Rapido broke the Uber-Ola duopoly. Can it now break the Swiggy-Zomato one?

Description

Last week, Rapido launched Ownly, its zero commission food delivery app and went straight for Swiggy and Zomato's throat.This is the same company that dismantled the Uber-Ola duopoly with just a simpler model, cheaper rides, and a very different idea of what India actually needs.Their weapon this time is zero commission. They're betting on restaurants that are fed up, customers who want cheaper food, and a rider fleet that's already in place.So we got Kunal Khattar, the investor who backed Rapido from day one and made 88x on that bet to break down whether lightning can strike twice. We also have Gautam Balijepalli, who runs one of the largest cloud kitchen operations in India and tells us what it looks like from the restaurant side.Along with our guests, Rahel Philipose and Praveen Gopal Krishnan discuss, can Rapido steal a bite from Swiggy and Zomato? Or is food delivery a completely different beast?_________This episode of Two by Two was produced by Uddantika Kashyap and mix and mastered by Rajiv CN.If you liked this episode, please share it with your friends and family who would be interested in listening to the episode. And if you have more thoughts on the discussion, we’d love to hear your arguments as well. You can write to us at twobytwo@the-ken.com.