Your thoughts on Zepto brothers

Well regarded for the person he is or for intellect? Doesn't the ousting of the third founder cause an issue?

For the intellect Apparently his decisions + answers in a lot of the early pitch meetings always stood out Most of us didn't put money in because of existing investments in the grocery space, and because it felt impossible another team would rise.

Interested in knowing about it.

Yes, it’s pretty hard to survive in this space. But there are multiple avenues to make profits, or maybe break even. 1. Create a very good advertising platform. Promote certain brands on the platform, or maybe send brochures along with orders(most of the quick commerce platforms are already doing this) 2. Sell premium goods with higher margins. So far they have acquired a good user base by selling low margin commodore and groceries, now they can upsell these customers by selling high margin items like premium snacking items (like Tagz or some energy drinks, other packed foods), or electronic items (they’re already doing it). 3. And it goes without saying that there will always be scope for optimising the operations. For example, now the delivery folks are expected to have their own vehicles, and hence they have to be paid in such a way that accounts for their fuel and other costs. Maybe zepto can lease cheap electric bikes(like Yulu) and give them to delivery folks, and cut their charges, that’s one way to optimise. Other way would be that delivery folks delivery multiple orders at a time.

I do agree with these insights. In Nikhil Kamath's podcast they even mentioned they can become profitable in the next 12-15 months if they stop their focus on expanding. Since, those dark stores expansion consume a lot of CapEx. Thanks for such a detailed answer.