Two by Two (Private)

In an unprecedented crackdown, India’s capital markets regulator SEBI has fined the global trading giant Jane Street over ₹4,800 crore, accusing it of systematically manipulating the Indian equity options market. The penalty—one of the largest ever imposed by SEBI—stemming from an investigation into just 21 trading days, could expand significantly, with potential illicit gains estimated between ₹3...

In the 50th episode of Two by Two, hosts Rohin Dharmakumar and Praveen Gopal Krishnan examine the contrasting open-source trajectories of China, the US, and India in the context of AI, and where India fell short. While China, despite being authoritarian, has surged ahead in open-source AI leadership with models like DeepSeek R1, India has fallen behind. The 2010s are framed as a “lost decade” for...

Microsoft, Amazon, Google, GS, JP Morgan Chase, Deloitte, Walmart, Bosch, Adobe, Target, Salesforce, AstraZeneca. What’s common to these dozen organisations? Other than the fact that they are, well, large, well-respected and innovative? They all operate their own development and innovation centres in India. Often sprawling campuses and offices across multiple cities, filled with Indian engineers,...

Meesho, Rapido, and Zepto have managed to challenge what seemed like firmly established duopolies, such as Amazon and Flipkart, Uber and Ola, and Blinkit and Swiggy Instamart, respectively. The third-place player trying to break the duopoly with its ‘challenger DNA’ came in and caught up with the incumbents by targeting the unserved or underserved markets they overlooked, innovation, be it through...

Bengaluru, India’s tech hub, is unfortunately also a poster child for urban chaos. A city bursting at the seams, where unplanned growth has pushed its infrastructure to breaking point. Imagine roads that can’t handle the sheer volume of vehicles, leading to traffic jams that eat away at hours of your day. It’s not a minor inconvenience; it’s a daily grind that impacts productivity and quality of l...

This episode of Two by Two was first published on 12 June 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 . Not a Premium subscriber? You can subscribe to The Ken Premium on Apple Podc...

This episode of Two by Two was first published on 05 June 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 . Not a Premium subscriber? You can subscribe to The Ken Premium on Apple Podc...

This episode of Two by Two was first published on 29 May 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 . Not a Premium subscriber? You can subscribe to The Ken Premium on Apple Podca...

This episode of Two by Two was first published on 22 May 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 . Not a Premium subscriber? You can subscribe to The Ken Premium on Apple Podca...

This episode of Two by Two was first published on 15 May 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 . Not a Premium subscriber? You can subscribe to The Ken Premium on Apple Podca...

This episode of Two by Two was first published on 08 May 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 . Not a Premium subscriber? You can subscribe to The Ken Premium on Apple Podca...

This episode of Two by Two was first published on 01 May 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 . Not a Premium subscriber? You can subscribe to The Ken Premium on Apple Podca...

This episode of Two by Two was first published on 24th 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 . Not a Premium subscriber? You can subscribe to The Ken Premium on Apple P...

This episode of Two by Two was first published on 17th 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 . Not a Premium subscriber? You can subscribe to The Ken Premium on Apple P...

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 m...

You’ve surely heard of the term of the term enshittification? In case you haven’t, it was coined by blogger and journalist Cory Doctorow. He defined it as the pattern in which online products and services decline in quality over time. This decline or decay has started to show in Indian Consumer tech products as well, resulting in an experience for customers that is much worse than what was promise...

“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 bi...

You could, in many ways, picture India’s tech businesses venturing into the global stage in waves. First, there were the services companies. Your Wipros and Infosys and the like. Then, startups such as Zomato, Oyo, and Ola took their shot. The third wave was headlined by SaaS companies like Zoho and Freshworks.  What does the fourth wave look like?  What does the future hold for companies making t...

Free-range eggs and chicken have been gaining popularity for a while. The practices involved in producing and raising them are considered more humane. The market for humane meat has been growing slowly but steadily. Reports suggest that a majority of the country eats eggs, chicken, or meat. Shouldn’t we care about how the animals that reach our plates are raised and killed? It’s not a question wit...

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 an...

Everyone’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 tha...

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 eatin...

Have 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...

On January 20th, the online publication The Head and Tale broke the news that two of India's largest payment aggregators and gateways, Razorpay and Cashfree, were severing ties with India's largest payment orchestrator or router, Juspay. Payment gateways are the simplest. They simply facilitate a payment transaction between a merchant's website and a bank. But these days, we have so many ways to p...

“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 sol...