Rasif Rasheed

Reader. Thinker. Writer.

[Bismah Malik @bismahmalik]

🚨🚨 Flipkart is servicing it’s rival platform Nykaa via Ekart . Earlier this year Ekart partnered with IKEA for inter city logistics .

Within Bengaluru, Ekart is supplying auto parts to Ather’s storefronts and manufacturing facilities

Amazon earlier this year opened its logistics platforms to third party enterprises roping retail giants like P&L and healthcare cos.

Industry sources say Amazon and Ekart are also expanding franchise based logistics models in tier 2,3 towns which saw disruption when Delhivery acquired E-com express last year and increased pricings or scaled down in various PIN codes

Vertical marketplaces and D2C brands as well as retailers are looking for alternatives.

And that is why Amazon Flipkart are doubling down on logistics business now directly competing with Delhivery, Bluedart, Shadowfax, DTDC and others

When Amazon announced opening up its logistics businesses to enterprises and retailers Delhivery’s stocks crashed by 4%.
Delhivery CEO Sahil Barua earlier said that logistics business cannot accommodate more than 3 players

But Amazon and Flipkart wield infrastructure strength and capital . Are the logistics wars being rewritten?

Our deep dive

https://t.co/S263ZOLc13

[Bismah Malik @bismahmalik]

🚨🚨Meesho paid Kirana Club 200x of the money the latter makes annually when competitors like Udaan, Elastic Run have seen down rounds , valuation markdowns. Jumbotail Solv merger further consolidated the space .

So why has Meesho paid a whopping amount in B2B retail amidst a visible industry slump ?
The answer may have to do less with Meesho’s own strength in tier 2,3 markets and more to to with how B2B retail is finally evolving.

The season of cash burn in B2B retail, cracking FMCG distribution days is now over as quick commerce has forced the brands to rethink distribution strategies .

This comes as a blessing in disguise for kirana tech platforms and Meesho doesn’t want to miss the bus.

More details here ⬇️

https://t.co/81LSD9oBtG

[Rahul Gandhi @RahulGandhi]

सत्ता के अहंकार में डूबी मोदी सरकार अब इस मुकाम पर पहुँच गई है कि अपने अधिकारों, निष्पक्ष परीक्षाओं और सुरक्षित भविष्य की मांग करने वाले छात्रों को ही शिक्षा मंत्री “आतंकवादी” कह रहे हैं।

ज़रा सोचिए - जिसकी नाकामी से इतने पेपर लीक हुए, जिसके राज में 20 बच्चों ने जान दे दी, जिसने करोड़ों युवाओं का भविष्य अंधेरे में धकेल दिया - वो आज पीड़ित बच्चों और उनकी आवाज़ उठाने वालों को “दहशतगर्द” बता रहा है।

पर यह कोई नई बात नहीं: अन्नदाता किसानों को "आंदोलनजीवी और परजीवी" कहा। सवाल पूछने वाले को “Anti-National” कहा। और अब युवाओं को “दहशतगर्द।”

जो भी सरकार से सवाल पूछे - उसे देशद्रोही बता दो, यही इनकी पूरी राजनीति है।

धर्मेंद्र प्रधान जी, देश के करोड़ों युवाओं से तुरंत माफ़ी माँगिए और अपनी नाकामियों के लिए इस्तीफ़ा दीजिए।

और रही मेरी बात - आप मुझ पर जितने चाहें हमले कर लीजिए। मैंने कोटा में कहा था, और फिर कहता हूँ: यह शिक्षा व्यवस्था आज सिर्फ़ एक वसूली तंत्र बन गई है। मैं इसे ऐसे ही नहीं रहने दूँगा।

हर बच्चे को सस्ती, अच्छी शिक्षा और निष्पक्ष परीक्षा मिले - इस आवाज़ को उठाना मैं कभी बंद नहीं करूँगा।

#ChhatronKiGoonj
#ChhatraJodo

[Bismah Malik @bismahmalik]

🚨 Inc42 Investigation: 2 years after RBI cracked down on Peer to peer lending industry for marketing extraordinary interests , FDI like guaranteed returns to investors - we found out that one platform under scrutiny Lendbox's parent company Transactree Technologies has pivoted to another consumer facing platform Per Annum with new products and a outsized claim of 10,000 Cr AUM.

Several marketing claims by the Per Annum representatives over sales pitch calls claimed assured interests of 12-15% to investors with higher interest charged of upto 25% charged from borrowers that act as buffers against defaults. We have reviewed such pitch calls. This is in violation of RBI's P2P lending guidelines.

Per Annum also introduced another investment product Estates with claims of upto 30-40% returns on investments in builder residential projects. It isn't clear which regulatory framework will this investment product lie in?

This comes at a time when Lendbox has been facing FIRs, legal cases by investors with regards to investor funds being allegedly withheld under another product, Mobikwik Xtra.

Lendbox on its website claims that it manages an AUM of INR 10,000 Cr whereas the overall AUM of P2P industry has reportedly fallen to INR 3,000 Cr. The company denied such outsized AUM claims. The company in 2025 was penalised by RBI of Rs 40 lakh for failing to disclose credit assessments and risk profiles of borrowers to prospective lenders.

The concern is that despite RBI's strict to disclose credit assessments and risk profiles of borrowers to prospective lenders.

More details here https://t.co/cN41WVgUP5

[Bismah Malik @bismahmalik]

🚨Did Meta Just Acquihire Kunal Shah For $1 Billion?

For nearly two years, CRED had been exploring fundraising conversations at a significant lesser valuation .

Various discussions were held, but a large capital infusion did not materialise.

WhatsApp as per sources was looking for a replacement for Will Cathcart .

At almost the same time, Kunal Shah stepped into a strategic role linked to WhatsApp’s future.

What exactly is Meta buying?

Is it just a stake in CRED?

Or is it also gaining access to one of India’s most influential consumer-tech minds at a time when WhatsApp faces its biggest challenge in the country — monetisation?

WhatsApp has already won distribution in India. With 500 MN users,acquisition is no longer the problem.

Monetisation is.

Commerce
Payments
Financial services
Business messaging
AI-powered transactions

Kunal Shah brings a unique perspective to this challenge.

For most part of its history , CRED was loss making until last few quarters when it became profitable and has right now one of the highest ARPU at Rs 2000 among all consumer tech platforms in India .

Beyond building CRED, he has spent years as one of India’s most prolific angel investors, backing 200 tech startups.

Few founders have had a broader view of changing consumer behaviour, product adoption, fintech evolution and digital commerce trends
Which brings us back to the original question:

Did Mark Zuckerberg write a $900 million cheque primarily for CRED?

Or was he also making a long-term bet on the person who could help unlock WhatsApp’s monetisation playbook in Meta’s largest market?

[Dhanya Rajendran @dhanyarajendran]

‘Why should a Dalit worry about RSS?’ BJP MP attacks Priyank Kharge

The MP kept asking why is RSS relevant to a dalit man

https://t.co/svqX98i0ZL

[Mr Sharma @sharma_views]

SANJAY SINGH DROPS THE RAM MANDIR LAND DOCUMENT 🔥

ANCHOR: You are saying land worth ₹2.92 crore was bought for almost ₹24 crore?

SANJAY SINGH 🎯: This is Gata number 247. The land value was ₹2.92 crore. Champat Rai bought it for ₹23.61 crore, plus ₹1.65 crore stamp duty.

ANCHOR: And your bigger allegation?

SANJAY SINGH 😳: This was not private money. This was money donated by crores of Hindus for Lord Ram’s temple.

ANCHOR: What makes this land deal more serious?

SANJAY SINGH 🔥: The SDM certified on 22 July 2024 that this was nazul land. Nazul land cannot be bought or sold. Then how did Champat Rai buy it?

[Bismah Malik @bismahmalik]

🚨 Zepto's IPO Pitch and New Economics Of Unit Commerce :
No Obsession with 10 Minutes Delivery, No Aggressive Dark Store Expansion - Instead Platforms Are Now Focussed On Dark Store Efficiencies, Improved Cost Per Order and Advertising Revenue.

Zepto's Game Changed After It Introduced Zero Delivery ,Handling and Surge Charges in 2025 and that is when order volumes picked dup.

Zepto Claims Daily Orders of 17.5 lakh per day against 11.3 lakh per day orders for Swiggy Instamart and 25.1 lakh orders for blinkit.

But the problem remains the lowest average order value at Rs 340-347 against Instamart's Rs 700 and Blinkit's Rs 665-669
Our deep dive
https://t.co/wZn512M7PA

[Mohammed Zubair @zoo_bear]

Koi wrong number tha.... 🤣
via - @HoeZaay

[Mohammed Zubair @zoo_bear]

A booth in Bengal's New Town with 88% Muslim voters recorded 97% votes for BJP, handing BJP the seat. CPI(M) got 1 vote, TMC 5.

'This is an impossible result, where did our votes go?' ask locals. @shinjineemjmdr @Onkeyta_ & @Holytripper heard them.

https://t.co/AxzmjwBorr

[Bismah Malik @bismahmalik]

🚨 What led to the downfall of Ola Cabs? How did Bhavish Aggarwal lose the plot at Ola consumer?

Turns out Bhavish's focus turned away from Ola Cabs to Ola Electric and that focus which people close to him call "obsession" to follow Tesla playbook of Elon Musk resulted in resources and workforce transfer from Ola Cabs to Ola Electric from 2020-2021 onwards especially the ambitious gigafactory project which created 15 hours workday stress, employee exits and many issues.

Sources said that Rapido which Ola dismissed as a competitor in ride-hailing back then slowly ate away the market share from Ola with superior app interfaces, bike taxi features and zero commison policy.

Uber CEO now considers Rapido as the main rival instead of Ola. And although Ola has denied any acquisition talks, the reports keep cropping up of potential acquisition by a much younger rival.

Read more here

https://t.co/QkBbjn2YHQ

[Rahul Gandhi @RahulGandhi]

CBSE’s May 2025 tender required answer sheets to be scanned with automatic robotic scanners, spines preserved, at a minimum of 300 DPI.

The tender re-issued in August quietly removed all of it. “Scanners” became generic. Resolution dropped to 200 DPI.

Now we know what that meant in practice. It has been exposed that COEMPT scanned the answer sheets using mobile phones.

The blurred copies, the missing pages, the unscanned books - they are not “errors.” They are the predictable outcome of a contract written to fit a vendor.

This is fraud. And every child whose marks were wrongly evaluated is a victim of it.

This morning, the Prime Minister had time to speak about mangoes. He has not had time to speak about 18.5 lakh children whose answer sheets were scanned with phones.

Dharmendra Pradhan ji still sits in office.

Modi ji’s silence is no longer indifference. It is complicity.

[Bismah Malik @bismahmalik]

I was threatened by Ishrat your on ground manager that she will deboard me because of unruly behaviour when your on ground assistant Waqas passed comments on me which led to altercations. He first told me to pay 7K extra and then said pay 10K with sarcasm and comments and expected me to be quiet . I had to travel due to work emergency and such threats are unprofessional and intimidating . Since you assured internal action , I am expecting a response

[Bismah Malik @bismahmalik]

I almost lost my consciousness due to the harassment and intimidation by @AirIndiaX on ground staff at Srinagar , Waqas and Ishrat while I was willing to pay for extra luggage.

Harrowing experience at Srinagar airport with this man Waqas who threatened me of consequences and refused to show his id details when I complained while travelling to Bengaluru via @AirIndiaX . Your on ground staff and staff manager Ishrat was thoroughly unprofessional and threatened me raising her voice and coercing me when I was willing to pay for extra luggage . Never faced such threats and harassment anywhere. They intimated a single woman passenger . What kind of background checks do you do @airindia before hiring such unprofessional staff @SrinagarAirport @AirportOfindia @SrinagarPolice

[Rahul Gandhi @RahulGandhi]

Assam and Bengal are clear cases of the election being stolen by the BJP with the support of the EC.

We agree with Mamata ji. More than 100 seats were stolen in Bengal.

We have seen this playbook before:
Madhya Pradesh.
Haryana.
Maharashtra.
Lok Sabha 2024 etc

चुनाव चोरी, संस्था चोरी - अब और चारा ही क्या है!

[Bismah Malik @bismahmalik]

🚨 IPO bound Cashify is probably the first platform of its kind to list on stock exchanges. A business that takes on the refurbished, second hand smartphone grey market of India with a more structured, organised play , tie ups with OEMs and a warranty and return/ replacement moat.

Cashify's revenues have soared past INR 1000 Cr in FY26 with company nearing breakeven. I had an interesting conversation with Cashify CEO Mandeep Manocha on what's next for Cashify after taking on India's mammoth second hand smartphone grey market, tying up with Google for refurbishing pixel smartphones and owning the entire supply chain sourcing stack for winning consumer trust- essentially a lagging factor in India's refurbished phone market.

Mandeep gives us stats.

Second hand smartphone purchase behaviour is moving towards premium -iphones , One plus and other gadgets.

Average Selling price gone up from ₹10,000 in 2023 to ₹23,000 today. Apple iPhones now account for nearly two-thirds of its refurbished smartphone sales.

https://t.co/hc1CRIraYW

[Iran In Hyderabad @IraninHyderabad]

How was the ceasefire extended?
The video is getting viral in Iran.

[Live Law @LiveLawIndia]

#BREAKING Calcutta High Court STAYS list of ‘troublemakers’ issued by ECI.

It had been argued that the ECI could not issue a list of people to be preventively detained in the absence of any cognisable offence, or law. It was further stated that the ECI’s list was ‘stigmatic’ and took away people’s right to vote.

#WestBengalLegislativeAssemblyelection2026

[Bismah Malik @bismahmalik]

🚨 Leadership changes don't happen in vacuum. Myntra has seen 4 CEOs in 10 years. And the most surprising one was Nandita Sinha, a veteran who was with company for 13 years stepping down.

She oversaw Myntra's remarkable turnaround from loss maker to a profit of more than 500 Cr in FY25.

And if sources are to be believed she was asked to step down

So what changed? Why would the CEO of the only profitable arm of Flipkart Group exit especially ahead of a mega IPO.

We have the inside story of what prompted Flipkart CEO Kalyan Krishnamurthy to restructure Myntra's top deck as all eyes are on Flipkart CEO.

Turns out the devil is in the details. While Myntra's logistics business has strengthened and contributes to nearly 50% of overall topline, sources tell Inc42 its private label brands story is falling apart.

Myntra is focussing on international brands, early stage D2C brands, beauty as next growth levers with Sharon Pais at helm.

Read our newsletter on Myntra's musical chairs
https://t.co/oj43MFTS9Q

[All India Trinamool Congress @AITCofficial]

Here is the EXPLOSIVE sting operation video that fully EXPOSES @BJP4India’s dirty conspiracy against Bengal.

In the video, Humayun Kabir openly admits that BJP PAID him ₹1,000 crore to mislead the minority community, and claims that senior BJP leaders like Himanta Biswa Sarma, Mohan Yadav, and even the PMO were involved in this CONSPIRACY.

Source 👇

@MasadurRahman088 (YouTube): https://t.co/G0hwaPsgHF