On 2023-05-03, I shared the trailer for episode #3 at https://t.co/pZ6BMgzCCW and said the full episode was coming soon. I described Mr. #KishoreBiyani as exceptionally knowledgeable about selling in India and said his appearance was worth the wait because he does not speak publicly often. I also valued the perspectives of the new generation, represented by @Sujeet_fk and @viditaatrey, and said aspiring entrepreneurs should listen when they speak. Their raw, unfiltered stories made the point that we are all involved in e-commerce, either selling or being sold to.
On 2023-05-08, I announced that episode #3 was out, with watch and listen links at https://t.co/7oP5UNOErl and https://t.co/9864fLoAVO. I said my buddies @Sujeet_fk and @viditaatrey “said all they usually wouldn't,” and that it was interesting to hear what works and what does not when selling anything. My broader observation was that we are all either selling or being sold to. The post also mentioned #KishoreBiyani “did this after ages,” without specifying what “this” meant.
I captured a 2024-05-17 observation, quoted in a reply to @nikhilkamathcio and repeated in a standalone post whose author is not identified: IKEA learned from its first store that mail order did not work in isolation and that it needed a physical store. The post said little had changed, that omnichannel still works at scale, and that the more premium the product, the more relevant the correlation with omnichannel. It provided no evidence, opening date, or measurable definition of that correlation; the reply included https://t.co/NNeIoxeJd0.
I think about quick-commerce delivery economics alongside the experience customers give up when they buy high-value goods without visiting a store. In a post dated 2025-04-04, I raised questions about sustainable delivery wages as GDP per capita and wages per hour rise, and about whether average order value has a ceiling.
I asked what delivery economics can sustainably support as GDP per capita and wages per hour increase. If GDP per capita reaches 5k USD, I wondered how much delivery wages would have to rise and whether that would remain sustainable; I did not provide a wage target or calculation.
While travelling, I bought Hoka shoes through quick commerce. They were a bit tight, and I regretted the purchase immediately. I argued that the price of a Rs.20k pair of shoes includes the store experience: help choosing a shoe for one’s foot shape and being treated in a particular way.
I left open whether there is a cap to average order value and how many consumers in India care little enough about the store experience to forgo it for high-value goods. I noted that a commodity is different from a brand, without elaborating on the distinction.
A related captured reply quotes @nikhilkamathcio’s questions and Hoka purchase, then includes https://t.co/3ajXvWdYiL; the replying account also posted https://t.co/3a6JkFypXL. The capture does not establish what either link contains or what the reply intended to convey.