Sumit Jain

Optimist, Indian, Engineer, Investor. Ardent supporter of @RafaelNadal @LewisHamilton @MSDhoni

I write at

[Sumit Jain @skjlives]

Interesting takes on qcomm. If you’re not looking at it like this, you’re not looking at all 👇🏻

[Janhavi Jain | Building SKIPD @janwhyy]

Quick commerce is a $5.4B market in India growing at 70-80% CAGR. Blinkit, Zepto, Instamart collectively do 4M+ orders a day. But the interesting story isn’t the business.

It’s what it did to how Indians buy things. 7 shifts nobody saw coming.

1/ 73% of q-com orders happen outside traditional shopping hours. 10pm-1am is now peak for ice cream, condoms, skincare, snacking. Three years ago this buying window didn’t exist. An entirely new consumption slot was invented and nobody’s talking about it.

2/ ₹149 mini sunscreen outsells ₹599 full size on Blinkit. The full bottle is a commitment. The mini is a maybe. Consumers are treating q-com like a sample store. Brands without trial SKUs are invisible.

3/ Brand loyalty disappeared in grocery. Search “atta” on Zepto. 8 brands sorted by delivery time. The one in the nearest dark store wins. Not the one your mom used. For staples, proximity replaced preference. Terrifying if you’re a legacy FMCG brand.

4/ Kirana shops aren’t losing staples. They’re losing the ₹50-200 impulse buy. The chocolate, the chips, the random face mask. The small purchases that used to happen because you were already in the store. That foot traffic is gone and it’s not coming back.

5/ Men started buying skincare. The anonymity of tapping “face wash” on Blinkit vs asking for it at a medical store broke a psychological barrier nobody was talking about. Embarrassment was the barrier all along. Men’s grooming on q-com is growing faster than any other beauty subcategory.

6/ Blinkit and Zepto aren’t delivery companies anymore. They’re media businesses. Blinkit’s ad revenue grew 220% YoY. Both crossed ₹1,000 Cr in annual ad revenue by FY25. Ads are now 15% of Blinkit’s total revenue. If you’re thinking of q-com as just a listing channel, you’re missing the point.

7/ The delivery bar moved for everyone. If Zepto delivers in 10 minutes, why does your D2C site take 5 days? The consumer doesn’t separate “q-com speed” from “normal speed.” Every brand shipping in 3-5 days is now competing against a 10-minute standard they didn’t set and can’t match.

Quick commerce didn’t just create a new delivery channel. It rewired how 50 million Indians think about buying things

[Sumit Jain @skjlives]

@Ola_Bangalore your fare algorithm is failing. On most occasions for my morning airport ride the shown fares are too low (~700) and drivers ask for extra 250-300 Rs. else they cancel. Back to the days of autorickshaw type haggling?

[Sumit Jain @skjlives]

@airindia Shared screenshots on DM. Was tempted to buy the business upgrade but it didn't feel right as payment was requested without asking for PNR or flight information. How can seat availability be assured? And if not, what is payment requested for?

[Sumit Jain @skjlives]

Is this upgrade offer legit @airindia Seems nice but why is business class significantly cheaper than Prem Econ? 🤨

[Sumit Jain @skjlives]

@singh_asarpal @peeyushc need an encore on this from you 😂

[Sumit Jain @skjlives]

Another one of those Steve Jobs nuggets 🙌🏻

[Elon Musk @elonmusk]

Precisely

[Sumit Jain @skjlives]

Drones getting REALLY good!

[Oracle Red Bull Racing @redbullracing]

Can the fastest camera drone in the world keep up with Max? 🏁😲

The chase is on around Silverstone 👇

[Sumit Jain @skjlives]

@dmuthuk Actually 150 in May 2020, so nearly 5X in 3.5 years - huge for a behemoth like SBI. I remember looking at it seriously at 180 and then dropping just because of lack of conviction on PSUs. Every miss like this is a learning 🙏🏻

[Sumit Jain @skjlives]

10 Stories to Destruction - Stop Cubbon Park High Rise Construction - Sign the Petition! I just did. https://t.co/1Y5FaXGKvt via @ChangeOrg_India

[Claire Lehmann @clairlemon]

How can anyone look around the world and witness the harm that is caused by rampant stupidity and conclude that the biggest threat we face is *increased* intelligence via machines?

[Sumit Jain @skjlives]

Gosh! And we hear so much of it, especially in 2023!! #RIPCharlieMunger

[Geiger Capital @Geiger_Capital]

Some of the best of Charlie Munger:

“Every time you hear EBITDA, just substitute it with bullshit”. Absolute legend. 🐐

[Sumit Jain @skjlives]

Team work making the Dream work 💪🏻🏆

[Sagar @sagarcasm]

Mr. T Dilip makes better presentations than MBA grads

[Sumit Jain @skjlives]

“Crowd has spotted that Williamson has reached a milestone and are applauding”!! No shit Sanjay Manjrekar - incisive commentary

[Sumit Jain @skjlives]

Best thing on internet today. Desperately long but i was unable to peel away. Timely, relevant and articulate from @Schwarzenegger

[Igor Sushko @igorsushko]

🧵 Arnold @Schwarzenegger is the greatest orator of our time.

[Sumit Jain @skjlives]

Investors helping founders in heavy lifting 😅 @TurnerNovak

[Sumit Jain @skjlives]

Spot on as always from Wasim Jaffer 😅✌🏻

[Wasim Jaffer @WasimJaffer14]

Eng chasing 285 on a small ground vs Afg #ENGvAFG #CWC23

[Shivku @shivku]

26150000: Number of calls from @Exotel API platform yesterday. Highest ever! Likely highest in any CPaaS platform in this part of the world!

That would mean, roughly, 50 million people’s lives touched by our work in a single day!

Yea, that’s worth getting excited about!

[Umesh Sachdev @Umesh_Sachdev]

I’m deeply honored and humbled to receive the 2023 AI Innovator of the Year award from @AIDevWorld. Thank you for the recognition, this means a lot to me and our @Uniphore #team. https://t.co/45eWO4crfM

[Sumit Jain @skjlives]

@Olly_Tennis_ Superb playing style imitations 👏🏼 Especially the right-handed Nadal 😅

[Sumit Jain @skjlives]

This is doing the rounds on social media this morning. Chinese hackers on the prowl again, fishing for user contacts and details? @TataMotors do look into this and take steps to arrest this malafide virality @TataPunchClub