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A key threat to India's food delivery "cash machine" isn't competition, but generic GLP-1 drugs set for genericization in mid-2026, writes Bernstein. The target consumer for these drugs is the same "power user" profile that drives the food delivery business.
South Delhi and suburban Mumbai residents spend more than a quarter of their household budgets online, matching digital shopping rates in the UK and China, per Kotak. The rest of urban India trails far behind at under 8%, closer to South Africa's penetration rate.
Reliance and Google to offer Google AI Pro -- which includes Gemini Pro and 2TB of storage -- to Jio users for free for 18 months.
Told a VC i wasn’t from DPS RK Puram and they took my term sheet back and shot me in the leg
Brand share of experiential luxury in India (% of category retail value sales), per Euromonitor
P/E ratio of Eternal, Meituan, Doordash, Talabat, Amazon and Alibaba
Rupay credit card transactions on UPI now account for nearly 40% of India's total credit card transactions by volume, Bernstein estimates.
Electricity and power sector reforms are crucial not just from an infrastructure development perspective, but pivotal for the continued growth of @_DigitalIndia and @startupindia: “India’s rapid economic growth and digitalization are straining its power grid, which struggles to…
Reliance will spend $12-$15b to build a 1GW datacenter, Morgan Stanley estimates Reliance will use about 25% of the capacity itself, investing $7b in datacenter infra and $5b in 250MW of chips. Will lease remaining to hyperscalers and LLM providers as datacenter-as-a-service
How Meesho and the rise of quick commerce companies disrupted Flipkart and Amazon's e-commerce duopoly that had existed in India for over a decade until 2023 (@refsrc / India Dispatch) indiadispatch.com/p/meesho techmeme.com/251023/p9#a251… 📫 Subscribe: techmeme.com/newsletter?fro…
Urban Company service workers earn as much as entry-level IT professionals in India.
A Tale of Two Indias and Three E-commerce Models indiadispatch.com/p/meesho?utm_c…
Meesho held 29-31% of India's e-commerce shipments in fiscal 2025 (excluding hyperlocal), the highest among any e-commerce firm, per Redseer data cited in the prospectus. Cash on delivery accounted for roughly 75% of orders in quarter ending June 30, with one in four failing.
HSBC says global investors are positioning India as an "anti-AI play."
Reminds me of this line from @tylercowen:
easily the most baller email signature I’ve ever seen (European curator)
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