Daily briefing

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.

1. Payments

   Vulcan is live at Blinkit and redBus

   Razorpay's payments model is a success-rate story. Festive will be the exam.

2. Supply Chain

   Delhivery said the quiet part

   No dark stores, no 10-minute last mile. Density still lives on a longer clock.

3. Ecommerce

   The desk's position on q-commerce

   Stop writing it as a startup category. Count stores, fill rates, and labour.

4. Retail

   Kiranas got a QR, not an OS

   The digitisation wave left stickers. The order still leaves for a dark store.

5. SaaS

   OMS vendors meet the 10-minute heartbeat

   Marketplace batches are not ATP. The unsexy stack has a new SLA.

6. Platforms

   WhatsApp still converts if the ping stays in-chat

   Catalogs are easy. The drop is the browser sheet at payment.