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How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme)

Nicolas Bustamante / @nicbstme : How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is stru...

30 December 2025

Fast delivery apps like Blinkit, Zepto, and Swiggy are expanding into India's Tier 2 and Tier 3 cities, driven by rising incomes and cheap smartphones and data (Bloomberg)

Bloomberg:
Fast delivery apps like Blinkit, Zepto, and Swiggy are expanding into India's Tier 2 and Tier 3 cities, driven by rising incomes and cheap smartphones and data  —  Cheap data, new logistics and mobile-first platforms are expanding consumption far beyond India's urban elite.

Posted from: this blog via Microsoft Power Automate.

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