Discussion about this post

User's avatar
Manas Mallik's avatar

Very well analysed. Having worked in e-commerce in India I can vouch that the coordination costs can b very high. I also see parallels to UHI though in healthcare there are no large incumbents. Would like to know your views on UHI.

Expand full comment
design frameworks's avatar

What will be the scenario if a guy with lots of warehouse real estate and serving as a multi brand distribution hub were to expose his inventory as a fee based API subscription? Will that lead to standalone logistics players competing with non big players with an SCM in place? There is this DHL case that talks of intelligent supply chains https://dhl.lookbookhq.com/ao_thought-leadership_social-recommend/article_harnessing-the-predictive-supply-chain. Can ONDC create that for the average logistics provider such as VRL or Redbus (https://www.redbus.in/travels/yathra-logistics) by just exposing the data from (consented) inventory that goes through them. Will ONDC be a revolution for supply chains, by creating a "live catalog" (what is there where right now at what price and number) versus "promised catalog" (what is an idea or aspiration presented to you that can be delivered if you show the money).

Expand full comment
11 more comments...

No posts