S01E03 - Zepto removes additional charges & zero delivery fee

So I was looking into this new Zepto announcement, and honestly, I’m kind of shocked. They’re saying "no more handling fees, no surge fees, no rain fees, EVER." Plus, free delivery for any order over 99 rupees.It sounds amazing for us, right? But when I dug into it, the business side of this looks… well, crazy.I mean, Blinkit and Swiggy Instamart only give free delivery over 199 rupees, so Zepto is really trying to start a fight. But here’s the catch: I found that those fees they just cut made up 20% of their revenue.So in this podcast, we’re going to talk about what’s really going on. This isn't about Zepto being "nice." It’s a huge, high-stakes gamble to fix a massive problem they have.Here’s a list of all the topics we cover in the episode:Zepto's new "no fee" policy vs. competitorsThe immediate 20% revenue lossThe real reason they did this (CAC vs. LTV)The big market share war with Blinkit and InstamartCustomer churn rates (and who is switching)Zepto's plan to make up for the lost moneyHow they plan to win with "operational efficiency"The math behind their "dark store" strategyGovernment pressure on "drip pricing" and dark patternsThe huge risks: predatory pricing, negative unit economics, and the rider welfare crisis