EPISODE · Dec 7, 2024 · 1H 7M
Swiggy vs Zomato Q2 Results, 10 Min Food Delivery, Blackbuck IPO
from ASYMMETRIC
The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwikDarshit: GP, Sparrow Capital 00:00 Coming Up01:18 Introduction03:07 Swiggy's Q2 results6:31 Adj. EBITDA implications8:47 Key metrics driving food delivery performance11:21 Key metrics driving Q-Com performance18:28 10min food delivery 19:42 Blackbuck, results and investment implications23:49 VC perspectives 36:45 Dynamics of payment flow businesses47:45 Ecom Logistics Market in India vs US/China55:05 Closure
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Swiggy vs Zomato Q2 Results, 10 Min Food Delivery, Blackbuck IPO
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