Why won't Swiggy / Zomato enter the pharma retail category ?

share your silly/interesting/futuristic ideas, which are rotting away in your notes PS: don't worry about someone stealing your idea, ideas don't matter, execution does. If market is big enough multiple players make money, anyway competition is for losers.

- Flipkart aims to have around 100 dark stores operational by the launch of Flipkart Minutes, currently accessible to select users in certain pincodes. - The move is part of Flipkart’s strategy to compete with Zepto, Blinkit, and Swiggy Instamart this festive season, focusing on fast delivery for non-grocery segments. - Dark stores are being tested with employees at Flipkart’s Bengaluru headquarters, with plans to stabilize and scale up the service in specific areas. - Flipkart’s quick commerce push is driven by revenue potential, with top platforms like Swiggy Instamart, Zepto, and Blinkit expected to surpass $1 Bn in revenue for FY24. - This development follows Flipkart’s expansion into digital payments and fintech products, highlighting its strategy to adapt to the evolving digital commerce landscape. Source: Economic Times

Zomato delivered another great set of results. Now they are adding 250Cr cash every quarter. The company hit two benchmarks this quarter according to my calculations, 50,000 Cr worth of orders (4x Q3) and 100 Cr orders (4x Q3), and these are growing 25-30% year on year. Why is this interesting? As some of you might know, they have started adding platform fees to the orders. Even one more rupee of platform fee will add 100 Cr to EBITDA. So, if they increase fees from 5 to 10, that's 500 Cr more EBITDA every year. Now, If you look at this quarter's results vs last quarter's results, they have added ~3600 Cr of order value, and made 380 Cr of EBITDA (this does not include Events). Which means they are making 10% as EBITDA. In next 3 years, if Zomato doubles their order value to 1,00,000 Cr, and even make 8% EBITDA, this could mean 8000 Cr EBITDA (almost 1 billion dollars). What markets will give as multiple on this, is guess work. Could be 25-40x (Don't hold me on this). Hence the stock looks undervalued from a 3 year lens

Hi folks, I'm Aadit, Co-Founder & CEO at Zepto. We're one of India's fastest growing consumer internet companies and are today present across 10+ cities in the country. I'd love to chat with you folks about my journey in building Zepto, my thoughts on the quick commerce space, organization building, amongst other things. Ask away!

Let's ignore what's wrong with startups, keep this an optimistic thread. Which startups make you excited about their future? The ones that have cracked product, GTM, model, or something else. Name the best Indian startups :)

VC funding based on revenue multiples and profit (😂😂😂) multiples is soon going to be obsolete. Common sense says company's valuation should be summation of yearly profits it can generate till the company exists... So if reliance has profit of 8 billion $ , market estimates that it's valuation should be around 25x multiple of its profit that is to say that if reliance keeps on generating same amount of profit for year on year, it will not exist after 25 years. Now tell me, what shelf live does these VC funded startup have? I honestly don't see all these tom dick and Harry mobile based and web based startups existing by end of this decade thanks to AI revolution. People are still oblivion to what AI will do to white collar jobs Just out of curiosity, is there any single VC funded Indian startup in last 10-15 years which is immensely profitable ? Or for that matter any global giants like Amazon, Uber, Airbnb etc. which has turned profitable in Indian territory?

What made dunzo fall so bad. They seemed to be doing good. Can someone share what major mistakes they made that have led to such heavy cash flow issues.