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From Darling to Disaster
The "Cool Credit" Problem
The Regulatory Reckoning
The Forced Merger
When the Brand Promise Collapsed
Fintech's Grow-Now Culture…
On This Page The Verdict The Growth Mirage The Billion-Dollar Ad Machine The Sales Floor of Horrors The Acquisition Graveyard The Psychology of Fear-Selling The…
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The Verdict
The Loyalty Vacuum
Uber's Referral Machine
The Ola Money Catastrophe
The Psychology of Referrals
Ola's Loyalty Programme Autopsy
The Switching…
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The Identity Vacuum
The Accidental King
The Chinese Invasion
The No-Moat Problem
The YU Experiment
Distribution Death
The In Note Comeback
The…
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The Visionary Trap
The Product Was Actually Good
The "Look Up" Campaign
The Founder-Ego Problem
The Burn Rate Reality
Culture Rot From…
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The First-Mover Fallacy
The Rise: 2012-2014
Where the Cracks Started
The Discount Death Spiral
Myntra Did What Jabong Wouldn't
The Tech Gap…
On This Page The VerdictThe Burn Rate IllusionAd Spend NumbersPayments. Bank. Super App.The RBI CrackdownIPO Hype vs RealityPhonePe Did It BetterFour-Layer AnatomyThe CounterargumentBurn Rate QuizThe…
On This Page The VerdictThe Founder EffectOmnichannel Done RightThe Gen Z PlaybookMedical to FashionPricing PsychologyIs It Sustainable?Brand DiagnosticThe Final Verdict
10 min read
The Breakdown 01…
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The Verdict (Before You Get Comfortable)Paytm's Guerrilla DNAThe Demonetisation GambleThe Unauthorised Modi MomentThe Cricket Sponsorship TrapThe Everything App ProblemWhat Actually WorkedThe CounterargumentGuerrilla…
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Supposed to Win India5 Strategic FailuresMarketing AutopsyThe Ola AcquisitionTimeline of DeclineLessons for BrandsRisk DiagnosticThe Verdict
24 min read
The Breakdown
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