Dubai-la 16% return... India-la 8% return. Dubai-la 5 kodi invest pannaa 10-year Golden Visa. Indha reasons-kaga dha namma aalunga Delhi, Mumbai-a vida Dubai-la adhigama property vaanguranga.Aana... idhula oru periya catch irukku. Oru 'dark side'.

So I was looking into this new Zepto announcement, and honestly, I’m kind of shocked. They’re saying "no more handling fees, no surge fees, no rain fees, EVER." Plus, free delivery for any order over 99 rupees.

It sounds amazing for us, right? But when I dug into it, the business side of this looks… well, crazy.

I mean, Blinkit and Swiggy Instamart only give free delivery over 199 rupees, so Zepto is really trying to start a fight. But here’s the catch: I found that those fees they just cut made up 20% of their revenue.

So in this podcast, we’re going to talk about what’s really going on. This isn't about Zepto being "nice." It’s a huge, high-stakes gamble to fix a massive problem they have.

Here’s a list of all the topics we cover in the episode:

• Zepto's new "no fee" policy vs. competitors

• The immediate 20% revenue loss

• The real reason they did this (CAC vs. LTV)

• The big market share war with Blinkit and Instamart

• Customer churn rates (and who is switching)

• Zepto's plan to make up for the lost money

• How they plan to win with "operational efficiency"

• The math behind their "dark store" strategy

• Government pressure on "drip pricing" and dark patterns

• The huge risks: predatory pricing, negative unit economics, and the rider welfare crisis

I take you through a wild mix of things I noticed this yesterday and why they matter. We start with small annoyances and end with big questions about culture and tech. I share what I think about the end of spam calls, test new products, call out brands when they go off track, and surface the stories that made me laugh and think. Expect candid takes, a few surprises, and practical notes you can use in your day.

Topics covered

1. No more spam calls

2. New browser from a smartphone brand

3. New music feature that feels ambiguous

4. Why Nothing is heading in the wrong direction

5. Jio x Google Gemini partnership

6. Women's safety in India

7. One year anniversary of Lucky Baskar

8. A surprising fact about Kaadhal Oviyam movie’s hero

9. A new POV on idly kadai

10. Criticism of the film Dude

In this episode I talk about seven things I couldn’t stop thinking about today

• PhonePe: I missed a basic detail and learned the hard way.

• TANGEDCO: Its debt looks like the highest in the country.

• India and Nepal: a new power grid agreement

• Iran: why India is getting involved with that port and what it signals about regional trade.

• Income tax: a major fraud in political donations

• IP-based businesses: why India still struggles to back ownership of ideas and what that costs founders.

• Indian economy: a few positive signs I’m watching and why I’m cautiously optimistic.

I share what I noticed, the questions I’m chasing, and one simple experiment you can try after listening. I’m learning every day. If you listen, I believe you’ll evolve with me.