Urban Company says the loss per order in the Instahelp business fell by 50%, from Rs 760 to Rs 381 between Q3 and Q2. Instahelp business has now scaled to 1.6 mn orders a quarter.

Karnataka HC lifts bike taxi ban on Rapido, Ola and Uber entrackr.com/news/karnataka…

Kinda sad

According to The Information, ChatGPT ads are being priced at $60 per 1000 impressions - which is way above other digital ads, even above TV/Streaming

Happy to see this confirmed by Bloomberg. Rajasthan Royals gets a $1.3 billion offer from two consortiums: - One led by Times of India Group (as The State of Play reported on Fri) - The other by Kal Somani (US-led entrepreneur), already an RR investor bloomberg.com/news/articles/…

India’s gig economy surges, but 40% earn below Rs 15,000 per month: Economic Survey economictimes.indiatimes.com/tech/technolog…

Non-grocery items now account for one-third of Swiggy's quick commerce sales. These include electronics, home, kitchen, jewellery and toys.

After Doubling Retail Area, Pantaloons Enters Consolidation Mode. Growth decelerating from 42% to 16%. Check out this analysis from @Datumintell reports.datumintell.in/charts/pantalo…

India's alcohol use peaks at 35-49 — 27.4% of men, just 1.5% of women. Peak consumption aligns with income, stress, and social acceptance. Women stay below 2.5% across all ages. @Datumintell reports.datumintell.in/charts/alcohol…

4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory, we believe that Claude Code will be 20%+ of all daily commits by the end of 2026. While you blinked, AI consumed all of software development. Read more 👇 newsletter.semianalysis.com/p/claude-code-…

Blinkit's eggs category underwent a visible reset in brand leadership following a trust-related disruption. Eggoz, which held ~26% market share, saw its dominance compress to just ~14%. Critically, no single competitor absorbed the lost share — instead, demand dispersed across

Breaking this PM on The State of Play: Avram Glazer, executive co-chairman of Manchester United, has bid $1.8 billion for RCB. The amount is nearly double the $940m RPSG paid for Lucknow in 2021 - RCB has received nine bids in total. - RR has shortlisted five parties, including Glazer.

More than half of all homes absorbed (~sold) in India's top seven cities (excluding Mumbai) are now priced above ₹1.5 crore (~$165k). A decade ago, it was just 27%. (Citi Research/PropEquity, 9M FY26)

Of course they’re putting ads in AI By Bryan Kim a16z.news/p/of-course-th…

Madhav Chanchani Meesho didn't steal customers from Flipkart or Amazon. A customer in tier-3+ city who buys unbranded kurtis through a WhatsApp reseller was never going to open the Amazon app. Meesho built a new market for low AOV customers that Flipkart and Amazon weren't interested in serving.

Pronto has scaled from zero to over 15,000 bookings a day and 3,000 Pronto Professionals in 10 months. In just the last three months, our home services platform has grown over 300%. Through this incredible scale-up, what makes me most proud is our unwavering commitment to

Built an entire dashboard suite (6 dashboards) using 2 rounds of HCES surveys for 35 states and UTs - within a few hours using Claude - it’s insanely good!

The probability of a strike on Iran went from very high to...

Zepto’s cash burn per order stood at Rs 73-78 for the last quarter (Oct-Dec 2025). That is projected to come down by about 40% to Rs 42-46 for the current quarter (Jan-March 2026). But this will amount to a loss of Rs 11 cr per day - close to Rs 1,000 cr for the quarter.