Considering the gig economy model, how realistic is it for platforms like Zomato, Swiggy, and Uber, etc. to become sustainably profitable in the long run?
With rising operational costs, competitive pricing and pressures on regulations of workers rights- where do you see these platforms going?
What are they going to do after building so much brand loyalty? it’s scary/really cool to think about- how they’re trying to scale fast, become indespendable and then tweak every part of the value chain until profit margin appears. What do you think?
You're exactly right — their strategy is to first dominate and become indispensable, then slowly optimize for profit by tweaking fees, cutting costs, automating parts of operations, and squeezing margins. Long-term, I think many will survive, but in a very different form — more automation (like drones, self-driving cars), higher prices for consumers, and harsher cost controls for workers unless regulations step in. It's a risky but calculated play.
4o