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Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
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.
Editor's note: ShareChat made an interesting confession this year. “In hindsight, we overestimated the market growth in the highs of 2021 and underestimated the duration and intensity of the global liquidity squeeze,” the Bengaluru-based company said in an email to its employees in January. Last valued at $5 billion, the short video-sharing platform had just laid off 20% of its workforce. In recent months, similar statements have been made by several venture capital investors and startup founders. Amid the ongoing venture funding crunch, investors are increasingly admitting that startup valuations are inflated and that almost everybody bought into unrealistic growth stories in the bull market of 2021. But the problem runs deeper than “the highs of 2021”. Yesterday, we wrote about how Indian consumer internet startups and investors have overestimated the real size of the market. We covered retail e-commerce and grocery, arguing that the years of explosive growth are over. Today, we look at three service sectors—food delivery, edtech and media—and then the bigger economic picture. Food delivery’s limited appeal The successful listing of Zomato two years ago opened the doors …
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.
Editor's note: ShareChat made an interesting confession this year. “In hindsight, we overestimated the market growth in the highs of 2021 and underestimated the duration and intensity of the global liquidity squeeze,” the Bengaluru-based company said in an email to its employees in January. Last valued at $5 billion, the short video-sharing platform had just laid off 20% of its workforce. In recent months, similar statements have been made by several venture capital investors and startup founders. Amid the ongoing venture funding crunch, investors are increasingly admitting that startup valuations are inflated and that almost everybody bought into unrealistic growth stories in the bull market of 2021. But the problem runs deeper than “the highs of 2021”. Yesterday, we wrote about how Indian consumer internet startups and investors have overestimated the real size of the market. We covered retail e-commerce and grocery, arguing that the years of explosive growth are over. Today, we look at three service sectors—food delivery, edtech and media—and then the bigger economic picture. Food delivery’s limited appeal The successful listing of Zomato two years ago opened the doors …
In less than two years, the instant delivery startup that puts quality above all else has attracted marquee VC investors, earning a valuation of $255 million. How far the niche bet will take it is anybody’s guess.
A churn in venture capital collides with the fear of missing the AI wave, while the Ajay Singh-led airline’s recurring crises raise deeper questions.
Pricing constraints and uncertain daily-use demand cast doubt on instant help’s ability to replicate quick commerce.
In less than two years, the instant delivery startup that puts quality above all else has attracted marquee VC investors, earning a valuation of $255 million. How far the niche bet will take it is anybody’s guess.
A churn in venture capital collides with the fear of missing the AI wave, while the Ajay Singh-led airline’s recurring crises raise deeper questions.
Pricing constraints and uncertain daily-use demand cast doubt on instant help’s ability to replicate quick commerce.
