Two by Two
Episodes
Rewind : The numbers behind OpenAI, Gemini, and Perplexity’s deals with Phonepe, Jio, and Airtel
Host Praveen Gopal Krishnan revisits a 2024 episode with guests Prakash Deep Maheshwari and Chandrasekhar Vartiguti to reverse-engineer the math behind AI-telco deals in India.
Will Zepto become Swiggy before Swiggy becomes Zepto?
This episode examines the shifting strategies of Indian quick commerce giants Swiggy and Zepto as they approach their IPOs.
India's AI edge is that it has no AI of its own
The host argues that geopolitical AI restrictions create an opportunity for Indian IT firms to offer "non-alignment as a service" by orchestrating diverse models.
Why Jio made Dhurandhar and then gave it away
This episode analyzes why Reliance Jio Studios licenses its hit films to rivals like Netflix instead of keeping them exclusive to JioCinema, contrasting this with Disney’s integrated strategy.
India’s biggest companies can afford to build frontier AI. So why won’t they?
The host argues that Indian corporates must fund sovereign AI models to reduce dependency on US firms like Anthropic, which recently restricted access.
The Meta–Cred–Kunal Shah deal, stripped to its fewest assumptions
PG and Rohin analyze Meta’s $900M investment in Cred and Kunal Shah’s move to lead WhatsApp.
Agents changed everything about hiring except the outcome
Host Praveen Gopal Krishna debates the AI hiring arms race with Akash Dharmadikari of RealFast and Somil Tripathi of Grapevine.
‘Free the rupee. Let it go’—How to save the market from investors
Host Praveen Gopalakrishnan debates Anupam Manur and Deepak Shanoi on whether Indian household SIPs are stabilizing markets amid massive FII outflows.
Where are Emergent’s users?
Host Praveen Gopal Krishnan investigates why Emergent, a rapidly growing no-code AI startup, lacks the visible user community typical of successful consumer apps.
Amazon’s quick commerce wildcard is Prime
Host Praveen Kothari argues Amazon’s quick commerce strategy leverages Prime as a subscription feature rather than a standalone business, creating a unique competitive advantage.
Everyone bet on PhonePe and CRED. Bajaj Finance got there first.
Host PJK discusses Bajaj Finance’s transformation into a “Fin AI” company, leveraging its vast voice data from outbound calls to drive lending growth.
Groww beat every odd to get here. What beats it next?
This episode analyzes Groww’s evolution from a zero-commission mutual fund platform to India’s largest stockbroker, featuring host Praveen, finance…
Should young designers pay senior designers to teach them?
Host Praveen discusses the crisis in entry-level product design with guests Jay Dutta and Shreyas Satish, exploring how AI automation eliminates…
Hyrox gave India a finish line. What happens after you cross it?
Host Praveen announces he is taking over 2x2 as a solo host, expanding the brand into newsletters and live events.
Why do India’s gig workers love a job they’re desperate to leave?
This episode features Sidd Pai of UK&Co, who discusses a report on India’s gig economy based on interviews with over 1,300 workers in Karnataka.
2025 Year-end special
Host Rohan presents a curated highlight reel of 2025’s top six podcast episodes.