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How Zomato Runs the Food Aggregator O2O Business with Mobile App ?

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The Indian restaurant market is highly fragmented with only 6.2% of the value being driven by chain restaurants and the remainder being standalone restaurants (source: RedSeer). This makes the role of an aggregator like Swiggy / Zomato important as it can aid the growth of the industry by giving restaurants the ability to market, engage and acquire customers without the need for sophisticated digital marketing tools, branding expertise or their own delivery infrastructure.

Zomato adds value to the restaurant partners in the form of – Discovery The restaurant partners can get listed on Zomato’s online discovery platform for

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Swiggy – 80% Business from Food Delivery, 500 Cities, Operating Metrics

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Swiggy the Online Delivery partner for restaurants is now present in the Top 500 Cities of India. The food delivery business is the mainstay of the business and accounts for 80% of the company’s revenues. Testing if the spaghetti sticks to the wall or not, Swiggy after a considerable deliberations ventured into Cloud Kitchens – … Read more

Challenges Galore for Jio Platforms Entertainment + Super App

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Mukesh Ambani led Reliance Jio Infocomm Ltd created a new company called Jio Platforms Ltd in Dec 2019 which houses the Telecom Business along with the App ecosystem (Jio Cinemas, Jio TV, Jio Sawaan, etc) This was created to raise global funds with businesses that can command high premium like that of FAANG (Facebook, Amazon, Netflix and Google) companies in the global market. FAANG global tailwind, the very best global partners and a prized opportunity.

On the Ground, it is a flip-flop a complete U-turn over the past four years. At one stage, prior to Jio’s mobile telephony launch, investors were discounting invested capital by 30–50%, effectively valuing Jio at a negative equity value. The market is now extrapolating that Reliance can endlessly create value by doing more of the same and is incrementally ignoring

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What is Reliance Jio POS for Kirana Stores ?

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Mukesh Ambani led Reliance Group wants to connect ~30m kirana stores across the country with its own physical and digital infrastructure, thereby creating a large omni-channel marketplace. A key part of creating such an ecosystem is deployment of merchant point-of-sale (PoS) devices across kirana stores. To better understand the features of such a machine, we visited a few kirana stores that have adopted the offering.

Jio PoS is a hand-held device connected to Jio’s 4G network and allows a retailer to accept payments through various digital means (i.e. credit cards, debit cards, wallets). However, unlike peers, Jio PoS also offers functionalities such as billing, online procurement (from RRL’s cash-and carry stores), management of purchases/ sales/ inventory, customer relationship management and generating tax reports.

Key Features of Reliance Jio PoS
A Jio PoS device is equipped with a barcode scanner, which can be used to generate bills for customers. Barcodes of most common SKUs are already fed into the device

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YouTube TV across Devices goes Live at Half Cost of Cable

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Google announced YouTube TV, a new streaming service across devices (TV, Tablet, Mobile)that features 40+ channels like NBC and ESPN for $35 / mo. Given the robust content and service offerings on top of YouTube’s massive user base and near-ubiquitous distribution platform, YouTube TV could easily surpass subscriber levels of competitors.

The subscription costs $35 per month with no contract (cancel anytime), and will support 6 accounts (3 concurrent streams), each with its own unique recommendations and personal DVR. YouTube TV can be viewed on any screen YouTube is available on, including mobile devices, laptop and desktop computers, and

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What are the Obstacles to OTT in India ?

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There is lot of bugaboo about the proliferation of digital media in India. India too is estimated to follow the same consumption pattern as in US with surge in internet penetration . However, currently, broadband infrastructure in the country is too inadequate due to which internet penetration is limited to ~27.5%. Further, available wired broadband speeds to paying consumers in India are far below what the service providers promise. A data service package that promises 8mbps typically max out at 5mbps. This is due to high contention ratio (that measures the number of internet users sharing a fixed amount of bandwidth) given limited availability of bandwidth.

Nonetheless, mindset of consumers is rapidly

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New Microsoft Surface Studio leading the Bleeding Edge of Innovation

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windows-10-creator-updateMicrosoft demonstrated an improved Surface Book as well as an all in one desktop (Surface Studio) running Windows 10 Creators update. Windows 10 Creators edition update to be released this spring, with the focus across 3 areas – 1) 3D creation for everyone; 2) an improved gamer experience; and 3) easier connection and content sharing. Updates ranged from being able to record a 3D image on a phone and then interacting with and editing it in 3D paint or powerpoint to improvements in game broadcasting and hosting a player created gaming tournament. While these changes were certainly interesting, may not be termed

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Why 3.5mm jack in the iPhone 7 was Removed ?

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why-iphone7-jack-removedThe inbox earpods with the newly launched iPhone7 come with a lightning port and an adaptor to the 3.5mm jack. Key benefits include: 1) saving space in the phone: The 3.5mm jack is over 50 years old and doesn’t do much besides carrying an audio signal. It needs its own power amplifier and digital audio converter, which can be built into headphones, so removing the jack makes room for other things, such as a second speaker. iPhone7 has included a lightning-to-3.5mm adapter for a transition period. However, as the 3.5mm jack itself already suffers from some audio degradation and an adapter would make this worse, we think consumers may opt to purchase headphones that use

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Amazon Music to give Google / Apple / Spotify / Pandora Run for Money

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amazon-musicAmazon announced Amazon Music Unlimited, an on-demand streaming music service with a library of “tens of millions of songs.” The service costs $7.99/month (or $79/year) for Prime members and $9.99/month for non-Prime members. The company is also launching an “Echo plan” for $3.99/month, with music available on a single Echo device. This compares to $10/month for competitor plans, including Spotify and Apple Music. We note that this is separate from Amazon’s existing Prime Music offering, an ad-free streaming service which is included in a Prime membership, but includes only 2mn songs. Amazon’s new offering adds to the already intense competition in the streaming music space.

Amazon Music Unlimited will be appealing to current Prime subscribers as the offering is comparable to other streaming options,

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Google’s Low Cost Car Pooling via Waze to cut Uber’s Dominance

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Google Car Pooling to Cut Uber BusinessGoogle plans to offer carpooling service via its Waze app to the broader San Francisco area beginning Fall 2016. The company originally tested carpool services with Waze in Israel in 2015 (now broadly available in Israel), and then launched a pilot program near its CA headquarters in May 2016. The next step is reportedly the San Francisco pilot for roughly 25k employees of large San Francisco firms including Wal-Mart Stores and Adobe, in which riders will be limited to two rides a day (for commute). Longer-term, the plan appears to be a broader SF roll-out for all Waze app users in the area.

Waze is a popular navigation app in which users can post notifications and alerts about traffic, accidents, police activity, etc. Google acquired Waze in 2013 for $966mn, which has grown to 65mn active users and continues as its own unit within Google. The carpool feature is similar to that of Uber and Lyft, but not exactly apples to apples. Whereas the latter focuses on a taxi-like service, Waze carpool aims to connect riders to drivers already going a

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