AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Ep #03 | WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t
WTF is with Nikhil Kamath
The Future of Multiplexers
My trust with multiplex companies started many years ago, I had a very very bearish outlook of them. Food as an income source for multiplexers is really high as high as 40-45%. Then it changed pre-pandemic when I went long these companies. Because my reasoning changed to India too. In terms of entertainment for a family of 4 for 3 hours at some thousand rupees in a safe air conditioned environment. The alternatives were not men. One could argue cricket is an alternative. But I thought as India too grows, the relevance of multiplexers will go up. And they also become like these distribution hubs which I don't think they have up until now.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode