One hypothesis of the D2C founder is that humans will be replaced with Drones for last-mile logistics, bringing the last-mile cost down from Rs 30-40 to Rs 3. But,Drone delivery in India~ great concept, broken economics. ( For Now atleast) The basic math problem:A delivery drone costs lakhs to buy and operate. To make money, […]
Drones can fly. Their economics can’t ( For Now) Read More »
In December 2024, Coldplay played in Mumbai. Tickets sold out in minutes. People paid Rs 50,000 in the grey market. A concert ticket — not a plot of land, not a fixed deposit — became the most coveted asset in urban India that month. Watch what people actually did. They planned outfits weeks. They posted
The New India Aspiration: Why Relevance Is the New Wealth Read More »
“Quick Commerce is a bubble that can burst anytime.” — Recent comment by the Blinkit founder Yet, paradoxically:~Instamart is in the process of raising Rs 10,000 Cr~Zepto is reportedly filing its DHRP next week So the real question isn’t funding. Its structure. Can all three survive, or is this a classic “winner-takes-all” market? Let’s look
India’s Quick Commerce Math: Why Not Everyone Can Win Read More »
A few hours ago, Mr. Trump imposed additional tariffs on Indian goods. The total tariff now stands at 50%. This is among the highest levied on any trading partner. Trump’s broader strategy aims to isolate Russia economically by penalising countries still trading with it. However, behind the curtains, another reason for this tariff might be
Trump Raised Tariffs ‘Cause He Couldn’t Raise Anything Else! Read More »
This is the tweet shared by the Prime Minister of India, which clearly shows that the exit of the VP of India was not done with a farewell. This week, the VP of India resigned, which is a shock to everyone, as in the recent speech, he clearly mentioned that he will resign in Aug
I Resign- VP of India Read More »
In 2004, Motorola created RAZRs, a 13.99 mm-thin phone with a combination of metals, such as aircraft-grade aluminium, and new advances, such as an internal antenna and a chemically etched keypad. It worked. Millions of people rushed to get one. Motorola sold over 50 million units, while setting a new bar for future products coming
Novelty Vs Innovation Read More »
India has around ~ 13 million Kirana stores in the country, accounting for 68% percent of domestic retail and FMCG sales. Around 24.7% of retail sales come from modern trade, while 7.3% comes from e-commerce in metro cities. Almost ~70 % of Kirana shops in big cities and ~37 % in Tier-II towns are willing
WrestleMania for Kirana store- Dukaantech Value real? Read More »
What made Walgreens (US pharma company) generate cumulative stock returns from the end of 1975 to 2000 that exceeded the market by over 15X, beating companies such as Coca-Cola, GE, and Intel? $1 invested in 1975 would have given $562 in 2000. So to understand this, we have to understand the Hedgehog Concept. I have
How Simple is your simple? Read More »
Since our childhood, we have been taught to be competitive. We are raised with the idea that “competition is always healthy”. We are made to compete with our peers. We are awarded when we stand above others. Ultimately, our focus shifts from being better to being better than others. The same thought process stays while
We are raised to be Non-Innovative. Read More »
We all heard the phrase “the Kodak moment.” How did the moment get blurred? How did a company having 90% of the market share have to file for bankruptcy? The Kodak case study is used to warn top-level executives to stand up and respond when disruptive developments encroach on the market. What actually happened at
What Killed Kodak? – No it’s not the technology. Read More »
