Amazon-Axio & HUL-Minimalist Deals, Startup M&A implications, Zomato Q3, Juspay & PAPG Developments

The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder, Bombay Shaving Co

Chirag: CEO, GoKwik

Vikram Vaidyanathan: Managing Director at Z47

0:00 Coming Up

1:23 Intro & Hello to Vikram Vaidyanathan

2:39 Amazon-Axio Deal

12:40 A Review of Buy Now Pay Later (BNPL) in India

18:04 Strategic Investments & Minimalist’s Acquisition by Unilever

23:20 Predictions on BNPL for Food Delivery

30:15 Acquisitions – Good or Bad? Founders’ Perspective

37:33 Bringing Together the Good and Bad on Acquisitions

45:37 Zomato’s Q3 Results + Its Growth vs Profitability Framework

51:40 The Impact of Zomato’s Result on Market Dynamics

58:58 JusPay’s Orchestration Layer & What It Means for the FinTech Ecosystem

01:09:52 Health Corner

Links referred to in the episode:

https://economictimes.indiatimes.com/tech/startups/amazon-acquires-fintech-lending-startup-axio/articleshow/117291725.cms?from=mdr

https://juspay.io/blog/our-belief-in-an-ecosystem-that-fosters-diversity-interoperability-and-innovation (edited)