Swiggy vs. Eternal: Seeking different futures? | Indian midcap IT Q4 results | The Daily Brief #463

In today's episode of The Daily Brief, we cover a two major stories shaping the Indian economy and global markets: 1. Swiggy vs Eternal: Different Paths in Quick Commerce We’ll explore how Swiggy and Eternal are taking very different approaches in food delivery and quick commerce. While Blinkit is scaling aggressively and becoming profitable, Swiggy is focusing on premiumisation and differentiated offerings. The story breaks down how India’s delivery wars are entering a new phase. 2. Midcap IT Firms Bet Big on AI We’ll look into how India’s midcap IT firms like Persistent Systems, Coforge, and KPIT Technologies are using AI, domain expertise, and proprietary platforms to grow faster than larger IT companies. The story also explores whether specialised AI solutions can become a long-term competitive advantage. Timestamps 00:00 Intro 00:30 The Delivery War Changes 11:12 The AI Shift in IT 22:36 Tidbits Checkout Subtext by Zerodha: https://subtextbyzerodha.substack.com/ Get smarter every day with our daily newsletter. Subscribe here: https://thedailybrief.zerodha.com/ Checkout Markets By Zeodha's Reddit here:   / marketsbyzerodha   Checkout The Chatter here: https://thechatterbyzerodha.substack.... Check out our latest newsletter "Aftermarket Report" here: https://aftermarketreport.substack.com/ Listen to this episode on your preferred podcast platform: Spotify: https://open.spotify.com/show/2SJiLdv... Apple Podcasts: https://podcasts.apple.com/in/podcast... Disclaimer: Some image(s) may have been created using Al, no copyright infringement is intended. Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.