HeyJaredTwo by Two (Private)
The Two by Two podcast is a premium business podcast from The Ken that investigates, discusses and breaks down the most important business stories around you.Hosted from The Ken's newsroom by business journalists Rohin Dharmakumar and Praveen Gopal Krishnan, Two by Two will…
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 10, 2026
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- Earliest in this view
- Jul 9, 2026
Latest episodes
Three times Uber said no to leaving India (opens the original)
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In February of 44 BC, Mark Antony offered Julius Caesar a crown in front of a Roman crowd, and Caesar pushed it away. Antony offered it again; Caesar refused again. One more offer came from Anthony and Caesar refused it for the third time, yet again. Rome cheered. Uber has been offered a way out of India three times in eight years. By SoftBank and Ola in 2018, by a phantom acquisition-merger with Ola in 2022, and by Rapido this May, and three times it has refused. Each time the objection was the
Nykaa would rather be premium than be fourth (opens the original)
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Inside Myntra, there’s a spreadsheet that lists the competitors it’s tracking closely. Nykaa Fashion is not on it. To find it, you open a dropdown called "others" and scroll past Shoppers Stop, LimeRoad and Club Factory. That is where India's biggest fashion platform files Nykaa's fashion business, eight years after Nykaa promised its IPO investors that fashion would be the second engine. Except this past quarter, Nykaa Fashion made money for the first time in its existence. Its GMV grew 30% las
Ather's Rs 1 lakh scooter walks into TVS and Bajaj's market (opens the original)
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Ather took eleven years to sell its first half-million scooters, watched Ola raise more money and build bigger factories, and cut its own valuation by 44% to get its IPO away. Since then, it’s been on a tear, building factories, scaling, and now it’s at the point where it’s ready for the biggest challenge yet: this week it’s launching a new platform aimed at the ₹1 lakh scooter mass market. There’s a reason why nobody has gotten this far. TVS leads the market. Bajaj is second and already makes m
Rewind : The numbers behind OpenAI, Gemini, and Perplexity’s deals with Phonepe, Jio, and Airtel (opens the original)
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No new episode this week, we're on a break. So, here's one from November 2025 that just became relevant again: Perplexity's free year with Airtel has begun expiring, and the numbers are just being reported: https://techcrunch.com/2026/08/18/perplexitys-free-ai-offer-left-it-with-millions-more-users-in-india/ Listen back to what we predicted and how things panned out. ------ This week, Two by Two debuts a new format: “Reverse engineering the playbook.” Hosts Rohin Dharmakumar and Praveen Gopal Kr
The new UPI equation (opens the original)
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For six years every UPI payment in India was free. This was because a rule from January 2020 said nobody could charge a merchant for accepting one. Then on the afternoon of 6 August, the Lok Sabha removed that guarantee by voice vote. The details of the rules haven't been framed yet, so nobody knows what a UPI transaction will actually cost, but what's clear is that the arrangement India's payments ran on for six years has ended and a new one is being written. The pool of the money involved is l
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