Two by Two

2024 Year-end special

24 snips
Dec 26, 2024
This special edition reflects on a vibrant year of insightful discussions. They dive into the fierce competition between Flipkart and PhonePe and analyze Google's unique approach to digital payments. Education reform is debated with a proposed lottery system for student admissions. The challenges traditional retailers face in adapting online are examined, alongside the transformative role of AI in the SaaS landscape. Finally, direct-to-consumer models are unpacked, highlighting shifts in consumer behavior and marketplace preferences.
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INSIGHT

Flipkart vs. PhonePe

  • PhonePe and Flipkart don't directly compete, despite being related.
  • PhonePe already holds substantial market share, so direct competition isn't the focus.
ADVICE

Flipkart's Growth Strategy

  • Flipkart should focus on hyperlocal delivery and inventory visibility to grow.
  • Solving inventory, especially with perishables, presents a significant challenge like the knapsack problem.
ADVICE

E-commerce Challenges

  • E-commerce companies must solve the "knapsack problem" of inventory management.
  • This involves optimizing what to stock and the "traveling salesman problem" of efficient delivery routes.
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