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"In God we trust. All others must bring data."     
Hi <<First Name>>

Businesses of the future will be digital. We have heard it, understood it, and implemented it. The average person is spending 30% more time on their phones during lockdown - a quick survey was conducted of some 'dialoguers'. Thanks for sharing your data, you know who else will have your data? Everyone. Well, kind of. 


Top Stories: 🔝

1. The World Health Organization plans to launch an app this month to assess whether you may have the novel coronavirus and is considering a Bluetooth-based contact tracing feature. India, Australia, and the United Kingdom already have released official virus apps using their own technology. The jury is still out on the Aarogya Setu app

2. Uber has lost $2.9 Billion in the first quarter and laid off 3,700 workers. The company is looking at growing its food delivery business and aggressive cost-cutting to ease the pain.

3.  Cure.fit has laid off as many as 800 of its staff across India. Airbnb has laid-off around 25% of its employees.
 
I'll try anything once, twice if I like it, three times to make sure - Mr Ambani 🤑 (1/3) 
You all know...Facebook acquired 9.99% stake in Jio Platforms Limited for INR 43,574 crores. Then, US-based Silver Lake, bought 1.15% stake in Jio Platforms, for INR 5,655.75 crore valuing Jio Platforms 12.75 % more than what Facebook valued 12 days before. And then... because these two deals were not enough, Vista Equity Partners picked up a 2.32% stake in Jio Platforms for INR 11,367 crore.

Fun Facts: 
 
1. Jio has ~370 Mn subscribers under its telecom service.

2. Facebook owns Whatsapp (400 Mn + Subscribers in India), Instagram (88 Mn Subscribers in India) and well Facebook itself (280 Mn Subscribers in India). 

3. Silver lake is/was an investor in Twitter, Airbnb, Skype, Alphabet Alibaba Group, Ant Financial, Didi Chuxing, Motorola Solutions to name a few.
 
So, who will govern all this data?

In India, laws of data protection and privacy are sketchy, to say the least. The Personal Data Protection Bill, 2019 will be the authority on the protection of privacy of individuals relating to their 'Personal Data' and to establish a Data Protection Authority of India. This bill has not seen the light of day and we are not sure when it will be turned into law. Essentially till then, the privacy policies of various companies will govern the data transfer/sharing arrangements.

Facebook’s privacy policy is jargon-heavy and long. You can find it
here. Summing it up, it allows data sharing within their "Facebook Companies" all the companies which it owns, "We may share information about you within our family of companies to facilitate, support and integrate their activities and improve our services" - includes Whatsapp, Onavo etc. Who can technically be added into this definition? It's not very clear. There are also data-sharing arrangements with third-party partners within their policy. 

Jio’s privacy policy, on the other hand, makes it clear that Jio can share personal information of customers with 'affiliates' (
paragraph 3(B)). Who are affiliates? No definition has been provided. A simple amendment of the policy stating Facebook as an affiliate and voila all Jio data will be shared with Facebook, and Instagram and WhatsApp, and...?

While both parties have outrightly denied any direct data sharing, will Jio have access to WhatsApp, Facebook customer base/ data and vice versa?  Well, there is no explicit piece of legislation to prevent such an arrangement. 

To conclude..there is virtually nothing apart from good conscience that stops these giants from sharing the data. Here's hoping the Competition Commission of India  (CCI) takes some action on this. “There is a policy gap and CCI should address this gap - how can one (set of companies)
have all the data… After that, who will be able to compete in the market with them?"
Would you want a beer with your Pizza? *My phone prompted me during checkout*...  (2/3)
Since the sale of alcohol was allowed starting 4 May 2020 (Duh, for tax revenues), many states earned a considerable amount of money from liquor sales. Although, social distances norms went for a toss and that's why on Friday, the Supreme Court of India asked states to consider home delivery of liquor to avoid crowding at shops. 

Who does this benefit? Zomato, Swiggy a plethora of alcohol delivery apps that will be seen in the market and well, you and me. 
Alcohol delivery isn’t an alien concept in Bengaluru, Dunzo and HipBar both previously delivered alcohol. But the state’s online delivery of alcohol was shut down in September 2018 by the Karnataka High Court after the excise department stated that there was no licence for the online delivery of liquor.

FYI with DR: India’s alcohol drinks market was worth almost $27.2 billion in 2018

Pros: A. May help regulate and moderate the sector because of a cap on maximum delivery orders; unlike physical sales where people can buy as much as their credit card/liver limit. B. There will be more jobs, black-marketing will reduce, interstate buying will end, and there will be lesser cash handling. C. Clearing stockpile: restaurants and hotels are sitting on INR 3,000 Crore stock of alcohol which is severely affecting their business.

Cons: A. What happens after COVID-19? Will alcohol delivery still be allowed? This would require some new laws. B. How do you check the age of the person who is ordering the alcohol, will Aadhar need to be shown on order/delivery? How many will actually adhere to this?  

Getting an alcohol license is a herculean task in India. "The other guys who paid for licences for their shops had such high barriers to entry. How can a Zomato just walk in?”
Do you have what it takes?...(3/3)
Meet Vallabh our guest editor today. Applications are now open to become a 'Dialogue Room' guest editor. Qualifications? Zero. Motivation? Lots. Give us a shout out if you have something to say and get featured. Win-Win
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This newsletter was edited by Vallabh Desai, Anjali Thakur & Divya Gupta.
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