
Sign up to save your podcasts
Or


Amazon Now launched in September 2025. It was already two years behind Flipkart, and well behind Blinkit and Zepto.
Nine months later, it's doing 450,000 to 500,000 orders a day, expanding to 100 cities, and a Blinkit executive is walking through Colaba market, stopping in front of an Amazon dark store in a location Blinkit's expansion head could only dream of.
Amazon has something its rivals don't: 150 million Prime members who already shop five times more frequently. And since bundling quick commerce with Prime, their order frequency has tripled.
Tune in.
Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
By The Ken5
99 ratings
Amazon Now launched in September 2025. It was already two years behind Flipkart, and well behind Blinkit and Zepto.
Nine months later, it's doing 450,000 to 500,000 orders a day, expanding to 100 cities, and a Blinkit executive is walking through Colaba market, stopping in front of an Amazon dark store in a location Blinkit's expansion head could only dream of.
Amazon has something its rivals don't: 150 million Prime members who already shop five times more frequently. And since bundling quick commerce with Prime, their order frequency has tripled.
Tune in.
Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

401 Listeners

294 Listeners

29 Listeners

159 Listeners

12 Listeners

57 Listeners

649 Listeners

234 Listeners

39 Listeners

296 Listeners

40 Listeners

5 Listeners

14 Listeners

95 Listeners

12 Listeners

14 Listeners

4 Listeners

0 Listeners

0 Listeners

0 Listeners