I am a Software Engineer (tech lead) and can confirm that having the same infrastructure for multiple products does save a lot of cost. But that’s considering they have just one infrastructure as the app might look like it’s a single application but under the hood can have different infrastructure(magic of micro services). A con of having a single infrastructure is that it brings extra engineering complexity in developing the products.
As a customer i too confirm that if i remember some groceries while ordering food i would use swiggy instamart which takes one tap rather than opening some other app
mate - i've been in the markets for over 8 years, and have consciously avoided consuming content from 'finfluencers'. that said, i'm pretty happy to have landed upon your video; very on point, mostly accurate (except the RoNW part), and totally transparent. good job!
I used to to work with swiggy backend operations support and their delivery fission model works on a locationa nd order specific model. Say if a customer has order food and other items then both the restaurant and the darkstore needs to be located in a linear route for it to work otherwise different delivery persons will be assigned for each order. So if we consider 100 orders a day where both food and other items are ordered, then only 40-50 orders are executed under fission model.
As Software professional the infrastructure cost likely Less in 1 app compared to keeping it 2 seperate app and code base. Also just bcoz they're 2 app doesn't mean they didn't already share cloud or on-premises infrastructure like databases, servers, load balancers, networking components. single super app will increases the complexity and architecture even with microservice also it increases development and maintenance cost. still bigger drawback to super app is that any traffic spike, security incident in one part could affect entire application.
Exactly my thoughts too! If one thing gets messed up in a super app it's very likely to get all the services down. And coming to the shared infra in case of multiple apps, even if we assume shared tech and models there is still the marketing cost for customer retention so there's that.
@@satyamgaba That says how far Deepinder has come , he is current gens role model for many. But his fame is double edged sword. His fame and name is good for zomato and vice-versa worse to Zomato if he does something wrong . But not with Swiggy. Swiggy's founders are barely famous.
While I enjoy the convinience of Super Apps, I believe there is a lot of cross subsidization happening between services. People here in India are more comfortable in keeping multiple apps as long as they get the best deals. Brand loyalty is driven by prices creating a very competitive market!
1. I personally used to use swiggy a lot till I entered the loop of comparing prices....while I had swiggy one membership still the food cost less from same restaurant in zomato with no membership [ 80% of times ] 2. IPO looks like to cover the loses by using Retail investment and exit of VC firms
Exactly same reason. With membership, my orders from swiggy are expensive than ordering from blinkit. Food delivery business is better handled by swiggy, but quick commerce, today's goldmine, goes to zomato
Lol. I always add the same cart to both zomato and swiggy every time but the swiggy always has a cheaper rate by 30-50 rs. One of my recent orders was 1000+ on zomato and 951 on swiggy
I have both Swiggy one and Zomato gold most of the time Swiggy has cheaper price compared to Zomato price , If you are not a regular in one of these then these apps give you a special treatment so that might be the reason why you have cheaper price in Zomato.
You explained the delivery fission system explained so well. this video editing is crazy. my father knows less English still he understand this video completely
6:45 yes, a company can save more on it ... because they have to spend less on development and version management Swiggy can keep track of one app (development, debug and release builds) but zomato has to take care of 3 of those
Swiggy UI is cool. Zomato looks cheap. Swiggy is good at innovation-they're first to introduce genie, minis. I'm definitely investing in swiggy as it has more room to grow than Zomato which seems over valued.
I like super apps like Swiggy, because it is simple, time saving & helps to reduce the storage consumption on my phone. And it allows me to uninstall 3 other apps. (Even if i need to pay few extra rupees)
last time such discrepancy happened in the valuations between two big player was in 2021 precious metal & jewellery sector When kalyan jewellers listed at 35 pe, and titan was at 100 pe. So what do you think what happened, did titan fall down to 35 pe or kalyan went to 100 pe . Indeed kalyan pe went to 100, so after swiggy cheap listing of 85k cr i think it will come close to valuation of 1.5 lakh - 2 lakh cr similar to zomato.(since similar revenue around 12k cr, while zomato 14k cr) So you can buy swiggy without hesitation.
00:08 SWIGGY IPO aims to replicate Zomato's success 02:15 Advantages of Swiggy over Zomato 04:22 Swiggy's super app model reduces customer acquisition costs. 06:25 Swiggy's Hub and spoke delivery model optimizes unit economics 08:21 Efficiency boost and cost savings through delivery fusion model. 10:21 Swiggy's apparent advantages turned out to be disadvantages 12:23 Zomato leading in profitability, Swiggy focusing on growth and operational efficiency. 14:27 Swiggy facing leadership gaps and slow decision making 16:25 Strong and stable leadership critical for Swiggy's growth post IPO.
I have been watching your videos since Abhi and Niyu told me about your channel. Your videos are a goldmine for people interested in business. Thank you, Ganesh Bhaiya, for making this video.
Swiggy might profit from its IPO, but retail investors could face losses. Around 95% of people have stopped ordering from Swiggy due to food prices being 30% higher than restaurant prices. In my opinion, Swiggy is struggling at the moment, and the IPO seems like a way for existing investors to exit with a profit
true but pov as long as customers has specific preferences, like they dont order food from outside a lot, their interaction from the super app which is mainly the food delivery for swiggy is less, and they are inclined to other specific alternatives like zepto blinkit more
you could have added the growth in the total market size as well, even though swiggy lost market share, their revenue and ebitda also grew as you showed
Personally, not going to invest in Swiggy IPO, due to following factors 1. Unstable top management 2. Lack of acceptance of super apps in Indian market 3. Unfocused approach towards the services they are going to provide, will get into situation like Paytm bank as we saw recently.
I think swiggy can turn into like zomato in future they are working in customer retain because of they offer discount in swiggy hdfc card also nother point is zomato starting in 2008 and today operates in 1000+ also operates in 24 foreign countries cities but swiggy started in 2014 and today operates in 580+ cities in india, so swiggy had been working lot and competitive in zomato. In my mind surly invest in swiggy but not an ipo after ipo swiggy stock price has decent or low price is coming after i buy it
Swiggy’s super app model is definitely a superior way to go in the long run… in terms of cost-saving, efficiency-building, and even containing the carbon footprint ( by delivering more orders in a single round). It’s a matter of time before the Indian consumer adapts to this convenience.
It’s perhaps a user preference for specialization… privacy concerns… and cultural emphasis on flexibility. India's growing smartphone use and comfort with digital ecosystems should lead to a shift toward super apps over time. UPI’s success is a case in point.
I like Swiggy. They are more into quietly running the business while Zomato is more into publicity. The app UI is much better than Zomato's. Even though its a super app it doesn't feel like one (compared to paytm which is a cluttered nightmare of an app to navigate). Yes, Zomato has gained market share but it's mostly inorganic growth. In the long run, my money will be on Swiggy. They have to sort out the senior level exits, don't know what that's about, but it's Swiggy's battle to lose.
Zomato and blinkit's UI is so much light and easy to use, always found swiggy UI too heavy and not so user friendly, it also has a very boring vibe while Zomato blinkit has an exciting vibe
Its been 3-4 months since i hav seen ur videos. After long gap, now i observe substantial change in your editing quality. Worth watching and top quality. It aspires me everytime to learn vid editing and learn content research.
I use Swiggy a lot because 1. their customer service is better than zomato. 2. many resturants have less options on Zomato whereas on Swiggy we get complete menu. 3. I personally like Swiggy's UX UI. It is smoother than Zomato.
This is the first video that I was saw in your channel. I want to appreciate you that it was gave me lots of ideas about a companies and its functions thank you very much for this video. I love a lot about it. Keep doing this. This will help us a lot - by a new subscriber from Tamil Nadu.
Onethings i can tell eeryone onciidently that ganesh has been pid heavly for advertsiing and tell positive about swiggy before swgiiy ipo thanks for taking monye and promoting swiggy
I work in zomato and that delivery system is not as efficient as it sounds. There are delays when you put two different orders of two different customers. The customers complains that other order is been prioritized over ours and the delay leads to cancellations
Please make a video on jiomart entering on quick commerce in Navi mumbai and bengaluru, and how they are doing that without pricing extra charges like platform fees, delivery fees, etc and also without opening a dark store.
Being a developer I can say that, when it comes to scalability it becomes a big problem and we can see that in swiggy app now. More and more features we add, we need to find a way to navigate user to that feature flawlessly. Any given day, I would go and install a new app for fewer & less cluttered feature which is user friendly. Swiggy has so many options that I am not even aware of. I am sure many are also in the same boat like me
According to me in order to get good customer service we should't allow zomato to build a monopoly, or else later zomato would take advantage from there customers(by charging high prices or offering poor services). Due to this I want swiggy or other food apps like ola food to out perform well.
If Swiggy doesn't improve it could become like SpiceJet of Airlines Industry and just like Indigo, the Zomato will enjoy the monopoly in the food delivery industry and quick commerce Industry. That will lead to predatory pricing. Hence, I will root for Swiggy.
Shantanu one said, "brand is known for one and only one thing". For example maggie, they have hundreds different products like sauces and masala's, but its know for instant noodles. Or durex, they have so many personal pleasure SKU's but whats it know for? Condoms! I don't think its majorly a Indian thing, its I think human nature as to how we perceive brands.
Correct IPO advice: The investors who have invested before the IPO are looking to dump majority their shares on public listing. Don't be a fool and apply. Wait for 1-2 years, buy on market if only at proper valuation
Power of Branding. Deepinder's thumbnail image for a Swiggy IPO video. Think School is also aware that this thumbnail can provide them more clicks on this video.
Everything is low margin business in this competitive world. They take shareholders money at premium to spend on marketing to reach higher customer base. If they have to issue dividend it is a long way to go. They keep showing topline and customer acquisition, even they are fast growing market, some disrupted can put a break. Shareholders have to be careful. Many apply IPO only to exit at a premium. In short run, every thing fine. Long run? Look Restaurants Brand Asia. They are trading at 50% of their initial euphoria of peak.
brother just because some app comes under a super app doesn't mean they have shared infra also the vice versa (just because apps are separately build, doesn't mean they have different infra) being a software developer, I can tell for sure cost management and having a super app has no relation at all... The key to cost management (as per my experience) is to scale the infra as much as needed, or in other words avoid having cloud resources which are not being used. For example if you have a infra to handle billion of users, but you only have a million user, you're losing a lottt.
I don't think their delivery costs are 33 rupees. If I remember correctly, the actual number is closer to 60 for food and 40 for instamart. Request think school to verify if you think there's a mistake...
spree of leaving Key people is big red flag. At the time of IPO its big challenge to Swiggy. Mayb growth seems to matured for shareholders as well. Or Founders disagreement with leaders on growth strategies could have brought discontent amongst leaders
One point is there is no winner here , Most people I know have both Zomato and Swiggy and both Zomato gold and Swiggy one which costs around 30rs for 3 months and 4 in Swiggy , We like to compare and Price and order from whichever is cheaper , also Swiggy have introduced 10% cash back across all orders for Swiggy hdfc card. It's a duopoly and it will remain like that ,both the Companies will grow.
I believe both the players will have their piece of success as the requirement of quick commerce is increasing extensively and entering in this space for a new player isn't easy but at the same time there will be a healthy competition among the existing players to keep the market penetrating & moving
Dear Think School, Please make a video on how engineering or undergraduates can open a startup or a manufacturing business, and please throw some light on the students from core branches like Civil, Mechanical or Materials moving to IT Industry, please keep the college tier in mind while making the video.
I don't necessarily believe you're the only one. A survey that I had conducted has indicated that there's more brand loyalty in cases of swiggy, also a big issue for its competitors like zepto is falling customer retention.
Last day I ordered food from 2 seperate restaurants at an interval of 5mins in zomato. The same delivery guy travelled to both the restaurants and brought the food. So fission model or whatever you are telling is both being implemented by Zomato and Swiggy
this could work but maybe not because this will make the system too complex, and customer dont want to work they love simplicity and simple UI, if they manage to achive that... thats a win
I can vouch for Swiggy's customer centricity. Any company that does not put customer at the center will eventually perish. This is why i am going for Swiggy, and skipped Ola IPO.
Present Buddy❤ Thank you so much, why didn't you start this early, we had so many IPOs, we need this!! Ye Dil Maange More❤ And yaa, i'll not be investing in Swiggy, coming from a tier 3 city i feel zomato has created a strong sense of customer relationship with us and anyways swiggy is a bit overvalued looking at its losses.
Takibg example of multiple foreign countries I don't think super app has really succeeded except in China. The reason is like every app has a different use case and hence should be designed for a that purpose, so accommodating everything in a single app sacrifices a user experiences .in majority of the cases i have seen super apps are usually unstable and difficult to navigate
Swiggy delivered already eaten food and denied to process refund even after escalating it. My and other unhappy customers' curses are with them. I am staying away from this IPO. Company certainly has no future due to their poor customer service.
Delivery fission system might not work for q commerce, yes it's been operational in zomato and swiggy as multiple order pick up! With this integration 10 mins delivery doesn't make any sense
A humble request - Please make a combi video on the inspiring entrepreneurial life of Ratan Tata. You can add the story of his emotional purchase of Air India as a case study as well, because it was a huge loss making company, and probably will be for a while. Do emotions have a place in business, and can great entrepreneurs turn such loss making companies around? It would make for a very interesting video.
Single app make its messy . Its confusing to a user and some times i feel the irritation of using swiggy app. I am ok with having two apps for two things instead of one . Something to do with human mind to keep things separated may be my OCD 😅
As a techie, if Zomato has different themes, designs, and apps. There's a 99% chance they use a larger tech team because of the different apps. All three likely have different design systems, and design systems play a very large role, so they would definitely need more tech talent. For Design for sure they hire more people for sure
👉Check out Odoo: www.odoo.com/r/jgv
Please make a video on Japan negative interest policy in 2014
I am a Software Engineer (tech lead) and can confirm that having the same infrastructure for multiple products does save a lot of cost. But that’s considering they have just one infrastructure as the app might look like it’s a single application but under the hood can have different infrastructure(magic of micro services). A con of having a single infrastructure is that it brings extra engineering complexity in developing the products.
But, we saw this thing where Paytm had tons of features under a single app which were barely being used.
As a customer i too confirm that if i remember some groceries while ordering food i would use swiggy instamart which takes one tap rather than opening some other app
And having different apps for different products can have a common infrastructure
Hey can you explain if like a bunch of micro services could maybe become cluttered to become a monolith? Is that true idk I am still learning
Not , agree with your points, in swiggy application some of the function are very different to handle or not verified.
It's can be more polished,
mate - i've been in the markets for over 8 years, and have consciously avoided consuming content from 'finfluencers'. that said, i'm pretty happy to have landed upon your video; very on point, mostly accurate (except the RoNW part), and totally transparent. good job!
I worked as a Swiggy delivery partner, but when I left this job, they did not refund my deposit money.
Bro, I have a question, how was your experience working there as in, did you like the management?
Bhai tum IPO rukwa skte ho...Jaake complain thok do
motion graphics, blender, edits are new level... loved it
aevy video editors...!! #aevvyisvibe
I used to to work with swiggy backend operations support and their delivery fission model works on a locationa nd order specific model. Say if a customer has order food and other items then both the restaurant and the darkstore needs to be located in a linear route for it to work otherwise different delivery persons will be assigned for each order. So if we consider 100 orders a day where both food and other items are ordered, then only 40-50 orders are executed under fission model.
This makes sense. Thanks for the info dude
Still, 150-200 crores a year saved.
As Software professional the infrastructure cost likely Less in 1 app compared to keeping it 2 seperate app and code base. Also just bcoz they're 2 app doesn't mean they didn't already share cloud or on-premises infrastructure like databases, servers, load balancers, networking components. single super app will increases the complexity and architecture even with microservice also it increases development and maintenance cost. still bigger drawback to super app is that any traffic spike, security incident in one part could affect entire application.
I second that
Exactly my thoughts too! If one thing gets messed up in a super app it's very likely to get all the services down. And coming to the shared infra in case of multiple apps, even if we assume shared tech and models there is still the marketing cost for customer retention so there's that.
One correction : its the Adjusted EBITDA and not the actual EBITDA because if you see the actual EBITDA of Zomato the Zomato is still under Loss.
Adjusted EBITDA profit of Rs 912 crore in FY24 as compared to a loss of Rs 10 crore in FY23 for zomato
@@Yokesh144 Thats the point , its Adjusted EBITDA and not Actual EBITDA, you should consider ESOP expenses also.. which bring down the Actual EBITDA.
@@umangadatia744 AGREE
This is something i was waiting to hear
GO for cashflow not the ebitda
It's swiggys IPO but still Deepinder image is shown in Thumbnail 😂😂
Power of Zomato ❤
Clickbait
@@satyamgaba That says how far Deepinder has come , he is current gens role model for many. But his fame is double edged sword. His fame and name is good for zomato and vice-versa worse to Zomato if he does something wrong . But not with Swiggy. Swiggy's founders are barely famous.
Kyuki haramkhori sab ke khoon me hai
low effort thumbnail
While I enjoy the convinience of Super Apps, I believe there is a lot of cross subsidization happening between services. People here in India are more comfortable in keeping multiple apps as long as they get the best deals. Brand loyalty is driven by prices creating a very competitive market!
It’s good this channel is back with business case studies.
1. I personally used to use swiggy a lot till I entered the loop of comparing prices....while I had swiggy one membership still the food cost less from same restaurant in zomato with no membership [ 80% of times ]
2. IPO looks like to cover the loses by using Retail investment and exit of VC firms
Exactly and for the same reason even I switched to Zomato
Exactly same reason. With membership, my orders from swiggy are expensive than ordering from blinkit. Food delivery business is better handled by swiggy, but quick commerce, today's goldmine, goes to zomato
Lol. I always add the same cart to both zomato and swiggy every time but the swiggy always has a cheaper rate by 30-50 rs.
One of my recent orders was 1000+ on zomato and 951 on swiggy
Exact opposite. After everything i find products on swiggy are 10-20rs cheaper than that of Zomato.
I have both Swiggy one and Zomato gold most of the time Swiggy has cheaper price compared to Zomato price , If you are not a regular in one of these then these apps give you a special treatment so that might be the reason why you have cheaper price in Zomato.
You explained the delivery fission system explained so well. this video editing is crazy. my father knows less English still he understand this video completely
I find Swiggy better than Zomato
As you said, I do prefer different apps for different things!! And i lovee how well designed the user interfaces of Zomato and blinkit are
6:45 yes, a company can save more on it ... because they have to spend less on development and version management
Swiggy can keep track of one app (development, debug and release builds) but zomato has to take care of 3 of those
Swiggy UI is cool. Zomato looks cheap. Swiggy is good at innovation-they're first to introduce genie, minis. I'm definitely investing in swiggy as it has more room to grow than Zomato which seems over valued.
I like super apps like Swiggy, because it is simple, time saving & helps to reduce the storage consumption on my phone. And it allows me to uninstall 3 other apps. (Even if i need to pay few extra rupees)
How come dineout service is not accounted in the video?
i was thinking hte same, its actually v big. have been using it from 6 years now
I hope Swiggy does well... Cause consumers win when there is competition in the market.
last time such discrepancy happened in the valuations between two big player was in 2021 precious metal & jewellery sector
When kalyan jewellers listed at 35 pe, and titan was at 100 pe.
So what do you think what happened, did titan fall down to 35 pe or kalyan went to 100 pe .
Indeed kalyan pe went to 100, so after swiggy cheap listing of 85k cr i think it will come close to valuation of 1.5 lakh - 2 lakh cr similar to zomato.(since similar revenue around 12k cr, while zomato 14k cr)
So you can buy swiggy without hesitation.
Please run BGM even louder from next video. We are here to hear BGM only.
😂
Yes yes
It was very very clear to me😂
You just have to mention this in every episode 😂
It's like a signature sign😂😂😂
00:08 SWIGGY IPO aims to replicate Zomato's success
02:15 Advantages of Swiggy over Zomato
04:22 Swiggy's super app model reduces customer acquisition costs.
06:25 Swiggy's Hub and spoke delivery model optimizes unit economics
08:21 Efficiency boost and cost savings through delivery fusion model.
10:21 Swiggy's apparent advantages turned out to be disadvantages
12:23 Zomato leading in profitability, Swiggy focusing on growth and operational efficiency.
14:27 Swiggy facing leadership gaps and slow decision making
16:25 Strong and stable leadership critical for Swiggy's growth post IPO.
I have been watching your videos since Abhi and Niyu told me about your channel. Your videos are a goldmine for people interested in business. Thank you, Ganesh Bhaiya, for making this video.
Swiggy might profit from its IPO, but retail investors could face losses. Around 95% of people have stopped ordering from Swiggy due to food prices being 30% higher than restaurant prices. In my opinion, Swiggy is struggling at the moment, and the IPO seems like a way for existing investors to exit with a profit
true but pov as long as customers has specific preferences, like they dont order food from outside a lot, their interaction from the super app which is mainly the food delivery for swiggy is less, and they are inclined to other specific alternatives like zepto blinkit more
seems like someone has spent an exorbitant amount on graphics.
Keep going, loved it. ❤❤
I liked the way you have explained the differences...yes as u mentioned it will be easy maintain infrastructure for super app..
Zomato :depinder
Swiggy :SEBI
you could have added the growth in the total market size as well, even though swiggy lost market share, their revenue and ebitda also grew as you showed
Bro, the quality of your videos is improving so much day by day.❤❤
I will apply for the ipo just for the listing gain but won't be a long term investor on either of the companies
Personally, not going to invest in Swiggy IPO, due to following factors
1. Unstable top management
2. Lack of acceptance of super apps in Indian market
3. Unfocused approach towards the services they are going to provide, will get into situation like Paytm bank as we saw recently.
I think swiggy can turn into like zomato in future they are working in customer retain because of they offer discount in swiggy hdfc card also nother point is zomato starting in 2008 and today operates in 1000+ also operates in 24 foreign countries cities but swiggy started in 2014 and today operates in 580+ cities in india, so swiggy had been working lot and competitive in zomato. In my mind surly invest in swiggy but not an ipo after ipo swiggy stock price has decent or low price is coming after i buy it
Swiggy’s super app model is definitely a superior way to go in the long run… in terms of cost-saving, efficiency-building, and even containing the carbon footprint ( by delivering more orders in a single round). It’s a matter of time before the Indian consumer adapts to this convenience.
What's stopping Indians now to switch to super apps?
It’s perhaps a user preference for specialization… privacy concerns… and cultural emphasis on flexibility. India's growing smartphone use and comfort with digital ecosystems should lead to a shift toward super apps over time. UPI’s success is a case in point.
@@pujabhakoo1Indian diaspora 😂
I like Swiggy. They are more into quietly running the business while Zomato is more into publicity. The app UI is much better than Zomato's. Even though its a super app it doesn't feel like one (compared to paytm which is a cluttered nightmare of an app to navigate). Yes, Zomato has gained market share but it's mostly inorganic growth. In the long run, my money will be on Swiggy. They have to sort out the senior level exits, don't know what that's about, but it's Swiggy's battle to lose.
Zomato and blinkit's UI is so much light and easy to use, always found swiggy UI too heavy and not so user friendly, it also has a very boring vibe while Zomato blinkit has an exciting vibe
How do they have inorganic growth?
@@groundzeroreax4082 strongly agree with this
@@shikin0071 yeah how is it inorganic kuch bhi without backing it with any info, blanket statement dete hai log
@@shikin0071 In the video he said Zomato acquired many more companies than Swiggy.
Personally, I prefer super apps over standalone apps for different services, especially when it comes to e-commerce and online shopping.
I ,usually dont comment on any videos i watch. But the insights u give are truly sound minded. Great work, keep going.
Its been 3-4 months since i hav seen ur videos. After long gap, now i observe substantial change in your editing quality. Worth watching and top quality. It aspires me everytime to learn vid editing and learn content research.
I am sceptical about combined handling of food delivery and grocery items. Each has a different need.
We need to watch how well they will handle this
I use Swiggy a lot because
1. their customer service is better than zomato.
2. many resturants have less options on Zomato whereas on Swiggy we get complete menu.
3. I personally like Swiggy's UX UI. It is smoother than Zomato.
This is the first video that I was saw in your channel. I want to appreciate you that it was gave me lots of ideas about a companies and its functions thank you very much for this video. I love a lot about it. Keep doing this. This will help us a lot -
by a new subscriber from Tamil Nadu.
Stalin will launch his own Tamil only food delivery app and everyone in TN will go gaga and uninstall all the apps from their phone.
Onethings i can tell eeryone onciidently that ganesh has been pid heavly for advertsiing and tell positive about swiggy before swgiiy ipo thanks for taking monye and promoting swiggy
Loved the way on how he articulated!!
video editing is crazy, give the editor a raise
Ganesh- just curious, do you leverage generative AI to summarize these large documents?
I work in zomato and that delivery system is not as efficient as it sounds. There are delays when you put two different orders of two different customers. The customers complains that other order is been prioritized over ours and the delay leads to cancellations
Please make a video on jiomart entering on quick commerce in Navi mumbai and bengaluru, and how they are doing that without pricing extra charges like platform fees, delivery fees, etc and also without opening a dark store.
Jio has supermarkets everywhere, they don't need dark stores. Free delivery 0 platform fee is just acquire customer base
The hype arround swiggy is too much. Cant miss on this IPO.
Being a developer I can say that, when it comes to scalability it becomes a big problem and we can see that in swiggy app now.
More and more features we add, we need to find a way to navigate user to that feature flawlessly.
Any given day, I would go and install a new app for fewer & less cluttered feature which is user friendly. Swiggy has so many options that I am not even aware of. I am sure many are also in the same boat like me
According to me in order to get good customer service we should't allow zomato to build a monopoly, or else later zomato would take advantage from there customers(by charging high prices or offering poor services). Due to this I want swiggy or other food apps like ola food to out perform well.
If Swiggy doesn't improve it could become like SpiceJet of Airlines Industry and just like Indigo, the Zomato will enjoy the monopoly in the food delivery industry and quick commerce Industry. That will lead to predatory pricing. Hence, I will root for Swiggy.
Shantanu one said, "brand is known for one and only one thing". For example maggie, they have hundreds different products like sauces and masala's, but its know for instant noodles. Or durex, they have so many personal pleasure SKU's but whats it know for? Condoms! I don't think its majorly a Indian thing, its I think human nature as to how we perceive brands.
Idc. I compare prices and order the cheapest. But existence of both apps must be there for improvement.
Correct IPO advice:
The investors who have invested before the IPO are looking to dump majority their shares on public listing. Don't be a fool and apply.
Wait for 1-2 years, buy on market if only at proper valuation
Power of Branding. Deepinder's thumbnail image for a Swiggy IPO video. Think School is also aware that this thumbnail can provide them more clicks on this video.
Everything is low margin business in this competitive world. They take shareholders money at premium to spend on marketing to reach higher customer base. If they have to issue dividend it is a long way to go. They keep showing topline and customer acquisition, even they are fast growing market, some disrupted can put a break. Shareholders have to be careful. Many apply IPO only to exit at a premium. In short run, every thing fine. Long run? Look Restaurants Brand Asia. They are trading at 50% of their initial euphoria of peak.
Every video of yours is a masterpiece dude!!
brother just because some app comes under a super app doesn't mean they have shared infra also the vice versa (just because apps are separately build, doesn't mean they have different infra) being a software developer, I can tell for sure cost management and having a super app has no relation at all...
The key to cost management (as per my experience) is to scale the infra as much as needed, or in other words avoid having cloud resources which are not being used. For example if you have a infra to handle billion of users, but you only have a million user, you're losing a lottt.
If possible please make case study or video on How Big Data Analytics use for Trading and Investment purposes.
Their delivery fission model sounds almost similar to the travelling salesman problem in linear programming of Operations Research.
I don't think their delivery costs are 33 rupees. If I remember correctly, the actual number is closer to 60 for food and 40 for instamart. Request think school to verify if you think there's a mistake...
He is taking cost to company, not the cost to user
it was just an example to explain and make viewers understand. Not the real values
For the first 3-4kms, it's ₹30
Can someone explain how this 20,000 came at 7:32
@@s.jagadesh4406 Average salary of delivery partners
spree of leaving Key people is big red flag. At the time of IPO its big challenge to Swiggy. Mayb growth seems to matured for shareholders as well. Or Founders disagreement with leaders on growth strategies could have brought discontent amongst leaders
7:30 how was ₹20,000 was derived?
Avg salary of delviery rider
I guess 20 orders * 1000
One point is there is no winner here ,
Most people I know have both Zomato and Swiggy and both Zomato gold and Swiggy one which costs around 30rs for 3 months and 4 in Swiggy ,
We like to compare and Price and order from whichever is cheaper , also Swiggy have introduced 10% cash back across all orders for Swiggy hdfc card.
It's a duopoly and it will remain like that ,both the Companies will grow.
Excellent Presentation... very insightful...
I believe both the players will have their piece of success as the requirement of quick commerce is increasing extensively and entering in this space for a new player isn't easy but at the same time there will be a healthy competition among the existing players to keep the market penetrating & moving
Dear Think School, Please make a video on how engineering or undergraduates can open a startup or a manufacturing business, and please throw some light on the students from core branches like Civil, Mechanical or Materials moving to IT Industry, please keep the college tier in mind while making the video.
Swiggy has potential. I am regular user and also a satisfied one
Think School, and Ganesh thanks a lot for bringing all these exclusive content to us. Thank you with all my hearts.
So i am from that rare group in India, which love super apps to save time.
I don't necessarily believe you're the only one. A survey that I had conducted has indicated that there's more brand loyalty in cases of swiggy, also a big issue for its competitors like zepto is falling customer retention.
Me too !
I m too
I'm not and most of the people
Nice video, very informative. This is how it should have done
Last day I ordered food from 2 seperate restaurants at an interval of 5mins in zomato. The same delivery guy travelled to both the restaurants and brought the food. So fission model or whatever you are telling is both being implemented by Zomato and Swiggy
Before ONDC picks up lets transfer the risk to retail customers.
Please make a case study on UPSC Coaching Industry and its future
this could work but maybe not because this will make the system too complex, and customer dont want to work they love simplicity and simple UI, if they manage to achive that... thats a win
It is true that shared infrastructure reduces costs but can also increase maintainability cost and make app complex for users.
I can vouch for Swiggy's customer centricity. Any company that does not put customer at the center will eventually perish. This is why i am going for Swiggy, and skipped Ola IPO.
Present Buddy❤
Thank you so much, why didn't you start this early, we had so many IPOs, we need this!!
Ye Dil Maange More❤
And yaa, i'll not be investing in Swiggy, coming from a tier 3 city i feel zomato has created a strong sense of customer relationship with us and anyways swiggy is a bit overvalued looking at its losses.
I like concept of superapp. It's very convenient
Under same infrastructure they can save some cost but depends on location
Nice presentation with simplified explanation.
Great work by you and your team!!
Zomato hyperpure contributed significant to the top line which you missed
Takibg example of multiple foreign countries I don't think super app has really succeeded except in China. The reason is like every app has a different use case and hence should be designed for a that purpose, so accommodating everything in a single app sacrifices a user experiences .in majority of the cases i have seen super apps are usually unstable and difficult to navigate
Maturity is when you realise Ganesh is promoting another ipo !
Crisp and clear content
Swiggy delivered already eaten food and denied to process refund even after escalating it. My and other unhappy customers' curses are with them. I am staying away from this IPO. Company certainly has no future due to their poor customer service.
wow what a nice content
Delivery fission system might not work for q commerce, yes it's been operational in zomato and swiggy as multiple order pick up! With this integration 10 mins delivery doesn't make any sense
A humble request - Please make a combi video on the inspiring entrepreneurial life of Ratan Tata. You can add the story of his emotional purchase of Air India as a case study as well, because it was a huge loss making company, and probably will be for a while. Do emotions have a place in business, and can great entrepreneurs turn such loss making companies around? It would make for a very interesting video.
4:59 crazy transition🔥🔥
Single app make its messy . Its confusing to a user and some times i feel the irritation of using swiggy app. I am ok with having two apps for two things instead of one . Something to do with human mind to keep things separated may be my OCD 😅
A big noo
Their customer support and delivery as compared to Zomato need improvement
Specially in tier 2 and 3 cities.
7:58 it's not correct .... Swiggy delivery partner instamart and food dono oder sath main nahi leta
Main ne kiya hai job waha par
This IPO is for institutions and celebrities. Retail investors can buy the stock after seeing listing performance
Very insightful, thanks a lot
As a techie, if Zomato has different themes, designs, and apps. There's a 99% chance they use a larger tech team because of the different apps. All three likely have different design systems, and design systems play a very large role, so they would definitely need more tech talent. For Design for sure they hire more people for sure
🕉 Shanti Shri Ratan Tata Sir 🙏
This video has absolutely no link to his passing. What's wrong with you?
Great video! Thank you❤