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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…
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The VerdictThe Burn Rate IllusionAd Spend NumbersPayments. Bank. Super App.The RBI CrackdownIPO Hype vs RealityPhonePe Did It BetterFour-Layer AnatomyThe CounterargumentBurn Rate QuizThe…
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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
<a href="#foodpanda-rise"…
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How Snapdeal Got BigThe Execution GapCapital AllocationThe Flipkart RejectionThe Brand FailureWhat Snapdeal Is NowStartup Risk DiagnosticThe Verdict
21 min read
The Breakdown…
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The Bill You Didn’t ExpectSurge Nobody AdmitsThe Packaging FeeThe Subscription TrickThe Hidden CommissionSix Dark PatternsPricing Psychology QuizWhat You Can DoThe Verdict
16 min…
