
Dunzo v/s Zepto: How come laws of physics are not holding up?
Dunzo is struggling for survival while Zepto is turning into a unicorn. How come laws of financial markets working in opposite directions for both. Both Zepto and Dunzo operate in same segment which is Quick commerce. What is the catch?

Talking product sense with Ridhi
9 min AI interview5 questions

I order from Zepto 2-3 times a day. Sometimes use zomato or Swiggy. Never used Dunzo

Woah, please don’t stop ordering. They’ll see a 90% valuation cut otherwise!

I’ve analysed in detail about how Zepto strategy is better but thats too long for here.
I’ll just say that I was a hardcore instamart user. Somehow Zepto managed to acquire me as a customer and retain me and is getting frequency out of me. Something Dunzo couldn’t achieve.
Says loads about effectiveness of Zepto’s strategy.

Dunzo never had its own store to begin with. Rest of them do. Dunzo reinvented too late too little.

Zepto will be in same position as Dunzo in next 3-5 years. Remember private market valuation is all about finding next investor.

Zepto stole Dunzo’s market share and had a better product from the beginning. They’re firmly in third place behind instamart and Blinkit

They're also only behind Zomato and Swiggy cuz these two built out a bit distribution channel and customer base over almost a decade.
If Zepto had been around that long, the gap would be much lesser.
P.S. - I'm a loyal Zepto user for QuickCommerce and Zomato for food delivery. Never use Swiggy.

Dunzo lays off 75% of the employees, workforce down to 50.
Dunzo, the hyperlocal and quick-commerce startup, has announced a fresh round of layoffs, impacting 150 employees. With a 75 per cent cut in its workforce, Dunzo will have just 50 employees in its core supply and marketplace teams, accor...

I'm not at BlinkIt anymore. It's just the truth anyway. When the tough gets going, it's the baniya businessmen who st...

Next in line are Zepto, and Blinkit


Reliance pulls representatives from Dunzo’s board
Just read this after getting to know earlier today that one of the cofounders have resigned. Didnt even know that the cofounders never had a stake, they’d just get a salary. Super weird.


Not the first nor the last. Haptik was probably one of the early ones that got arsenic poisoned post Jio acquisition...

Extremely sad, I feel things wouldn't have been this bad if Reliance did not completely paralyze Dunzo

Heard from a friend who used to work there, apparently they see employee count reducing majorly, week on week. ...