Rapido broke the Uber-Ola duopoly. Can it now break the Swiggy-Zomato one?

Rapido broke the Uber-Ola duopoly. Can it now break the Swiggy-Zomato one?

March 25, 2026 · 57 min · Episode 82

About this episode

The episode discusses Rapido's new zero commission food delivery app and its potential to disrupt the market dominated by Swiggy and Zomato.

Last week, Rapido launched Ownly, its zero commission food delivery app and went straight for Swiggy and Zomato's throat. This is the same company that dismantled the Uber-Ola duopoly with just a simpler model, cheaper rides, and a very different idea of what India actually needs. Their weapon this time is zero commission. They're betting on restaurants that are fed up, customers who want cheaper food, and a rider fleet that's already in place. So we got Kunal Khattar , the investor who backed Rapido from day one and made 88x on that bet to break down whether lightning can strike twice. We also have Gautam Balijepalli , who runs one of the largest cloud kitchen operations in India and tells us what it looks like from the restaurant side. Along with our guests, Rahel Philipose and Praveen Gopal Krishnan discuss, can Rapido steal a bite from Swiggy and Zomato? Or is food delivery a completely different beast? _________ This episode of Two by Two was produced by Uddantika Kashyap and mix and mastered by Rajiv CN. If you liked this episode , please share it with your friends and family who would be interested in listening to the episode. And if you have more thoughts on the…

People in this episode

Hosts: Rahel Philipose, Praveen Gopal Krishnan

Guests: Kunal Khattar, Gautam Balijepalli

Topics covered

Keywords

Mentioned in this episode

Organizations: Rapido, Swiggy, Zomato, Uber, Ola, Ownly

Places: India

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