ASYMMETRIC

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


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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

...more
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ASYMMETRICBy Shantanu, Chirag and Revant