VC here. Doing this for fun. Don't take all views seriously.
Urban Company
Their story is extremely respected. Only player in it's space at that scale, and to pull off an operational business that was considered impossible. They recently turned profitable as well. I think an IPO is in view in 2 years?
I've heard culture is extremely aggressive. But great alums who have become founders.
Overvalued and employees who have joined in the last 3-4 years have made little to no money. Current revenues will not fly in public markets and major consumption centres are already tapped into. International market experiments (with Australia for example) haven’t gone well.
Agree with the fact that they’re respected to have still pulled of such a services heavy model. Ultimately the quality of business and its valuation are too different things, but an employee or investor needs to be mindful of both.
Swiggy vs Zomato
Zomato Leading everything. Better scale in both Food as well as Grocery. Better margins. Already went through the IPO process (which would be incredibly taxing). I think it is a once in a decade company, if Blinkit actually hits expectations, which it should. Long on Zomato
Swiggy Not too far behind. Have always been better at product. I think less aggressive hence trailing. But heard very good things about founders and overall a strong team. They're 48 if Zomato is 52, that's how its been. I would invest in Swiggy too when they do ipo
Pathetic culture here for employees...you must be aware of that that as well for Swiggy. What strong team and founders?. Hiring standards dropped a lot...recruiting ASDEs and all. Good ones..they pip and lay off continuously....the so called good boss doesn't give a damn. Pure showoff going on. On the basis of which sources/figures you came on such conclusions here?.
Might be good for vp and all given the money they get and work they do here (assuming you get and info from them, jk 😂)
Zepto
Tremendous feedback on Aadit. Tbh, even at Seed stage many VCs would sing high praises about him.
They've out executed, but building Zepto out despite the presence of Blinkit and IM. Only Nexus invested, because everybody else assumed QC wouldn't work in India, because it doesnt work in the west. Lack of balls.
I don't think they'll catch up to Blinkit/IM ever, but still such a nice outcome.
Tell something more about the skills Aadit has that makes him have tremendous feedbacks and high praises. Why is he good and how is he different?
