Swiggy vs Zomato Q2 Results, 10 M...

Swiggy vs Zomato Q2 Results, 10 Min Food Delivery, Blackbuck IPO

ASYMMETRIC por Shantanu, Chirag and Revant

Notas del episodio

The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder, Bombay Shaving Co

Chirag: CEO, GoKwik

Darshit: GP, Sparrow Capital

00:00 Coming Up

01:18 Introduction

03:07 Swiggy's Q2 results

6:31 Adj. EBITDA implications

8:47 Key metrics driving food delivery performance

11:21 Key metrics driving Q-Com performance

18:28 10min food delivery

19:42 Blackbuck, results and investment implications

23:49 VC perspectives

36:45 Dynamics of payment flow businesses

47:45 Ecom Logistics Market in India vs US/China

55:05 Closure

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