I love to write, build businesses, follow the NBA (basketball), EPL (football) and cricket.
Nykaa's house of brands, Swiggy's money in the bank, Paytm's lending juggernaut & Eternal's expansive vision
Better margin, quicker delivery, and diversified retail footprint
Growing food delivery, stalling quick commerce, and rising competition
Payments at its Core, Lending drives Growth, and Big Bets get time to mature
Zomato brings profitability, Blinkit brings growth, and District brings culture
February 2025: Measuring loyalty in the QC ecosystem, app level endeavours, eventual program degradation and community building
January 2025: Becoming the Blinkit company, pausing margin expansion, acknowledging a food delivery slowdown & fighting against shiny new apps (objects?!)
Everything quick, profitability slow and investment fast
Building AUM in bull markets with regulatory action & convoluted pricing structures
Under the influence of a public listing
