ASYMMETRIC

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving CompanyChirag Taneja: Founder, GoKwikAshish Sangle: Co-Founder, Yoso MediaChapters00:00 Intro00:52 Intro & Welcome, Ashish :)02:24 The Real Reason for Pausing05:39 How Legacy Companies Protect the Core12:25 Wealth Creation vs. Conservation16:39 The “Two Houses” Analogy22:55 Does Growth Solve Everything?25:08 Going Public: Ecosystem Incentives37:41 Conscious Capitalism vs. Pure Shareholder Value42:12 China’s Capped-Profit Story45:59 The Tata Model: Ecosystem Building & Trade-Offs49:42 Wrap-Up53:16 So, How Should We Solve This?Follow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwikChapters00:00 Trailer01:05 Intro02:13 When should a business start making an AOP?05:03 AOP as guidance, not target setting13:17 Seven Powers and thinking in moats20:16 Why counter-positioning fades, and other moat types23:54 Lenskart’s moat28:27 Wakefit’s and Groww’s moats33:00 Do new-age companies need a new framework?36:59 The Indigo fiasco and earned monopoly plus process power43:55 Swiggy QIP and the Q-Comm PR wars48:53 Amazon Now and clean dark stores as a moat52:50 OpenAI code redArticle Link:https://tyastunggal.com/p/7-powers-the-foundations-of-businessFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwikVarun Dubey: Founder & CEO, SuperhealthChapters00:00 Teaser00:58 Intro & Welcome, Varun02:27 Black Friday: Consumer Behavior Shifts in India06:23 Seasonality in Healthcare09:36 Status Signaling vs. Health Needs12:31 Medication Adherence & Reducing Friction15:56 Why Patients Avoid Preventive Care19:01 The “Legacy” Hospital Model25:25 Why Indian Hospitals Are Artificially Expensive33:52 Unit Economics of Delivering Corporate Care at Half the Price37:48 Operational Innovations at Superhealth46:57 Why Are Large Hospital Chains Not Innovating?51:22 Healthcare Profit Pools: The “30% EBITDA” Standard54:40 The Supply Crisis: India’s 3 Million Bed Shortage01:02:09 Venture-Scale Model for Hospitals01:05:09 User-Experience-First Building01:09:51 The “Tesla for Healthcare” Vision01:14:12 Closing ThoughtsFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving Company Vinay Singh: Founding Partner, Fireside Ventures Nandika Pradeep: Director - Strategy & People, Fireside VenturesChapters00:00 Trailer00:53 Intro & Welcome: Vinay and Nandika02:46 Purpose Behind the Fireside Ventures Report04:36 Overview of the “Indian Consumer in 2030” Report07:48 Will Brand EBITDA Compress in India?09:55 The 3 Cs of Consumption13:30 Talent Shift Toward Entrepreneurship18:01 Defining Consumers: The 3×3 Matrix20:00 Quality of Revenue Framework22:02 Category, Consumer & Channel Adjacency30:30 Should BSC Enter Fragrances?34:02 Gen Z Behaves the Same Across India39:53 China’s Three Epochs & India’s Way Ahead42:22 Pilgrim’s Power-7 Strategy48:01 Need for a Sharper TG52:37 The J-Curve Ahead for Consumer Companies54:40 Building Leadership Pipelines in Brands59:09 Apprenticeship → Shared Success → Redundancy01:03:50 IC Track vs. Manager Track in India01:08:39 Concluding ThoughtsCharts referred to in the episode:https://drive.google.com/file/d/1dZYVmYl_aGyt7eHivqsZDEig0ULKHZKl/view?usp=sharingFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwikChapters00:00 Trailer00:42 Intro01:42 Physics Wallah journey: From YouTube to IPO06:25 Thoughts on Alakh's personal brand13:30 The Bharat-first pricing playbook16:20 AI tutors & avatars19:30 Is the Physics Wallah playbook replicable?24:00 Is offline the way forward?30:45 Building for NPS32:25 Real capital allocators & market noise37:15 Founders vs professional CEOsCharts referred to in the episode:https://drive.google.com/file/d/1ld_VZwX-lBFg1Tv9-0AmfwGPawBt3sYb/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwikAnand Lunia: Founding Partner, IndiaQuotientChapters0:00 Trailer1:07 Intro & welcome, Anand!1:56 Congratulations to Shantanu on the fundraise!2:40 Kuku FM's 1 Cr paying users4:14 Bharat UX reality & the role of AI9:44 When founders age out of their own users13:37 India is becoming homogeneous16:58 Understanding Gen Z & Gen Alpha21:15 Senior-living gated communities24:03 70% of millennials say they are pro-socialist29:18 Can Bharat subscriptions be cheaper?35:49 AI adoption for Bharat40:00 New-age IPOs, Lenskart & legacy media43:50 Founders should control the narrative before the IPO48:40 The status game54:57 Founders' 2-hour wealth management taxFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwikKuldeep: Co-Founder, @Last9 Chapters00:00 Trailer01:04 Intro & welcome, Kuldeep Dhankar!03:58 Early CleverTap: painful demos, priceless feedback04:20 Customer Success ≠ Sales09:38 Shantanu’s new board-meeting framework13:33 India’s consumption story is finally evolving21:03 Can you build a $150M SaaS business selling in India?30:12 India ACVs are rising: Swiggy, Zepto, Eternal30:55 Where did the SaaS startups go?35:12 Why aren’t VCs investing in SaaS?37:32 Freshworks’ CAC payback & key lessons45:18 Do VCs want SaaS companies to sell in the US?48:26 The 99.5% reliability opportunity49:50 Software: buy vs. build?1:02:52 The rise of forward-deployed engineers1:12:59 Airports, infra, and India’s compounding optimismFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwikChapters00:00 Trailer 00:57 Introduction 01:52 Meesho’s 4-Sided Marketplace Flywheel 05:50 Why Meesho Deliberately Reduces AOV 11:58 IPO Math: Who Actually Makes Money 19:49 Opportunity for Lenskart? 21:58 Meesho’s Unit Economics 24:00 Shopee vs. Meesho 29:50 How Selection Helps Meesho Creators 34:02 The Operating Lever That Makes Low AOV Work 41:12 Meesho’s Design Choices 43:31 Merchant-First Thinking 47:09 Concluding ThoughtsCharts referred to in the episode:https://drive.google.com/file/d/1xXcB9DidsIAQJ-4wT2heYksQqFsPp0Ti/view?usp=sharingFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwikChapters00:00 Trailer00:58 Intro & Happy Birthday to the ASYMMETRIC Podcast01:42 Wave 3 in IPOs is coming05:03 The TRMG RainGauge Index is now beating the Nifty5005:46 Drought in Series C funding08:36 The shift in investor sentiment and market opportunities12:21 The rise of secondary funds18:59 The future of startup funding and IPOs23:50 The liquidity flywheel has started28:36 Traditional sectors vs. startup IPO sizes30:57 Commodities vs. Nifty33:27 AI infrastructure capex and the U.S. growth narrative38:48 How Shantanu asks the right questions without going too deep44:09 Shantanu guesses RB and CT’s personalitiesCharts referred to in the episode:https://drive.google.com/file/d/1SA2UAE4yfPK-ABQTYeq4DGguPKtLXj0b/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik00:00 Trailer01:04 Introduction02:02 A Mercedes every 6 minutes?02:22 Where’s the slowdown under the hood consumption03:47 Long tail D2C compounding faster than FMCG incumbents10:19 Bumper festive signals categories driving growth12:08 Navratri automobile surge 34% YoY growth14:56 Category wise growth numbers17:11 Credit led consumption on the rise20:38 Why brand dot com works in the US not China or SEA26:04 Hiring reality why 15 year veterans struggle unlearning32:06 Entrepreneurship needs a beginner’s mindset37:19 Build institutions bottom up train for culture40:48 SD’s brand archetype42:08 Gen Z’s edge in critical brand thinking52:47 GPT’s engagement KPIs54:15 Bitcoin crashCharts referred to in the episode:https://drive.google.com/file/d/1SA2UAE4yfPK-ABQTYeq4DGguPKtLXj0b/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik0:00 Coming up0:47 Intro2:31 10th foundation day is rare for a startup8:48 Shantanu’s takeaways from a 10-year journey14:07 Founder resilience17:01 Near-death moments in a startup22:45 Story follows data27:03 Creator trust vs. ads28:06 No more ads: what it means for brands?37:47 Will branding metrics change?45:05 True love for creators doesn’t exist47:40 The rise of house of brands52:00 New YouTube Premium prices in IndiaFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwikUtsav Somani: Founder, Offline; Partner at Galaxy & iSeed0:55 Intro & Welcome to Utsav Somani!2:04 Utsav’s Current Work4:13 Revant’s Angel Investing Journey12:55 How Angel Investing Has Changed Post COVID18:34 Will IPO Money Flow Back to Startups?24:01 IRRs from Angel Investments30:31 The Math Behind Angel Investments36:46 From Angels to Fund Managers40:10 The Problem with Domestic Capital Pools43:35 What’s Worked in the US44:40 Startup IPOs - Recycling into Angel Fuel46:38 Types of Angel Investors51:39 How to Classify Investors53:46 The Bad Side of Angel Investing 58:07 Startups & the Media Hype1:02:00 Building Good Faith in the Ecosystem1:08:25 Angel Investing as a CEO1:13:43 Managing Competition Risk1:16:27 Consumer vs Platform Businesses1:19:06 The Need for a Positive Sum GameCharts referred to in the episode:https://gamma.app/docs/Angel-Investment-Portfolio-Strategy-unv0lvzfc90d1iqFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik02:18 H-1B Landscape02:39 Consumer Behavior and E-Commerce Trends06:03 Impact of H-1B Changes on the Indian IT Industry10:35 Impact on the U.S.11:45 Lessons from China12:34 Education Loan Concentration and NPA Risk26:55 The Mathematics of Remittances33:36 Chaos Around GST36:08 GST’s Impact on Consumption41:46 How India’s D2C Sector Responded to GST Cuts45:30 Quick Commerce Thesis: Amazon/Flipkart56:57 Interesting!1:01:44 Sovereign Funds on the Cap Table1:06:03 Compounding Machines: VC Time HorizonsCharts referred to in the episode:https://gamma.app/docs/H-1B-Landscape-xm3m7j45c9nlc0v?mode=docFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwikAvnish Bajaj: Founder & Investor Z470:00 Coming Up1:10 Intro2:30 Lenskart 3:20 On Urban Company’s IPO7:01 On MobiKwik10:20 The 4 Ps of IPOs in India14:45 Is Every IPO Unique?19:03 Behind Urban Company’s IPO Success31:27 On China’s Narrative Violation38:29 On China’s DeepTech39:25 On The United States of AI48:42 India’s Path Ahead: AI or Manufacturing?Follow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik0:00 Coming Up1:12 Intro2:47 The North India Name Matrix4:28 Fragrances in India: Trends7:20 Perfume Wardrobing9:49 The Rise of Dupe Fragrances11:37 Why Mass Perfumes Are Booming14:22 Fragrances Are Now Fashion17:28 Global Deo Trends19:39 Slices of Luxury for GenZ23:21 Startup Founder Challenges28:33 Thoughts on Org Planning & Target Setting36:17 On Leadership Styles & Personalities39:21 On Hiring Challenges40:26 On Creating Clarity43:35 On Process Dependence47:18 On Org-Level Processes51:27 On CEO Philosophy for People Management53:48 On Evaluating Hiring PracticesCharts referred to in the episode:https://drive.google.com/file/d/1KMa-I0N-BbCCnQaxKhynYlmoid-c7lXm/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik0:00 Coming Up1:13 Intro2:31 The Rise of Plagiarism3:39 Honasa’s FY25 Annual Report6:42 Re-Evaluating the Omni-Channel Strategy9:41 Nykaa & Purplle: Challenging the Offline Thesis?11:50 Where Are The Offline Success Stories?15:52 Accounting for Customer Behaviour21:07 Offline Offers Faster Feedback Cycles?24:22 Ensuring Brand Presence in Offline Spaces29:53 The Rise of Private Labels33:56 Private Labels: The Cost Advantage35:58 Category-Wise Penetration of Private Labels41:40 Why Are Q-Comm Players Exploring Private Labels Now?44:28 High Brand Differentiation & Private Labels48:10 Private Labels in Modern Trade55:04 Synthesising the Debate58:23 The Pentagon Pizza IndexCharts referred to in the episode-https://gamma.app/docs/Private-Label-Analysis-Pentagon-Pizza-Ban-tajolnl6qxa1afr?mode=docFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Tushar Behl: Principal at Glade Brook Capital0:00 Coming Up1:16 Intro3:55 On Real-Money Gaming9:41 Why the RMG Ban?15:44 On Trump and Tariffs17:07 The Shift in Investor Perspective on EBOs23:24 AOV Impact on Online/Offline Sales30:50 Manufacturing Capabilities of Lenskart, Wakefit and Bluestone34:55 Should Mokobara Open a Factory? Integrating Online & Offline44:45 Retailer + Brand Voice - A Timeless Principle50:04 Sales & Marketing vs Rent51:40 Inventory Turns & Gross Margins Matter57:27 Bluestone’s Growth Story63:12 Moving Away From Franchises67:03 The Opportunity Cost of Offline74:17 What Could Happen? Lenskart, Bluestone, Wakefit81:48 Lenskart Convenience FeesCharts referred to in the episode-https://drive.google.com/file/d/1A2i7JV7Rh3qzHqhuoyQ1d_QduXGaZG3S/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik0:00 Coming Up1:06 Intro3:06 Platform Convenience Fees9:19 India’s Consumption Appetite13:28 The Global Picture: Comparisons with US and China16:48 The Future of Platform/Convenience Fees22:30 NPCI Data on UPI Payments28:00 Indian Content by Language Share 30:45 South Indian Languages 36:14 State-Wise GDP & Purchasing Power39:57 Opportunities vis a vis Regional Content 43:29 Brand Insights & Success Stories for Vernacular Content47:09 Reading vs Speaking Vernacular Language49:48 OTT & Regional ContentCharts referred to in the episode-Platform fee: https://gamma.app/docs/Convenience-Platform-Fee-Analysis-Asymmetric-j3yt4mlgtpk19k4?mode=docRise of Regional Content: https://drive.google.com/file/d/1iNKXGBkqXeHauCVN6qdQSGDlgx_Mh6XY/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessChirag Taneja: Founder, GoKwikDarshit Vora: GP, Sparrow CapitalChapters00:00 Coming Up01:10 Intro & Welcome, Darshit02:28 Paytm Financials (Q1 FY 2026)07:14 Soundbox Scale & CAC Payback09:20 Pine Labs vs Soundbox: Subscription vs MDR Economics13:27 How Fintechs Can Scale Without Risk21:21 Retention Is Key Going Forward25:26 Why CRED Lending Works So Well28:29 Paytm vs PhonePe vs Google Pay vs BharatPe34:17 Bluestone IPO Journey39:01 Omnichannel Works in Jewelry42:30 Gold vs Diamond Jewelry: Market & Gross Margin47:47 Lab-Grown Diamonds & Consumer Psyche54:11 Bluestone Unit Economics: Store Throughput, SSSG57:56 July MF Inflows & Risk-On TiltPaytm analysis:https://gamma.app/docs/Paytm-Analysis-Asymmetric-e4rigwq2uzkpnzg?mode=present#card-h0s04ivkgcb0hgc

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwikSandeep: Co-Founder, Dezerv00:00 Coming up01:12 Intro and welcome, Sandeep02:05 Bengaluru vs. NCR, IPO clusters & real-estate prices05:12 ESOP value creation: Public vs. Private markets12:13 Longevity in wealth creation17:42 ESOPs are liquidity-driven21:24 Salary vs. Salary + ESOPs31:28 ESOPs aren’t free money for the company37:42 Wealth can be created in the later stages of a company40:41 Not all ESOP policies are equal48:28 Founder’s mental model for ESOP allocation55:06 ESOP wealth isn’t just for the earliest joiners1:04:01 Flipkart created wealth, then created wealth creators1:07:01 Concluding thoughts

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik00:00 Coming Up00:57 Introduction02:21 TCS Layoffs and Industry Implications04:32 Challenges in IT Services11:36 Congratulations to Shailesh Jejurikar13:45 Leaders Have to Generate Followership18:54 Emotional Regulation for Founders & Leaders25:53 Leadership Dynamics in Growing Companies32:50 How to Minimize Politics in Your Company (Ben Horowitz)40:54 Thoughts on Leadership Coaching52:38 The Shift from Offline to Online Shopping58:31 India Has More Instagram Users Than WhatsApp1:03:57 Concluding ThoughtsCharts referred in the episode:https://drive.google.com/file/d/14Z0tULM1CD8qTTN3G5A2xOO46bZ9tL3M/view?usp=drive_linkHow to Minimize Politics in Your Company (Ben Horowitz):https://a16z.com/how-to-minimize-politics-in-your-company/Nobody Cares (Ben Horowitz):https://a16z.com/nobody-cares/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Arjun Purkayastha: SVP & Managing Director - Greater China & North Asia at Reckitt00:00 Coming Up00:58 Intro and Welcome, Arjun :)01:58 Consumer Attention and Brand Building07:46 Moats Must Evolve10:51 From Art to Algorithm: Brand Survival15:21 Where Is the Consumer Headed?19:56 Live Commerce and China’s Influence28:03 Lessons for Indian Brands from China35:00 Quick Commerce Is India’s Live Commerce47:49 Does the Rule of 40 Apply to Consumer Brands?56:37 Founder-Led vs. CEO-Led Businesses1:02:36 The IPO–CEO Conundrum1:13:34 Concluding ThoughtsFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrewClips channel: https://www.youtube.com/@ASYMMETRICPodcastClips⁩

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving CompanyChirag: Founder, GoKwikAditya Sehgal: Founder, Asgard.world & Ex-President & COO, ReckittChapters00:00  Coming Up01:17  Intro and Welcome Back, Adi :)03:35  China’s Energy Strategy09:12  AI’s Impact on Power Consumption11:30  Introduction to Entity AI14:23  The Concept of Presence17:14  AI’s Role in Shaping Human Relationships23:02  Shantanu Bot27:31  Challenges in AI Adoption31:42  Creating a Digital Twin42:05  Business Needs to Be Reimagined53:08  AI Job‑Risk Framework56:04  AI Use Cases for Business57:10  The ASYMMETRIC Song!57:55  Swarm of Agents01:02:36  The  $1T India AI Opportunity01:11:25  Building AI‑First Companies01:15:10  AI Workflows for Marketing01:20:24  Reviewing the BSC Amazon Page01:30:02  Creating Efficient Workflows with AI01:35:18  What Is Adi Building with AI?01:38:47  The Swarming Framework01:43:31  Concluding ThoughtsCharts referred to in the episode:https://drive.google.com/file/d/1If25P2KZn6XYivg29Qb6cxzjP09SpT6S/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew2

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikAditya Sehgal: Founder, Asgard.world & Ex-President & COO, Reckitt00:00 Coming up01:13 Intro03:24 Building an incentive system06:18 Lessons from China08:49 China post-liberalization11:20 Understanding the S-curve17:10 China: A capitalist nation in disguise?21:04 China’s 9-9-6 work culture25:55 China's mindset change post COVID32:16 China’s rise to manufacturing powerhouse37:04 US-China trade imbalance40:46 The shift to tech economy45:32 What we can learn from Chinese startup culture?01:00:27 Quality vs. price in consumer products01:09:19 Inside China’s manufacturing excellence01:12:07 Adapting to local needs01:15:17 Is India ready for live commerce?01:18:53 KPIs that define sales & marketing success01:23:55 The 5-Pillared stack of Chinese Brand Dominance01:28:57 Roasting BSC’s pitch deck with GPT01:32:59 Adi’s thoughts on Wealth vs Status Games01:37:16 How to stay self-aware in leadership01:41:39 The art of balancing speed and quality01:45:30 Pivoting to high ownership in high growth01:55:24 How to ensure a performance-oriented cultureCharts referred to in the episode:https://drive.google.com/file/d/1u3x7dtoNmbXqGoUodCf97wRH0Wprxn6o/view?usp=drive_link

In this episode of The Asymmetric Podcast, we’re joined by Vaibhav Porwal, Co-founder of Dezerv, as we dive deep into the rapidly evolving world of big IPOs and capital markets in India. With ₹13,000 crore in fund management, Vaibhav brings a wealth of knowledge on the dynamics shaping India’s capital markets.Vaibhav shares his expert insights on the booming IPO landscape, the emerging trends in investment, and the key factors influencing the future of Indian capital markets. Whether you're an investor, a startup founder, or simply curious about India’s financial growth, this episode is full of valuable insights.The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Mosaic WellnessChirag: Founder, GoKwik GoKwik Shantanu: Founder, Bombay Shaving company Vaibhav Porwal: Co-founder, Dezerv

In this episode of The Asymmetric Podcast, we’re joined by Anand Datta, Partner at Nexus Venture Partners, as we dive deep into the dynamic world of Fintech and IPOs in the Indian market. From the rise of digital payments to the evolving landscape of initial public offerings (IPOs), Anand breaks down the current trends and future potential of India’s Fintech sector.Anand offers his expert insights on the shifting tides of Indian IPOs, the regulatory environment, and the role of venture capital in driving innovation. Whether you're an investor, a startup founder, or someone interested in the ever-changing landscape of India’s financial markets, this episode is packed with valuable insights.The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Chirag: Founder, GoKwik Anand Datta, Nexus Venture PartnersChapters 2:30 - Should you register Company in India, US or Cayman Islands? 21:58 - YC investments in India over the years 23:40 - Silicon Valley culture 28:40 - IPOs filing in confidential mode 35:00 - Groww listing? 43:30 - How can AI be leveraged in Fintech? 56:00 - BNPL business history in India 1:06:30 - UPI Autopay: Boon or Bane? 1:35:00 - Closing!

In this episode of The Asymmetric Podcast, we chat with Rahul Chowdhri, Managing Director at Stellaris Ventures, to explore the exciting convergence of AI and consumer tech. From AI-driven content creation to transforming industries like astrology, gaming, and fashion, we dive into how these innovations are reshaping the way we interact with technology.Rahul shares his insights on how AI will continue to evolve in consumer tech, the potential for India to lead in certain sectors, and how founders and investors can leverage these shifts. If you’re interested in how AI is influencing everything from personal assistants to the future of content creation, this episode is a must-watch! The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessChirag: Founder, GoKwikRahul Chowdri, Stellaris Venture Partners

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikAnkit Agarwal: Managing Partner at Alteria Capital00:00 Coming Up01:10 Intro and Welcome, Ankit!03:07 Debt vs. Equity07:08 Startup Funding Journeys09:04 How Founders Think About Debt14:40 Venture Debt Provider Portfolio Allocation17:25 Debt vs. Equity - The Trade-Off21:07 Lessons from Failed Startups & Over-Leverage28:44 Venture Debt: How Do LPs Get Comfort?35:19 Growth Runways & Cash Flow41:20 Managing Debt While Chasing Growth42:02 Case Study: Using Debt to Scale54:59 Risk and Reward for LPs01:00:18 Operations of Venture Debt Funds01:06:32 Risks in Acquisition Deals01:08:22 Challenges in Indian Banking for Startups01:15:58 Venture Debt vs. Traditional Lenders01:18:24 Competition in Venture Debt01:20:34 Concluding Thoughts

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikRahul Garg: Partner, General Catalyst 0:00 Coming Up1:13 Intro & Welcome to Rahul Garg1:59 The Q-Comm Disruption - or Evolution? 6:51 Grocery & QuickCommerce12:39 Thoughts on Big Box Retailers17:38 Does “Quick” Really Matter?22:13 Grocery & Food Margin Outlook28:30 DMart vs Q-Comm - ROE Analysis32:40 A Deepdive on “Fresh” 36:56 Horizontal vs Vertical Market Opportunities41:41 Q-Comm for Fashion - Does it Work?46:12 “Try and Buy" in Quick Fashion48:39 Nature of Demand in Fashion 52:02 Understanding User Behaviour in Fashion 57:00 Understanding Fashion Logistics & Operations1:01:33 QComm for Health & Wellness - Pharmacy1:06:21 Opportunities in Quick Health1:08:45 Opportunities for Logistics Players1:16:44 The Need for Non-Enterprise D2C Logistic Players1:25:47 Thoughts on Conflicting OKRsCharts from the episode:https://drive.google.com/file/d/1zUiVcIYLxjM7Iqe6QAFeMijPp_RHQs2o/view?usp=drive_link

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwik00:00 Coming up01:09 Intro and Welcome to Sameer Maheshwari!02:03 Health & Wellness in India Over the Years6:09 HealthKart’s Evolution Since 200913:27 Health & Wellness TAM14:24 The Arc Product-Market Fit Framework22:23 Health & Wellness: Hard Fact or Hair on Fire?29:40 What is a Brand, Really?36:08 Product & Marketing for Health & Wellness38:37 Consumer Trends in Protein Consumption42:05 Social Media - The Gamechanger?45:48 How Much Protein Do We Actually Need?50:13 Making Protein for the Indian Masses57:55 Making Protein Mainstream01:09:01 Market Dynamics in Sports Nutrition01:11:36 Challenges of Subscription Models01:16:00 Direct-to-Consumer Strategies01:25:27 Going Public: Timing and StrategyCharts referred to in the episode:https://drive.google.com/file/d/1Wu6bJzd1lVjOFQztALYV5R6YjGx4XN2H/view?usp=drive_linkMuscleBlaze ad referenced in the video:https://www.youtube.com/watch?v=JG9Ii3MyOzw

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwik0:00 Coming Up0:49 Intro1:44 Two Motives: Wealth vs Status11:30 Key Drivers for Different Roles19:17 Personal Branding for Founders28:26 Can Founders Solve for Emotional Needs?30:46 Managing Employee Expectations about Wealth40:01 Who Should Get ESOPs?44:13 Zomato: Playing the Wealth Game50:30 Delinking Your Different Roles59:10 Founders Must Help Employees Play Wealth Games65:30 Off-Screen Banter: Pickleball & Status67:47 Off-Screen Banter: Cult.FitNaval's tweet:https://x.com/naval/status/1002103360646823936

The ASYMMETRIC Crew today:Revant Bhate: Founder, Mosaic WellnessShantanu Deshpande: Founder, Bombay Shaving CompanyDeepak Garg: Founder at AnywhereJobs 00:00 Coming up01:24 Intro and Welcome Deepak!03:55 Understanding Bitcoin Treasury Companies06:01 Bitcoin vs Gold: What’s Actually Scarcer Now09:04 The Future of Currency: Gold, Bitcoin, and the Dollar 12:07 Can India Really Build Wealth in This Global System?15:10 Why stablecoins matter in the US34:04 Currency wars and global monetary power37:31 Liquidity & Market Dynamics41:02 Macro trends and founder decision-making45:48 The Evolution of Consumer Tech and Market Competition51:54 Understanding Market Cycles Through Historical Context56:56 Zomato vs. Swiggy: The Battle for Market Share01:10:16 The Importance of Narrative in Business01:13:01 Market Dynamics and Competition in Quick Commerce01:16:38 Using consumer data to drive innovation01:21:39 The Future of E-commerce & Quick Commerce01:25:55 The Economics of Quick Commerce01:29:12 Investor Sentiment in the current market01:32:13 Founder Longevity, Team Building & Scaling VisionSwiggy Q4 FY25 Results:https://docs.google.com/spreadsheets/d/1xv5gK0ZrD6A-M3HR0AOVhRwj4EMUTEIzdmkdekYMvCc/edit?gid=0#gid=0

The ASYMMETRIC Crew today:Revant Bhate: Founder, Mosaic WellnessShantanu Deshpande: Founder, Bombay Shaving CompanyChirag Taneja: Founder, GoKwikTushar Behl: Principal at Glade Brook Capital0:00 Coming Up1:02 India-Pakistan Escalation1:48 Intro and Welcome to Tushar!2:39 Equity Supply Demand9:11 On US vs Indian IPOs15:03 Impact of Tariffs on India 21:47 Can Tariffs Drive Innovation in India?27:48 Venture Capital for Traditional Sectors34:53 Indian Consumer Brands on the Global Stage44:18 On Urban Company 49:42 Urban Company’s NTV Retention for Services53:17 Urban Company’s Native Lock & Water Purifier58:29 On Urban Company’s Founders & Future1:10:37 Dark Patterns with UPINotes from the episode:https://docs.google.com/document/d/1E1fY4ZOfiuhYZ9P1Ij2TNCwlT-zesyuf/edit?usp=sharing&ouid=108238023930083113573&rtpof=true&sd=truehttps://docs.google.com/spreadsheets/d/1owIajfNCMPqLwjbR6SrV1-GqnBhD-Z3d/edit?usp=sharing&ouid=108238023930083113573&rtpof=true&sd=true

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikTarun Davda: Managing Director at Z4700:00 Coming Up00:55 Intro and Welcome to Tarun!2:22 Context for the Topic4:52 USA vs India Board Cultures10:36 The Debate on Taking Board Seats16:46 Thoughts on Governance23:49 The Slippery Slope to Malpractice27:39 Thoughts on Founder Salary41:25 Ex-Operators as Board Members43:27 Do VCs and Investors Add Value?50:54 How Founders Can Derive Value from VCs1:00:44 Good vs Bad Board Meetings1:08:46 When Founders Can’t Choose their VCs1:14:47 How to Leverage Board Meetings1:21:59 Thoughts on Involving Key Members in Board Meetings1:25:40 Building the Founder VC Relationship1:33:19 How Prescriptive Should Investors Be?1:42:25 Thoughts on Investing in the Competition1:49:57 Rethinking the Investor RoleNotes from the episode:https://drive.google.com/file/d/1qYpDvsmMzAOX1svq-j67FYyI0x3rr48_/view?usp=sharing

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwik0:00 Coming Up1:32 Intro2:38 BSC and IPL4:49 Context on IPL6:36 IPL’s Business Model11:36 The Player vs The Team13:54 Can International Players Get Big in IPL?16:25 Passion or Money?24:50 Global Cricket Revenue Trends26:40 Extensions of IPL Franchisees28:30 What Is the Future of Cricket?33:18 Indianisation of International Players35:35 Does It Matter If You Win or Lose?38:55 Evolution in Sports42:21 IPL vs EPL 49:11 Supporting a Team vs a Player53:34 The Startups Opportunity59:20 The Guru Culture in Academies62:57 Concluding Thoughts66:00 Off Screen BanterCharts referred to in the episode:https://drive.google.com/file/d/1qjn7UGy7RXuwklp3rrn03ie9n-PrVFdE/view?usp=drive_link

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwik0:00 Coming Up1:32 Intro2:38 BSC and IPL4:49 Context on IPL6:36 IPL’s Business Model11:36 The Player vs The Team13:54 Can International Players Get Big in IPL?16:25 Passion or Money?24:50 Global Cricket Revenue Trends26:40 Extensions of IPL Franchisees28:30 What Is the Future of Cricket?33:18 Indianisation of International Players35:35 Does It Matter If You Win or Lose?38:55 Evolution in Sports42:21 IPL vs EPL 49:11 Supporting a Team vs a Player53:34 The Startups Opportunity59:20 The Guru Culture in Academies62:57 Concluding Thoughts66:00 Off Screen BanterCharts referred to in the episode:https://drive.google.com/file/d/1qjn7UGy7RXuwklp3rrn03ie9n-PrVFdE/view?usp=drive_link

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikKashyap Chanchani: Managing Partner, TRMG0:00 Coming Up1:15 Intro3:10 Context for the report7:30 Double Clicking on EBITDA12:48 The Familiarity Factor18:33 2021’s Cash Liquidity vs 2025’s Cash Crunch25:53 Underwriting Past vs Future Performance 33:11 Family Owned vs VC Companies41:51 IPOs and CapTables49:50 Understanding VC Exits during IPOs54:07 Size of Listing - Does it Matter?01:09:51 The Importance of Being First in Market01:10:11 Q-Comm and Ed-Tech01:23:23 The Future of M&A in IndiaTRMG reports:https://drive.google.com/file/d/1AwbdwYY_HvbxfPW0n5xwvRypgwtnd6Qo/view?usp=drive_linkhttps://drive.google.com/file/d/1Xx5NGzoa8IKIJTBABWLm5BDTSIhNOc5U/view?usp=drive_link

The ASYMMETRIC Crew today:Shantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikHarish Krishnan: Co-CIO and Head(Equity), Aditya Birla Sun Life Mutual Fund (ABSLMF)1:43 Intro3:49 Trump’s Tariffs - A Synopsis7:44 Understanding Donald Trump11:49 The Endgame for Trump16:25 More Tariffs → More Investments?22:28 Challenges Ahead for Trump26:41 Opportunities for India32:42 Thoughts on 2021’s Cash Influx and New-Age IPOs 38:26 How Private vs Public Capital Works49:09 Growth - The Good & Bad54:15 Index Devisers57:54 The Problem of Plenty1:02:58 Public Investors and Risk Taking1:08:40 Closing ThoughtsLinks referred to in the episode:https://drive.google.com/file/d/1E4glaVlyx24ipSYhieurOdu-KO1SkNAD/view?usp=drive_linkhttps://hktg13.substack.com/p/mind-the-gap

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwik0:00 Coming Up1:09 Intro2:27 Reflections on Quarter End5:22 Creating Markets vs Capturing Market Share10:38 Challenges with Market Creation15:01 Meesho’s Standout Execution in Bharat19:57 Meesho’s Logistics Strategy25:25 Meesho’s Cultural Strategy27:10 How Meesho Cut Its Burn37:53 Meesho’s AI Adoption43:31 Rethinking with AI48:36 AI Use Case: MIS Data Dumps54:10 Individual Agency & AI Adoption58:11 AI Use Case - SEO & Email Marketing1:00:43 AI Impact Across Functions1:03:45 AI Use Case: HR Performance Reviews1:05:50 AI for Work-Life Balance & Health1:11:58 Off-Screen Cricket Banter

The ASYMMETRIC Crew today:Shantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikNikhil Vora: Founder & CEO at Sixth Sense Ventures0:00 Coming Up1:21 Intro & Welcome to Nikhil Vora3:03 The Thrasio Story 7:50 India’s Thrasio Clones11:37 Why Didn’t Thrasio Models Work?15:05 Is There Merit to The “House of Brands” Brands18:37 The Opportunity for Consumer Companies 24:30 How to Think About Consolidating Businesses30:34 Acquisition By Legacy Companies33:23 Dealing with Capital Influx Waves37:21 Why Don’t “Good” MnAs Not Happen in India?41:40 The Need for Patient Capital44:39 What Drives Founder-Market Fit?48:51 The JusPay Curveball54:39 Views on The Indian Ecosystem The Thrasio Effect ppt:https://drive.google.com/file/d/1z8t7nNO3FRlc_L_vkr5rV1gVvqgI0VZ5/view?usp=sharing

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikDarshit: GP, Sparrow Capital 0:00 Coming Up1:14 Intro3:14 Building in India for the World - Key Considerations11:05 Going Global: SaaS and Consumer Companies17:39 Going Global: B2B vs B2C Considerations for VCs24:12 Going Global: Challenges Faced by B2B Companies29:28 Build in India and Scale Globally vs Build Directly for the World?36:42 Going Global: Product-led Growth vs Sales-led Growth 41:32 SaaS and Sales-Led Growth 47:09 Opportunities outside SaaS54:26 - Examining Trump’s Tariffs58:15 Tesla Entry in India1:03:03 Thoughts on India’s VC Ecosystem1:11:23 India to US for Venture Firms1:20:23 Cricket and the Sports IndustryRelevant links:https://drive.google.com/file/d/1UO4ckdtjWCv3JTapthD-iBLuyh6E_Mgk/view?usp=drive_link

The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikAnand Lunia: GP, India Quotient0:00 Coming Up1:28 Intro and Welcome to Anand Lunia!2:46 Myths About India10:46 KukuFM - Monthly Works14:19 Zudio & 0 CAC18:31 India 1 vs Bharat VCs21:07 LendingKart 22:48 WhatsApp24:20 ShareChat25:45 UPI Autopay29:18 Ludo & Gaming38:00 FRND: Bharat Pays42:32 Google & Meta 44:40 Does India need its own Meta?46:51 AstroTalk47:48 Clarity50:14 Shoes for Women of Bharat52:23 Indian Masalas 53:08 Need for Manufacturing 54:31 Maruti55:38 Toys57:53 SaaS & Vyapaar1:02:03 Revenue or Efficiency for SAAS?1:05:57 Shoutout to Our Commenters!1:06:41 The Magic Recipe for Bharat1:08:10 AI for Bharat1:14:30 Thoughts on Talent 1:19:30 The Tech-Bro Overhead1:23:27 A Formula for TalentIndia Insights by India Quotient 2025 report: https://docsend.com/view/r8jxg7sr8nbhxfjg

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwik0:00 Coming Up1:19 Intro03:21 Uber's Subscription Model in India06:43 Analysis of Uber's Business Model10:41 The Evolution of Uber's Business Models in India17:27 Challenges for US Companies in India27:32 Ola's Market Position and IPO Considerations34:18 The Asymmetric Index39:43 The Rise of Cred and Its Innovative Products43:50 Understanding Cred's Unique Lending Model45:32 The Impact of Mutual Funds on Lending49:46 Risk and Reward in Youth Lending54:00 The Future of Lending and Credit Cards59:09 Book recommendations01:09:44 Concluding thoughtsLinks referred to in the episode:https://drive.google.com/file/d/1FvbnpPc-F7atO_ulSe4qW2cvW7CJ4xVQ/view?usp=sharingThe ASYMMETRIC Index:http://asymmetric-web.vercel.app/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwikSajith Pai: VC at Blume Ventures, India1:00 Intro & Welcome to Sajith Pai!1:53 The Indus Valley Report 2025 - Reception So Far5:11 India’s Consumption Patterns - An Overview10:35 Consumption Trends Across India 1, 2, 315:53 India vs China Approach to Growth 18:33 Is Manufacturing the Only Playbook for Growth? 22:26 Are We Seeing a Manufacturing Boom?26:37 How Should Startups Think About India 1 vs India 2 and 3?29:04 What Is Stopping India From Seeing a Manufacturing Boom?35:29 Why Can’t the Indian Government Just Ban Certain Sectors?40:25 Is It Easy Setting Up Manufacturing in India?46:44 The VC Perspective on Manufacturing49:32 Expanding from India 1 to India 2 and 352:13 Q-Comm Growth Explained55:25 Who is Q-Comm Good For?64:20 State of the Indian Capital Market70:48 Pressures Faced by Venture Capitalists73:50 Concluding Thoughts75:39 How Does The Indus Valley Report Get Made?Indus Valley Report: https://docsend.com/view/pyxuqunkm9ejw38q

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwik0:00 Coming Up1:26 Intro & Something New!2:57 The Ranveer Allahbadia Controversy6:10 Behind the Scenes on this Controversy11:24 Why We Need Regulation for Content15:21 Liver King & Other Examples Making the Case for Regulation20:08 Conclusions on This Debate22:57 Jio-Hotstar - Behind the Scenes27:48 Does Jio Even Need Hotstar?34:13 Broader Implications of Jio-Hotstar 39:18 Changes in Social Media Algos44:35 Honasa (MamaEarth) Results 48:56 - How MamaEarth’s Assortment Impacts Its Revenue50:04 - MamaEarth’s Impact on Honasa Results53:06 The Importance of Industrialists & Innovators57:31 Responding to Comments1:04:48 BTSHonasa chart:https://drive.google.com/file/d/1f8de0gFFhemxZcBvblrLEqAXHsYtHU_7/view?usp=sharing

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwik0:00 Coming Up 1:15 Intro 3:39 Shein’s Global Success 9:34 Deep Dive Into Shein’s Re-entry in India 15:12 Who Will Take the Hit in Fashion in India? 19:57 Can Shein Crack Costs in India? 22:56 Nykaa’s FY25Q3 Results 28:16 Nykaa’s Biggest Challenge - Q-Com34:15 Why Isn’t Q-Com Big in China?36:48 Delhivery’s FY25Q3 Results 41:56 Should Delhivery Double Down on QComm? 46:25 WeWork India’s IPO - The Background 50:20 Why WeWork Made It in India 54:16 Different Co-Working Models & How They’ve Fared 01:02:44 Health Corner - Whoop’s Calorie Counter 01:06:05 Is Magnesium Addictive? 01:08:14 Whey & Protein in IndiaLinks referred to in the episode:https://drive.google.com/file/d/1M8-J9vUKPLPwXoZn8B7jjty057sPTEKw/view?usp=sharinghttps://drive.google.com/file/d/1pRrSSgnjxJk1m-MnED7-b7Wjf4CJdwl3/view?usp=drive_link

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwikAnkush Grover: Co-Founder Rebel Foods0:00 Coming Up1:10 Intro & Welcome to Ankush Grover!2:10 Swiggy Results Overview, vis a vis Zomato6:42 10-Min Food Delivery - How It Works13:35 Opportunity for Brands in the 10-Min Delivery Market19:06 What Comes After 10-Min Delivery?25:42 New Models in the Food Delivery Space27:17 Swiggy vs Zomato - Comparison of Key Metrics34:01 The Multiplier Effect of a Rs 100 Increase in AOV39:42 India’s 2025 Budget - Implications for the Economy45:10 Lessons from Ankush’s Weight Loss Journey52:53 Weighing In on Whey56:08 The Body is the Best Tracking Device57:42 Off-Screen BanterLinks referred to in the episode:https://docs.google.com/spreadsheets/d/12gj5ucQ4--OWQe1q8U1IGmWRRq8xvAMV-fdC1EW_mUI/edit?usp=sharing

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwikAakrit Vaish: Advisor INDIAai, Ex-CEO Haptik0:00 Coming Up1:06 Intro and Welcome Aakrit!2:35 DeepSeek - The Lesser Known Context09:45 Insights for India & Learnings from DeepSeek16:03 The Indian AI Ecosystem - What’s Missing?20:13 All About IndiaAI & What It Means for Founders and Builders24:23 New Opportunities for India with the Government’s Push32:23 The Real Cost of DeepSeek AI35:53 The Role of Academia in Economic Growth41:37 Examining the StarGate Announcement45:43 Wingify’s $200mn Buyout - A Non-Venture Path51:36 The 3 Market Types and Where VCs Are Needed1:08:59 EverStone and Wingify; Trends on Private Equity in India1:12:53 Health CornerLinks referred to in the episode:https://drive.google.com/file/d/15MfkTfodVHcyVoARdmXDWQvvd0h_8laZ/view?usp=drive_linkhttps://www.sequoiacap.com/article/pmf-framework/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwikVikram Vaidyanathan: Managing Director at Z470:00 Coming Up1:23 Intro & Hello to Vikram Vaidyanathan2:39 Amazon-Axio Deal12:40 A Review of Buy Now Pay Later (BNPL) in India18:04 Strategic Investments & Minimalist’s Acquisition by Unilever23:20 Predictions on BNPL for Food Delivery30:15 Acquisitions – Good or Bad? Founders’ Perspective37:33 Bringing Together the Good and Bad on Acquisitions45:37 Zomato’s Q3 Results + Its Growth vs Profitability Framework51:40 The Impact of Zomato’s Result on Market Dynamics58:58 JusPay’s Orchestration Layer & What It Means for the FinTech Ecosystem01:09:52 Health CornerLinks referred to in the episode:https://economictimes.indiatimes.com/tech/startups/amazon-acquires-fintech-lending-startup-axio/articleshow/117291725.cms?from=mdrhttps://juspay.io/blog/our-belief-in-an-ecosystem-that-fosters-diversity-interoperability-and-innovation (edited)

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwikAnkush Grover: Co-Founder Rebel Foods0:00 Coming Up1:10 Intro & Welcome to Ankush Grover!2:10 Swiggy Results Overview, vis a vis Zomato6:42 10-Min Food Delivery - How It Works13:35 Opportunity for Brands in the 10-Min Delivery Market19:06 What Comes After 10-Min Delivery?25:42 New Models in the Food Delivery Space27:17 Swiggy vs Zomato - Comparison of Key Metrics34:01 The Multiplier Effect of a Rs 100 Increase in AOV39:42 India’s 2025 Budget - Implications for the Economy45:10 Lessons from Ankush’s Weight Loss Journey52:53 Weighing In on Whey56:08 The Body is the Best Tracking Device57:42 Off-Screen BanterLinks referred to in the episode:https://docs.google.com/spreadsheets/d/12gj5ucQ4--OWQe1q8U1IGmWRRq8xvAMV-fdC1EW_mUI/edit?usp=sharing