India’s startup growth story lacks fundamentals - Part 2
In the second part of our analysis, we look at food delivery, education and media. And how internet businesses won’t grow without a macroeconomic shift.
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Swiggy’s crisis of confidence
In the three-way quick-commerce race between Blinkit, Instamart and Zepto, it would appear that Swiggy has the least confidence in its ability to continue. What’s worse is that it is replacing strategy with capital.
Can Meesho’s value-commerce playbook pass the IPO test?
The ecommerce platform will be hard-pressed to justify its estimated $7-8 billion valuation—up nearly 2x from just 10 months ago—at a time of ho-hum growth and flagging profitability.
Are we really headed towards an AI-driven leisure economy?
Ari Emanuel’s $3 billion bet on live entertainment rests on the assumption that artificial intelligence will reduce working hours and increase the demand for leisure. But it’s hard to imagine such a future, particularly in India.
