Two by Two

Most businesses die quietly. They miss a wave, lose relevance and fade out.Healthify nearly got hit by two in quick succession. First, AI that could do what took the company years to build. Then, a drug which meant you didn't need the discipline anymore.So Rahel Philipose and Praveen Gopal Krishnan asked Tushar Vashisht, Healthify's co-founder and CEO, the uncomfortable question directly: if anyone can build an AI coach and a drug can kill your appetite, what exactly are you selling?This episode is really about three things most people don't know. One, why people who take Ozempic without a lifestyle program gain almost all the weight back within a year. Two, what actually happens to a platform business when AI replaces one entire side of it. And three, why Tushar believes his most dangerous competitor hasn't been founded yet.We were also joined by Professor R Srinivasan from IIM Bangalore, who had a very different read on whether Healthify's bet is genius or cope.______This episode was produced by Uddantika Kashyap and mixed and mastered by Rajiv CN, our resident sound engineer.If you liked this episode, share it with your friends, family and colleagues. And if you have thoughts on the discussion, write to us at [email protected].

"They are not disloyal. They are unforgiving."Sector by sector, a new generation of brands is doing the same thing by ignoring millennials entirely and going straight for Gen Z. Zepto did it to Blinkit. Snabbit is doing it to Urban Company. The thesis is simple: Gen Z has no loyalty to the old guard, so steal them first and use them as a wedge to crack the rest of the market open.But is that actually true? And if you do win them, can you hold them?Our guest Adarsh Menon has put Fireside Ventures' money behind this question. His portfolio includes brands that have read this generation inside out. On the other hand Ajay Thandi built Sleepy Owl without a single marketer on the founding team and ended up with a brand Gen Z and millennials claim as their own.The most interesting thing they land on isn't about Gen Z at all. It's about aspiration and how it stopped pointing upward. This generation doesn't want to be the person above them. They want to be the person next to them. That one shift changes everything about how you build a brand.Turns out the most fickle generation might be the most loyal one you've ever had. If you deserve it. Further reading- Fireside Ventures — The Indian Consumer at 2030_______This episode was produced by Uddantika Kashyap and mix and mastered by Rajiv CN, our resident sound engineer.If you liked this episode, share it with your friends, family and colleagues. And if you have thoughts on the discussion, write to us at [email protected].