What Dunzo could have been

A bloody boring and profitable logistics business

Dunzo which raised $457 million dollar across 19 rounds is struggling to pay salaries to its employees.

This isn't a case of a company not solving a real world problem - local courier, running errands, deliveries - they all are a super important problem to solve.

But Dunzo is a case of a company that failed to stick to its core, rather - never managed to define its core (is it a logistics business or a consumer business?). They eventually ended up running after product-investor fit, rather than product-market fit.

Sharing this casual conversation, I had with one of startup ecosystem OGs (and hence done in retro style :D), Sameer Shisodia (he runs Linger and also the CEO of Zerodha’s Rainmatter foundation).

Or get the podcast version (The Ashish Sinha show on spotify and everywhere else).

Let me know your thoughts on Dunzo and products like these, which could have served the world a lot better by being a platform - and not a coooool product.

-Ashish.