ONDC
7 statements across 5 episodes · 4 bullish · 1 bearish · 7 people on the record · first statement May 7, 2023 by Vidit Aatrey · across every show →
Everything said about ONDC, oldest first
May 7, 2023 neutral
Aatrey: Marketplaces cannot be commoditized like payment protocols
“Payments are same on every app. It's not that my, if I do payment with one app to the other, they stand for different things. Payments is a commoditized one simple thing. Products are not. Like it's two different stores you go to cannot be exactly the same. Th…”
Sep 2, 2023 bullish
Oct 7, 2023 bearish
Kamath: ONDC will considerably compress margins for existing e-commerce platforms
“ONDC, I think, will drive down the margins of platforms.
Considerably.
Because I might not take the arbitrage if the price difference is five percent, but if the price difference is paying 30% on Flipkart versus five percent on ONDC, I think a lot of people by…”
Oct 7, 2023 neutral
Oct 28, 2023 positive
Oct 28, 2023 bullish
Kalra: ONDC Commoditizes Delivery Through Sufficient Third-Party Logistics Aggregators
“So on this is definitely a very, is a democratization and a commoditization of delivery. Now here's the beauty. There are enough third party aggregators that can responsibly and effectively take your product from your cloud kitchen or your restaurant to the en…”