Nuha Bubere (नुहा)

Valmo has become central to how Meesho thinks about growth and survival in Indian e-commerce. Its core positioning is that it is a cost-first platform. But the company is now running into the limits of its own model. My story for today’s @TheKenWeb the-ken.com/story/meesho-b…

Apply (read) here: the-ken.com/story/kalyan-k…

Kalyan Krishnamurthy is hiring. If you’re a leader looking to make it in India’s largest e-commerce platform, and “not” try to change the system, keep reading. No, this isn’t a Flipkart job posting. Krishnamurthy’s new executives have to please him, but conditions apply*

When a business-operations manager at Flipkart joined the e-commerce giant’s Bengaluru office three years ago, he took two smoke breaks a day. At least one doubled as a running briefing: which senior leader was on the way out, which team might be next under scrutiny. 🧵⤵️

On 23rd Feb, @AkasaAir went to town, boasting that it had become the first airline to operate from Guwahati airport’s new terminal. It was a blip on India’s aviation map, but for the country’s newest airline, it was a lever to unpick the duopoly of @IndiGo6E & @airindia. 🧵⤵️

@AkasaAir is focused on cutting its passenger cost per available seat kilometre. The lower that number, the better the bottom line. @IndiGo6E's revenue per available seat kilometre was Rs 5.14 in FY25, cost per available seat kilometre was Rs 4.66 and Rs 3 excluding fuel. 🧵⤵️

Hyperpure has often seemed like a stepchild among Eternal’s larger ecosystem, first acting as a supplier to restaurants part of Zomato’s business and later doubling up as a fresh-produce supplier to Blinkit. In FY25, the latter contributed over 60% to Hyperpure’s revenue. 🧵⬇️

Amazon’s six-page memo survived Bezos’ exit. Then it ran into AI. In late 2024, Amazon started an internal push towards automation and efficiency with the help of AI tools such as Amazon Q and Cedric. This led to an erosion of the document-writing culture that Bezos pioneered.

While employees are encouraged to use AI, there is still ambiguity on the extent of AI usage permitted. Further, can an AI-assisted document have the same effect or result? How is Amazon navigating this big change in its sacred ritual? @nonutnuha reports:the-ken.com/story/amazons-…

Swiggy’s co-founder and CEO, Sriharsha Majety, has a mandate for his employees: show results. The company’s focus is on its quick-commerce business, Instamart—where Majety has become more hands-on in the past 18 months—to regain lost ground.

Swiggy’s culture and focus is honed in on Instamart where former Flipkart execs call the shots: the-ken.com/story/sriharsh…

“You must have seen a different Harsha earlier, now you will see a different Harsha, who will demand answers & output,” said Sriharsha Majety before Swiggy went public. With Instamart in focus, Swiggy is relying on Flipkart’s way of working to grow. My story for @TheKenWeb

Instamart has seen key personnel quit in the last year, and they've been replaced by former Flipkart executives, so that the business becomes fast-paced. @nonutnuha reports how Swiggy—like Majety—is embracing a behavioural change to reclaim its past glory.the-ken.com/story/sriharsh…

Amazon, the everything store, wants to focus on two of its key functions: its quick-commerce arm, Now, and its streaming and premium vertical, Prime. To attract customers, the company is strengthening its supply chain processes and product selection.

Under its new country manager Samir Kumar, the aim is to look inward and go back to the old ways the e-commerce player did business. But can a largely process-driven organisation compete when its peers are moving too fast to catch up? @nonutnuha reports: the-ken.com/story/inside-s…

Reliance’s e-commerce party is ending. And Ajio is the last to go home. For a while, it looked like Ajio was the company's e-commerce hero. It held its own against Myntra, adding customers and market share—until the quest for profits turned it into a bit of a mess.

Cutting discounts made the average order value look better. But the number of orders? Not so much. Now employees are nervous, budgets are shrinking, and Reliance is busy reorganising its way to... something. @nonutnuha reports: zurl.co/pGQxf

How has the exodus of senior executives and business leaders unravelled Flipkart’s ambitions? Read here: the-ken.com/story/inside-k…

Kalyan Krishnamurthy has steadied the ship for Flipkart multiple times since he became CEO. A hard taskmaster, he has relied on top SVPs to get the org through its slump. But as execution falters & ideas dry up, execs are being held accountable. Details in my story for @TheKenWeb

Flipkart CEO Kalyan Krishnamurthy has put out fires at the firm before. But this time, he might be the only one holding the hose. The firm isn’t fighting one war—it’s fighting all of them. After all, its core businesses are stalling, new bets are flopping, and hits keep coming.