The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Nilekani: ONDC processes twelve billion transactions per month
“And ONDC today does twelve billion transactions a month.”
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…”
Narayanan: ONDC adds value to brands but will not replace platforms
“I do think ONDC can add value to brands.
I'm not sure there are replacement to platforms.”
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…”
Amlani: Indian Restaurateurs Are Building Delivery Infrastructure Through ONDC
“We are developing and working very closely with ONDC. Now we are going to build channels. We are going to start building competencies”
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…”