By creating a single network for e-commerce - it creates a monopoly data pipe - where all e-commerce demand data is available - by location. The availability of this data is like @NPCI_NPCI payments metadata of *ALL* non-card transactions.

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RT @Ravisutanjani
ONDC stands for Open Network for Digital Commerce.

It is essentially a network of various small- and large-scale e-commerce enterprises that intends to end the dominance of …
https://twitter.com/Ravisutanjani/status/1575822327916658689

Please don't take the 'alternative to global giants'. That is just a plank to get more electoral bonds / partner investments.

Remember - *EVERY* global giant invested in Jio Platforms in 2020. #ONDC will eventually make small merchants as delivery agents

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RT @Ravisutanjani
The Government launched the ONDC in April as an alternative to dominant global giants and to empower India's rapidly growing e-commerce market.

@PiyushGoyal …
https://twitter.com/Ravisutanjani/status/1575822330634588162

The sole tom-tom factor seem to be "app of choice". As if that is the differentiator people seek the most. May be tech bros in Koramangala are concious about React Vs Vue for buying salt and will like this killer feature.

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RT @Ravisutanjani
But can ONDC change the e-commerce industry in the same way that UPI did for digital banking in India?

Well, people in Bengaluru can now shop from multiple categories of products and services…
https://twitter.com/Ravisutanjani/status/1575822333117272064

How can one simultaneously help small business and unicorn platforms? The only thing that is happening is explosion to data to everyone. See UPI example 👉🏽 https://twitter.com/i/status/1324958058330484736

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RT @Ravisutanjani
Currently, Mystore, Paytm, and Spicemoney are live as buyer platforms on ONDC in Bengaluru.

Companies like Flipkart, Reliance Retail, Amazon, Dunzo, Zomato etc are also expected to join the ONDC Network too.
https://twitter.com/Ravisutanjani/status/1575822335864885249

The 'pilots' are done to get a graph with slope of 1 to get the 'growth narrative' set - and then start 'exponential growth' phase. Any and all issues will not be spoken about - just like how #UPI till date has not published fraud data even after 6 years.

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RT @Ravisutanjani
Also, ONDC is already running its pilot (beta with limited buyers and sellers) in 5 cities.

• Bengaluru
• New Delhi
• Coimbatore
• Bhopal
• Shillong.

It as…
https://twitter.com/Ravisutanjani/status/1575822338662469633

Demand data of all sizes and shapes will be at stake. Watch these sectors crumble with mandatory digital tax imposed to survive. Your cost of these services will go up.

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RT @Ravisutanjani
This open network will enable any ONDC network-enabled app to discover and engage in local e-commerce across important categories such as grocery, food delivery, hotel booking, travel bookings, etc.
https://twitter.com/Ravisutanjani/status/1575822341195862016

Because - beyond a point - its harder to double cross urban buyers and sellers, we would need Indian language support.

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RT @Ravisutanjani
ONDC will also empower our Startup ecosystem with more apps in Indian languages,

the focus would be on small business owners and rural consumers. This will all encourage healthy competition.

@kushgrwl
https://twitter.com/Ravisutanjani/status/1575822347432472579

To put in context - The projected adult population in 2027 is ~1 billion. So in 5 years, entire adult population will own a smartphone and shop in #ONDC - Add buckets of salt to taste.

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RT @Ravisutanjani
In the next 5 years, ONDC expects to sign up 900 million buyers and target 1.2 million sellers on the shared network, with a GMV of more than $48 billion.
https://twitter.com/Ravisutanjani/status/1575822350628839424

The network efficiencies will be monopolised at #ONDC and biggest bond buyer will replace the incumbants.

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RT @Ravisutanjani
Giant platforms like Amazon and Flipkart will lose their influence over more than 60% of India's e-commerce sector. If ONDC is successful in meeting its purpose,
https://twitter.com/Ravisutanjani/status/1575822353002790914

This will make credit cost embedded on all FMCG and make it costlier to buy without credit ,just as how its pointless to buy laptop without EMI offer - as you never get a cash discount. Doing this for all FMCG - will create inflation (but growh for banks)

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RT @Ravisutanjani
That’s not it. Some of the largest banks in India are backing ONDC, This may allow the banks to drive the use of their cards, loans, and other services.
https://twitter.com/Ravisutanjani/status/1575822359600431125