This episode of Two by Two was first published on 05 June 2025.

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Bigbasket, Blinkit, Instamart, and Zepto are all fighting to capture more and more share of the quick-commerce market. But as they scale, a new set of players fulfilling one use case in minutes is entering the market with hype and funding.

Does this mean we will see an unbundling of quick commerce from being an everything store to having separate apps for everything? Or is it just another cycle of unbundling and bundling?

Hosts Praveen Gopal Krishnan and Rohin Dharmakumar discuss in the latest episode of Two by Two with Madhav Kasturia, founder and CEO of Zippee, and Sanjay Ramakrishnan, founder and general partner, Multiply Ventures.

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This episode of Two by Two was produced by Hari Krishna. Rajiv CN, our resident sound engineer, mixed and mastered this episode.

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