Shows
The Nutgraf (Private)Can Rapido become Ola before Ola becomes Rapido?Recently, one of Ola’s investors slashed Ola's valuation to $1.2 billion—a drop of over 80% from its peak in 2021. On the other hand, at least one of the investors of rival Rapido believes that Rapido is worth $1.1 billion.Even if you ignore the specific valuations, the trend is uncontestable. Ola is falling, Rapido is climbing, and now, their paths cross in a moment of reversal. How did this happen?Well, there are two theories for it, explains Praveen Gopal Krishnan in this episode of The Nutgraf. Tune in.At 3:40, we mention that...2025-05-1012 min
The NutgrafOla Electric didn’t stop diggingThis episode of The Nutgraf was first published on 12 April. Unlock immediate access to the latest episodes and all of The Ken’s audio offerings. Subscribe to The Ken’s Premium plan at the-ken.com/pricing/, or purchase a monthly audio subscription for The Ken Premium on Apple Podcasts (Rs 299 in India). ------ How many vehicles does Ola Electric actually sell in a month?Nobody knows the answer.In February 2025, the firm sold 25,000 scooters, but only 8,390 were registered on the government’s VAHAN portal. T...2025-05-1016 min
Two by TwoAre Trump's tariffs a crisis or an opportunity for India?This episode of Two by Two was first published on 10th April 2025.Premium subscribers of The Ken have full access to ALL our premium audio. They are available exclusively via The Ken’s subscriber apps. If you don’t have them, just download one and log in to unlock everything. Get your premium subscription using this link.You can also subscribe to The Ken Premium on Apple Podcasts for an easy monthly price (Rs 299 in India). The channel includes ALL our premium podcasts. -US President Donald Trump’s mission...2025-05-081h 42
DaybreakThe hunger games are raging but Zomato just won't take the baitFour months ago, food delivery giant Zomato decided to run an experiment. If you are a regular patron of the app, you may have noticed a tab called ‘Quick’ appear, that promised 15-minute deliveries in a bunch of metropolitan cities like Bangalore, Mumbai and Delhi NCR. Now, the company’s founder and CEO made an interesting statement last year that explains why it would choose to try out this experiment. He was asked a question about how quick commerce has changed customer expectations around food delivery. And he said, quite simply – “Blinkit is fast, but that ha...2025-05-0645 minThe Nutgraf (Private)ONDC is losingA couple of days ago, Moneycontrol broke the story about a fallout between the National Restaurant Association of India (NRAI) and the Open Network for Digital Commerce (ONDC).The NRAI, India’s largest restaurant body, put a hold on onboarding new members onto the platform.Well, it has several reasons to be unhappy. After all, it's pretty undeniable now that ONDC is struggling to make its model work, especially in food delivery.In this week's episode of The Nutgraf, Praveen Gopal Krishnan explores the re...2025-05-0311 min
The NutgrafIndia is the markThis episode of The Nutgraf was first published on 5 April. Unlock immediate access to the latest episodes and all of The Ken’s audio offerings. Subscribe to The Ken’s Premium plan at the-ken.com/pricing/, or purchase a monthly audio subscription for The Ken Premium on Apple Podcasts (Rs 299 in India).------Earlier this month, Piyush Goyal, India's commerce minister, kicked the hornet's nest with his comments on the country's startups.Essentially, Goyal’s main complaint was… “why are Indian startups like this? Just look at China."...2025-04-2915 min
The Nutgraf (Private)The melting ice-cream curveFor over a decade, startups have been religiously pursuing hockey stick growth.But in 2025, we’ve discovered that’s not true anymore. Startups aren’t growing like they used to—so we’re discovering newer, more unfamiliar curves. Most strikingly, we now know what the shape of the downward curve looks like.How startups and companies respond to the pressures of a new environment where growth is no longer easy can be represented through a melting ice-cream curve. And it has three distinct stages.Praveen Go...2025-04-2614 min
Two by TwoShould you invest the first two years of your career in strategy consulting?“The future of consultants is intricately linked to the future of consulting”That’s what one of the guests had to say about the future of consultants and the promise of consulting careers.Being a consultant at any of the big three consulting firms—McKinsey & Company, Bain & Company, and Boston Consulting Group(BCG)—meant one thing: The opportunity to work on cutting-edge projects with big, innovative companies. It allowed the people who worked at these companies to have career opportunities, which would allow them to be prepared for even more challenging and rewarding roles in t...2025-04-251h 31
The NutgrafAn IPL whodunitThis episode of The Nutgraf was first published on 22 March. To gain access to the full episodes when they're published, subscribe to the Premium plan on The Ken. Or buy a monthly subscription to The Ken's Premium channel on Apple Podcasts for Rs 299/month. --------Online advertising is brutal. It’s a jungle out there.And just like the jungle, some beasts are at the top of the food chain. You’ve probably heard of some of them. GroupM. Publicis. Dentsu. Madison. IPG. These are the ones who’re bigger than everyone else and ho...2025-04-2316 minThe NutgrafBlusmart and the dogs that didn’t bark (trailer)Earlier this week, Blusmart informed customers that it was temporarily pausing operations.What Sebi discovered in its investigation or the arcane methods of how Blusmart’s founders orchestrated this scheme is, frankly, less interesting.Instead, it’s the broader response to this that’s much more fun to talk about. As Youtube view counts often demonstrate, reaction videos can often be much more enthralling than the event itself.And the response to news about the Blusmart collapse has been strikingly consistent.In some ways, Indian businesses, startups, and media personalities have built...2025-04-1903 minThe Nutgraf (Private)Blusmart and the dogs that didn’t barkEarlier this week, Blusmart informed customers that it was temporarily pausing operations.What Sebi discovered in its investigation or the arcane methods of how Blusmart’s founders orchestrated this scheme is, frankly, less interesting.Instead, it’s the broader response to this that’s much more fun to talk about. As Youtube view counts often demonstrate, reaction videos can often be much more enthralling than the event itself.And the response to news about the Blusmart collapse has been strikingly consistent. In some ways, Indian businesses, startups, and media personalities have built...2025-04-1912 min
DaybreakThe career ladder is broken. What’s your next step?In this episode, we dive into a topic that is as daunting as it is exciting — the future of careers. First, we talk about a troubling trend in workplaces today — the rise of the unwilling retiree; Next, we share some of the lessons learnt by students who graduated during economic downturns in the past. Check out the stories and newsletters mentioned in this episode: Why more 40-somethings are becoming unwilling retireesLessons from past students who graduated during economic downturnsThe Ken is hosting a subs...2025-04-1717 minDaybreakLenskart built its empire on franchisees. Now it’s battling them in courtsIn a little over a decade, Lenskart has gone from being just India’s biggest online eyewear retailer to becoming one of Asia’s biggest omnichannel eyewear giants. Needless to say, business has been booming. And the company is now inching towards its next big step – an IPO. But in the midst of all its success, it appears Lenskart may have rubbed some people the wrong way. The catch is that these are the very people who helped it get to this point in the first place – the franchise owners that operate hundreds of its stores...2025-04-1615 minDaybreakScaler wanted to do for tech education what Masters' Union did for the MBA. AI had other plansBack in 2019, an ed-tech called Scaler Academy decided to do for tech education what Masters’ Union did for the traditional MBA. The tech-upskilling platform launched in 2019 with a simple pitch: take AI, machine learning, and data science courses, get placed at top tech firms, and make a lot more money. But five years later, that formula is breaking down. The very thing Scaler trained people in—AI—is making it redundant. Tune in. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more...2025-04-1515 minThe Nutgraf (Private)Ola Electric didn’t stop diggingHow many vehicles does Ola Electric actually sell in a month?Nobody knows the answer.In February 2025, the firm sold 25,000 scooters, but only 8,390 were registered on the government’s VAHAN portal. This discrepancy exists due to a renegotiation of contracts with two firms that carry out registration of vehicles for the EV maker.If you are a public company in the business of making automobiles and you’re in the middle of a bad narrative—as Ola Electric is—the timing of this seems… unnecessary. Most people are already spooked about your company’s performanc...2025-04-1215 minThe NutgrafOla Electric didn’t stop digging (trailer)How many vehicles does Ola Electric actually sell in a month?Nobody knows the answer.In February 2025, the firm sold 25,000 scooters, but only 8,390 were registered on the government’s VAHAN portal. This discrepancy exists due to a renegotiation of contracts with two firms that carry out registration of vehicles for the EV maker.If you are a public company in the business of making automobiles and you’re in the middle of a bad narrative—as Ola Electric is—the timing of this seems… unnecessary. Most people are already spooked about your company’s performanc...2025-04-1203 min
Daybreak‘Boys will be boys’ — Trump, tariffs and the dismantling of global tradeIn this episode, we talk about the global trade war that stopped before it started. First, we talk about US President Donald Trump's decision to reverse the "reciprocal tariffs" on almost every country in the world, except one. Next, we talk about why India had little choice but to offer concession after concession to the US. Finally, we unpack the long term and short term impact of the tariffs on the Indian economy. Check out the newsletters and podcasts mentioned in this episode: The latest edition of The Nutgraf...2025-04-1115 minThe NutgrafIndia is the mark (trailer)On Thursday, Piyush Goyal, India's commerce minister, kicked the hornet's nest with his comments on the country's startups.Essentially, Goyal’s main complaint was… “why are Indian startups like this? Just look at China."As the minister’s remarks went viral, India’s startup leaders, executives, and thought leaders took a break from making Studio Ghibli-style AI images and decided to hop on the next trend—posting their thoughts on Goyal’s comments on Linkedin and X. Most of them are variants of—“Don’t blame startups, look at how many jobs we created”, or “China...2025-04-0504 minThe Nutgraf (Private)India is the markOn Thursday, Piyush Goyal, India's commerce minister, kicked the hornet's nest with his comments on the country's startups.Essentially, Goyal’s main complaint was… “why are Indian startups like this? Just look at China."As the minister’s remarks went viral, India’s startup leaders, executives, and thought leaders took a break from making Studio Ghibli-style AI images and decided to hop on the next trend—posting their thoughts on Goyal’s comments on Linkedin and X. Most of them are variants of—“Don’t blame startups, look at how many jobs we created”, or “China a...2025-04-0515 min
Two by TwoAirtel fights spammers. And Truecaller's business modelEveryone’s lives would be better if we were rid of spam calls and messages, but we don’t live in that reality. So, most people rely on caller-ID apps or services to save themselves from the ordeal. In September last year, Bharti Airtel launched a spam-fighting network free of cost to all users who have a Volte-enabled smartphone.Airtel says its AI-powered systems come across a call or message that seems sketchy based on call patterns, frequency, duration and other parameters to flag them as ‘suspected scam’.But like any...2025-03-311h 39
Two by TwoWhat is stopping 10-minute alcohol delivery?The consumer need for 10-minute deliveries wasn't demanded, but it was created.Multiple startups went into an arms race to deliver products faster and faster to users who never really asked for them.This expanded into category after category, starting from groceries to FMCG products, then to apparel, electronics, PS5s, iPhones, and later food. The 10-minute monster demands to be fed and is eating category after category, forcing consumers to change long-established patterns so they can get stuff delivered to their homes at a turnaround time they never imagined possible.The next...2025-03-241h 18
The Nutgraf (Private)An IPL whodunitMayhem rules as India’s ad agencies get raided over alleged price-fixing—three days before India’s biggest marketing event.Praveen Gopal Krishnan explores why in this week's The Nutgraf.--------You can also read this edition here: https://the-ken.com/the-nutgraf/stories/Earlier edition referenced: 'Jiohotstar is not content' - https://the-ken.com/the-nutgraf/jiohotstar-is-not-content/
The Ken is hosting a subscriber event at the Bangalore International Centre on May 19! Join Two by Two hosts Rohin Dharmakumar and Praveen Gopal Krishnan and three distinguished guests as they discuss new way...2025-03-2216 min
DaybreakHaldiram's vs Bikaji just got spicierIn this episode we fill you in on three standout stories from the past week. First, why the fight between every Indian’s favourite namkeen brands Haldiram’s and Bikaji just got spicier; second, the controversy around Urban company’s newest pet project;and finally, the latest from Two by Two where our colleagues Rohin and Praveen discuss what the fourth wave of tech exports from India will look like.Check out the stories and podcasts mentioned in this episode: The latest edition of Long...2025-03-2116 min
Two by TwoGoing out of India is easier than going out in IndiaHave you made a trip abroad to attend a live event in 2023 or 2024?Did you have the option of attending the same (or equivalent) event in India?Why did you choose not to attend the same event in India?These were the three main questions we posed to listeners of Two by Two in a recent survey to understand the biggest problems with hosting events—big or small—in India.Then we took all the people who said yes and...2025-03-171h 09
The Nutgraf (Private)Starlink’s toe-hold in IndiaOn Tuesday, Airtel announced that it had reached an agreement with SpaceX to distribute Starlink’s high-speed internet service to customers in India.By Wednesday morning, the business papers were in a predictable frenzy. The development was described as a masterstroke orchestrated by Airtel to get the upper hand over Jio, its competitor.A few hours later, Reliance Jio came out with an announcement of its own. Jio was also partnering with SpaceX for the same purpose.One of the oddities of India’s duopolistic telecom market is that when one company does some...2025-03-1509 min
Two by Two (Private)Who'll become new televison? Youtube or streaming companies?Between Youtube and streaming companies, who do you think will become the new television?That was the question Two by Two hosts Praveen Gopal Krishnan and Rohin Dharmakumar posed to our guests this week.Youtube TV has surpassed mobile as the primary device for Youtube viewing in the US. The company wants to press this advantage further and bring more attention to itself from linear television and streaming companies. How is the bigger picture shaping up in India? To discuss, we invited as guests Swati Mohan, t...2025-03-061h 28
Two by TwoWho and how do you incentivise to solve India's air pollution problem?“This is the first time we are discussing what I'd describe as a wicked problem”, says host Rohin Dharmakumar at the beginning of this episode.What's a wicked problem?It's not a bad thing, it's not an evil thing.A wicked problem is a social or cultural problem that's difficult or impossible to solve because of its complex and interconnected nature. They lack clarity in both their aims and solutions, and are subject to real-world constraints which hinder risk-free attempts to find a solution.2025-03-031h 29
The NutgrafJiohotstar is not contentJiohotstar is practically India’s default streaming app, with access to the country's default sporting event. Jiohotstar doesn’t need a strategy anymore—it is the consequence of a successful strategy.And yet, as we’re finding out, Jiohotstar isn’t content. All of this is still not enough. Why?Tune in to find out.--------You can read this edition here: https://the-ken.com/the-nutgraf/jiohotstar-is-not-content/ Earlier editions referenced:It’s Jio’s world now. We’re just watching it - https://the-ken.com/the-nutgraf/we-jus...2025-03-0111 min
Two by TwoZomato, Swiggy, and the rise of the 10-minute "dark" cafeBoth Zomato and Swiggy have been aggressively focusing on the 10-minute grocery delivery space for a while now. Quick commerce. But what sent both of them into a spiral was when Zepto, the joker in the quick commerce pack, started delivering snacks in 10 minutes through Zepto Cafe, a separate app. Suddenly, quick commerce wasn’t enough. Quick food was up for play too.Swiggy launched Snacc soon after, and Blinkit followed suit with Bistro. Both were also separate apps.However, this move to disrupt the...2025-02-241h 58
The NutgrafHere's how the Swiggy, Zomato duopoly might crackRapido and Meesho made Uber and Flipkart blink. And both companies did it by following a similar playbook. How exactly? Who is next?Tune in to find out.--------You can read this edition here.You can listen to the Two by Two episode referenced here.--------This is the audio edition of The Ken’s popular weekend newsletter, The Nutgraf.Every Saturday, author an...2025-02-2215 min
The NutgrafYoutube missedFor me, the real story of India’s Got Latent isn’t about free speech, vulgarity, obscenity, or culture. It’s actually a story of what happens when “new” television tries to take on “old” television. Youtube took a swipe at the old world. And the old world punched back and gave it a bloody nose.What lessons do Samay Raina and India's Got Latent have for the media business?Tune in to find out.--------You can read this edition here: https://the-ken.com/the-nutgraf/youtube-missed/You can read our Oct 2...2025-02-1511 min
The NutgrafShein on you crazy diamondSo the rumours were true. Five years after it was banned, Chinese fast-fashion platform is all set to be relaunched in India through a partnership with Reliance. For all practical purposes, this translates to Reliance “owning” Shein in India now. But while at first this may seem like a win for Reliance, there's more to this deal than meets the eye. Think about it — If you take Shein and if you remove the supply chain, and the manufacturing and its social media partner, what is left? Is it even Shein?...2025-02-0814 min
Two by TwoAre we past peak Amazon India?Amazon India has fallen behind in the e-commerce race to Flipkart and now to Meesho as well, in tier-2 and tier-3 markets. It is the last large player to enter the quick-commerce race in India. Everything that made Amazon largely successful in the U.S. has not fully cut it for them in India, even though they understood India is a very different market and the approach they took in the U.S. might not work well for them here early onYet, they have missed out on capitalising on a lot of opportunities...2025-02-031h 25
Two by TwoThe death of D2CIt’s time for us to retire the term “Direct-to-Consumer” or D2C. The phrase is, anyway, a bit long in the tooth, having been used since the days of the dot-com boom.D2C used to mean selling directly to end customers, rather than selling through retailers or other middlemen. In theory, selling directly to consumers would allow a company to offer both lower prices and maintain higher margins (since it didn’t have to pay commissions to middlemen), having better products sustained through a faster innovation cycle and the ability to sell products through evolving brand st...2025-01-201h 17DaybreakWhy Ola Electric went from leader to laggard in record timeLast week, Ola Electric’s shares saw a three-day slump after the Central Consumer Protection Authority asked the company for more documents for its investigation against it post receiving thousands of consumer complaints. But shares going up and down is regular stuff right? Not for Ola Electric. The company went public in August 2024 at a debut price of Rs 76 becoming the only startup that went public at a lower price. In his newsletter The Nutgraf, my colleague Praveen said it was a bold decision which paid off for Ola Elec...2025-01-1910 min
Two by TwoIf B-schools were invented today, would students run placements? (10-minute trailer)Business schools are among the most coveted higher educational institutions. Students go through some of the most competitive exams and pay significant fees because they hope that at the end of their degree, they will get a great job.Yet, the onerous process of finding, soliciting and bringing dozens of companies to campuses each year falls mostly on final-year students, who are part of elected/selected placement committees.For as long as we can remember, these committees have always been accused of bias, arrogance and powerplay by other students.Yet, the fact also...2025-01-1611 min
Two by TwoAI comes to annihilate India's SaaS companiesArtificial intelligence will affect all facets of modern-day business in some way or another. But it will most definitely go a few layers deeper with the type of companies whose job is to be a record of business’ today – SaaS companies.SaaS as a business model is investment-heavy in the beginning. It’s risky to build, it takes time to build, and it takes skill to build. But if successful, it is a cash cow. Think of the biggest SaaS companies – Salesforce, Microsoft and Adobe. They spent years building and iterating on software products. And today, all of these...2025-01-131h 26
Two by TwoThe mystery of usuryFintech lending was supposed to be the bridge that would enable entrepreneurs, small businesses and even individuals across the country to get access to much-needed credit to build businesses. For millions of small and medium businesses, and even individuals seeking a personal loan, who’d otherwise not qualify for them (usually unsecured ones) from banks, these new-age financial institutions were the great hope and sources of credit.Then in October this year, the RBI, like it usually seems to do these days, suddenly swept in and took action. It halted the loan disbursement activities of...2025-01-061h 14
Two by TwoCan venture capitalists do no wrong?For the last 24 months, the default way in which startups were exposed to venture capital and its effects has been, in many ways, paused. There's a slowdown. Venture capital funding for the first nine months of this year is down 7% over a similar period last year, per Tracxn.There have been news stories about layoffs, company shutdowns, and downrounds at various companies from a time when unicorns were being born every three months or so.Capital is abundant. A lot of dry powder remains uninvested everywhere, but it's just not getting...2024-11-141h 41
Two by TwoWhat does Ola Electric's future hold?Ola Electric's woes just don’t seem to be stopping.From angry customers to its mercurial CEO getting into online spats as pressure mounts, many of its problems stretch seemingly beyond its control today for it to make a quick turnaround and change the narrative. And this is hurting its valuation significantly, both in the private and public markets. Just this week, Ola Electric's price fell below its listing price.Ola Electric can and should take credit for making EV two-wheelers common on Indian roads. It achieved this through ra...2024-11-071h 31
Two by TwoAther Energy was a pioneer. Can it also be a leader? (Republished FULL Episode)We have unlocked the full and unedited version of episode 12, which we released on October 3rd for Premium subscribers of The Ken on The Ken’s mobile app and Apple Podcasts. Now, you can stream the full episode on Spotify, Amazon Music, Youtube or wherever you listen to your podcasts for free for a limited time.Ather Energy is the third-largest seller of electric two-wheelers in India. Founded in 2013, Ather Energy is known to have kicked off the electric two-wheeler wave in India. They came in with a great product which offered the best of software and ha...2024-11-041h 39
Two by TwoThe relentless rise of "government" as a competitorWhat happens when the government plays the role of regulator, policymaker, and operator?The government has played a pivotal role in establishing and promoting Digital Public Goods (DPG) and Digital Public Infrastructure (DPI) in the past decade and a half, and there have been a few which have been integral in our daily lives in more ways than one.The reason why these solutions exist is plain and simple: There emerged companies which disrupted the landscape of finance, commerce, mobility and a whole lot of other aspects of our...2024-10-241h 31
Two by TwoHow will Ola and Uber avoid "death by a thousand cuts"?Ola and Uber are in a “late stage duopoly”.After spending billions and billions of dollars, they have finally secured pole positions in ride sharing in India.Both of these companies together control 70% of the market and they have created network effects that make it much harder for anyone to enter and compete with them.However, this particular situation is facing some new challenges and just like how Uber and Ola conquered city after city using a disruptive model and technology, the same thing thre...2024-10-171h 38
Two by TwoDo we even need Product Managers?If you are a Product Manager, especially in India, you’re probably going through a crisis of faith and existence.As a career, Product Management in India has gone through multiple eras — in the early days, PMs struggled to explain to people what they actually did. Think about all the people you’d imagine who work at a software company. Marketing. Engineering. Sales. Analytics. Design.You can explain what they do to your grandmother. However, the one exception to the rule is Product Management. It’s the only function where the people who do i...2024-10-101h 42
Two by TwoAther Energy was a pioneer. But can it also be a leader?Ather Energy is the third largest seller of electric two-wheelers in India. Founded in 2013, Ather Energy is known to have kicked off the electric two-wheeler wave in India. They came in with a great product which offered the best of software and hardware on a two-wheeler. And over a decade of its existence Ather has delivered on its promise of a great product which will create a “magical experience” for its customers.Ather spent years building their own electric two-wheelers from the ground up. They built their own batteries, their own chassis, their own elec...2024-10-031h 39
Two by Two (Private)Netflix's last growth marketNetflix is trying hard to crack the Indian market. Ever since the US streaming giant entered the country it has been hard at work to make an impact. And over the years they’ve learnt a thing or two about how the Indian streaming space functions.Netflix is also not shy about expressing how it sees India as its last growth market. Most of the other geographies it has saturated its reach to a large extent, but India has always been a pain point for it to get a leg up on. So much so...2024-09-261h 25
Two by TwoNetflix's last growth marketNetflix is trying hard to crack the Indian market. Ever since the US streaming giant entered the country, it has been hard at work to make an impact. And over the years, they’ve learnt a thing or two about how the Indian streaming space functions.Netflix is also not shy about expressing how it sees India as its last growth market. Most of the other geographies have saturated their reach to a large extent, but India has always been a pain point for it to get a leg up on. So much so th...2024-09-261h 25
Two by Two (Private)Health insurance in India is ripe for disruptionThe fastest growing segment of insurance in India is individual health insurance. It’s growing steadily at a, well, healthy pace of 20% annually. But scratch just a little beneath the surface and things don’t appear so rosy. Of the 20% annual growth in revenue, nearly 15% comes from medical inflation. Meaning, existing customers paying higher premiums each year because the costs of treatments are going up.The growth in the number of customers each year is just around 5-6%. Health insurance in India is broken from t...2024-09-191h 39
Two by TwoHealth Insurance in India is ripe for disruptionThe fastest-growing segment of insurance in India is individual health insurance. It’s growing steadily at a, well, healthy pace of 20% annually. But scratch just a little beneath the surface, and things don’t appear so rosy. Of the 20% annual growth in revenue, nearly 15% comes from medical inflation. This means that existing customers are paying higher premiums each year because the costs of treatments are going up.The growth in the number of customers each year is just around 5-6%. Health insurance in India is broken from top to bottom. 70-75% of Indian...2024-09-191h 39
Two by TwoSwiggy needs to reclaim its past glory(Republished FULL Episode)We have unlocked the full and unedited subscriber version of episode four which we released on August 15 for Premium subscribers of The Ken and on Apple Podcasts. Now you can stream it wherever you listen to your podcasts for free for a few weeks.The Swiggy of 2024 is a shadow of its former self. Boxed in by younger, nimbler and hungrier competitors from all sides, it has been defending itself for so long that it seems to have forgotten how to play offense. It wasn’t always like this. Swiggy used to d...2024-09-161h 19
Two by Two (Private)Why couldn't Stripe become the Stripe of India? (Premium Subcribers Only)It seems like ‘invite only’ is a rite of passage for Stripe. If Stripe entered India with an invite-only step, then it seems reasonable to assume that it’s leaving India on the basis that it’s doing invite-only again. Over seven years, Stripe, the world’s mightiest fintech, currently valued at $70 billion (and at $95 billion at its peak), could not make a dent in India. It had a great product, a massive untapped opportunity in India, and didn’t have much competition. And yet, it failed. Why? There’s an internet quip that was quite popul...2024-09-121h 21
Two by TwoWhy couldn't Stripe become the Stripe of India?It seems like ‘invite only’ is a rite of passage for Stripe. If Stripe entered India with an invite-only step, then it seems reasonable to assume that it’s leaving India on the basis that it’s doing invite-only again. Over seven years, Stripe, the world’s mightiest fintech, currently valued at $70 billion (and at $95 billion at its peak), could not make a dent in India. It had a great product, a massive untapped opportunity in India, and didn’t have much competition. And yet, it failed. Why? There’s an internet quip that was quite popul...2024-09-121h 21DaybreakSky-high real estate prices in Delhi NCR are making even the well-off feel brokeThe real-estate market of Delhi-NCR is an anomaly. The Ken spoke to a bunch of potential homebuyers who are looking for premium apartments with budgets of up to 2.5 crore rupees. Real-estate experts are telling them to give up on their dreams. Lately, the national capital has been facing an acute supply crunch of new housing projects, especially in the mid-premium segment (80 lakh to 2 crore rupees) depending on the city. Delhi NCR has witnessed the sharpest fall in inventory in this segment in the last few years. Real-estate prices in turn have shot up far beyond the reach of m...2024-09-1221 min
Two by Two (Private)Private Coaching is eating way at schooling(Premium Subscribers Only)12 years of schooling is losing out to private coaching as entry into India’s colleges gets increasingly centralized via entrance exams. School education is a fundamental right in India. An average Indian child spends 10-12 years in schools. And for most parents and families, the money they spend on educating their child is one of the largest over time.And yet, school education is slowly becoming (or perhaps being made) irrelevant in the next step that comes after that: college.The schools-exams-college “chain” is broken. Perhaps...2024-09-051h 20
Two by TwoPrivate coaching is eating away at schoolingTwelve years of schooling is losing out to private coaching as entry into India’s colleges gets increasingly centralised via entrance exams. School education is a fundamental right in India. An average Indian child spends 10-12 years in school. And for most parents and families, the money they spend on educating their child is one of the largest expenses over time.And yet, school education is slowly becoming (or perhaps being made) irrelevant in the next step that comes after that: college.The schools-exams-college “chain” is broke...2024-09-051h 20
Two by Two (Private)7. Google Pay: Big. Successful. Vulnerable.Google Pay is India’s second largest UPI app with a market share of 38%, with 500+ crore transactions a month. It’s one of the world’s mightiest companies, and yet, we argue that it’s possibly in a vulnerable, strange position. By this, we don’t mean that it will disappear overnight, but that all kinds of competitors are coming for it. Already it’s market share has declined from 44% to 37%. It’s an outpost of an empire that’s fighting a global war. And most importantly, the first wave of UPI is over, and the second phase is starting. UPI it...2024-08-291h 24
Two by TwoGoogle Pay: Big. Successful. VulnerableGoogle Pay is India's second-largest UPI app, with a market share of 38% and 500+ crore transactions a month. It’s one of the world’s mightiest companies, and yet, we argue that it’s possibly in a vulnerable, strange position. By this, we don’t mean that it will disappear overnight, but that all kinds of competitors are coming for it. Already, its market share has declined from 44% to 37%. It’s an outpost of an empire that’s fighting a global war. And most importantly, the first wave of UPI is over, and the second phase is starting. UPI itself is changing...2024-08-291h 24
Two by Two (Private)6. Is the golden era of the (software) engineer over?Software engineering careers used to be a ladder. You studied for 4 years, got a job as a fresher, and could virtually take for granted a steady career filled with learning opportunities, salary hikes, and role promotions. In fact being an engineer was so cool that we mocked MBAs and MBA-types – “suits” – for their desperation to find that elusive technical co-founder. The one who would translate an idea (common) into code and products.Except, that’s increasingly not true.An NYT story published earlier this week put it best.“I have a pretty good s...2024-08-221h 33
Two by TwoIs the golden era of the (software) engineer over?Software engineering careers used to be a ladder. You studied for 4 years, got a job as a fresher, and could virtually take for granted a steady career filled with learning opportunities, salary hikes, and role promotions. In fact being an engineer was so cool that we mocked MBAs and MBA-types – “suits” – for their desperation to find that elusive technical co-founder. The one who would translate an idea (common) into code and products.Except, that’s increasingly not true.An NYT story published earlier this week put it best.“I have a pretty good...2024-08-221h 33
Two by Two (Private)5. Swiggy needs to reclaim its past gloryThe Swiggy of 2024 is a shadow of its former self. Boxed in by younger, nimbler and hungrier competitors from all sides, it has been defending itself for so long that it seems to have forgotten how to play offense. It wasn’t always like this. Swiggy used to define innovation, product chops and “Bengaluru cool”. In many ways it pioneered food delivery in 2014 after pivoting from a courier service. Zomato, originally a restaurant discovery company, got into food delivery a year after Swiggy. It may have started as a late fol...2024-08-151h 20
Two by TwoSwiggy needs to reclaim its past gloryThe Swiggy of 2024 is a shadow of its former self. Boxed in by younger, nimbler and hungrier competitors from all sides, it has been defending itself for so long that it seems to have forgotten how to play offense. It wasn’t always like this. Swiggy used to define innovation, product chops and “Bengaluru cool”. In many ways, it pioneered food delivery in 2014 after pivoting from a courier service. Zomato, originally a restaurant discovery company, got into food delivery a year after Swiggy. It may have started as a late fo...2024-08-151h 20
Two by Two (Private)4. Delhi pricked the Bangalore BubbleThe conventional wisdom is that Bengaluru is India’s Silicon Valley. It’s the cradle of India’s tech revolution. First there was Infosys and Wipro on the IT services side. Then when startups become cool and hip, the default location to get it all started was also Bengaluru. Take the leaders across sectors, and you’ll see they belong to Bengaluru — Flipkart, InMobi, Swiggy, PhonePe, Myntra, Ola, Amazon, Unacademy, Byju’s…and much more. But of late, it looks like something has changed. There’s now a sentiment that Bangalore is...2024-08-081h 14
Two by TwoDelhi pricked the Bengaluru bubbleThe conventional wisdom is that Bengaluru is India’s Silicon Valley. It’s the cradle of India’s tech revolution. First there was Infosys and Wipro on the IT services side. Then when startups become cool and hip, the default location to get it all started was also Bengaluru. Take the leaders across sectors, and you’ll see they belong to Bengaluru — Flipkart, InMobi, Swiggy, PhonePe, Myntra, Ola, Amazon, Unacademy, Byju’s…and much more. But of late, it looks like something has changed. There’s now a sentiment that Bengaluru is...2024-08-081h 14
Two by TwoIs Zepto a gold medalist or a bronze medalist?In 2021, as the pandemic still raged on and we washed our vegetables and supplies before consuming them, a young delivery startup promised that you could get all your groceries – everything you need – delivered right to your doorstep in 10 minutes. This was pretty crazy back then. Zepto was written off as an ambitious, overhyped startup run by two founders who had barely outgrown their teenage years, by competitors and experts alike. In 2024, Zepto has now raised $1.2 billion in venture capital, with a valuation of $3.6 billion. Everyon...2024-08-011h 25
Two by Two (Private)3. Is Zepto a gold medalist or a bronze medalist?Welcome to another episode of Two by Two, a premium business podcast from The Ken. If you’re a premium subscriber, you can now listen to the full, uncut episode on your app – just click on the player right below the title!In 2021, as the pandemic still raged on and we washed our vegetables and supplies before consuming them, a young delivery startup promised that you can get all your groceries – everything you need – delivered right to your doorstep. In 10 minutes. This was pretty crazy, back then. ...2024-07-311h 25
Two by TwoWhy has all the excitement and disruption gone out of startups? (Full Episode)Startups used to be the promised land where ambitious, young people spent their time doing exciting, ground-breaking and challenging work. And why not? Back in the day, startups promised to change the way business was done.Ideas became organizations, and pulled in people who threw away cushy jobs for the thrill of building something fun and interesting. They moved cities and changed their lives to fulfil their aspirations of being a part of something big and having real impact – as opposed to a cog in the wheel.But lately…all...2024-07-251h 17
First PrinciplesIntroducing Two by Two, a new premium business podcast from The KenFrom over here at The Ken's newsroom, we have a very exciting announcement: our first premium podcast – India's first premium business podcast – is now live!It's called Two by Two – and this podcast will be your personal investigative brain. Each week Two by Two will be where hosts Rohin Dharmakumar and Praveen Gopal Krishnan will be joined by a few interesting and opinionated guests to discuss some of the biggest questions from the world of Indian business.But, why's it called Two by Two?Here it is: each episode of the Two by Two po...2024-07-1809 min
Two by TwoWill Flipkart become PhonePe before PhonePe becomes Flipkart? (Full Episode)Welcome to the first episode of The Ken’s brand new premium business podcast: Two by Two!In this episode, hosts Rohin Dharmakumar, CEO of The Ken and Praveen Gopal Krishnan, COO of The Ken, sit down with Professor R. Srinivasan and Srikanth Rajagopalan to discuss Flipkart and Phonepe – both owned by the American giant Walmart – are stepping over each other’s toes in an effort to create more avenues. Why? Of course, to bring in revenue and strengthen their bottom lines. Flipkart is trying to make its mark with its payments app Supermoney and PhonePe is trying t...2024-07-181h 15DaybreakWhat's Airtel's weapon in its new fintech war against Jio? Your SIM cardThe newest battle ground between Bharti Airtel and Reliance Jim is financial services. Airtel already has two thriving ventures. The first is the seven-year-old Airtel Payments Bank which happens to be one of the three profitable payments banks in India. And the second is new financial entity called Airtel Finance which is mainly aimed at Reliance Jio’s fintech disruptor, Jio Financial Services. The one year old Airtel Finance has already serviced loans worth $300 million. It seems do be doing pretty well. In fact, just last month, in an earnings call, the Airtel boss, Gopal Vittal talked abou...2024-06-2011 min
DaybreakWhy we date, marry, or breakup with Swiggy Instamart, Blinkit, Zepto & BigBasketIn today’s special Friday episode, The Ken’s Praveen Gopal Krishnan (aka PGK) joins hosts Snigdha and Rahel to talk about India’s complicated relationship with 10 minute delivery apps. They talk about how these apps are shaping our economy and society at large, and more importantly how we, as users, are shaping them.Why do we pick a particular app, what makes us switch to another one and what makes us abandon them all together?PGK asked his readers just that in a recent survey he carried out in his weekly newsletter, The Nutgraf. You ca...2024-05-311h 04DaybreakWhy Airtel's Gopal Vittal is betting on younger and “hungrier” executives for top rolesFrom the time it was the number one indian telecom company to braving the whole phase when Jio came around and disrupted the whole space. Its been a long, brutal competition for Airtel and Gopal Vittal has managed to bring Airtel back to health.Meanwhile, he's spent years on finding and grooming the right talent to create the next generation of leaders at the telco giant. And now Airtel is undergoing a major reshuffle. As you would expect, it’s creating a sense of both excitement and stress.Tune in.Recommendation...2023-09-2509 min
First PrinciplesKunal Shah of CRED on “exciting but painful” workplaces, gated digital communities, and employee shareholdersWelcome to episode 16. If you like our deep interviews with some of India’s best known founders across a range of domains, please rate us on your favourite podcast platform. All it takes is just a few seconds.Kunal Shah, the co-founder and CEO of CRED is unapologetic about building products for the top segment of India’s massive consumer pyramid. One would imagine that having raised over $600 million in venture funding puts the pressure on a founder to show a potential market size that’s massive and untapped.And yet, Shah did quite the opposi...2023-03-302h 01
First PrinciplesDeep Kalra of MakeMyTrip on being “22 years young”, presenting from Excel sheets instead of Powerpoint slides, the importance of open disagreements, and the good stress of buildingThe year was 2004. MakeMyTrip was a struggling 4-year old company and Deep Kalra, its founder, hadn’t taken a salary for nearly 18 months and had exhausted all of his financial savings. His co-founders had already taken salary cuts ranging from 50-70%. That’s when they got an offer from a much larger company to buy MakeMyTrip out. After discussing between themselves, they decided that they’d sell if the offer was $10 million. The first offer from the potential buyer was $5 million. Which Kalra refused, of course. Then the haggling started. Over a few hours and price inched up bit by bit to...2023-01-051h 28DaybreakHow cooking-oil companies have been misleading consumers in IndiaThe packaged-food market is rapidly growing in India and along with it so is the edible oil market. It was estimated to be worth nearly Rs 2 lakh crores by the the end of March 2021. Meanwhile, oil companies have been using the media and sneaky branding techniques for decades to tell consumers that their products are healthy.But are they?Tune in to find out.
The Ken is hosting a subscriber event at the Bangalore International Centre on May 19! Join Two by Two hosts Rohin Dharmakumar and Praveen Gopal Krishnan a...2023-01-0413 min
DaybreakWhat Sula's IPO means for its public-market investorsAfter 23 years of business in India, Sula has grown to become the giant that dominates the Indian wine market.Last month, the wine-maker decided to go public through an IPO. The money, however, went straight to some of the investors who cashed out.And on Dec 22, when it listed on the stock exchanges, Sula’s stock opened flat and fell into discount. What does the IPO mean for Sula's public-market shareholders then?Tune in to find outWith inputs from Aayush Agarwal
The Ken is hosting a...2023-01-0313 min
DaybreakWhy Airtel is witnessing an exodus of its regional CEOsWhile the Indian telecom sector is expected to grow by 12.5 billion dollars every three years, the rate of attrition in the industry is at a six quarter high. But the nature of the exodus is slightly different at Bharti Airtel, the country’s second largest telco.Its regional CEOs who helped it fight the big war against Jio are leaving the company.Tune in to find out why.
The Ken is hosting a subscriber event at the Bangalore International Centre on May 19! Join Two by Two hosts Rohin Dharmakumar and...2022-12-2311 min
First PrinciplesTarun Mehta of Ather Energy talks about doing hard things, going down multi-year rabbit holes, building companies over 30-40 years, and being chief storytellerSerendipity usually plays a huge role in entrepreneurship. It played an outsized role in Tarun Mehta’s journey to founding Ather Energy, easily India’s best-known electric scooter maker.When Mehta graduated from IIT Madras, he wanted badly to become a consultant because it was where the money and aura was. But he didn’t get a job as a consultant. Then he tried to get into Harvard Business School for an MBA, but that didn’t pan out either.Instead, he ended up at Ashok Leyland, a maker of buses and trucks. It took four mon...2022-12-221h 48
DaybreakWhy Metro Cash & Carry may exit India after almost 20 years70% of Metro AG’s business in India is made of kirana or mom and pop stores.But despite being Metro’s core customer base in India, kirana stores are actually turning out to be the straw that's breaking the German retailer’s back. Tune in to find out why.With inputs from Aayush Agarwal
The Ken is hosting a subscriber event at the Bangalore International Centre on May 19! Join Two by Two hosts Rohin Dharmakumar and Praveen Gopal Krishnan and three distinguished guests as they discuss new ways of thinki...2022-12-2113 min
DaybreakHow SNBL startups are trying to make savings-led purchases cool againThe looming threat of a recession, rising interest rates, and the RBI’s new guidelines for digital lending are proving to be a roadblock for buy now, pay later (BNPL) platforms.But many new startups are using this as an opportunity to push consumers away from the more credit-centric models that encourage impulse buying towards a new, planning-based purchase model called save-now, buy-later (SNBL).How does it work?Tune in to find out.
The Ken is hosting a subscriber event at the Bangalore International Centre on May 19! Join Two by Tw...2022-12-2014 minDaybreakWhy creditors are losing faith in Byju’sIndia's most valuable startup breached the loan terms, including a September deadline for filing its results for FY 2022.Byju's filings for the previous financial year, too, were delayed by one and a half years. And their last audit report does not paint a pretty picture of the company's financials for FY 2021.Tune in to find out what is causing this lack of confidence amongst the creditors of the edtech giantWith inputs from Gaurav Tyagi
The Ken is hosting a subscriber event at the Bangalore International Centre on May 19...2022-12-1612 min
DaybreakWhy the ban on sale of loose cigarettes is not alarming investorsMore than 70% of the cigarettes that are sold in India are sold in loose and yet, no alarm bells went ringing in the tobacco industry when a ban on the sale of loose cigarettes was announced. Will the ban even succeed in pushing down cigarette sales?Tune in.With inputs from Ayush Agarwal
The Ken is hosting a subscriber event at the Bangalore International Centre on May 19! Join Two by Two hosts Rohin Dharmakumar and Praveen Gopal Krishnan and three distinguished guests as they discuss new ways of thinking about i...2022-12-1411 min
DaybreakThe e-rupee is stuck between UPI and cashIt’s been two weeks since the RBI launched a pilot version of the e rupee. But many things are still up in the air about it, including concerns about the anonymity of transactions and if it will hold against one of the largest digital payment systems in the world.Tune in.For more read: How will the e-rupee beat UPI?
The Ken is hosting a subscriber event at the Bangalore International Centre on May 19! Join Two by Two hosts Rohin Dharmakumar and Praveen Gopal Krishnan and three distinguished guests as they dis...2022-12-1311 min
DaybreakWhy communications ministry may be forced to revise the draft telecom BillThe draft telecom Bill introduced by Communication Minister Ashwini Vaishnaw in September this year had a lot of hopes pinned on it. The telecom sector in India is governed by archaic laws. One of them even goes as far back as 1885. But the draft bill left the industry divided.Why? And what are the changes that the government might be forced to introduce to the new bill?Tune in to find out.For more on this, read this report by Pratap Vikram Singh: 900 comments on draft telecom Bill may force communications...2022-12-0911 min
First PrinciplesAmit Agarwal of NoBroker talks about his single-minded mission to disrupt brokerage, building a cockroach company, and why his office address is a secretFew companies define themselves so sharply on the basis of what they’re opposed to like NoBroker, the 8-year-old Bengaluru-headquartered real estate platform. Opposition to brokerage is baked into its name, its business model, and even its ambitions.US$19 billion is the amount Indians shell out as brokerage fees on real estate rentals.That’s the market NoBroker wants to disrupt. Flip the mirror and that is also, thus, the total addressable market that NoBroker is targeting for itself.“At the end of the day, all a broker does is introduce people. You want to pay hi...2022-12-081h 33
DaybreakHow Apple is winning IndiaIn the year that ended in March 2022, Apple saw its India revenue shoot up to an all-time high by 45%. But for the longest time Apple's growth in India was sluggish.What's making Apple's fortunes in India turn around so drastically?Tune in to find out.For more on this, read this report by Soumyajit Saha: Indians’ love for the iPhone is stronger than ever. But Apple retailers are not happy
The Ken is hosting a subscriber event at the Bangalore International Centre on May 19! Join Two by Two hosts Rohin Dh...2022-12-0711 min
DaybreakThe curious case of Adani’s open offer to NDTV’s public shareholdersMore than 53 lakh NDTV shares were tendered when Adani's open offer ended on Monday. But many of NDTV’s public shareholders sold their shares to Adani Enterprises at a price lower than the current market rate. Why? Tune in to find out.Also, read this edition of Ka-Ching by Anand Kalyanaraman: The puzzling case of NDTV investors selling shares below market price.
The Ken is hosting a subscriber event at the Bangalore International Centre on May 19! Join Two by Two hosts Rohin Dharmakumar and Praveen Gopal Krishnan and three distinguished guests as th...2022-12-0515 min
First PrinciplesAmrish Rau of Pine Labs talks about the differences between being a founder and a CEOIn a career spanning 25 years, Amrish Rau has been on multiple sides of the leadership equation. He’s been a corporate leader, founder, professional CEO and angel investor. As the CEO of Pine Labs, the payments solution provider whose point of sale terminals can be seen in most Indian shops and stores, Rau says his ambition is to “make money from every transaction”.In 2016, Citrus Pay, an online payments provider Rau co-founded, was acquired by rival PayU for $130 million in cash. It was one of the biggest acquisitions back then.But Rau says it is also one of his bi...2022-11-241h 46
First PrinciplesVineeta Singh of SUGAR Cosmetics talks about building products, educating consumers, and focusing on the long termSUGAR Cosmetics, though now amongst the most popular and fastest growing cosmetics brand in India, wasn't the first choice when Vineeta was asked to name her new cosmetics company, and neither was cosmetics the first business that Vineeta undertook when she set out to be an entrepreneur. Getting SUGAR to it's users was a tumultuous journey and as Vineeta sits down with Rohin to recount some of the most important points in the journey, we get a peek at the lenses she uses to look at the world around her. We have also published the...2022-11-031h 33
First PrinciplesRazorpay CEO Harshil Mathur talks about deliberate culture, building to a need, and the principles of product developmentToday’s guest on First Principles is Harshil Mathur, CEO and co-founder of Razorpay.Razorpay claims to be India’s first full-stack financial solutions company. And if that sounds very much like how a coder would describe a company, it’s because that’s exactly what’s happening.When Harshil Mathur and Shashank Kumar, two coding enthusiasts fresh into their first jobs, started working on what would later become Razorpay, they never really set out to build a company or be entrepreneurs. They just wanted to solve a problem.But in doing so, they were...2022-10-201h 33
First PrinciplesLearnability, curiosity, and brand building; Ex-Myntra CEO and Mensa Brands founder Ananth Narayanan gets candidMensa Brands is India’s fastest unicorn. It took them only six months to zoom past the one-billion-dollar valuation mark. Having raised over US$300 million in debt and equity so far, Ananth Narayanan, the founder and CEO of Mensa Brands and the former CEO of Myntra, seems to be on to something.In this episode, we tap into all of it. From his time at McKinsey as a consultant and his stint as Myntra's CEO, to leading MedLife and its sale to PharmEasy, and eventually founding Mensa Brands, Ananth shares everything good and some things that weren't. We...2022-10-061h 33
First PrinciplesInMobi founder Naveen Tewari gets candid about survival, innovation, and playing the game by changing the rulesThe InMobi Group is a curious giant. Not only is it comprised of India's very first tech unicorn, the mobile advertising platform InMobi, it also houses another unicorn within which is one of India's youngest and fastest. That's the lock screen service Glance that's on hundreds of millions of smartphones globally. There's also live video app Roposo, which is pressing down the accelerator on its live commerce offerings.All of these are linked together by Naveen Tewari, the co-founder and CEO of InMobi., His entrepreneurial journey has seen numerous pivots, innovations and failures. And an abiding survival...2022-09-221h 47
First PrinciplesNithin Kamath of Zerodha candidly talks about building his bootstrapped business, weighing risks, and finding opportunitiesThis time around First Principles makes its way to possibly one of the most fascinating success stories to come out of the Indian start-up space. Zerodha's cofounder Nithin Kamath joins Rohin Dharmakumar in this free wheeling chat about what makes him tick, why he is thankful no one ever invested in his idea early on, thoughts on their early success, and a lot more around building relationships, identifying risks, and seeking opportunities.First Principles is a show where Rohin Dharmakumar, founder and CEO of The Ken, interviews some of the most successful business leaders, and entrepreneurs of...2022-09-081h 36
First Principles$1.5B Amagi Founder Baskar Subramanian talks about building culture at work, parenting, and building from ground upIn this episode of First Principles we speak to Baskar Subramanian, co-founder and CEO of Amagi, a profitable unicorn you probably haven't heard about. Yet. Valued at almost 1.5 billion dollars, and a leader in the broadcast-technology domain, Amagi's road to the top wasn't easy, but it definitely makes for a fun listen. Listen to that and more about how Baskar built the company, how he leads life, his thoughts on leadership, parenting, and more.First Principles is a show where Rohin Dharmakumar, founder and CEO of The Ken, interviews some of the most successful business leaders, and...2022-08-251h 37
Bits and Pieces : The friendliest cricket podcastEp 5: New KulCha, contains MSDOn episode 5 of Bits and Pieces: the friendliest cricket podcast, we expand the podcast host list to North America as Krtgrphr joins PGK, Kaus, Mohan, and Tony to talk about India's win in the U19 world cup, Lucknow Super Giants' LOLgo... er logo, India's 1000th ODI and how the venue was preordained, Ravi Shastri's chance to ensure a definitive victory in the England series, the return of KulCha, and MSD in his latest avatar.
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Praveen Gopal Krishnan: https://twitter.com/peegeekay2022-02-0642 min