This episode of Two by Two was first published on 05 June 2025.
Premium subscribers of The Ken have full access to ALL our premium audio. They are available exclusively via The Ken’s subscriber apps. If you don’t have them, just download one and log in to unlock everything. Get your premium subscription using this link.
Not a Premium subscriber? You can subscribe to The Ken Premium on Apple Podcasts for an easy monthly price (Rs 299 in India). The channel includes ALL our premium podcasts.
–
Bigbasket, Blinkit, Instamart, and Zepto are all fighting to capture more and more share of the quick-commerce market. But as they scale, a new set of players fulfilling one use case in minutes is entering the market with hype and funding.
Does this mean we will see an unbundling of quick commerce from being an everything store to having separate apps for everything? Or is it just another cycle of unbundling and bundling?
Hosts Praveen Gopal Krishnan and Rohin Dharmakumar discuss in the latest episode of Two by Two with Madhav Kasturia, founder and CEO of Zippee, and Sanjay Ramakrishnan, founder and general partner, Multiply Ventures.
–
This episode of Two by Two was produced by Hari Krishna. Rajiv CN, our resident sound engineer, mixed and mastered this episode.
If you liked this episode of Two by Two, please share it with your friends and family who would be interested in listening to the episode. And if you have more thoughts on the discussion, we’d love to hear your arguments as well. You can write to us at twobytwo@the-ken.com.