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7/ If they execute well, this challenge is big enough to carve out 10-15% market share by 2028. This would force Zomato and Swiggy to permanently lower their commissions, fundamentally changing the economics of food delivery in India. #FoodDelivery #Rapido #Zomato #StartupIndia
November 25, 2025 at 11:07 AM
7/ If they execute well, this challenge is big enough to carve out 10-15% market share by 2028. This would force Zomato and Swiggy to permanently lower their commissions, fundamentally changing the economics of food delivery in India. #FoodDelivery #Rapido #Zomato #StartupIndia
6/ The duopoly can copy the fixed-fee model, but they can't copy the cost base. Rapido's edge is strongest in Tier-2/3, where saving ₹30-40 per order matters most and where they can build real, sticky traction.
November 25, 2025 at 11:07 AM
6/ The duopoly can copy the fixed-fee model, but they can't copy the cost base. Rapido's edge is strongest in Tier-2/3, where saving ₹30-40 per order matters most and where they can build real, sticky traction.
5/ This isn't a subsidy war. Rapido makes the unit economics work without burning cash because its fleet already exists for bike taxis. Their cost is ₹10-15 per delivery, vs. ₹35-50 for Zomato/Swiggy. That cost gap is existential.
November 25, 2025 at 11:07 AM
5/ This isn't a subsidy war. Rapido makes the unit economics work without burning cash because its fleet already exists for bike taxis. Their cost is ₹10-15 per delivery, vs. ₹35-50 for Zomato/Swiggy. That cost gap is existential.
4/ The structural fix: Rapido-Magicpin aims for a fixed ₹25 delivery fee, slashing effective restaurant commission to 8-15%. For a mid-sized restaurant, this can mean ₹5.3 lakh saved annually.
November 25, 2025 at 11:07 AM
4/ The structural fix: Rapido-Magicpin aims for a fixed ₹25 delivery fee, slashing effective restaurant commission to 8-15%. For a mid-sized restaurant, this can mean ₹5.3 lakh saved annually.
3/ They are attacking the incumbents' core vulnerability: The Commission Loop. Zomato/Swiggy commissions force restaurants to inflate menu prices by 25-40% online just to survive.
November 25, 2025 at 11:07 AM
3/ They are attacking the incumbents' core vulnerability: The Commission Loop. Zomato/Swiggy commissions force restaurants to inflate menu prices by 25-40% online just to survive.
2/ The challenge: Rapido + Magicpin. Rapido brings ultra-low-cost logistics (bike-taxi fleet). Magicpin brings 80,000+ restaurant relationships. Together, they have instant inventory, instant delivery, and instant credibility.
November 25, 2025 at 11:07 AM
2/ The challenge: Rapido + Magicpin. Rapido brings ultra-low-cost logistics (bike-taxi fleet). Magicpin brings 80,000+ restaurant relationships. Together, they have instant inventory, instant delivery, and instant credibility.
7/ The tension - high tech vs. tiny market - will decide the story. Ultraviolette is racing in the aspirational lane, but burning like it’s in the mass lane. The question isn't whether India can build an electric superbike; it's whether it can build a business around one. #Ultraviolette #EVIndia
November 24, 2025 at 11:36 AM
7/ The tension - high tech vs. tiny market - will decide the story. Ultraviolette is racing in the aspirational lane, but burning like it’s in the mass lane. The question isn't whether India can build an electric superbike; it's whether it can build a business around one. #Ultraviolette #EVIndia
6/ The company needs a new playbook. It can’t compete with Ola on price or TVS on scale. The answer is slower domestic expansion, heavier focus on exports (where the premium segment is more mature), and engineering-led differentiation over chasing vanity volume.
November 24, 2025 at 11:36 AM
6/ The company needs a new playbook. It can’t compete with Ola on price or TVS on scale. The answer is slower domestic expansion, heavier focus on exports (where the premium segment is more mature), and engineering-led differentiation over chasing vanity volume.
5/ Ultraviolette’s engineering edge is real. But its current strategy is mismatched: too expensive for the mass user, and too small in brand recall to command luxury loyalty against traditional superbikes.
November 24, 2025 at 11:36 AM
5/ Ultraviolette’s engineering edge is real. But its current strategy is mismatched: too expensive for the mass user, and too small in brand recall to command luxury loyalty against traditional superbikes.
4/ Globally, Tesla could start premium because markets had purchasing power and charging infrastructure. India doesn't. Here, EV adoption is in the volume stage; subsidies are shrinking, and financing is tightening.
November 24, 2025 at 11:36 AM
4/ Globally, Tesla could start premium because markets had purchasing power and charging infrastructure. India doesn't. Here, EV adoption is in the volume stage; subsidies are shrinking, and financing is tightening.
3/ The market isn't helping. Nearly 90% of Indian two-wheeler EV sales are below ₹1.5 lakh. The "aspirational stage" where consumers buy a premium electric superbike is still years away. Ultraviolette is trying to start where India hasn't reached yet.
November 24, 2025 at 11:36 AM
3/ The market isn't helping. Nearly 90% of Indian two-wheeler EV sales are below ₹1.5 lakh. The "aspirational stage" where consumers buy a premium electric superbike is still years away. Ultraviolette is trying to start where India hasn't reached yet.
2/ The numbers are clear: Ultraviolette lost ₹425 Cr in FY24 - a massive burn rate - while selling only a fraction of the units its competitors move monthly. It's burning at mass-market scale while targeting a niche market.
November 24, 2025 at 11:36 AM
2/ The numbers are clear: Ultraviolette lost ₹425 Cr in FY24 - a massive burn rate - while selling only a fraction of the units its competitors move monthly. It's burning at mass-market scale while targeting a niche market.
7/ LOHUM's eventual IPO will be a critical test: Can Indian public markets value profitable, boring, deep-tech operational discipline over subsidy-driven consumer hype? India’s best shot at mineral independence isn’t digging new mines - it’s squeezing value out of waste. #BatteryRecycling #DeepTech
November 21, 2025 at 11:31 AM
7/ LOHUM's eventual IPO will be a critical test: Can Indian public markets value profitable, boring, deep-tech operational discipline over subsidy-driven consumer hype? India’s best shot at mineral independence isn’t digging new mines - it’s squeezing value out of waste. #BatteryRecycling #DeepTech
6/ The global backdrop is urgent. China is curbing exports of key materials. For India, which imports almost everything for EVs, recycling isn't optional - it's fiscal and supply-chain insurance against the next decade.
November 21, 2025 at 11:31 AM
6/ The global backdrop is urgent. China is curbing exports of key materials. For India, which imports almost everything for EVs, recycling isn't optional - it's fiscal and supply-chain insurance against the next decade.
5/ Their profitability is built on boring discipline: long-term deals with global OEMs (Mercedes-Benz, MG, Stellantis, Glencore), expanding capacity to 70,000 tonnes, and strong operational logistics. Slogans don't fund deep-tech; chemistry and contracts do.
November 21, 2025 at 11:31 AM
5/ Their profitability is built on boring discipline: long-term deals with global OEMs (Mercedes-Benz, MG, Stellantis, Glencore), expanding capacity to 70,000 tonnes, and strong operational logistics. Slogans don't fund deep-tech; chemistry and contracts do.
4/ LOHUM’s message: India may not own rare minerals, but it can own the refining chemistry that every EV battery needs 7-8 years later. This is the only arena where India can compete from day one.
November 21, 2025 at 11:31 AM
4/ LOHUM’s message: India may not own rare minerals, but it can own the refining chemistry that every EV battery needs 7-8 years later. This is the only arena where India can compete from day one.
3/ LOHUM is the poster child. In a deep-tech sector notorious for losses, the company achieved ₹529 Cr in FY24 revenue and ₹28 Cr profit. They are now preparing a ₹1,000 Cr pre-IPO raise.
November 21, 2025 at 11:31 AM
3/ LOHUM is the poster child. In a deep-tech sector notorious for losses, the company achieved ₹529 Cr in FY24 revenue and ₹28 Cr profit. They are now preparing a ₹1,000 Cr pre-IPO raise.
2/ India's counter-strategy is brilliantly simple: Circularity. Through a new National Critical Minerals Mission, India is shifting focus from mining (which we lack) to recycling and refining - turning battery waste into strategic independence.
November 21, 2025 at 11:31 AM
2/ India's counter-strategy is brilliantly simple: Circularity. Through a new National Critical Minerals Mission, India is shifting focus from mining (which we lack) to recycling and refining - turning battery waste into strategic independence.
7/ The test: Can Goyal navigate the thin line between curiosity and overclaiming? If Continue Research publishes honest data and finds a real application, it validates India's deep-science push. If it's just hype, it will set back the entire ecosystem. #Longevity #HealthTech #PseudoScience
November 20, 2025 at 11:33 AM
7/ The test: Can Goyal navigate the thin line between curiosity and overclaiming? If Continue Research publishes honest data and finds a real application, it validates India's deep-science push. If it's just hype, it will set back the entire ecosystem. #Longevity #HealthTech #PseudoScience
6/ The bigger danger is the "billionaire effect." When India’s most trusted founder endorses a speculative theory, consumers don't read peer-reviewed papers; they trust the face they see on their food app. The power imbalance is enormous.
November 20, 2025 at 11:33 AM
6/ The bigger danger is the "billionaire effect." When India’s most trusted founder endorses a speculative theory, consumers don't read peer-reviewed papers; they trust the face they see on their food app. The power imbalance is enormous.
5/ The regulatory risk is huge. If Temple hints at reducing stroke risk or slowing cognitive decline, it immediately becomes a medical device, triggering years of clinical trials and regulatory scrutiny - a path that kills most startups.
November 20, 2025 at 11:33 AM
5/ The regulatory risk is huge. If Temple hints at reducing stroke risk or slowing cognitive decline, it immediately becomes a medical device, triggering years of clinical trials and regulatory scrutiny - a path that kills most startups.
4/ The real product right now is the narrative. Critics suggest the "Gravity Hypothesis" is "sci-fi marketing" designed to sell the Temple device to a market that is already obsessed with biohacking and longevity.
November 20, 2025 at 11:33 AM
4/ The real product right now is the narrative. Critics suggest the "Gravity Hypothesis" is "sci-fi marketing" designed to sell the Temple device to a market that is already obsessed with biohacking and longevity.