Daily briefing

The morning book — what moved overnight in Indian commerce, and why it matters.

Thursday, 20 August 2026
Wednesday night, Thursday morning
A payments model in production, a 3PL that will not run your dark store, and a house position: q-commerce is grocery now.
Wednesday, 19 August 2026
The rail, the shop, the invoice
A foundation model for checkout, a kirana that did not become an app, and the compliance software nobody photographs.
Tuesday, 18 August 2026
Miles and margins
Delhivery's split screen, an OMS that has to learn store-level ATP, and a 3PL industry being told to stay in its lane.