Are we seeing the unbundling of quick commerce?

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Two by Two

The Ken

9 episodes

22 hours ago

The Two by Two podcast is a premium business podcast from The Ken that investigates, discusses and breaks down the most important business stories around you. Hosted from The Ken's newsroom by business journalists Rohin Dharmakumar and Praveen Gopal Krishnan, Two by Two will feature guests and experts from across the industry and academia to talk about issues no one else is talking about.

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All content for Two by Two is the property of The Ken and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

The Two by Two podcast is a premium business podcast from The Ken that investigates, discusses and breaks down the most important business stories around you. Hosted from The Ken's newsroom by business journalists Rohin Dharmakumar and Praveen Gopal Krishnan, Two by Two will feature guests and experts from across the industry and academia to talk about issues no one else is talking about.

Show more...

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Are we seeing the unbundling of quick commerce?

Two by Two

1 hour 14 minutes

2 weeks ago

Are we seeing the unbundling of quick commerce?

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.

If you liked this episode of Two by Two, please share it with your friends and family who would be interested in listening to the episode. And if you have more thoughts on the discussion, we’d love to hear your arguments as well. You can write to us at twobytwo@the-ken.com.