Discussion

• @aditis90 Aditi Shrivastava on x

  2021 was when Zepto, Instamart, Dunzo & Blinkit forgot unit economics to offer on-demand convenience There's been a late realisation this year, but it's not enough Zepto's $200mn fundraise at a $900mn valuation signals that the quick commerce war is not going away 🧵 https://twitt…

• @rockson2 Gregory Rockson on x

  investors keep investing in these solutions hoping their dollar will defy the laws of nature. make stupid decisions, expect stupid results and blame everyone for the stupid decision. https://twitter.com/...

• @contrarycapital Contrary on x

  We're excited to announce our 5th consecutive investment in @ZeptoNow! They've built one of the most loved (and fastest-growing) services in India, and we can't wait for everything ahead. https://techcrunch.com/...

• @whrobbins Will Robbins on x

  Incredibly excited for the @ZeptoNow team and proud to quintuple-down with this round. $0 -> $200M annualized revenue in less than a year is remarkable. And things are just getting started! https://techcrunch.com/...

• @kateclarktweets Kate Clark on x

  As most instant-delivery companies lose money & struggle to raise VC, this one in India, led by two recent Stanford dropouts, says its annualized revenue is already greater than $200M (launched in Nov.). And it just raised another $200M in VC funding. Hmm. https://techcrunch.com/…