DerpyPotato
DerpyPotato

Everything kept aside, it’s genuinely awe-inspiring that they’ve been able to do this in a market with close to zero interest in consumer internet plays, and most models failing

There’s definitely something about the way they executed. And many good things are said within the ecosystem about Aadit as a founder!

JazzyPretzel
JazzyPretzel

Definitely feels like Aadit could be a generational founder. He has got many years to go 💪

JazzyPretzel
JazzyPretzel

And who even dreams of making a new play against the likes of Dunzo, Swiggy, etc. Well played

BubblyDumpling
BubblyDumpling

How is that doing from inside? Anyone from Zepto or competitive firms?

GoofyHamster
GoofyHamster
Swiggy18mo

+1 Does anybody know how they are doing as a company and culture? Worth joining?

SnoozyPanda
SnoozyPanda

They are in the process of revamping the entire leadership team with focus on getting good folks from established set ups... culture is decent though hectic...they also want to build huge ads business because that's their only way of becoming profitable

ZestyCupcake
ZestyCupcake

So as soon as they raised $200M , saare paap dhul gaye. Even Viners are going gaga about them. No doubt India celebrates funding more than unit economics and real metrics. It is a sense of déjà vu with similar reactions to the likes of BYJUs and others in the past.

WigglyBanana
WigglyBanana

Paap kaunse? Would love to know more

JumpyWaffle
JumpyWaffle

Love Zepto and the category they created

DerpyHamster
DerpyHamster

Talk about profits and sustainable scalable growth plan..!

JumpyWaffle
JumpyWaffle

They may eventually get there. This is how all marketplace businesses need to grow initially.

But for now I just love that they deliver to my house in 6 minutes :)

ZestyMuffin
ZestyMuffin

Bigbasket is still unprofitable after 12 years of operation. And BBNow does something very similar to zepto. Swiggy/Blinkit can also do the same. All 3 are with deep pockets (Tata) or backed by companies that created food delivery category.

I want to root for the small guy but can only see them acquired by one of the 3 - Mostly Bigbasket.

ZoomyMuffin
ZoomyMuffin

Any insider information on Aadit? He is very low-key unlike other founders in the ecosystem and he genuinely looks like a visionary founder.

BouncyPotato
BouncyPotato
PayTM18mo

Now they will start hiring left and right and then fire after some time

GroovyBoba
GroovyBoba

A great day for the Indian startup ecosystem! If we keep the unit economics aside, and zoom out from a perspective of scale, the founders have dared to build a high operation-driven consumer internet business in Indian price-sensitive market, one of the most difficult business to build. Customers are very happy with it, let me know if anyone prefers BigBasket over Zepto. There are many advantages that you have when you're building at such tremendous scale, investors know about it very well. Here are few fronts they could be planning to monetize on, given their scale

  1. Ads (obviously)
  2. Data to third party services like ONDC enablers of cataloguing
  3. Plug their under-utilized logistic arm of fleets to ONDC (which they might have already done probably, and can potentially leverage high margins here, similar to Dunzo)
  4. Leveraging their data for inventory intelligence, that's gonna be huge in the future with digitization of local sellers and distributors

Hyper-local businesses are tough, but come with plenty of overlooked advantages, when we're evaluating it as a customer. Highly optimistic about the Indian startup ecosystem and the unimaginable strategy pull-offs by hardcore execution of Indian founders! 🇮🇳

We're building a lot of sustainable profitable businesses anyway and that's not talked about, let's not discourage the founders going down the difficult paths of risky and seemingly difficult large scale businesses. Everyone said we don't need 10 min delivery of groceries, we can wait. Now, after Zepto, tell me if you'd wait for an hour to get your fruits and munchies delivered?

FuzzyJellybean
FuzzyJellybean
Google18mo

I think most of the folks can wait for an hour 🤷

ZoomyMuffin
ZoomyMuffin

I can’t when I realise I’m out of groceries and it’s 9PM already.

GroovyBoba
GroovyBoba

I smell a scam. This whole quick commerce thing is a money sink and the whole zepto founders just being figureheads with it being run by the family. Personally I see them blowing up worse than Dunzo down 2 years the line.

GigglyNarwhal
GigglyNarwhal

I see the business thriving only in tier 1 cities, and that too only when they increase their margins. I have seen many people who are OK to pay INR 30 delivery charge for an order value of INR 200.

GigglyLlama
GigglyLlama

Surprising! Im curious to know how did they manage to raise this funding round in this market? Is it because dunzo is dying and they might be better that market share or they genuinely have nailed unit economies of this business.

GigglySushi
GigglySushi

Founders have deep connections

GigglyLlama
GigglyLlama

Whats this deep connection that newbies have and other seasoned founders donot have (who are struggling to raise funds)

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