e-commerce

4 statements across 3 episodes · 1 bullish · 0 bearish · 4 people on the record · first statement May 7, 2023 by Vidit Aatrey · across every show →

Everything said about e-commerce, oldest first

May 7, 2023

Insight

Aatrey: Early profitability pushes e-commerce companies into a negative spiral

“There are one stage of the business, especially in e-commerce. You need to cross a critical mass of scale. And unless you get there, if you try to become profitable too soon, you get into a negative spiral.”

Vidit Aatrey May 7, 2023 ▶ 2:01:33 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath

May 7, 2023 neutral

Assertion Not checkable as stated

Kumar: E-Commerce Tech Investment Over 15 Years Focused on Backend Systems

“Most of the evolution and sir will agree, has happened technology on backend, rationalizing the technology for applications like what to give to consumers, like pricing search, things like the rescue search, cataloging, things like that. All those investments …”

Sujeet Kumar May 7, 2023 ▶ 1:17:24 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath

Oct 7, 2023 neutral

Assertion Not checkable as stated

Narayanan: E-commerce purchase volumes drop precipitously above 5,000 rupees

“It is true that beyond 5000, The volumes drop precipitously.”

Ananth Narayanan Oct 7, 2023 ▶ 2:25:04 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath

Jun 17, 2026 bullish

Assertion Partly supported

Juneja: Online sales of condoms in India are growing at 60% annually

“And if you just look at this right now, there is approximately, 50, 60% growth of condom sales online.”

Rajiv Juneja Jun 17, 2026 ▶ 1:38:40 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath

e-commerce

Everything said about e-commerce, oldest first

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