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VCGuy

Stealth • 3d

Curious to know → Quick Commerce is posting strong order growth right(in the non-grocery/food category). Where is this growth coming from❔ It’s unlikely this growth is driven by new e-commerce users. More likely, it’s people shifting their purchases from platforms like Amazon and Flipkart. Even I choose quick commerce if the price is similar → convenience wins. 🐙No wonder most of the big players are now looking to get into quick delivery. QC is eating their customers - - Amazon rolled out Amazon now, 10 min delivery (earlier this week) - Flipkart launched Flipkart minutes, 15 min delivery (Aug 24') Correct me if I'm wrong.

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