Meesho

10 statements across 2 episodes · 5 bullish · 0 bearish · 2 people on the record · first statement May 7, 2023 by Vidit Aatrey · said 31 times in 4 episodes since 2023 · across every show →

Mentions by year

brought up most by Vidit Aatrey (13), Nikhil Kamath (11), Mati Staniszewski (4), Kishore Biyani (3)

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Everything said about Meesho, oldest first

May 7, 2023 neutral
Disclosure
Aatrey: Meesho's average order value is just 320 rupees
“Three 20. And that's the, I'm saying, that's the problem we have to solve.”
Vidit Aatrey May 7, 2023 ▶ 1:54:26 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
May 7, 2023 bullish
Prediction Partly held up
Aatrey: Meesho will become profitable by the end of 2023
“So, our goal is, I think by the end of this year, we'll become profitable.”
Vidit Aatrey May 7, 2023 ▶ 2:01:55 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
May 7, 2023 neutral
Insight
Aatrey: Amazon's core value proposition is speed and convenience over everything else
“Amazon is like convenience. So I want to stand for convenience, right? So they will make sure that everything that you order, you always feel like it comes faster here. As compared to anyone else.”
Vidit Aatrey May 7, 2023 ▶ 1:19:35 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
Aatrey: 40% of Meesho sellers sell exclusively online
“So for example, 40% of sellers on Misho are online only sellers. They don't sell anywhere else.”
Vidit Aatrey May 7, 2023 ▶ 2:06:04 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
May 7, 2023 positive
Insight
Aatrey: Meesho's core positioning is the deepest selection at the lowest prices
“When they come to Misho, people believe that this selection I will not get for a more affordable price anywhere else. Like they have to believe this. And I will get the largest possible selection in the price points that I can afford.”
Vidit Aatrey May 7, 2023 ▶ 1:20:11 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
May 7, 2023 bullish
Disclosure
Vidit Aatrey: Meesho completed 1 billion orders across 140M customers
“We have about 14 crore people who buy from us every year, about a million small businesses. In the last one year, we did about one billion orders, which is about a hundred crore. That's about a hundred crore orders in the last 12 months.”
Vidit Aatrey May 7, 2023 ▶ 1:53:21 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
May 7, 2023 positive
Assertion Not checkable as stated
Aatrey: Meesho users frequently image-search Instagram screenshots to buy products
“One of the very common Products that people use on the Misho app is people take photographs and they search that same photograph and buy. And most of those photographs come from Instagram.”
Vidit Aatrey May 7, 2023 ▶ 44:11 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
May 7, 2023
Disclosure
Vidit Aatrey: Meesho was valued at $5B in last round
“Our valuation, this is the last round of about five billion.”
Vidit Aatrey May 7, 2023 ▶ 1:53:14 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
May 7, 2023
Insight
Aatrey: Hyperlocal celebrity marketing outperforms pan-India ambassadors
“So, we kind of, we had different celebrities for different parts of the country. Like, we had Swaro Ganguly for West Bengal, we had Ram Charan for a certain state in South India. So, I'm saying it's a, it's basically we went very local and we saw that to be mu…”
Vidit Aatrey May 7, 2023 ▶ 55:45 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
Mar 11, 2026 positive
Assertion Supported
Staniszewski: ElevenLabs voice agents automate 60,000 customer support calls for Meesho
“So we help automate their customer, customer experience, customer support. So they have now 60,000 calls coming in to ask about the products, ask about shipping, refund, and hand the in in English, and we help We created a voice agent that you can interact wit…”
Mati Staniszewski Mar 11, 2026 ▶ 31:19 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
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