23 Jan, 26
Private labels meet brand ambition
16 Jan, 26
Can Urban Company avoid Bigbasket’s fate?
Slicing up a horizontal giant one category at a time
09 Jan, 26
How can restaurants scale sustainably?
The transition from artist to scientist in hospitality
02 Jan, 26
What’s your 2026 grid?
Predict the winners and losers of 2026: companies, trends, and ideas on the rise or decline
26 Dec, 25
2025 Year-end special
A snapshot of some of the free flowing conversations we've had on Two by Two in 2025
19 Dec, 25
60 seconds for every 2025 episode
Praveen and Rohin discuss, argue, and run through all 48 episodes to pick their favourites
12 Dec, 25
QIP, IPO, Bubble. Why Swiggy, Zepto, and Blinkit see quick commerce differently
The battle that’s far from over
05 Dec, 25
The bro-ification of business and tech podcasts
Why 95% of our guests are men
28 Nov, 25
Meesho has come a long way. How much farther can it go?
The counterintuitive bets behind its rise
21 Nov, 25
The numbers behind OpenAI, Gemini, and Perplexity’s deals with Phonepe, Jio, and Airtel
Why is the world's smartest tech suddenly free in India?
14 Nov, 25
What will bring ambition back from the dead?
The personal vs. corporate fix for career fatigue
07 Nov, 25
The great big Indian IPO
What lies beneath the boom
31 Oct, 25
How do we reimagine hospitals from scratch?
Healthcare vs. sick-care
17 Oct, 25
Does India risk losing cultural relevance in the AI era?
How dataset, not GPUs, is our real defence
10 Oct, 25
What happens when diamonds are neither rare nor expensive?
Giva’s founder on the future of jewellery
03 Oct, 25
What killed India’s first fintech lenders?
How the ‘buy now, pay later’ dream soured
26 Sep, 25
Firstclub wants to be the Costco of quick-commerce
A curated club, not a crowded marketplace
19 Sep, 25
What happens when Indian consumers know what they are eating?
Understanding the story behind India's confusing food labels
12 Sep, 25
Uber India has run the race and stayed the course. Can it change the game?
Inside Uber’s strategy for its most complex market
05 Sep, 25
What is the point of an undergraduate college education today?
There is a critical mismatch between what traditional degrees offer and what the modern job-market demands
29 Aug, 25
Whatsapp’s double life
Dream distribution channel, but a risky place to build
22 Aug, 25
Which quadrant does India want UPI in?
Public goods shouldn’t really be judged in terms of profitability
15 Aug, 25
Will Indians pay for pest control as a service?
The segment is fragmented, commoditised, and underpenetrated. But India is a tropical country with lots of people, and the long-term prospects look rosy
08 Aug, 25
Is India overvalued, under appreciated, or both?
What lies beneath the glowing numbers and market highs?
01 Aug, 25
No explainers, no takeaways—One year of Two by Two
Our reflections on the first year of the podcast
25 Jul, 25
Jio Blackrock wants it all
Can Jio use its telecom playbook to disrupt India’s wealth management industry?
18 Jul, 25
The invisible whale that capsized India’s leaky options boats
Sebi rejects Jane Street’s ‘arbitrage’ defence, and alleges coordinated expiry-day manipulation
11 Jul, 25
In an AI age, India doesn’t have an open-source strategy
After the “lost decade” of the 2010s, India is putting money behind its efforts to have autonomy, but it needs direction to make it meaningful
04 Jul, 25
GCCs versus Indian IT companies
The former is taking away potential revenue and top-grade talent from the latter
27 Jun, 25
“Your duopoly is my opportunity”—India’s third-place challengers
Meesho, Rapido, and Zepto are out challenging established market duopolies
20 Jun, 25
Who broke Bengaluru, and how do we fix our cities?
There is an end to the city’s woes. It just needs a lot of people to come together
13 Jun, 25
Where AI can and can’t replace human coaching
Could on-demand chatbots be the solution for organisations and leaders?
06 Jun, 25
Are we seeing the unbundling of quick commerce?
We could be moving from everything-stores to separate apps for everything
30 May, 25
Can Smallcase maintain its relevance in a changing market?
The do-it-yourself platform has faced the heat from an old challenger
23 May, 25
Reliance Retail pays the price for size
The retailer took the 'scale-first' approach everywhere it went. But it has fallen short on multiple fronts
16 May, 25
India’s AI program is unlikely to create unicorns
Where should India focus its efforts in the AI race now?
09 May, 25
Coffee versus café? India is poised at an inflection point
Even as the market for coffee matures, cafés still struggle to turn profitable at scale
02 May, 25
Who will be the next Blusmart?
There is a Blusmart-shaped hole to be filled in the cab-hailing business
25 Apr, 25
Can Stage become the Netflix for Bharat?
Vinay Singhal, co-founder and CEO of Stage, discusses how he’s building the ‘confidence layer’ of the country through regional content
18 Apr, 25
Why build when you can buy and then build? Here come the search funds
The ‘searchers’ are out to acquire and run the perfect business
11 Apr, 25
Are Trump’s tariffs a crisis or an opportunity for India?
India doesn’t have the leverage that other trading partners do. But there are opportunities for both industry and consumers
04 Apr, 25
Are we in the “enshittification” phase of Indian consumer tech?
To live up to their perceived value, companies have gotten creative in extracting more from their customers. All at the cost of a worse user experience
28 Mar, 25
Should you invest the first two years of your career in strategy consulting?
Perhaps consulting firms can be seen as finishing schools—places that ready you for a career, but where you’re unlikely to spend most of it
21 Mar, 25
Ultrahuman and Kuku FM have broken out
Two founders lay out how they went global
14 Mar, 25
How big is the market for treating farmed animals humanely?
Ethically sourced meat and eggs sell at a premium. That’s the cost of ensuring better animal welfare
07 Mar, 25
Who’ll become new television? Youtube or streaming companies?
Youtube wants to become the new television. But streaming companies are in no mood to just sit and watch
28 Feb, 25
Airtel fights spammers. And Truecaller’s business model
Whose responsibility is it to protect you from being scammed?
21 Feb, 25
What is stopping 10-minute alcohol delivery?
It's the next big frontier in quick commerce, but regulatory and political challenges abound
14 Feb, 25
Going out of India is easier than going out in India
More and more affluent Indians are choosing to go abroad to experience events even when the same are available in India
07 Feb, 25
Razorpay, Phonepe, and others confront Juspay’s “white box”
Why is every major payment aggregator cutting ties with the payment orchestrator?
31 Jan, 25
Who and how do you incentivise to solve India’s air pollution problem?
Overcoming a “wicked problem” needs many helping hands
24 Jan, 25
Zomato, Swiggy, and the rise of the 10-minute “dark” cafe
The food aggregators are coming for the restaurants' lunch to save themselves from disruption
17 Jan, 25
If B-schools were invented today, would students run placements?
The only reason to involve students in placement committees should be for their professional development. Let’s leave the rest to professionals
10 Jan, 25
The future was electric cars. Until it wasn’t
What will it take for electric four-wheelers to become the new normal on Indian roads?
03 Jan, 25
Are we past peak Amazon in India?
As the American giant tries to recover lost ground in e-commerce, it’s on the lookout for other areas where it can press an advantage
27 Dec, 24
A year-end snapshot
All the free-flowing conversations we've had on Two by Two this past year
20 Dec, 24
The death of D2C
Brands might be digital-first, but not necessarily “direct-to-consumer” in the true sense
13 Dec, 24
AI comes to annihilate India’s SaaS companies
Will every SaaS company end up becoming an AI company to survive?
06 Dec, 24
The mystery of usury
What led to the RBI's decision to ban a few NBFCs from disbursing loans?
29 Nov, 24
Marketing is eating itself from the inside
It’s a mad rush to sell, and in many ways, that’s what marketing has become all about today
22 Nov, 24
Dmart versus the challengers at the gate
There’s a perfect storm that is forcing Dmart to blink, and take a pause
15 Nov, 24
Can venture capitalists do no wrong?
Some changes seem inevitable as VCs get back to investing after a "small reset"
08 Nov, 24
What does Ola Electric’s future hold?
The Indian electric two-wheeler-maker has multiple fires it needs to douse. But its troubles keep piling up
25 Oct, 24
The relentless rise of the “government” as a competitor
What happens when the government plays the role of regulator, policymaker, and operator?
18 Oct, 24
How will Ola and Uber avoid “death by a thousand cuts”?
What is their biggest threat? What must they do differently?
11 Oct, 24
Do we even need Product Managers?
The most sought-after job in the startup world seems to have lost its sheen. How do we revive it?
04 Oct, 24
Ather Energy was a pioneer. Can it also be a leader?
Founded in 2013, the company has spent years building electric two-wheelers from the ground up. But it has lost the opportunity to become the market leader along the way
27 Sep, 24
Netflix’s last growth market
How Netflix does tomorrow depends on whether it can succeed and scale in India
20 Sep, 24
Health insurance in India is ripe for disruption
From the surface, health insurance is one of the brightest spots in India’s insurance story, growing at 20% annually. But that number doesn’t tell the whole tale
13 Sep, 24
Why couldn’t Stripe become the Stripe of India?
It's the world’s most powerful fintech, and yet, it failed to capitalise on the world’s second-largest startup market
06 Sep, 24
Private coaching is eating away at schooling
Twelve years of schooling is losing out to private coaching as admission into India’s colleges gets increasingly centralised via entrance exams
30 Aug, 24
Is Google Pay a product or a business?
India’s second-largest UPI app is in a strong position. And yet, it appears more vulnerable than ever. Why is it an anomaly?
23 Aug, 24
Is the golden era of the (software) engineer over?
The end of the ZIRP era and the rise of Gen AI is upending old assumptions. Being an engineer is no longer a guarantee of a stable career
16 Aug, 24
Swiggy needs to reclaim its past glory
Products. Innovation. Market share. Narrative. Leadership. Swiggy has been playing defence for too long
