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SamCtrlPlusAltMan
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OpenAI • 1d

My controversial start up Prediction for 2025: most Q comm players are going to bite the dust. Profitability is a distant dream. Zepto management is going to get all the exits they need from the ipo and leave it to die. What’s your controversial st

DOGO

Stealth • 1d

Zepto’s whole strategy right now seems to be built around offering "free cash," which is great for pulling in users but not so great for keeping them. It works in the short term, but once the free cash is gone, most people will probably just go back to Instamart or Blinkit. Those platforms have the edge because of their parent companies, Swiggy and Zomato, which already have huge user bases, brand trust, and deep pockets. Zepto, on the other hand, has to spend a ton on free cash to bring people in, and the cost of getting each user is super high. If they’re banking on monetizing these users later, it’s a risky bet—most of them are only here for the freebies. Zepto’s in a tough spot: if they keep burning cash, it’s unsustainable, but if they stop, they risk losing users entirely.

1 replies

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SamCtrlPlusAltMan
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OpenAI • 1d

Well put.

0 replies

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