17 Comments
Jun 16, 2020Liked by Vivek Raju, Azhar Jafri

I think Google will facilitate the small businesses by funding Dunzo. I can see something like this - User searches for something like "apples near me" on Google. Google shows a nearby shop with a button to get it "Delivered by Dunzo"?

Looking forward to the next part!

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Jun 16, 2020Liked by Vivek Raju, Azhar Jafri

Taking a wild guess here on why it makes sense for a company like Google to invest in a business like this.

For many years the Google maps which is a widely accepted application is free (like most Google products) and down the years Google could decide to milk this cow by charging a very nominal fees from the shops to enlist themselves on the platform since this is a very hyper local business model. Beneficial for both Google and dunzo.

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Jun 16, 2020Liked by Vivek Raju, Azhar Jafri

Love the gifs in the piece! What did you use to make them?

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Jun 16, 2020Liked by Vivek Raju, Azhar Jafri

Excellent analysis Vivek. While you willfully kept the third side of marketplace (stores) aside from analysis, stores are integral part of demand generation. Users visits Dunzo primarily for selection (#stores, #products). Hence, to kickstart the flywheel aggregator do burn significant amount of money with stores too.

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Jun 15, 2020Liked by Vivek Raju, Azhar Jafri

Tv advertising is best option for business grow up at this time same peoples are watching tv news channel and mobile advertising

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Jun 15, 2020Liked by Vivek Raju, Azhar Jafri

Google already has a similar model in the US

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Jun 18, 2020Liked by Vivek Raju

The closest comparison to dunzo in the USA would be that of "Hello Alfred".

What does google see in dunzo that it does not see in Hello Alfred?

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I wonder why you would classify Dunzo as 'on-demand logistics layer'?

If shops are listing themselves & their products on Dunzo app and allowing users to place orders on app > are they not more like Uber Eats? - This classifies Dunzo as a marketplace essentially!

Unless Dunzo is offering logistics layer to shops without the need to list themselves and products on the app for demand side to place orders using the app but the users use the app only to track delivery > then it is fair to classify it as 'on-demand logistics layer' - which now classifies Dunzo as a platform!

Now depending on what % of demand side is owned by Dunzo (using the app) vs unowned % where order is placed on 3rd party site which uses 'Checkout with Dunzo' > and if the unowned % is much larger than owned % > then it is more of a 'on-demand logistics layer' which makes sense for Google investment as a 'Platform' opportunity'!

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