Blinkit’s Genius Strategy that stunned Amazon and Flipkart | Business Case Study

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VIDEO INTRODUCTION:
Hi everybody,
Blinkit, Zepto and instamart are driving amazon and flipkart crazy!!! and there is a chance that in the next 10 years, blinkit, which is an Indian company , it could become bigger than the legendary amazon itself!! and as we speak there is a tectonic shift that is making it possible!!!
In 2022, we made a video on Dunzo and Zepto explaining their unit economics, and how the idea of Quick commerce itself is not floating well. And that was true in 2022!!
But 2 months ago I saw this linkedin post by Shantanu deshpande who runs a company called the bombay shaving company and he said that they saw a day when they sold more products through blink it than they sold via amazon!!
And it is so stunning to know this because, 2 years back blinkit sales were at 0% of amazon for bombay shaving company, a year back it was at 10% of amazon and now blink it sales are crossing 100% of amazon!! And the reason why its a big deal for people like you and me is because, Today if you have your brand was on amazon, it's no big deal because it's too crowded today, but 10 years back, if your brand was on amazon, you had the golden opportunity to achieve insane sales!! And this is where we saw the rise of giant companies like boat, mamaearth and Noise!! So just like amazon 10 years ago, today if you understand why blinkit and instamart are revolutionary, it could be a huge opportunity for you!!
So as usual, as a business nerd I got deep into every part of the quick commerce industry, to find out what exactly has fundamentally changed in the quick commerce revolution of India and I found something absolutely mind blowing!!
So in this episode today, you are going get a sneak peak into one of the most valuable reports in the history Indian consumer market!!! And this report will tell you,
How on earth did a struggling unit like Blinkit start growing faster than zomato?
how did quick commerce go from being a landmine to a goldmine in just 2 years??
Why does it look like blinkti could beat a giant like amazon in the next 10 years?
What is their business strategy that is making it possible?
And most importantly, what are the business lessons that we need to learn from this blinkit vs amazon case study?
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✅Study Materials:
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[@ThinkSchool]

👉 Check out Odoo : www.odoo.com/r/4cY

[@ruturajk7]

At 8:15 in the video, order per month is 1800 instead of 18000 😊

[@sumitborana2511]

Quickcommerce don't onboard new or early stage brands, its a threat for startup economy, only big players get more bigger. what u think abt this?

[@lucifur5936]

So much so for the markets in Metro 😅. The world needs to realize that young/population population is shifting(reverse migration) to Teir 2 & 3 cities in Bharat. Dare anyone mentioned here to open business in these Teir 2/3 cities with income & spending on a steady increase. I myself migrated with my business to a Tier 2 city from Blr. I would rather invest on buying shares of Apple/Reliance/Adani and not mind wasting my time (inconvenience) on family members while waiting in a line in a DMart and passing on important cultural/socio economic/dharmic heritage down my family line. Enough of this foreign import/ideas.....we all need to revive Mandir economics to be healthy, social and enlightened in the process 😊

[@ritugupta9621]

Hlo Bhaiya One video of your journey from 10th to till now What study you have done And how you have such a great mind 😊😊

[@ritugupta9621]

Hlo Bhaiya One video of your journey from 10th to till now What study you have done And how you have such a great mind 😊😊

[@neeldesai5823]

Another mind boggling fact is that when a delivery guy is given 40 rs, if 5 km delivery is assigned he'll be burning 10-12 rs of fuel on petrol scooter, while delivery guy on EV 2W will spend not more than 2 rs on electricity. The whole economics change to be a delivery guy.

[@friendsgroup470]

But India 1 is clustered together in less location, whereas India 3 is spread all round and would not mind waiting for a day Hence, blinkit may not do well in the long run

[@AshutoshRanjan-is5hz]

Dynamics will change India 1 population will keep on increasing

[@yashaggarwal9719]

but after 2 to 3 years the guy will have to spend 50k to 70k on its batteries........ then how will he do that

[@minerjopeace5915]

If you consider the replacement cost of batteries, at per km basis, it would be 3 to 4 rs per km

[@biranchinb]

I guess it will also change with drone delivery, some time these companies will definitely try

[@deepbhupatkar7462]

Finally, after a long time, we have the best case study and not another politics-based video. Think School nailed it with a comprehensive video. Man, I loved it! Thank you !!🤩.

[@tonystank2680]

Politics and business are interlinked. If you can't understand it this channel and business definitely isn't for you😊

[@deepbhupatkar7462]

@@tonystank2680Cool bro. I meant to say that the pure business case study without including political factors.

[@tejasagrawal2]

​@@tonystank2680 you are the one finding it difficult to process his comment bro. Some people like business case studies more than political commentary. You don't necessarily have to be interested in the whole human evolution if you just want to be a heart surgeon 😷😅

[@KGtoPG001]

@@deepbhupatkar7462 True that. Was fed up of political videos.

[@Exmuslim_Anwar]

exmuslim Zafar heretic jindabad 🥳🎉 exmuslim movement jindabad 🎉🥳 इस्लाम छोड़ो, इंसान बनो 🙏🙏इस्लाम छोड़ो, इंसान बनो 🌙🌙n

[@MrVishalsingh]

As an ex-Blinkit employee, I have to appreciate the amount of research done by you. Your thesis is on point and detailed.

[@jaisibisivakumar3157]

Thanks for the video. My final year project was based on dark stores during 2022 now e-commerce has become a hotspot

[@iBrandWiser]

Can you share the project with me? I'm building something similar to Zepto+Zomato

[@flopbuddy6254]

Can you share with me the project I want to study about dark stores...

[@Exmuslim_Anwar]

exmuslim Zafar heretic jindabad 🥳🎉 exmuslim movement jindabad 🎉🥳 इस्लाम छोड़ो, इंसान बनो 🙏🙏इस्लाम छोड़ो, इंसान बनो 🌙🌙o

[@gurukrupa1438]

​@@iBrandWisercould u say from where to start and how to learn and know information about finance and gain all necessary knowledge for building things

[@deepbhupatkar7462]

Bro please, we want Deepinder Goyal sir on the Indian Business Podcast next..

[@NerdCentral_]

Why are you calling him Sir

[@yogeshchaturvedi22]

Just Deepinder

[@yogeshchaturvedi22]

😂will never call Ambani sir

[@Gd-jq6mz]

​@@NerdCentral_ Because he's got the hero worship disease

[@kanthach251]

Admire karne apne aap respect ata h

[@tanishkbaddam2935]

Kishore bayani said the same about India 1,2 and 3 in various podcasts He is such a gem with so much of experience

[@avishek15]

Still failed -that teaches a lot

[@Danube-nu5vl]

​@@avishek15he failed probably because he could not become a part of cronies.

[@gokulkgm]

He is Raja of Modern Retail​@@avishek15

[@ganstagranny]

You guys know he is a billionaire?

[@norvinmenezes1545]

​@@ganstagrannyBut what happened to the small share holders?

[@sak11222]

Dude, this is my entire Wharton Strategy class in 30 mins 😂 wow!! Too good 👍

[@ruchisharma9117]

Oh my God! The most incredible and mind boggling case study. I am a commerce student and could not appreciate enough how easily you presented contribution margin. The example of India 1,2 &3 was phenomenal. I am glad I could experience this masterpiece. I wish our B Schools could implement this teaching method. Thank you so much

[@akashnv7403]

Watching This video From my Grocery Shop..... Daily 15 k Business with 14% margin .....& I Don't let my Son to be a Shopkeeper....... Really Crazy No one Talking about Us 😞..... only Few Gaint Venture Companies Capturing Lakhs of Living Hood of Retial People's in India ...... Very concerning

[@dhairyabapodra]

It’s like no one talk about VHS or audio cassettes, or CD rental industries … every business scale in and out …. At least grocery shops are surviving on these other industries formed and disappeared in mere less than decade for some of them ….

[@AshwinKsa]

We are building an app which will digitize every Kirana stores and help them on board into ONDc too, can you please share me your phone number so that I can get some insights from your experience

[@prabhakar0076]

Myself too. Kirana Adda is going, No where. Ex:water and milk. Just sell limited, high Margin products and sell less margin products in Bulk or at premium margin. Opening Morning 7 Am to Night 10 - 11 pm is not a joke. Increase products that r rarely available online. Blinkit or other, if a product is not of enough quality like vegetables, Groceries,reversal is very very difficult. Instore , it's dead easy. Just update with technology

[@sayanpoddar5580]

Just an idea, maybe partner with these companies to covert a part of your store into a dark store. Consistent income from the dark store + income from your kirana.

[@prabhakar0076]

@@sayanpoddar5580 kirana stores r permanent, dark stores r not. They run only until VC'S DOLLAR continue. NOW Zepto is introducing monthly card and minimum purchase order, if not extra fee 🤣. New users r getting saturated for these. Why can't kirana shops do that "EXTRA FEE", COOLING CHARGES, Minimum order, No CHANGE is returned,after 10PM Charge.Extra Non kirana services can be given. Online is not competition for us, unity is not there among Kirana stores

[@TravelCuisines]

Thanks to Big basket, Blinkit, Amazon, Myntra and all, due to them now in our area with just a call we get groceries, vegetables, fruits, flower, fish or chicken delivered at doorstep according to our convenience. Not just this, even Saree and clothes 😃😃. This is more convenient for Senior citizens.

[@Brodragon2225]

but the food quality is frozen

[@varunshivan9569]

​@@Brodragon2225Yeah, nothing can beat how we traditionally buy our vegetables and non-veg. But on other stuff, yup these companies are excellent 👌.

[@souravkumarskb7131]

The only sufferers are local shops and kirana owners... But, yeah as a consumer perspective.....these apps are of great convenience

[@ZoldicsDiaries]

​@@souravkumarskb7131they are not suffering , they have customers from India 2 and 3

[@varunshivan9569]

@@Brodragon2225 tradional way of buying vegetables and non-veg is still the king for us Indians. I don't think this will be going away anytime soon. On other stuff these apps are excellent.

[@rahulbandlas]

omg!! Contribution margin concept explained so easily. Its an asset for any one looking to start something new.

[@hassansaid1791]

I am from the UK, and I hardly see this level of information presented so well thank you very much

[@ultuniqventures1511]

Unit economics iss bande se better koi explain nahi kar sakta... Hats off to this guy man

[@jamesscoles-gs1fe]

But when it comes to scaling marketing is cost he should include as variable

[@Thinkaboutit897]

Ganesh isn't pregnant but he never fails to deliver

[@Vaibhav.bhalla]

Came here after ganesh’s community post. 😂

[@SumanaGhosh-nc8js]

came here after community post.

[@KGtoPG001]

@@Vaibhav.bhalla This guy is gonna get famous soon.

[@ganeshshenoy2615]

As a Ganesh who was never pregnant, I can confirm the delivery is always a success.

[@divyanshsh]

bruh

[@momideb1351]

The way you have explained it in the simplest manner, i don't think we need to go back to rewind the video and watch any part again. So glad that I have been following this channel since a long time

[@siddharthbarjatya11]

India 1/2/3 is the biggest insight people can gain in today's world. This is mind blowing.

[@user-in8fo6ui6b]

To med students like me & a lotta people who do not come from business background your content is very liked bcoz of how u explain even little details (like how u explained differences & uses of contribution & profit margins). Keep it up, can't wait for more case studies.

[@user-ft8qq1vk8i]

In today's day, med students are in a very difficult situation in their own medical industry, after spending so much on education they barely make some money back, which is why I believe with the knowledge of medical science and super computer brains and a 100× work ethic of an average commerce student, a medical student can easily build a business and succeed

[@Exmuslim_Anwar]

exmuslim Zafar heretic jindabad 🥳🎉 exmuslim movement jindabad 🎉🥳 इस्लाम छोड़ो, इंसान बनो 🙏🙏इस्लाम छोड़ो, इंसान बनो 🌙🌛 q

[@priyanshchanchani]

This is so good. Finally a business case study, waited for quite a while. Worth the wait. The explanation of Contribution margins was amazing! ❤️🧿 Awaiting more such case studies ❤️🧿

[@Exmuslim_Anwar]

exmuslim Zafar heretic jindabad 🥳🎉 exmuslim movement jindabad 🎉🥳 इस्लाम छोड़ो, इंसान बनो 🙏🙏इस्लाम छोड़ो, इंसान बनो 🌙🌛r

[@subratabrahma3436]

Love the way you explain the contribution margins concept and it's practical use, which are normally taught in Cfa or MBA courses

[@sayanpoddar5580]

I already knew what contribution was but never understood why it was calculated. This video helped me realise why. Valuable nugget of information that now completes the entire picture. Thanks for this.

[@hkguitari]

summary: blinkit targets rich indians who pay extra just for saving time because maximum online consumption comes from rich indians.So basically its beneficial to target only rich indians in metro cities to be profitable charge extra without worrying about cost. Just ensure to provide convenience to them

[@arjunballal8515]

Really loved the way you explained the whole concept! Amazing work!

[@kritirai6950]

A so so so goooooood vdo after so long.. maja aa gya dekh k . 28 min kab bite pta hi nhi chala. Keep it up think school ❤️❤️❤️❤️

[@Karthickmasanmasan]

A comprehensive analysis of the current market trend in Quick Commerce thats booming in India with Facts & Figures along with Narration and explanation to basic concepts in a clear & understandable way.

[@Ka31568]

Tomorrow will be my first day at Zomato X Blinkit headquarters in Gurugram. Excited...

[@Exmuslim_Anwar]

exmuslim Zafar heretic jindabad 🥳🎉 exmuslim movement jindabad 🎉🥳 इस्लाम छोड़ो, इंसान बनो 🙏🙏इस्लाम छोड़ो, इंसान बनो 🌙🌛s

[@angryyoungman4389]

CEO ke rakh ke Chanta laga dena...

[@Abhay-me4zi]

how was ur first day???

[@millenniumbismay382]

It's just awesome how clearly you have articulated the process. The best 30 min of the day! Thank you :)

[@suraj_bini]

Finally after a long time Ganesh sir delivered a good case study. I love the final section of gross margin and net profits.

[@Robi_l]

Finally our guy is back

[@shruts2k]

This form of content is better than podcasts . Everyone is doing podcast !!

[@marineradda]

Election khatam ho gya south m

[@swapniltelang2445]

​@@marineradda I was thinking the same

[@prasannapatwardhan5053]

Loved it!!! You explained all the concepts so easily! Thank you man🤝🏻

[@roshankumarrauniyar1476]

This video was gold mine of business. Detailed and high quality content. Explaining every nuances. You got your subscription. Looking forward for more high quality content.

[@shreyanshsharma9044]

The fact that you made me ,a medical student, understand these fancy economics terms is just wow…….keep doing 👍🏻

[@mustafa6543]

Good Stuff!!! I'd heard of CM for n no. of times but was never able to understand it. But you made it super clear to me and it was absolute woooo moment for me!

[@NehaChandrachud-hp7xv]

Love ThinkSchool! Wish there was a channel like this for each country!

[@bhatsayali11]

The beat part about this podcast is the India 1-2-3 categories explanation. I have heard it 10 times over from kishor's interviews but didn't understand the numbers till I saw these graphs/charts Thank you for yet another insightful piece

[@vidyajyothigandlur5271]

Omg! I feel like getting into setting up a business myself. It is so full of smart thinking❤❤

[@RahulSingh-my4vh]

Wow, what in-depth and follow on video on already researched topic ! Kudos brother & Thanks ..

[@sakeenasammi1768]

Yeaaa your content is amazing......... as always.. I appreciate your efforts to make it understandable the whole information. Keep up the great work... More power to you.

[@user-bm6vc1lm8m]

Thank you for this video. Can't imagine the amount of research that would have gone into this. 28 minute kab nikal gye pata hi nhi chala.

[@rajdeepdeshmukh9023]

One of the best video available on this subject. Amazing job with data collection and representation 💯✨

[@akashdevada8134]

I am so much thrilled that even though I am not able to understand it at first but ready to watch 2 to 3 times to absorb this amazing insights

[@SunilPatil-cp3uv]

India 1,2,3 need nicely captured and explained. Excellent case study, keep up the good work .

[@1harru]

This is the type of content I am looking for.. Superb Analysis!!

[@velpulavenkatesh]

Top notch content... Absolutely need this kind of Studies on Educational Institutions. It'll change the whole thinking approach towards their future.

[@JyotiAgarwalofficial]

How to compute profit: Sales -variable cost = contribution Contribution-fixed cost = profit Fixed cost include : rent , setup cost it remain fixed and after sometime when the scale of business increase you recovered that cost . Variable cost include : electricity, fuel,maintenance many charges which can change with orders and scale The problem comes when we have to decrease the cost of variable bcoz in fixed cost when business go in scale you are able to recover fixed byt its hard to cut the variable costs My father have agency of hul and the problem we have facing recently is decreasing margin bcoz of online competition. And foe me i think the most important thing in indian market which worke is price indian consumers are price sensitive but yes time is money too but it depends only in few cases 😊 well you made my concepts stronger by this vedio thank you for your great efforts😊

[@prabuddhaghosh7022]

Its a little more complicated. How do you count an extra warehouse to deal with extra volume within the same delivery area. Do you treat its rent as fixed or a variable cost. For 1200 orders you could deal with one warehouse and 34 employees but with orders going beyond capacity of one warehouse to deal with it now you have additonal fixed costs but as they are due to scale they can be thought of as variable costs. It all depends on what scale you are doing the analysis. Same for Software customized by cities and countries. When you are spending more on software due to growth again its a variable cost not a fixed cost.

[@naveensoni9356]

Ganesh bhai i don't know why. But listening ENGLISH from you is the most easiest and understanding to my mind. And it's something i must say. It is very convincing ❤

[@atanumalik5338]

Brilliant episode Think School, love the way you explain everything so easy to understand manner! Keep up the good work ❤

[@ankur291286]

Ganesh and team - huge thanks to you all for making this kind of content available to everyone for free. You are contributing immensely to business growth of India by providing extremely valuable information to young work force (both current and future entrepreneurs) and helping them make smarter decisions

[@shalineesharma8704]

Thank you for the case study, it’s amazing. Btw, this is not a rant just the stuff nobody from these big firms talk about. I mean to share incidents that have been shared by most employees working in blinkit. Blinkit offers one of the most toxic work environments to its employees. I’m talking about ppl who have been working in their corporate offices and warehouses. They have warehouses located in remote areas. There have been instances where their employees have been attacked by local goons and blinkit does not come forward to help its own workers. How sad is that! Unofficially ppl are made to work 12-14 hours with no job security. Given the situation of unemployment in the country, ppl are even putting up with that life of toxicity in blinkit. Any company who chooses to exploit its own people can move forward only upto a certain time and limit. Maybe the upper management is not even aware that all these things have been happening to its own ppl. Employing less ppl and making them do more work than they are supposed to do eventually leads to more profits. Sometimes, we look at just the policy formulation and implementation and not the exploitation going on bts.

[@yogendramaarisetty]

I Just ordered mangoes on blinkit. I got them even before half of the video finished.

[@yahyamohammed4805]

So basically you are India 1 and dont mind paying more? Jus asking cause we run an e-com company in Africa and planning to do the same by increasing price

[@92shreyas]

@@yahyamohammed4805 personally as a person who orders daily stuff from online , i would say as long as it saves me time and i have the money to pay for it why not ?.

[@bravewarrior1218]

​@@yahyamohammed4805 Mango is for India 1,2 and 3.Affordable to buy

[@devd_rx]

@@yahyamohammed4805 if you are the first one in your country/city doing this, you will have to go through some struggle but you will enjoy later, make sure to follow the learnings from video and setup your warehouses accordingly

[@viveks7994]

What an amazing explanation of the terms along with examples. Loved the video!

[@bhatravithegrt]

This is a brilliant case study and such a wonderfully made video. Keep up the great work and keep bringing such good topics :)

[@TanvirAhamed-wo6ps]

Love this content. Please make sure you are posting this type business content on a regular basis.

[@jayantsurana]

It would be great if these quick commerce platforms can find a way to provide GST credits to business customers like Amazon and Flipkart do. It will increase sales further as GST on costly products turn out quite high and businesses would want to save that, making large orders stay on Amazon or Flipkart for the time being.

[@shekzdj]

One of the best case studies on Indian Consumer and Market that i have seen.. as always Think School 🙌🙌

[@sathish2868]

First time I see your channel. Your data is really impressive. You explain the whole Indian economy segment wise.

[@abhimanyuagrawal1808]

You guys are getting better each day. Keep going!

[@Aligarian-mp5lv]

Finally a good video after a long time

[@manishr8730]

Beautiful❤ As a Entreprenuer, it gives me wide veriety of thoughts. Cant stop thinking and synch with my business...

[@Tejas.M]

Best video yet on your channel, thank you!

[@ErenYeager0607]

I can understand every part of this video especially the last 10mins because i actually studied in school

[@minecraftbhau3802]

Nice joke. Konse school me padhaya jata hai 😅😅😅 I think 🤔 you are talking about B-schools

[@ErenYeager0607]

@@minecraftbhau3802 bhai icse ka class 11-12 ka accounts book dekh lena kabhi Aur details me janna to bcom course ke books pdh lena

[@piyushbhavar6747]

Your video totally changed my View on Quick Commers. Thank you so much for such an insightful content ❤

[@piyushbhavar6747]

If this gets true, Dipender Goyal may become Jeff Bezos of India

[@korandlapraneeth]

The research on this video is indeed phenomenal. Sadly, such cases should be taught in colleges and that would be a dystopian dream in India.

[@surajsrinivasan5043]

Really commendable work Ganesh!!🎉🎉 Such an insightful case study!!

[@manasranjanchhatriya8433]

Can you please make a video on "Why companies like Flipkart and Pine Labs are shifting their base from Singapore to India ?"

[@niroshanvenkateshwaran]

Lower income tax, I guess…

[@Facttri]

From Singapore to India or India to Singapore???

[@bravewarrior1218]

#manasranjanchhatriya Companies like Flipkart and Pine Labs are shifting their base from Singapore to India for several key reasons: To pursue an initial public offering (IPO) in the Indian market, which has shown a strong appetite for Indian startup IPOs. Listing in India provides better visibility and coverage from analysts compared to developed markets for startups valued below $20 billion. To achieve business synergies, economies of scale, cost savings, and simplification of the shareholding structure by consolidating operations in India. Having the parent company based in India where the core business operates can streamline operations. Regulatory ease as Indian regulators can monitor and conduct diligence more effectively when the ultimate holding entity is based in India. This is particularly relevant for fintech companies like Pine Labs operating in a highly regulated sector. High demand and premium valuations for tech companies listed in India compared to developed markets. Indian investors are willing to pay a premium for domestic tech firms. Tax benefits in the long run, despite the initial tax burden of reverse flipping, as profits would be taxed in India instead of being repatriated from overseas. The primary motivations are to tap into the lucrative Indian IPO market, achieve operational synergies, ease regulatory compliance, and benefit from higher valuations and long-term tax advantages by shifting their domicile to India.

[@electrifiedcommunity2000]

Because to avoid any potential actions by regulator.. Even Phonepe did the same so every licenses and approvals could be easily obtained due to their domicile status.

[@jiteshvaswani2956]

I would still prefer my local kiarana store as we have trust on them and they are just near the colony, as coming from a offlline bussiness family i would support to local shops, blinkit and everything can be used rarely

[@hitanshshah1797]

Your business case study researches are just mind blowing and really really commendable. I just love your content

[@pronoymukherjee7734]

Amazing job explaining things. Absolutely love it.

[@rohitjacob5649]

Great insights as usual, but the editor deserves a raise after this video.

[@PoojaSoni-hf6xi]

Hey ganesh…. I would like to understand how do you start your case study…. I want to use this for my work profile

[@harshasarangi455]

Nothing remains complex when you explain brother. N I'm medico, so I don't even know what I'm doing on this channel but its all so interesting that I'm hooked. Moreover, once in a while, I do get a video that every adult in the country should watch since they are supposed to vote, like the one you did where you explained differences in freebies Keep up the good work

[@sumirtyagi2319]

Very well explained, your research and presentation of this case was sublime. 100/100 for such efforts. Keep educating us. Thanks. ❤

[@harshvardhansingh396]

Amazing content as always!!! I am a huge fan of how you present the topics supprted by strong facts and numbers. I have a request - can you cover the rise of Dark Web in India and how its being used actively in Politics today. Thank you! Keep rocking!

[@shruts2k]

A few observations .. India one is more like US where convenience is more important and consumption is more on luxury. Mexico is more like India 2 which supplies workers. Also what the optimum number of SKUs these companies carry. Giant retailers like Costco have reduced the number of SKUs and seen an increase in profits. Where as Walmart has increased SKUs to manage better top line ? Which strategy works better in India ?

[@chantsforlife6939]

Both will work. India one can be further divided in premium India one(1%) - which will look for costco style.... Rest in India one will be in Walmart style

[@Madrid_-xe6kr]

India 1 is not US. US is much much richer than India 1. US is 4-5 times richer than India 1. India 1 is 15K$ per person at 100MN people while US is 60K$ per person with staggering 340MN people. India 1 is actually more like Mexico. India 1 can definitely pay more for delivery convenience for grocery and own an iphone but so can Mexico. But can users of India 1 pay 5-10% more for Rs 20K product to get it delivered in 10 minutes. (Short answer: No, so price insensitivity is limited). 15K$ is strictly middle class income in a middle income country. FYI- US top 1% alone has 45 TN$ of wealth by themselves. (12 times India 2024 GDP). All bullish on India but US is a different league. There was news that we doubled our operational airports to ~200 airports in last 10 years. US has 15000 operational airports vs 200 in India. Open the results of any big MNC and compare their revenue split from North America and rest of the world. It is a humbling experience of how much more ahead US is in terms of economy.

[@gurpreetpanesar395]

Thanks Ganeshan ... Coming back to basics where you are absolutely unique

[@akashbansal6216]

Thanks think school team for this amazing comprehensive case study and finally after a very long time we got something apart from politics ... Love you guys ...

[@AYUSH-zf7hf]

That what we talking about!!!! That's why he(think school) is the goatttttt!!!!

[@namanjain3201]

king of business case studies

[@ajaysahrawat4786]

Awesome Ganesh. THANKS for an amazing work!!!!!

[@kushalbhandari9840]

One of the most insightful case study! Great effort.

[@1nOnlySB]

12:30 - that is why Kunal Shah (Cred) focused only on India 1

[@raginidhanashri8043]

Dude, I am just 16 years old and have interest in business. And by seeing ur videos I want to start my business after my education 😁

[@alok3009]

Appreciate the efforts put in making the video, it looked like a lot if effort went into making it

[@kunaldubey3270]

Bhaiya ! I am so overwhelmed the way you explain things and also your team is doing outstanding job. You should start teaching subjects like financial and strategic management, costing of ca Course ❤

[@pranav_kute]

Why is Amazon not providing 10-20min instant delivery options?

[@sushanthshenoy4248]

Amazon's logistics is optimised for 1 day delivery, not for 10 mins delivery

[@prasvasu4217]

Ganesh, can you bring Ruchir Sharma on the podcast? 1. He's always been a very sharp analyst in the US; 2. He's now starting to do podcasts; he has the $$$ incentive to stay neutral (and at least tries to, everyone has biases) 3. He has the depth of knowledge to critique all parties and policies; 4. He can speak about India from an international investor standpoints 5. He can critique your critique (your own report cards, on how BJP fared economically, states faring economically, (investment into infrastructure), black/white paper etc. 6. There is a lot of scope for information exchange (You have reports and data that could add perspective into the conversation)... I feel the possibility of a very rich exchange there.

[@zagbrefranckserylionel1456]

I really missed your documentary, looks like a blockbuster to me, keep it up with the good job.

[@checkmeout1947]

I can't agree more! I can clearly see as a customer of blinkit it's a game changer! For smaller items to get in 8-10 mins is mind boggling, where amazon delivery time is min 24 hrs! This race is just brilliant and exciting to watch!

[@yugamshah7533]

India 1 ( customer )orders on Blinkit, India 2 ( store manager )processes and manages the order, India 3 ( delivery guy )delivers the order.

[@iXpress]

Blinkit - don't become Woke or else be Broke.... take care

[@bhaveshgupta5006]

Wonderful case study, with great insights. love to learn about the process you undertake in collating such details

[@jeniksoni9944]

Bro your research is so easy and understandable. With very well presented. Great

[@Homeland661]

Under Modi Ji, Indian Companies are dominating the positions of Global Western Gaints. Power of Modi Ji 🙏💪🚩🚩

[@NightRanger-en8ix]

Bruhh

[@NerdCentral_]

😂😂😂

[@minecraftbhau3802]

You should have said that under this govt they are getting incentives for doing business nothing more

[@user-SkmBeats]

@@minecraftbhau3802 isnt that what the role of govt is? if they are doing 100% of their role, dont they deserved to be given credit. i think u guys take all this capitalism of modi for granted, when u will see the redtapism communism socialism of congress, u guys will run away from india that day.. so sad even after so much knowledge after watching so many buisness vidoes and political videos, u still cant accept or credit bjp its due for making the country, meaning u still think congress can give something which is completely false.. this hope or blind assumption, that theres somebody better than bjp in development, can ruin india,, these 5yrs if u give chance to congress just for the sake of it, they will destroy india so much, u will not even come to vote next election, u will simply leave india, bcuz the threshold limit to destruction of a country wud have been passed due to congress disastoruous economic policies,,, they even rejected UPI, just think that for a min in ur head.... so sad u guys still cannot be 100% trust on bjp

[@2minuteslaw562]

Hi spokesperson of BJP

[@iXpress]

Hi, Pappu Pidi 😂

[@introvert_]

Hi!! Mr Pappu from India 3, did you understand anything or not, or just politics in your head😅😂😂

[@NerdCentral_]

@@introvert_That’s so egotistical

[@introvert_]

@@NerdCentral_ I know But See how that person speaks

[@saurabhkesharwani6143]

Extensive research, good presentation! 👌🏼

[@SanchitMehta-ep5wr]

Great Content Man! Gave a very large understanding and expands our scope of thinking

[@atharvdixit7147]

Simply best detailed analysis. Excellent work by Think School

[@SudhirNayak007]

Thank you. Appreciate all the hard work.

[@jaiarora3044]

This is sheer brilliance Ganesh. You should keep a data of stock value changes post your videos. I feel it would be very useful 5 years later.

[@kushmalhotra7309]

Thanks a Lot Ganesh and your Team for providing such a valuable insights about Quick Commerce Industry 🙌