Withadityabansal

07/06/2022

Off lately, the investor's focus has been shifted to profitability, driving the shift in business strategy for the startups.

Domino’s 30 minute or free promise is applicable only when everything is perfect, the order consists of high margin products, but the order is not too big, the outside weather is not bad etc. They pioneered the model, which helped them outgrow the competition manifold. Today, the startups are trying to shrink the delivery time to 10 minutes, without keeping an eye on the margins.

The hyped 10 Minute Delivery space has high operating expenses, something which can’t be controlled with the economies of scale. Which in itself makes the profitability near impossible to achieve. Things become even graver if we add the rising fuel cost and competition, the shortage of gig workers and the safety concerns associated with the model.

I personally believe that it will take a while before the 10-minute delivery can become a successful business model.

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Li4c

06/06/2022

With the launch of JioMart Express, Reliance throws its hat into the grocery delivery space, with Dunzo as a delivery partner, which they funded earlier this year only.

The battle for groceries is intensifying every day. The standing players are Amazon, Flipkart Quick, Tata (Big Basket), Zomato (Blinkit/ Grofers), Swiggy (Instamart), Zepto, and Reliance.

Only time will tell the winner!!

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Li4c

27/05/2022

We are always 2 years away from the launch of the 5G network. 61 countries around the world have commercially launched the 5G services, but we are still discussing the basics.

The first delay was caused when we didn’t join the Global Standards, as we filled our requirements after the deadline with the Global Body and they decided to include our inputs in the 6G network. The debate is still on where Reliance Jio is advocating for the 5Gi and Airtel and Vi are for the Global Standards.

Then we were making some headway, but half of the world decided to ban Chinese companies Huawei and ZTE. They were the key vendors for the 5G hardware.

Then we have a fight between the Space telecoms like One Web and Starlink for the 28Ghz spectrum, as this is best suited for them, but the telcos are fighting for the same too, as this is the best suited for the ground-based 5G operations too.

Lastly, our auction pricings for the spectrum are skyrocketed, we are asking for 4-5x more from our telcos as compared with the developed nations, which has delayed the auction, and we might even see a modest response in the auction scheduled for later this year.

25/05/2022

The fight between Ambani and Amazon over Future Retail is intensifying every day.

Round 1: Amazon blocked Future Retail’s take over. Amazon is a minority shareholder in Future Retail, and the Kishore Biyani couldn’t get the required votes to proceed with the sale.

Round 2: Ambani opened a war chest to go after 50-60 FMCG brands to grow their presence in retail.

Round 3: Ambani has been doing under the table deals for the assets of the Future Retail, they are taking over the Big Bazar store one by one, by taking over the lease, when the store fails to pay the rent they take over the store. Which has irked Amazon and they are crying out for help now.

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24/05/2022

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23/05/2022

The markets go up and down, but staying on the financial goal decided at the time of investing is important.

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Li4c

22/05/2022

Adani Adani and Adani

In a matter of days, Adani group has become the 2nd largest cement manufacturer in the country. They have acquired the Holcim’s India business, single-handedly.

It seems like, industry after industry, is falling prey to Adani’s ever-expanding vision. Adani sweeps in the areas where the government wants to lose its grip (Ports, Air-Ports, Energy Production, any age-old industry), they raise a lot of money to buy, they buy the already built companies, solidifying their presence from day 1, IPO the new business and repeat the same thing, again! This has been done like a clockwork to business after business. As a result, the Adani group has become the 3rd largest conglomerate in India and has made the Gautam Adani the wealthiest person in Asia!!

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Li4c

21/05/2022

We can predict the movement of celestials years in advance, we can predict weather up to days, we can predict the macro movement of the stock market up to an extent, but no one can predict the start-up world. The Start-Up(s) are the most unpredictable chaos in the world.

The billion-dollar valuation was lost in a matter of days,

100s of jobs lost in weeks,

The confidence which took years to build had been lost in a few months.

All of this enforces the unpredictability and the risky nature of the startups and VC world.

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20/05/2022

On Saturday, we discussed Google, Amazon, and others jumping on the IPL Broadcasting rights.
https://www.linkedin.com/posts/withaditya_withadityabansal-ipl-ott-activity-6931120787739275264-VmTJ?utm_source=linkedin_share&utm_medium=member_desktop_web

This is not the only thing the OTT is doing, the Netflix’s loss of subscription and subsequent fall in share price is forcing their hand in experimenting more. To stay relevant, Netflix is planning to launch an Ad-supported subscription plan, the very thing they vowed to end when they first started offering streaming services. Others are likely to follow the suits, there are already rumors about Disney exploring the same.
But this may backfire, as once there is an Ad during the content, the “hooked” mind will go away. The average time spent per user will go down.

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Google is mulling to join the race for IPL broadcast rights, the list already contains Amazon, Disney, Reliance, Sony, Zee, and many others. Did you ...

18/05/2022

Open Network of Digital Commerce (ONDC) has been a lot in the news, but what is it?

Learn more here: https://www.linkedin.com/in/withaditya/recent-activity/shares/

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18/05/2022

Paytm Mall raised back-to-back funding, but couldn't hold the ground to justify the funding.

They raised a total of $800M USD only to be valued at 4x of the money raised, that too at the peak.

Any fundraised beyond series C shall be for growth and pure growth, whether in terms of products/services offered or for the geographic expansion.

17/05/2022

What is the one and the only thing you must have to become a leader?

It is extremely easy, there is only one formula and it had two parts, making decisions and owning them.

❓I am not a manager or CEO or something, where shall I make decisions?

✔️ We all start becoming a leader in our personal life first, what movie we all should go to, what food to order, and weekend plans. Just simple, basic decisions.

❓ But I already make these decisions, but I don’t feel like a leader. Why?

✔️ You just make them, but you need to own them too.

16/05/2022

“No” is not a word for Mukesh Ambani, he get will get what he wants, one way or another.

Reliance Group tried to acquire Big Bazar to expand their own eCommerce channel, Jio Mart, but the deal didn’t go through because of a minuscule share holding by Amazon in Future Group.

Amazon said “NO” to Ambani. They were protecting their own interests, by blocking Ambani.

At least that is what they thought, they mere delayed him.

Now Reliance is aiming to acquire 50-60 brands in the grocery space, with a target of $6.5B Spend in the process, which can be very dangerous for Amazon, as they (Reliance) can force Amazon to delist the products of these brands from Amazon, this can hurt Amazon on another level.

What are your view on this?

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Li4c

16/05/2022

Indian startup ecosystem rode 15 years in the valuation race.

With the recent erosion of wealth by PayTm, Zomato, and PB the sinking valuations are coming in sync with the value, it also tells the hard truth, valuation without a clear goal to profitability won’t sell anymore.



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14/05/2022

More people have heard about CNN+ Disaster than the CNN+ launch.

It is just crazy to think that the $300M USD was wiped out in just 30 days.

They launched an OTT for news, but no one told them that NEWS and Entertainment are different things!


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13/05/2022

SoftBank Records $13B in Losses, Tiger Global does one up with $17B Losses!

The overhyped startup valuations are meeting the reality across the globe now.



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**LinkedIn for Creators**

09/05/2022

What is the number of funded startups in India?

Swipe to find out!

06/05/2022

When is the perfect time to start?

We wait for the
perfect time to start,
perfect conditions to start,
perfect experience to start,
in the strive for perfection, we never even try.

Just give it a shot, with not so perfect words and not so perfect graphics, just give it a try.

04/05/2022

India Inc mints 100 unicorns, from first one created on 15th Sept,2011, it took us 3,882 days to reach the hundred. How much time will we need to reach the next 100?