Business Munchies: Zomato IPO, Unbundling Digital Marketing, Bundling Subscriptions, D2C Businesses Sharing Customers

Sahil (@sahil071) and Siddharth (@sidbetala) hang out with Chinmay Bhogle and Patanjali Pahwa who are currently building The Signal

Timeline

• (00:20) - Introduction to Newsletters & The Signal
• (03:00) - The Zomato IPO
• (11:30) - Unbundling Digital Marketing Agencies - Focused on Newsletter Growth
• (18:15) - Bundling Subscriptions
• (28:50) - D2C Brands Collaborating to share cusotmers.
• (33:30) - What is Kabuki Studios?

Business Ideas in this Episode

1. The Zomato IPO: This IPO is one of the biggest events in the startup ecosystem in 2021. It will provide exits to a lot of investors and early employees and show the rest of the startup ecosystem the route to make money in the long run. However, Zomato is still a loss making entity and retail investors may not be the best investors for this kind of entity. We provide our take on the Zomato IPO in this episiode. None of us are accredited investment advisors so please make your own judgement on what you believe you should do with these securities. 
2. Unbundling Digital Marketing Agencies - Focused on Newslettter Growth - There has been a proliferation of Newsletters in the past few years. Many journalists have left top newspapers to start their own newsletters and a few of them have done incredibly well for themselves with this model. However, a great writer and journalist might not be great at promoting and distributing their newsletter. Why not unbundle newsletter growth from Digital Marketing agencies and have an agency completely focused on growing newsletters for writers. Everybody hates this idea, I was very sad. 
3. Bundling Subscriptions - Bundling all of your OTT, Music and Newspaper subscriptions in one place so that you have full visibility of all your subscriptions and so that they're easier to handle. Every.to has bundled some fantastic creators in a newsletter subscription, allowing them to grow their audience by collaborating with others. 
4. D2C Brands Collaborating to share cusotmers