meryl Streep lead tributes
Morse code transcription: vvv vvv Andrew should testify to US Congress over Epstein, suggests Starmer Millions of Jeffrey Epstein files released by US justice department Ukrainians brace for 20C despite energy truce It will be a catastrophe Blinkit, Swiggy, Instamart, Zepto Inside Indias ultra fast grocery deliveries Catherine OHara Pedro Pascal and Meryl Streep lead tributes Harry Styles world tour only hits seven cities How tours are changing Epstein files Latest emails and pictures dig even deeper hole for Andrew Kings visit leaves Sandringham Parkrun participants speechless Israeli air strikes kill at least 27 Palestinians in Gaza, rescue officials say Second Epstein victim claims she was sent to UK for sex with Andrew, lawyer says
Morse code transcription: vvv vvv Millions of Jeffrey Epstein files released by US justice department Making schools phone free is near impossible. Do parents even want it A vaccine against murder Israel split over return of death penalty Jeffrey Epstein invited The Duke to meet Russian woman One wrong move and it could all go wrong the men clearing deadly undersea Russian mines Rachel Reeves defends fair and reasonable student loans system Ghanem al Masarir I mocked the Saudi leader on YouTube then my phone was hacked and I was beaten up in London Catherine OHara Pedro Pascal and Meryl Streep lead tributes Harry Styles world tour only hits seven cities How tours are changing Blinkit, Swiggy, Instamart, Zepto Inside Indias ultra fast grocery deliveries
In today's Tech3 from Moneycontrol, we break down how the Economic Survey 2025–26 is pushing back against fears of mass AI-driven job losses while outlining India's real strength in application-led innovation. We also track Ashok Soota's exploration of a stake sale in Happiest Minds, Swiggy's widening year-on-year losses despite strong Instamart growth, and Meta's plan to nearly double its AI spending with up to $135 billion in capital expenditure for 2026.
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 today's Tech3 from Moneycontrol, we break down why tipping on food delivery apps remains a niche behaviour in India and what the numbers really say about rider earnings. We also look at Wispr Flow's bet on voice-first AI inspired by Iron Man's Jarvis, actor Samantha Ruth Prabhu's growing startup portfolio, and why artificial intelligence and data centres could take centre stage in the Union Budget for FY27.
On this episode of Tech 3 Podcast, we break down earnings of delivery partners at platforms such as Zomato and Swiggy, discuss why more ad dollars are flowing to AI chatbots like Gemini, ChatGPT, Perplexity, list the key asks of space tech startups ahead of the Union Budget and tell you why Q3 is going to be a muted quarter for Indian IT firms. Listen in:
The recent disruption India's aviation sector due to IndiGo's crew shortage has thrown up questions about the concentration of powers in the hands of a few in the market across sectors. India's domestic aviation market is heavily concentrated. IndiGo and Air India together control close to 90 per cent of passenger traffic. Passengers were left without a backup when IndiGo faced a massive staff shortage, after the Directorate General of Civil Aviation (DGCA) implemented new rest and duty norms for the crew. This is not unique to aviation. Across India's economy, several sectors have quietly settled into duopolies. In telecom, Bharti Airtel and Reliance Jio dominate the market. Vodafone Idea and state-run BSNL struggle to stay competitive. In the digital economy, Amazon and Flipkart domiante the e-commerce sector, while, Uber and Ola lead ride-hailing. Zomato and Swiggy dominate food delivery sector. PhonePe and Google Pay command digital payments. Similar concentration exists in cement, steel, automobiles and other core industries. 2025 Nobel economic laurates Philippe Aghion and Peter Howitt studied how companies invest in R&D to get patents to gain an advantage in the market. Their theory helps understanding how societies needs to support R&D to support economic growth. Power concentration is happens with innovation and the ability to raise investments. But concentration becomes a concern when it reduces consumer choice, weakens labour protections, or creates companies considered too big to fail. The IndiGo disruption has reignited that debate. As markets grow more concentrated, the key question remains — at what point should regulation step in to protect competition, workers and consumers? Guest: Rahul Singh, Associate Professor of Law, National Law School of India University Host: Nivedita V Edited and produced by Jude Weston Learn more about your ad choices. Visit megaphone.fm/adchoices
Guest Suggestion Form: https://forms.gle/bnaeY3FpoFU9ZjA47Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices. The media used in this video are solely for informational purposes and belongs to their respective owners.(00:00) - Intro(05:27) - Who is Deepinder Goyal?(07:02) - Childhood bullying(10:18) - Does stammering still bother him?(20:34) - One incident where he got very lucky(23:46) - Relationship with his parents(26:01) - One thing he wasted money on(27:45) - What cheating in childhood taught him(30:24) - IIT coaching in Chandigarh & feeling out of place(35:35) - Friendship with Albinder(46:41) - Doubts about Zomato's success(55:16) - Athlete mindset vs vulnerable leadership(1:01:33) - The cost of working alongside Deepinder(1:04:16) - Views on the right to disconnect bill(1:09:16) - Balancing peace and obsession(1:13:24) - Why five co-founders left within four years(1:29:18) - Why he hurts people intentionally(1:32:39) - Complacency after the IPO(1:37:27) - Firing himself and the role of teamwork(2:04:35) - Shark Tank as a business decision(2:11:13) - Acquiring Blinkit(2:18:03) - His views on Zepto(2:23:42) - His inhuman side(2:26:07) - What is AI karma?(2:26:55) - Random firings(2:29:28) - Fake promises made to employees(2:30:27) - Gig workers hired and removed every month(2:31:47) - Zomato salesperson's story(2:35:55) - Number of people terminated monthly(2:37:29) - Why 5,000 people are terminated every month(2:52:23) - How much gig workers earn through Zomato(2:52:48) - Accusations of worker exploitation(2:57:01) - Truth behind 10-minute delivery(3:01:42) - What needs improvement for delivery partners(3:05:13) - Reasons behind delivery partner deaths(3:06:08) - Protocol when a delivery partner dies(3:08:21) - Food delivery startups are not innovative, says MP(3:10:39) - Paying ₹20 lakh for a Chief of Staff role(3:31:39) - Story of Temple & Continue(4:11:41) - What Brain Flow measures(4:13:23) - Deepinder's responsibility(4:15:06) - Conflict between Zomato and Deepinder's research(4:16:47) - Promoting an unhealthy food culture(4:21:25) - His views on ego & insecurities(4:34:56) - BTS(4:36:18) - OutroIn today's episode, we have Deepinder Goyal, Founder and CEO of Eternal, the parent company of Zomato, Blinkit, District, and Hyperpure. He's also the founder of Continue Research, Temple, and LAT Aerospace.Subscribe for more such conversations!Follow Deepinder Goyal Here:Instagram: https://www.instagram.com/deepigoyal/LinkedIn: https://www.linkedin.com/in/deepigoyal/About Raj ShamaniRaj Shamani is an Entrepreneur at heart that explains his expertise in Business Content Creation & Public Speaking. He has delivered 200+ speeches in 26+ countries. Besides that, Raj is also an Angel Investor interested in crazy minds who are creating a sensation in the Fintech, FMCG, & passion economy space.To Know More,Follow Raj Shamani On ⤵︎Instagram @RajShamani https://www.instagram.com/rajshamani/Twitter @RajShamani https://twitter.com/rajshamaniFacebook @ShamaniRaj https://www.facebook.com/shamanirajLinkedIn - Raj Shamani https://www.linkedin.com/in/rajshamani/About Figuring OutFiguring Out Podcast is a Candid Conversations University where Raj Shamani brings raw conversations with the Top 1% in India.
In this episode of Imperfect Show Finance, stock market expert V. Nagappan looks back at 2025's best-performing investment avenues and answers the big question every investor is asking: which asset delivered the highest returns—gold, silver, or equities? The discussion compares the performance of precious metals with stock market gains, highlighting why certain assets outperformed others during the year. The episode also touches upon key corporate stories involving Vodafone, Swiggy, and Zomato, along with broader trends in the metal sector, to provide a complete picture of market winners and laggards. By connecting data with real-world market behavior, this video offers valuable takeaways to help investors plan smarter strategies for the future.
2025 is done. Forty-eight episodes. Hundreds of guests. Endless banter between Rohin and Praveen.This year, Two by Two covered stories from Bengaluru to the world including business, tech, and everything in between. We didn't just stick to the usual. We asked about people, trends, and the things others weren't paying attention to. We brought on guests who didn't rehearse their answers and tried to make sense of things as they happened.Some episodes turned out to be prescient. Some were messy. Some sparked arguments in our inbox. All of them tried to do what we set out to do: spot hidden connections, ask unasked questions, and figure out what's really going on.This final episode is Rohin looking back at six moments from the year with clips from conversations that stood out. Between each one, he adds context and some behind-the-scenes perspective on why it mattered.Here are the episodes featured:Episode 26: Zomato, Swiggy, and the rise of the 10-minute "dark" caféEpisode 31: Airtel fights spammers. And Truecaller's business modelEpisode 47: Who broke Bengaluru, and how do we fix our cities?Episode 50: In an AI age, India does not have an open source strategyEpisode 51: The invisible whale that capsized India's leaky options boatsEpisode 66: What will bring ambition back from the dead?To everyone who listened, argued with us, sent guest suggestions, or just stuck around, thank you. Next year, we're coming back with everything that makes Two by Two what it is, but bigger and better. Maybe even a few surprises. Stay tuned.There won't be an episode next Thursday. We will return on January 8th, 2026.See you in the new year.________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. If you have suggestions for guests, episodes or even changes we could make. Please write to us at twobytwo@the-ken.com or comment below.
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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 the biggest stories in startup and tech. Microsoft and Amazon go head-to-head with multi-billion-dollar investments in India, while Meesho delivers a strong market debut with over 40% premium. Swiggy attracts four times demand for its Rs 10,000-crore QIP as investors double down on quick commerce. And a major legal twist as the Delaware court reverses $1 billion damages ruling against Byju Raveendran.
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.
India's restaurants just won a four-year battle for customer data access from Zomato and Swiggy. But here's the twist: this "victory" comes precisely as the industry becomes more platform-dependent than ever. While the NRAI celebrates phone number sharing, investors are pouring billions into QSRs and cloud kitchens—business models that assume permanent platform capture. With delivery platforms extracting 16-30% commissions and controlling discovery, logistics, and customer acquisition, data sharing is less a power shift and more a pressure valve. The real story? Restaurants are betting that platform-enabled scale will overcome platform-extracted margins.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.
Saade Aala Radio: Games, Gay Couples, Horses & Haryana Police | Full-On Punjabi MadnessThis episode is pure chaos — comedy, controversy, and classic Saade Aala-style no-filter banter.From Candy Crush to crime, from horse hobbies to Haryana Police — we cover everything that makes Punjab, well… Punjab.
What makes a great venture capitalist — luck, timing, or the ability to see what others miss?Brij Bhushan (Prime Venture Partners) and Pratik Poddar (Nexus Venture Partners) talk about the long game of venture capital; the waiting, the lessons hidden in mistakes, and the emotional ride of backing founders through years of uncertainty.With Pratik, we dive into some of the biggest names in the Nexus portfolio: his first meeting with Rapido's founder before he even joined Nexus, the Meesho pitch that became a big miss, and his first call with Zepto's founders. Nexus was one of Zepto's earliest investors and has backed the company in every round since. Pratik speaks with great clarity about conviction, timing, and what truly defines great investing.Brij reflects on his decade of building Magicpin, what it means to “build the same company three times,” and how that journey reshaped the way he now works with founders. Having lived through the chaos of scaling, near-failure, and reinvention, he brings the founder's perspective back into venture capital.Together, Brij and Pratik capture the essence of the VC game — how the industry is evolving, why consensus rarely creates outliers, how real decisions are made inside funds, and why the best founders often seem “too early” rather than too late. We talk about everything that shapes a VC's everyday life, and above all why Brij and Pratik believe it's still the best job in the world.0:00 – Trailer01:59 – Biggest learnings from 10 years as a VC05:00 – Rapido as a counterintuitive bet06:49 – Meesho was a big miss10:20 – Why Venture capital is the best job?12:35 – Every meeting could be life-changing14:54 – Knowing you are NOT in an Operating role16:55 – How often are VCs wrong about market size?18:58 – Where to invest in Consumer companies?25:33 – How consumer VCs bet on behavior change27:12 – Is e-commerce truly built for young users?28:10 – How do Investors deal with Bias?30:04 – Are VCs only remembered for success stories?37:45 – Why good deals rarely come from Consensus?39:24 – The first call with Zepto's founders41:10 – How often do you meet truly exceptional founders?43:45 – Should VCs react to market shifts?46:42 – How long VC's take to make an investment decision?50:53 – How founders should approach fundraising54:27 – Can India produce 50 decacorns in the next few years?55:51 – Best way to play VC game is to have right fund size56:42 – Not Knowing is a pre-requisite for a VC1:00:41 – Exceptional founders have this superpower1:02:02 – Where Indian founders have a real edge1:05:14 – Building AI in India: local maxima or global maxima?1:09:00 – When will Indian Co's acquire Indian startups for $Billions?1:11:55 – Why Zomato & Swiggy aren't true Consumer Co's?-------------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/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7Send us a text
Ever received a push notification on your phone? There's a good chance it came through MoEngage.Raviteja Dodda, founder of MoEngage, shares the story of building a SaaS company from India that now sends 80 billion messages to 2 billion users across 1,200 brands. A decade-long journey of MoEngage from its early years to becoming a category leader in customer engagement. He shares how the company grew by focusing on Indian customers as the strongest validation of product-market fit, before expanding globally by building regional teams with autonomy and hiring people with a founder's mindset to navigate new markets.Ravi also shares the why behind differences in pricing between US and Indian customers (think Swiggy vs DoorDash) and how revenue margins vary when selling in India versus abroad.Whether you're curious about the software powering some of the most familiar brands and apps we use every day, or want a behind-the-scenes look at how MoEngage built an $800M global SaaS business from India,then this episode is for you.0:00 – Trailer1:12 – Founder of software powering messages to 2B Users3:50 – Building one of India's first mobile apps8:49 – Acquiring India's top consumer Internet companies10:12 – Mobile → online → offline: Covering all touchpoints13:19 – How MoEngage became a category leader16:52 – Customer support is extremely rewarding in India24:12 – Reasons for Pricing gap: Swiggy vs. DoorDash27:55 – Revenue margins: India vs. abroad28:30 – Moving OLA from internal solution to Moengage29:54 – Key milestones in MoEngage's journey32:32 – Revenue split across customers33:37 – GTM to take a product built in India global41:19 – Why MoEngage should've entered Europe earlier43:51 – Middle East as the fastest-growing market44:21 – People who create v/s people who execute playbooks50:05 – How to sign large global customers from India?52:54 – Spotting early adopters in new markets55:59 – Can new companies win in mature categories?59:13 – MoEngage's position in AI1:01:54 – Building a $10M ARR SaaS: US vs. India1:03:57 – Scale in India first or go US on Day 0?1:08:45 – MoEngage's IPO timeline1:10:05 – Most exciting SaaS companies from India1:14:11 – Regional teams as mini-startups1:16:51 – What worked for MoEngage in fundraising?-------------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/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
In episode 133 of The Prakhar Gupta Xperience, Saurabh Jain joins the conversation to share his perspective on investing and personal growth. He talks about the common mistakes people make while investing, why fixed deposits can sometimes be a safer bet, and how to discover your uniqueness in a competitive world. The discussion also explores the role of AI in shaping smarter decisions for the future.Recording Date: September 9, 2025
Covino & Rich are in for the great Dan Patrick! The Bushwackers are back! The guys react to getting more airtime on the 4-letter network than when they worked there after their epic work during last night’s MLB Homerun Derby! Their biggest takeaways from what was an epic night from baseball! The guys talk Brock Purdy and what crazy thing he'd do for a Super Bowl ring! Atlanta royalty and two-sport All-Star Brian Jordan joins the guys live from Atlanta! Plus, All-Star Game Trivia for a Swiggy water bottle, and Cal Raleigh's premonition! #crshowSee omnystudio.com/listener for privacy information.
Covino & Rich are in for the DP Show! UNO is being added to a Vegas casino and the guys react! All-Star Game line-ups are announced by C&R. All-Star Game Trivia for a Swiggy water bottle. Plus, they talk about Cal Raleigh making his childhood dream come true. #crshowSee omnystudio.com/listener for privacy information.
C&R talk Tyrese Haliburton's game winning shot! Can "Hali" make Puma shoes cool in the States again? Callers & the crew weigh-in on his Hibiscus hoop shoes! Is the Rich the biggest Mets jinx of all-time? There's a Steelers player who spoke negative on Aaron Rodgers in February! Awkward! In honor of the Stanley Cup Final, who/what are the greatest imports from Canada? The callers & crew have some great answers & Swiggy's get handed out! Plus, 'WEEKEND HOBNOBBING!'See omnystudio.com/listener for privacy information.
Covino & Rich laugh about the Steelers player who spoke negative on Aaron Rodgers in February! Awkward! In honor of the Stanley Cup Final, who/what are the greatest imports from Canada? The callers & crew have some great answers & read some Apple Podcast reviews for Swiggy's! Plus, 'WEEKEND HOBNOBBING' sets you up to stream! See omnystudio.com/listener for privacy information.
C&R have fun with a certain team's attendance! Tom Brady told a funny story about something his kid shouldn't have seen at a Super Bowl after-party! This sparks a great topic with tons of humorous calls. Stanley Cup Final time & Dodgers/Mets heating up! Why was Sam bullied? They talk the attorney offering free prenups for all 2025 NFL rookies, sparked by Travis Hunter. Plus, 'MID WEAK MAJOR' & 'BIG MIKE'S WORDS OF WISDOM for a Swiggy! See omnystudio.com/listener for privacy information.
Covino & Rich finish their fun conversation about seeing things you shouldn't have! The guys react to an earlier conversation on FSR where Iowa Sam was bullied. They talk about the attorney who's offering free prenups for all the 2025 NFL rookies, sparked by Travis Hunter's story. Plus, 'MID WEAK MAJOR' & 'BIG MIKE'S WORDS OF WISDOM for a Swiggy! See omnystudio.com/listener for privacy information.
Covino & Rich talk Yankees/Dodgers, Giants/MLB & New York Football Giants! Is the Giants QB room really like a Rich pizza analogy? There's Aaron Rodgers-hate from Terry Bradshaw & Swiggy's are given out for Apple 5-star reviews! Plus, a Goldberg tattoo tribute by his son & 'WEEKEND HOBNOBBING!'See omnystudio.com/listener for privacy information.
C&R talk Rockies woes & ask if Knicks can win in Indiana! A Pacers star is not happy with a repeat offending reporter! Lowenkron makes Shaq mad & they talk Yankees/Dodgers, Giants/MLB & New York Football Giants! A QB room pizza analogy? There's Aaron Rodgers-hate from Terry Bradshaw & Swiggy's are given out for Apple 5-star reviews! Plus, a Goldberg tattoo tribute by his son & 'WEEKEND HOBNOBBING!'See omnystudio.com/listener for privacy information.