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The Great AI Land Grab Reaches Peak 'Free Lunch' in India

Perplexity's partnership with Airtel to give premium offering to 360 million customers is the largest distribution deal of its kind
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India's Quick-Commerce Boom Built a Very Expensive Speed Trap
The 4,000-store network that was supposed to conquer the subcontinent is discovering brutal economics outside the top cities
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Manish Singh
India's Battery Ambitions Run On Borrowed Volts
New EV battery plants risk entrenching the same old technology dependence
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Manish Singh
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Why India's Retail King Needs Shein
India's fast-fashion segment grew 30-40% in the year through March
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Manish Singh
The Indian Retailer Beating Zara and H&M at Their Own Game
Zudio, the Tata-owned retail chain, generated $1 billion in sales across 765 stores — three times Zara India's $330 million in revenue.
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Manish Singh
Blinkit Leaps Ahead as Zepto's Dark Store Engine Sputters
Zepto’s once-aggressive quick-commerce drive is losing steam.
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Manish Singh
The Case For and Against Rapido's Entry To Food Delivery
Indian startup Rapido to test food delivery, leveraging its 3 million two-wheeler fleet and 8-15% take rate to pry at Zomato-Swiggy grip.
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Manish Singh
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Why India's Food and Quick Commerce Might Escape China's Perpetual Disruption Spiral
Morgan Stanley raises India's quick commerce TAM forecast to $57 billion by 2030, up from previous $42 billion estimate
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Manish Singh
India Dispatch
India Dispatch
Insights and commentary on India market, VCs and startups.

India Dispatch

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