Mukesh Kumar

Product Manager | Startup guy | Sports Enthusiast | IIM Indore

[Mukesh Kumar @WonderBoyMukesh]

Surreal, to say the least 🥹
Last decade has been a decade of liberation. Life has been kind. Thank you all for being a part of my journey. Grateful 🙏🏻

#india #Entrepreneurship #product #publicspeaker #education #Innovation #startup

https://t.co/3J5KJO4BbR

[Anish Moonka @anishmoonka]

Swiggy owned 12% of Rapido. Within weeks of Ownly launching, Swiggy sold the entire stake for ₹2,400 crore to Prosus and WestBridge. That tells you everything about how seriously the incumbents are taking this.

“Zero commission” here actually means zero. As of the full Bengaluru launch, Ownly charges restaurants nothing. No commissions, no platform fees, no marketing fees, no subscription fees. Customers pay a flat ₹30 delivery fee. That’s the entire revenue model right now. Compare that to Zomato and Swiggy, where restaurants lose 25-35% of every order to commissions, plus advertising charges, plus packaging fees. On a ₹300 order, a restaurant on Zomato takes home roughly ₹195 after all deductions. On Ownly, they keep the full ₹300.

And even at those 25-35% take rates, the incumbents can barely make money. Zomato posted ₹102 crore net profit in Q3 FY26, but strip out the interest income from ₹17,820 crore sitting in FDs and bonds (roughly $2 billion in cash from years of fundraising), and operations are still in the red. In Q2, excluding treasury income, Zomato’s EBIT was actually negative ₹137 crore. The “profit” is their savings account, not their food delivery business. Swiggy lost ₹1,065 crore the same quarter, even after raising ₹10,000 crore through a QIP and pocketing ₹2,400 crore from selling its Rapido stake. Food delivery margins are real for Zomato, around 5.4% EBITDA, but both companies have been pouring those thin profits into quick commerce, which has been a massive cash furnace. Blinkit just hit EBITDA breakeven for the first time in Q3. Swiggy’s Instamart is still losing ₹908 crore a quarter.

Rapido’s bet is that this is a volume game. They pulled the exact same move in ride-hailing: replaced Ola and Uber’s 15-20% commission with a flat subscription for drivers. Drivers kept 100% of fares. Rapido now does 6 million rides daily across 500+ cities, valued at $2.3 billion. The playbook worked.

Food delivery is harder, though. A ride needs one driver. A food order needs a rider, a restaurant that packed correctly, and a delivery window measured in minutes. The graveyard is long: Ola Cafe (2015, dead in a year), Foodpanda ($50M acquisition, shut down), Uber Eats India (exited 2020, sold to Zomato), Thrive (80 cities, shut December 2024). Even government-backed ONDC saw food orders drop from 65 lakh to 46 lakh per month between October 2024 and February 2025.

What Rapido has that none of them did: 2 million two-wheeler riders already delivering packages and 30 million monthly users already opening the app. That’s logistics and demand that cost nothing extra to activate. NRAI’s 50,000 restaurants are signing up because keeping ₹100 more per order is the difference between surviving and shutting down.

The ₹30 delivery fee is the foot in the door. Subscriptions, restaurant ads, and data monetization are the actual business model. Whether Rapido can survive the burn long enough to get there, at $4-5 million a month before Ownly even launched, is the billion-dollar question.

[Mukesh Kumar @WonderBoyMukesh]

Interesting article

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Mukesh Kumar @WonderBoyMukesh]

@amitiitbhu Interested

[Sam Altman @sama]

soon you will be able to have helpful assistants that talk to you, answer questions, and give advice. later you can have something that goes off and does tasks for you. eventually you can have something that goes off and discovers new knowledge for you.

[punit @punitpalial]

RIP Hollywood Studios

In 2026, you don't need to spend $200,000 to make high-quality commercials anymore

I made this AI Super Bowl-style spec Ad for Redbull at less than $20 using Morphic

Every single Video, Audio, Music & Sound Effect has been AI-generated on @morphic as part of their Creative AD challenge

[Sundar Pichai @sundarpichai]

Our Q4/FY’25 results are in. Thanks to our partners & employees, it was a tremendous quarter, exceeding $400B in annual revenue for the first time. Our full AI stack is fueling our progress, and Gemini 3 adoption has been faster than any other model in our history.

We’re really well positioned and excited going into 2026. Much more to come!

[Eyad @eyad_khrais]

https://t.co/i5L6UIPgH8

[Game of Thrones @GameOfThrones]

It's as if Dunk and Egg stepped right out of the novellas... #AKOTSK

[Mukesh Kumar @WonderBoyMukesh]

India’s all time greatest T20I XI:

1. Abhishek Sharma
2. Rohit Sharma
3. Virat Kohli
4. Surya Kumar yadav
5. Yuvraj Singh
6. Hardik Pandya
7. Mahendra Singh Dhoni
8. Kuldeep Yadav
9. Varun Chakraborty
10. Jaspreet Bumrah
11. Ashish Nehra

What’s yours?
#cricket #2026

[Mukesh Kumar @WonderBoyMukesh]

India’s all time greatest T20I XI:

1. Abhishek Sharma
2. Rohit Sharma
3. Virat Kohli
4. Surya Kumar yadav
5. Yuvraj Singh
6. Hardik Pandya
7. Mahendra Singh Dhoni
8. Kuldeep Yadav
9. Varun Chakraborty
10. Jaspreet Bumrah
11. Ashish Nehra

What’s yours?
#cricket #2026

[Dex @DarkPasenger__]

Mindset of the greatest Olympian ever!!

Bro doesn’t even count his silver and bronze medals he only talks about his 23 gold medals .

[Ganesh Sonawane @ganeshsonawane]

Jeff Bezos explains the importance of Thinking Big:

“One observation I would have is that I think it's generally human nature to overestimate risk and underestimate opportunity. And so I think entrepreneurs in general, uh, you know, would be well advised to try and bias against that piece of human nature.

The risks are probably not as big as you perceive, and the opportunities may be bigger than you perceive. And so, when you say it's confidence, but maybe it's just trying to compensate for that, um, accepting that that's a human bias and trying to compensate against it.

The second thing I would point out is that, you know, thinking small is a self-fulfilling prophecy."

[Vala Afshar @ValaAfshar]

I trained for four years to run for only nine seconds. There are people who, because they do not see results in two months, give up and quit.

Sometimes failure is brought on by oneself.

—@usainbolt, the world’s fastest man

[Gutta Jwala 💙 @Guttajwala]

I keep wondering why India, with millions of non-data users, still doesn’t offer dedicated call-only plans especially for senior citizens and underage users. Not everyone needs data, yet people are pushed into buying data-inclusive plans because there’s no alternative. Why force unnecessary costs on those who only want to make and receive calls? Telecom companies should introduce true call-only packages that actually meet people’s needs!!!
Isn’t it????

[The Alpha Mindset @the_alphamind]

Dean Graziosi shares the best advice…

[Venkatesh Prasad @venkateshprasad]

We cannot hide under the garb of transition.
Barring Sudarshan, Jurel and Reddy, most of the guys have been around for 7-8 years. Some very experienced campaigners. This is a series of tactical errors , obsession with playing all-rounders and not wanting to learn from mistakes. Embarrassing

[Kshitij @Kshitij45__]

This has to go as the most funniest + most unluckiest runout in the cricket history 🤣

[Ravisutanjani @Ravisutanjani]

🚨 Zerodha is Dark Horse of Indian Startups

• Revenue: ₹8847 Crore
• Profit: ₹4237 Crore
• Taxes Paid: ₹1395 Crore

• Active Users: 73.6 Lakh
• Current Assets: ₹35,719 Crore
• Cash/Bank Reserves: ₹22,679 Crore

High Trust, No Funding, Fully Profitable

[Susie Dent @susie_dent]

Word of the day is ‘quockerwodger’ (19th century): a puppet politician whose strings are pulled entirely by someone else.

[Mukesh Kumar @WonderBoyMukesh]

Beautiful work @Vimalwa

[Vimal कुमार @Vimalwa]

Reached Hobart at 1AM on Sunday. Then drove 500 km to and from Launceston on match day — just to visit Ricky Ponting’s hometown. Can’t thank Ponting’s parents enough for their time and kindness as they spoke about the legend’s childhood. Their warmth made the madness worth it. ❤️