Connecting 110 Dots (Season Finale)

“If you had to pick out of all these patterns and themes that we spoke about, which one are you the most sure about for the next season?

Two by Two is taking a short break before Season 3 starts in November, and for the season finale, the table gets flipped. Snigdha Sharma, who hosts Daybreak, The Ken’s daily news podcast, went back through both seasons of the show, pulled out the themes it keeps returning to, and put Praveen Gopal Krishnan in the guest's chair.

He discusses some of the themes India will see play out in the next couple of years, like how duopolies across quick-commerce, ride-sharing and food delivery will face pressures and continue to innovate to hold out. Or how legacy companies like HUL and Bajaj Finance tell us about our understanding of assets, and how that’ll play out. And of course, what exactly is the new urban Indian, and how will they continue to shape culture, cities and much more.

Two by Two will be on a short break, and will be back with Season 3 in November.

All of it leads back to a concept Praveen first wrote about six years ago in The Nutgraf: India’s California users, a group of roughly 10 million people whose habits shape the country's consumer tech, its startups and its culture.