Disruption Diaries

As coffee enthusiasts, we've spent awful amounts of time at Third Wave Coffee, meeting friends, working or even just enjoying a great cup of coffee. In this episode, we are excited to unpack the third wave coffee revolution that's transforming how we experience this coffee in India as well as dive deep on the business model of Third Wave Coffee, founded in 2016 as a Koramangala roastery-ca...

Today, Rapido has nearly half the share of the overall ride-hailing market, with monthly active users at ~50 million across bike, auto and cab taxi versus Uber’s 30 million (as of July-25). It’s come a long way since founding in 2015, nearly 10 years ago, fighting the Uber-Ola duopoly to emerge as a dominant player of reckon. Even Uber CEO, Dara Khosrowshahi called Rapido a formidable competitor i...

Urban Company is a home services provider with plans to become a publicly traded unicorn soon. Its story begins with a fundamental frustration experienced by millions of urban Indians - finding reliable, professional home service providers. Hiring a plumber, electrician, or beautician meant navigating an unorganized sector plagued by unprofessionalism, price opacity, and trust issues. Service prov...

Atomberg Technologies, popular for their energy efficient fans, is one of the few D2C-first brands in India focused on bringing real value to the masses by being tech and product-first and manufacturing inhouse in India. They do this through smart energy savings technology (eg. BLDC motors) and modern design, innovating in a largely ignored small home appliances business (eg. ceiling fans). It rec...

In our third episode of Disruption Diaries, we discuss Lenskart.com. A company that focused and nailed one vertical and organised the very unorganised largely single store opticians and eyecare market in India. And, it is not just another me-too company of a Western counterpart but bigger than any other global omnichannel eyewear marketplace. This wasn't always the case. Early on, the company...

We are back with our second episode of Disruption Diaries, where we will deep dive on Delhivery, a disruptor company to the age old logistics business. From its founding in 2011 to becoming a $3 billion company and a market leader in the logistics space in India, where 1 in every 4 e-comm parcels are handled by Delhivery. Their vision is to be the "Operating System for Commerce."Broadly,...

This is a deep dive on one of our favourite companies and an Indian startup posterboy, PhonePe. It's one of the best acquisitions in Indian startup history, which turned out great for Flipkart. And with the recent release of their first annual report with financials in Aug-24, it gave us an inside view of the company’s performance. PhonePe was founded in 2015 by three cofounders, Samir Nigam,...