Two by Two (Private)
The premium, subscriber-only version of The Ken's Two by Two podcast. Features full and uncut episodes.
“Your duopoly is my opportunity” - India’s third-place challengers
Who broke Bengaluru, and how do we fix our cities?
Where AI Can and Can’t Replace Human Coaching
45. Are we seeing the unbundling of quick commerce?
Can Smallcase maintain its relevance in a changing market?
Reliance Retail pays the price for size
India’s AI program is unlikely to create unicorns
Coffee versus cafe? India is poised at an inflection point
Who will be the next Blusmart?
Can Stage become the Netflix for Bharat (trailer)
Can Stage become the Netflix for Bharat?
Why build when you can buy and then build? Here come the search funds (Trailer)
Why build when you can buy and then build? Here come the search funds
No easy moves: Is India facing a crisis or an opportunity?
Are we in the "enshittification" phase of Indian consumer tech?
Should you invest the first two years of your career doing strategy consulting?
Ultrahuman and Kuku FM have broken out
How big is the market for treating farmed animals humanely?
Who'll become new televison? Youtube or streaming companies?
Between Youtube and streaming companies, who do you think will become the new television?
That was the question Two by Two hosts Praveen Gopal Krishnan and Rohin Dharmakumar posed to our guests this week.
Youtube TV has surpassed mobile as the primary device for Youtube viewing in the US. The company wants to press this advantage further and bring more attention to itself from linear television and streaming companies. How is the bigger picture shaping up in India?Â
To discuss, we invited as guests Swati Mohan, t...
Airtel fights spammers. And Truecaller's business model
What is stopping 10-minute alcohol delivery?
Going out of India is easier than going out in India
Razorpay, Phonepe, and others confront Juspay’s “white box”
Who and how do you incentivise to solve India's air pollution problem?
Zomato, Swiggy, and the rise of the 10-miunte "dark" cafe
If B-schools were invented today, would students run placements?
The Future was electric cars. Until it wasn't
Are we past peak Amazon India?
The death of D2C
AI comes to annihilate India's SaaS companies
The mystery of usury
Marketing is eating itself from the inside
Dmart versus the challengers at the gate
Can venture capitalists do no wrong?
What does Ola Electric's future hold?
The relentless rise of the "government" as a competitor
How will Ola and Uber avoid "death by a thousand cuts"?
Do we even need Product Managers (Premium Subscribers Only)
Ather Energy was a pioneer. But can it also be a leader?(Premium Subscribers Only)
Netflix's last growth market
Netflix is trying hard to crack the Indian market. Ever since the US streaming giant entered the country it has been hard at work to make an impact. And over the years they’ve learnt a thing or two about how the Indian streaming space functions.
Netflix is also not shy about expressing how it sees India as its last growth market. Most of the other geographies it has saturated its reach to a large extent, but India has always been a pain point for it to get a leg up on. So much so...
