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Great question!
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VCs Love a Big Bet - India’s got SOOO many people, most of them in urban areas who are super price-sensitive and convenience-hungry. That’s gold for investors. They're thinking: “If even 1% of Indians get addicted to 10-minute deliveries… that’s tens of millions of users.” So VCs see a chance to back the next Flipkart-level success - even if it’s messy right now.
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Quick Commerce = Habit Machine: These companies aren't selling groceries or services only - they’re selling habits. Once you start using 10-min delivery for your meals, clothes or Red Bull, you’re hooked. The logic is: “If we get in first and dominate customer habits, we can jack margins or upsell later.” And investors love habit-based businesses.
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Urban Youth + FOMO + Disposable Income: In metro cities like Mumbai, Bangalore, Delhi there’s a big crowd of young, tech-savvy folks with: Disposable income, crazy busy lives, FOMO for convenience. 10-min delivery speaks to all of that.
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Infra’s Finally There: This wouldn’t have worked 15 years ago. But now: High smartphone penetration, UPI makes micro-purchases frictionless, dense urban clusters make fast delivery viable and the dark stores are popping up in every corner. So the ecosystem’s ready - VCs are just riding that wave.
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FOMO in VC Circles A raised, so B raised. B raised, so C doubled down. It's a classic VC herd mentality: “If I don’t invest in this category and it takes off… I’m out of the game.” No one wants to be the guy who missed a great e-com web's 2.0.
The Catch? Profitability is a Beast. Most of these aren’t profitable. Some lose ₹50-70 per order. But investors are betting they’ll: Add higher-margin items, reduce delivery costs with AI/logistics, monetize the user base later (ads, upsells, etc.).
It’s a high-risk, high-reward game. Some of these players will burn out. But whoever sticks the landing? They’re looking at unicorn city.
Its just replication of US market. The VCs are exposed to US market within their eco chamber. So they don't understand ground reality. Its same as Bollyhood releasing Archie for Indians😂
Faster and cheaper internet has made the attention span lower, some people want everything in just 10 minutes regardless of price and quality.
Economies of scale. Zomato does 1.5M orders daily and charges what 9 as platform fee, delivery on top of that, Surge, Jazia (Religious tax) and takes a commission from the restaurant. Thats nothing compared to population of india but fetches shit load of money daily!