quick commerce

“To give you the exact number, it would be like about today collectively .3% of grocery.”

“I feel like, unfortunately for us, it will very much stick around and dominate because If you look at the US, which I'm familiar with, people have been ordering groceries, let's say in the US online for like a decade now. But the behavior that they got used to…”

“With quick commerce you can't automate that much because the cost of the automation doesn't bear out in a small box. So you have to use human labor the car. And so in markets where the cost of human labor and is not there and the concentration of customers isn…”

“When seven, eight players come into the foray, and they start unionizing, and they start asking for benefits at some point that cost to convenience math will get skewed and not for the better.”

“I've never bought all of them are my friends, but I've never bought from quick commerce. I've never invested in a quick commerce.”

“In India, I don't know. I don't know what the TAM is. I don't think it's much more than 50, sixty million people. If it's a large TAM. But not more.”