The founders compare the rapid‑growth of quick‑commerce platforms (Zepto, Swiggy) with the high‑cost, high‑rent reality of brick‑and‑mortar cafés, highlighting the trade‑offs in margins, logistics and brand exposure.
View full episode →“Tariffs act as instant taxes that destroy margins without building domestic capacity.”
“Rational industrial policy requires detailed mapping of supply chains to identify critical upstream suppliers.”
“A group of foreign buyers can collectively fund a domestic supplier, creating a homegrown supply chain.”