This week on
Two by Two, hosts Praveen Gopal Krishnan and Rohin Dharmakumar dissect Meesho's strategy with
Adarsh Menon (partner at Fireside Ventures and former head of Shopsy at Flipkart) and
Ganesh Nagasekar (founder of GSN Invest).
Fresh off filing its DRHP, Meesho has gotten here by doing everything differently. Zero commission when competitors charged fees. Optimizing for cost when others raced for speed. Building a logistics arm that slashed delivery costs. All while serving 210 million middle-class customers that Flipkart and Amazon had largely ignored.
The conversation explores what actually sets Meesho apart—is it the data science powering three-quarters of its orders, the seller economics that let merchants triple revenue in a year, or something else? And more importantly, where does it go from here? The group debates whether Meesho should push deeper into logistics, experiment with content commerce, or solve the cash-on-delivery mess that's creating hidden costs across the business.
Sections:
1. What makes Meesho different?
2. The zero commission bet
3. Valmo: Building a logistics business from scratch
4. Where it goes next
5. Meesho as India's Walmart
This episode was produced by Uddantika Kashyap and mixed and mastered by Rajiv CN, our resident sound engineer.
If you liked this episode of Two by Two, please share it with your friends, family and colleagues who would be interested in listening. 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 or comment below.
Join The Ken as a Podcast Producer and work with India's most ambitious storytellers! We’re creating a podcast about India’s biggest companies, with each episode backed by weeks of deep research. You’ll lead the workflows that turn that research into exceptional narratives and bring the show to listeners around the world. Join us to help shape something exceptional. Check out the details and apply
here.