Author: Vishal Rustagi, Hiring
Profile: https://www.linkedin.com/in/vishalrustagi/
150+ homes in Bengaluru have already let an AI plan their dinner. Dunzo's founder wants that in every kitchen in India.
Kabeer Biswas built Dunzo to solve one problem: get things to you fast.
Groceries in minutes, errands in an hour; that business burned through cash and folded.
Now he's back with a new bet. His startup, M, just raised 102 crore, but this time he isn't solving for speed. He's solving decisions.
Quick commerce made buying instant. It never made deciding easier.
You still had to figure out what to cook, what was running low, and who was coordinating with the cook. The app got faster. Your mental load didn't.
📍M sits inside WhatsApp and learns your household. Who cooks? What do you eat? What you're low on.
📍Every evening, it builds tomorrow's meal plan without anyone asking for it.
📍It doesn't replace your cook. It becomes the layer between your cook and your kitchen.
This is the real shift happening in consumer tech right now.
The first wave of startups automated the transaction.
The next wave is automating the decision before the transaction even happens.
I see the same pattern in enterprise. Companies spend years automating approvals and workflows.
Few automate the judgment call that triggers the workflow in the first place. It's also where the real value sits.
Biswas is betting a fortune that Indian households will trust an AI enough to hand over that judgment call.
Would you let an AI plan your family's dinner tonight?
Kabeer Biswas built Dunzo to solve one problem: get things to you fast.
Groceries in minutes, errands in an hour; that business burned through cash and folded.
Now he's back with a new bet. His startup, M, just raised 102 crore, but this time he isn't solving for speed. He's solving decisions.
Quick commerce made buying instant. It never made deciding easier.
You still had to figure out what to cook, what was running low, and who was coordinating with the cook. The app got faster. Your mental load didn't.
📍M sits inside WhatsApp and learns your household. Who cooks? What do you eat? What you're low on.
📍Every evening, it builds tomorrow's meal plan without anyone asking for it.
📍It doesn't replace your cook. It becomes the layer between your cook and your kitchen.
This is the real shift happening in consumer tech right now.
The first wave of startups automated the transaction.
The next wave is automating the decision before the transaction even happens.
I see the same pattern in enterprise. Companies spend years automating approvals and workflows.
Few automate the judgment call that triggers the workflow in the first place. It's also where the real value sits.
Biswas is betting a fortune that Indian households will trust an AI enough to hand over that judgment call.
Would you let an AI plan your family's dinner tonight?
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