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Chamarti Sreekar
Passionate about Pos... • 1d
What happens if ONDC (Open Network for Digital Commerce) actually works? Here’s who wins, who loses—and how the whole game shifts 👇 • Small businesses finally get online reach—without being locked into Amazon or Flipkart • A kirana store in Indore can sell pan-India without building an app • That’s massive distribution power, unlocked • Logistics players like Delhivery, Shiprocket win big • ONDC lets them plug into thousands of sellers instantly • More shipments, more business, better margins • Payment apps like PhonePe, Paytm become storefronts • You open your wallet—and you can shop from 1000s of sellers • No need to build a marketplace, just plug into the network • New-age consumer brands win too • They get access to cheaper distribution, more data, and buyer ownership • No more fighting the algorithm to rank on top But here's who might lose: • Amazon and Flipkart—because ONDC levels the playing field • They no longer control who gets visibility or better terms • Power shifts from platforms to participants • Zomato and Swiggy take a hit if ONDC cracks food delivery • Restaurants can plug in directly, cut commissions, and still get orders • Buyers might choose lower prices + direct access over a slick UI • Delivery aggregators with poor service also lose • ONDC brings transparency—buyers see fulfillment scores, not just brand names But let’s be real—ONDC needs major adoption to win • UX has to improve • Sellers need to stay consistent • Buyers need a reason to switch If those click into place then.. • India goes from a few closed platforms • To an open marketplace anyone can build on • It’s like turning e-commerce into UPI: • One open layer • Infinite possibilities on top And that could change how India shops, sells, and scales—forever
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