All Episodes
Two by Two (Private) — 113 episodes · page 1 of 2
Connecting 110 Dots (Season Finale)
How do we fix how India sells insurance?
Swiggy is eating itself to stay in the game
India is built for AI agents. So why isn’t it using them?
The hyperindependent Bangalorean walks into a hospital rave
Three times Uber said no to leaving India
Nykaa would rather be premium than be fourth
Ather's Rs 1 lakh scooter walks into TVS and Bajaj's market
Rewind : The numbers behind OpenAI, Gemini, and Perplexity’s deals with Phonepe, Jio, and Airtel
The new UPI equation
Zepto's ‘generational wealth’ narrative has started to crumble
The 100th Episode Special
Will Zepto become Swiggy before Swiggy becomes Zepto?
India's AI edge is that it has no AI of its own
Why Jio made Dhurandhar and then gave it away
India’s biggest companies can afford to build frontier AI. So why won’t they?
The Meta–Cred–Kunal Shah deal, stripped to its fewest assumptions
Agents changed everything about hiring except the outcome
‘Free the rupee. Let it go’—How to save the market from investors
Where are Emergent’s users?
Amazon’s quick-commerce wildcard is Prime
Everyone bet on PhonePe and CRED. Bajaj Finance got there first.
Groww beat every odd to get here. What beats it next?
Should young designers pay senior designers to teach them?
Hyrox gave India a finish line. What happens after you cross it?
Why do India’s gig workers love a job they’re desperate to leave?
Are HUL's best days behind it?
Can NPCI’s BHIM take on the giants it created?
19 years on, is IPL still too big to fail? Sharda Ugra answers
Rapido broke the Uber-Ola duopoly. Can it now break the Swiggy-Zomato one?
The Middle East war will cost India. How much and for how long? Ft. Mohit Satyanand
Healthify swallowed its disruptors. But can it digest them?
Did Gen Z hand consumer brands a blueprint to beat the giants?
What Peak XV's partner exodus says about VC economics
What a global investor really thinks about India's next decade
Ranking TCS, Infosys, Wipro, HCL: Who thrives and who survives in the AI era?
Who is the entry-level software engineer now?
PhonePe dominates payments but loses money. Now what?
With Noice, Swiggy picks the 3rd path in quick commerce
Can Urban Company avoid BigBasket’s fate?
How can restaurants scale sustainably?
2025 Year-end special
60 seconds for every 2025 episode
QIP, IPO, Bubble. Why Swiggy, Zepto, and Blinkit see quick commerce differently
The bro-ification of business and tech podcasts
Meesho has come a long way. How much farther can it go?
The numbers behind OpenAI and Perplexity’s deals with Jio and Airtel
What will bring ambition back from the dead?
The great big Indian IPO
How do we reimagine hospitals from scratch?
Deepavali Break
India risks losing cultural relevance in the AI era
What happens when diamonds are neither rare nor expensive?
What killed India’s first fintech lenders?
Firstclub wants to be the Costco of quick-commerce
What happens when Indian consumers discover what they are consuming?
Uber India has run the race and stayed the course. Can it change the game?
What is the point of an undergraduate college education today?
Whatsapp's double life
Which quadrant does India want UPI in?
Will Indians pay for pest control as a service?
Is India overvalued, under appreciated, or both?
No Explainers, No Takeaways: One Year of Two by Two
Jio Blackrock wants it all
The invisible whale that capsized India's leaky options boats
In an AI age, India does not have an open source strategy
GCCs versus Indian IT companies
“Your duopoly is my opportunity” - India’s third-place challengers
Who broke Bengaluru, and how do we fix our cities?
Where AI Can and Can’t Replace Human Coaching
45. Are we seeing the unbundling of quick commerce?
Can Smallcase maintain its relevance in a changing market?
Reliance Retail pays the price for size
India’s AI program is unlikely to create unicorns
Coffee versus cafe? India is poised at an inflection point
Who will be the next Blusmart?
Can Stage become the Netflix for Bharat?
Why build when you can buy and then build? Here come the search funds
Are Trump's tariffs a crisis or an opportunity for India?
Are we in the "enshittification" phase of Indian consumer tech?
Should you invest the first two years of your career doing strategy consulting?
Ultrahuman and Kuku FM have broken out
How big is the market for treating farmed animals humanely?
Who'll become new televison? Youtube or streaming companies?
Airtel fights spammers. And Truecaller's business model
What is stopping 10-minute alcohol delivery?
Going out of India is easier than going out in India
Razorpay, Phonepe, and others confront Juspay’s “white box”
Who and how do you incentivise to solve India's air pollution problem?
Zomato, Swiggy, and the rise of the 10-minute "dark" cafe
If B-schools were invented today, would students run placements?
The Future was electric cars. Until it wasn't
Are we past peak Amazon India?
The death of D2C
AI comes to annihilate India's SaaS companies
The mystery of usury
Marketing is eating itself from the inside
Dmart versus the challengers at the gate
Can venture capitalists do no wrong?
What does Ola Electric's future hold?