What I read this week...
Week 114
STRATEGY & MANAGEMENT
In the world of podcasts, YouTube is now the elephant in the room — just like in TV (Sherwood)
“39% of all weekly podcast consumers use YouTube as their primary platform, more than double the share from late 2019…”
Why Do People Play the Lottery? (Knowledge at Wharton)
Gaming Report 2025 (Bain&Company)
Can AI fix Stitch Fix? (Sherwood)
INDIA
Lenskart succeeds where Zomato, Ola stumbled (The Ken)
“Nearly 40% of the company’s total revenue now comes from its 656 stores outside India.. Unlike Indian peers like Zomato and Ola that failed miserably abroad, Lenskart’s slow and steady strategy has relied on selective acquisitions, investments and joint ventures…”
Lenskart is a case study in how an Indian retailer can go global (The Ken) - Audio
"OLA Isn't Our Biggest Competition In India, It's..." - UBER CEO Explains (Nikhil Kamath)
Reliance’s beverage blitz (The Ken)
“A couple of weeks ago, Reliance Consumer Products (RCPL) announced a strategic partnership with Sri Lanka’s Elephant House Beverages for the launch of Reliance’s Campa Cola brand in the island nation. This is the second market in India’s immediate neighbourhood that Reliance has targeted; last month, it knocked on Nepal’s doors for Campa too, partnering with the Chaudhary Group to expand operations there…”
Strategic Musings
“A crowded mind leaves no space for a peaceful heart.” — Christine Evangelou
Caught my eye…
