3's a crowd!

2 is company, 3's a crowd!

The battle for dominance in the food delivery space is now back being a 2 way tug of war between Zomato & Swiggy

With Ola and Uber both reducing their focus on Uber Eats and Foodpanda & rightly so!

If you see the eCommerce business in India there is only room for 1-2 players in a category, the 3rd one mostly burns out

Between Amazon & Flipkart, Snapdeal will wither

Between Zomato & Swiggy, Foodpanda will wane away

Between Policybazaar & Bankbazaar, Easypolicy will lose

Between Paytm & Mobiquick, freecharge will fade away

Between Ola & Uber, Meru will become irrelevant

The reason being, all of these ecommerce companies are money guzzlers and need constant funding so that the last man standing wins it all!

Most of these have common VCs who will not fund competition & money eventually dries up after

series B & C

I always wondered why was Ola investing in Foodpanda just because Uber extended into Uber eats!

In the Food business the money is in the kitchen & not in delivery!

Is it always a good practice to follow your competition even when the writing is clear on the wall?