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PODCAST

Two by Two

The Two by Two podcast is a premium business podcast from The Ken that investigates, discusses and breaks down the most important business stories around you. Hosted from The Ken"s newsroom by business journalists Rohin Dharmakumar and Praveen Gopal Krishnan, Two by Two will feature guests and experts from across the industry and academia to talk about issues no one else is talking about.

business business news

All Episodes

10:10

Who'll become new television? Youtube or streaming...

Two by Two ·

2025/03/06

There's a war for succession going on. Who gets to become the new television?There are two challengers. The first challenger is Youtube.According to Neal Mohan, YouTube CEO, TV screens have officially overtaken mobile as the quote, primary device for YouTube viewing in the US.It is, as Mohan writes in his annual letter from the CEO, an indication that YouTube is the new television.It's interactive and includes things like shorts, podcasts, and live streams alongside sports, sitcoms, and

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31:27

Who and how do you incentivise to solve India's air...

Two by Two ·

2025/03/03

“This is the first time we are discussing what I'd describe as a 'wicked problem'” says host Rohin Dharmakumar at the beginning of this episode.What's a “wicked problem”?It's not a bad thing, it's not an evil thing.A wicked problem is a social or cultural problem that's difficult or impossible to solve because of its complex and interconnected nature. They lack clarity in both their aims and solutions and are subject to real-world constraints which hinder risk-free attempts to find a

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11:35

Airtel fights spammers. And Truecaller's business...

Two by Two ·

2025/02/27

Everyone’s lives would be better if we were rid of spam calls and messages, but we don’t live in that reality. So most people rely on caller-ID apps or services to save themselves from the ordeal. In September last year, Bharti Airtel launched a spam fighting network free of cost to all users who have a VoLTE-enabled smartphone.Airtel says its AI-powered systems come across a call or message that seems sketchy based on call patterns, frequency, duration and other parameters to flag them as

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32:38

Zomato, Swiggy, and the rise of the 10-minute "dark"...

Two by Two ·

2025/02/24

Both Zomato and Swiggy have been aggressively focusing on the 10-minute grocery delivery space for a while now. Quick commerce. But what sent both of them into a spiral was when Zepto, the joker in the quick commerce pack, started delivering snacks in 10-minutes through Zepto Cafe, a separate app. Suddenly, quick commerce wasn’t enough. Quick food was up for play too.Swiggy launched Snacc soon after, and Blinkit followed suit with Bistro. Both were also separate apps.But this move to

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13:11

What is stopping 10-minute alcohol delivery?...

Two by Two ·

2025/02/20

The consumer need for 10-minute deliveries wasn't demanded, but it was created.Multiple startups went into an arms race to deliver products faster and faster to users who never really asked for them.This expanded into category after category, starting from groceries to FMCG products, then to apparel, electronics, PS5s, iPhones, and later food. The 10-minute monster demands to be fed and is eating category after category, forcing consumers to change long-established patterns so they can get

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32:22

If B-schools were invented today, would students run...

Two by Two ·

2025/02/17

Business schools are among the most coveted higher educational institutions. Students go through some of the most competitive exams and pay significant fees because they hope that at the end of their degree, they will get a great job.Yet, the onerous process of finding, soliciting and bringing dozens of companies to campuses each year falls mostly on final-year students, who are part of elected/selected placement committees.For as long as we can remember, these committees have always been

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10:11

Going out of India is easier than going out in India...

Two by Two ·

2025/02/13

Have you made a trip abroad to attend a live event in 2023 or 2024?Did you have the option of attending the same (or equivalent) event in India?Why did you choose not to attend the same event in India?These were the three main questions we posed to listeners of Two by Two in a recent survey to understand the biggest problems with hosting events—big or small—in India.Then we took all the people who said yes and looked at the events that they said they went outside India to attend even though

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31:01

The future was electric cars. Until it wasn't...

Two by Two ·

2025/02/10

In 2023, two-wheelers and three-wheelers in India experienced growth of around 37% and 66%. Electric four-wheelers also promised to go down the same path because in that same year, there was a significant increase in sales of electric four-wheelers, 113%.Now, of course, this is from a lower base, but the signs were clear.The conventional wisdom or the narrative has been petrol and diesel cars are going to become a relic of the past. And if you're an automaker and if you're not investing

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10:36

Razorpay, Phonepe, and others confront Juspay’s...

Two by Two ·

2025/02/06

On January 20th, the online publication The Head and Tale broke the news that two of India's largest payment aggregators and gateways, Razorpay and Cashfree, were severing ties with India's largest payment orchestrator or router, Juspay.Payment gateways are the simplest. They simply facilitate a payment transaction between a merchant's website and a bank. But because these days, we have so many ways to pay. Cards, UPI, net banking, wallets, etc. Many payment gateways also aggregate these

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29:33

Are we past peak Amazon India? (30-minute version)

Two by Two ·

2025/02/03

Amazon India has fallen behind in the e-commerce race to Flipkart and now to Meesho as well, in tier-2 and tier-3 markets. It is the last large player to enter the quick-commerce race in India. Everything that made Amazon largely successful in the U.S. has not fully cut it for them in India, even though they understood India is a very different market and the approach they took in the U.S. might not work well for them here early onYet, they have missed out on capitalising on a lot of

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8:35

Who and how do you incentivise to solve India's air...

Two by Two ·

2025/01/30

“This is the first time we are discussing what I'd describe as a 'wicked problem'” says host Rohin Dharmakumar at the beginning of this episode.What's a “wicked problem”?It's not a bad thing, it's not an evil thing.A wicked problem is a social or cultural problem that's difficult or impossible to solve because of its complex and interconnected nature. They lack clarity in both their aims and solutions and are subject to real-world constraints which hinder risk-free attempts to find a

en

117:17

Zomato, Swiggy, and the rise of the 10-minute "dark"...

Two by Two ·

2025/01/23

Both Zomato and Swiggy have been aggressively focusing on the 10-minute grocery delivery space for a while now. Quick commerce. But what sent both of them into a spiral was when Zepto, the joker in the quick commerce pack, started delivering snacks in 10-minutes through Zepto Cafe, a separate app. Suddenly, quick commerce wasn’t enough. Quick food was up for play too.Swiggy launched Snacc soon after, and Blinkit followed suit with Bistro. Both were also separate apps.But this move to

en

28:01

The death of D2C (30-minute version)

Two by Two ·

2025/01/20

It’s time for us to retire the term “Direct-to-Consumer” or D2C. The phrase is, anyway, a bit long in the tooth, having been used since the days of the dot-com boom.D2C used to mean selling directly to end customers, rather than selling through retailers or other middlemen. In theory, selling directly to consumers would allow a company to offer both lower prices and maintain higher margins (since it didn’t have to pay commissions to middlemen), having better products sustained through a

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11:18

If B-schools were invented today, would students run...

Two by Two ·

2025/01/16

Business schools are among the most coveted higher educational institutions. Students go through some of the most competitive exams and pay significant fees because they hope that at the end of their degree, they will get a great job.Yet, the onerous process of finding, soliciting and bringing dozens of companies to campuses each year falls mostly on final-year students, who are part of elected/selected placement committees.For as long as we can remember, these committees have always been

en

30:52

AI comes to annihilate India's SaaS companies...

Two by Two ·

2025/01/13

Artificial intelligence will affect all facets of modern-day business in some way or another. But it will most definitely go a few layers deeper with the type of companies whose job is to be a record of business’ today – SaaS companies.SaaS as a business model is investment-heavy in the beginning. It’s risky to build, it takes time to build, and it takes skill to build. But if successful, it is a cash cow. Think of the biggest SaaS companies – Salesforce, Microsoft and Adobe. They spent

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11:07

The future was electric cars. Until it wasn't...

Two by Two ·

2025/01/09

In 2023, two-wheelers and three-wheelers in India experienced growth of around 37% and 66%. Electric four-wheelers also promised to go down the same path because in that same year, there was a significant increase in sales of electric four-wheelers, 113%.Now, of course, this is from a lower base, but the signs were clear.The conventional wisdom or the narrative has been petrol and diesel cars are going to become a relic of the past. And if you're an automaker and if you're not investing

en

29:10

The mystery of usury (30-minute version)

Two by Two ·

2025/01/06

Fintech lending was supposed to be the bridge that would enable entrepreneurs, small businesses and even individuals across the country to get access to much-needed credit to build businesses. For millions of small and medium businesses, and even individuals seeking a personal loan, who’d otherwise not qualify for them (usually unsecured ones) from banks, these new-age financial institutions were the great hope and sources of credit.Then in October this year, the RBI, like it usually seems

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14:58

Are we past peak Amazon India? (10-minute trailer)

Two by Two ·

2025/01/02

Amazon India has fallen behind in the e-commerce race to Flipkart and now to Meesho as well, in tier-2 and tier-3 markets. It is the last large player to enter the quick-commerce race in India. Everything that made Amazon largely successful in the U.S. has not fully cut it for them in India, even though they understood India is a very different market and the approach they took in the U.S. might not work well for them here early onYet, they have missed out on capitalising on a lot of

en

29:54

Marketing is eating itself from the inside (30-minute...

Two by Two ·

2024/12/30

Today’s episode of Two by Two is about how the marketing function has been eating itself from the inside.Historically, in companies, marketing has always been about the long term, while a function like sales was about the near term. Marketing owned the customer—what they wanted, their dreams, their fears, and their vanities. It was supposed to tell stories of customers back to the organisation and, in return, tell stories of the company back to customers.Today, in company after company, the

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55:57

2024 Year-end special

Two by Two ·

2024/12/26

Welcome to the year-end special edition of Two by Two.We’ve released 22 episodes of Two by Two since our inaugural edition in July. We’ve covered an incredible breadth of counterintuitive topics framed as, well, two by twos. Would Flipkart become Phonepe before Phonepe became Flipkart? Did Delhi prick Bengaluru’s bubble? Is the golden era of the software engineer over? Why is health insurance broken? How will Ola and Uber avoid ‘death by a thousand cuts’? Why is Zepto behaving like a gold

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99 results

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