Episódios
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
0:00 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-Com
34:15 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 India
Links referred to in the episode:
https://drive.google.com/file/d/1M8-J9vUKPLPwXoZn8B7jjty057sPTEKw/view?usp=sharing
https://drive.google.com/file/d/1pRrSSgnjxJk1m-MnED7-b7Wjf4CJdwl3/view?usp=drive_link
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Ankush Grover: Co-Founder Rebel Foods
0:00 Coming Up
1:10 Intro & Welcome to Ankush Grover!
2:10 Swiggy Results Overview, vis a vis Zomato
6:42 10-Min Food Delivery - How It Works
13:35 Opportunity for Brands in the 10-Min Delivery Market
19:06 What Comes After 10-Min Delivery?
25:42 New Models in the Food Delivery Space
27:17 Swiggy vs Zomato - Comparison of Key Metrics
34:01 The Multiplier Effect of a Rs 100 Increase in AOV
39:42 India’s 2025 Budget - Implications for the Economy
45:10 Lessons from Ankush’s Weight Loss Journey
52:53 Weighing In on Whey
56:08 The Body is the Best Tracking Device
57:42 Off-Screen Banter
Links referred to in the episode:
https://docs.google.com/spreadsheets/d/12gj5ucQ4--OWQe1q8U1IGmWRRq8xvAMV-fdC1EW_mUI/edit?usp=sharing
-
Estão a faltar episódios?
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Aakrit Vaish: Advisor INDIAai, Ex-CEO Haptik
0:00 Coming Up
1:06 Intro and Welcome Aakrit!
2:35 DeepSeek - The Lesser Known Context
09:45 Insights for India & Learnings from DeepSeek
16:03 The Indian AI Ecosystem - What’s Missing?
20:13 All About IndiaAI & What It Means for Founders and Builders
24:23 New Opportunities for India with the Government’s Push
32:23 The Real Cost of DeepSeek AI
35:53 The Role of Academia in Economic Growth
41:37 Examining the StarGate Announcement
45:43 Wingify’s $200mn Buyout - A Non-Venture Path
51:36 The 3 Market Types and Where VCs Are Needed
1:08:59 EverStone and Wingify; Trends on Private Equity in India
1:12:53 Health Corner
Links referred to in the episode:
https://drive.google.com/file/d/15MfkTfodVHcyVoARdmXDWQvvd0h_8laZ/view?usp=drive_link
https://www.sequoiacap.com/article/pmf-framework/
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Vikram Vaidyanathan: Managing Director at Z47
0:00 Coming Up
1:23 Intro & Hello to Vikram Vaidyanathan
2:39 Amazon-Axio Deal
12:40 A Review of Buy Now Pay Later (BNPL) in India
18:04 Strategic Investments & Minimalist’s Acquisition by Unilever
23:20 Predictions on BNPL for Food Delivery
30:15 Acquisitions – Good or Bad? Founders’ Perspective
37:33 Bringing Together the Good and Bad on Acquisitions
45:37 Zomato’s Q3 Results + Its Growth vs Profitability Framework
51:40 The Impact of Zomato’s Result on Market Dynamics
58:58 JusPay’s Orchestration Layer & What It Means for the FinTech Ecosystem
01:09:52 Health Corner
Links referred to in the episode:
https://economictimes.indiatimes.com/tech/startups/amazon-acquires-fintech-lending-startup-axio/articleshow/117291725.cms?from=mdr
https://juspay.io/blog/our-belief-in-an-ecosystem-that-fosters-diversity-interoperability-and-innovation (edited)
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Ankush Grover: Co-Founder Rebel Foods
0:00 Coming Up
1:10 Intro & Welcome to Ankush Grover!
2:10 Swiggy Results Overview, vis a vis Zomato
6:42 10-Min Food Delivery - How It Works
13:35 Opportunity for Brands in the 10-Min Delivery Market
19:06 What Comes After 10-Min Delivery?
25:42 New Models in the Food Delivery Space
27:17 Swiggy vs Zomato - Comparison of Key Metrics
34:01 The Multiplier Effect of a Rs 100 Increase in AOV
39:42 India’s 2025 Budget - Implications for the Economy
45:10 Lessons from Ankush’s Weight Loss Journey
52:53 Weighing In on Whey
56:08 The Body is the Best Tracking Device
57:42 Off-Screen Banter
Links 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 Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
00:00 Coming Up
01:06 Intro
04:50 India’s Economic Slowdown
12:31 Traditional Economic Data vs. New-Age Economic Behaviour
17:05 Rupee Depreciation in the Context of Imports vs. Exports
24:08 Women in the Workforce
28:22 UPI – India’s Crown Jewel
30:28 Rise of RuPay
37:17 The Economics of RuPay, Visa, and Mastercard Credit Cards
42:08 Economics of Credit Card Discount
48:17 Future of Credit Expansion in India
53:05 Health & Wellness
Deck referred to in the episode:
https://drive.google.com/file/d/1APcEhwDQNp2bDrkG4EfUoqhXdNKgOyGC/view?usp=drive_link
https://drive.google.com/file/d/1FvbnpPc-F7atO_ulSe4qW2cvW7CJ4xVQ/view?usp=drive_link
https://drive.google.com/file/d/1vOPM-sNKeQzT3llzI2k8XdjFMjsQfgj5/view?usp=drive_link
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Chirag: CEO, GoKwik
00:00 Coming Up
01:05 Welcome to 2025!
03:44 Predictions on Health
07:50 E-Com and Q-Com Trends
12:53 Predictions on E-Com and Q-Com
23:30 IPOs and M&A Predictions in India
34:18 Why VC Fund Size Matters?
37:54 INR vs USD - Impact on VC Returns
43:51 Travel Trends Amongst Indians
54:58 New Year Health Resolutions
59:12 Cricket
Relevant links
https://drive.google.com/file/d/1Omtl3SLyba5P0Q5ivYqSulQ7y4mD0Jpb/view?usp=drive_link
-
The ASYMMETRIC Crew:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Aseem Dhru: MD & CEO, SBFC Finance Ltd
Darshit: GP, Sparrow Capital
00:09 Swiggy IPO Listing
01:27 Swiggy IPO Results
04:03 10min Food Delivery
05:13 Zepto raises $350M from Family Offices
09:18 Vishal Mega Mart IPO
09:35 Vishal Mega Mart Growth
12:02 India's Slowing GDP
15:02 Rising Debt in India
17:02 Unacademy sale
20:42 VCs' Negative Cash flow for 2023/24
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
00:00 Coming Up
00:01:21 Introduction
03:46 Indian’s Economic Growth
07:19 RainGauge Index and Venture Capital in India
15:06 US Venture Capital Landscape
20:12 Impact of Fund Sizes on Returns
22:48 Founders success and Funds Sizes
36:34 Health Trends and the Impact of GLP-1 Drugs
40:34 Rising Health Epidemic in India
47:27 Supply Side Problem in Health and Nutrition
54:33 Health Resolution for 2025
59:07 Closing Thoughts
Relevant links
https://tigerfeathers.substack.com/p/vision-2025-charting-india
https://www.youtube.com/watch?v=eNOi66OclA4
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
00:00 Coming Up
01:27 MobiKwik IPO
11:19 Vishal Mega Mart IPO
13:00 Retail Trend: Online vs. Offline Shopping
17:09 VMM and Retail Giants
20:29 VMM Business Model and Growth
23:01 Comparison across value retailers in country
31:32 Private Labels and Their Impact on Retail Margins
36:10 Private Equity and IPO
44:30 Future of Private Equity in Indian Retail
53:18 Cultural Transformation in Organizations
55:56 Role of Founders vs. Operators
59:10 Tier 2 and Tier 3 Market Opportunities
01:07:31 BGT24
01:12:28 Outro
Relevant links
https://drive.google.com/file/d/1IpQoZPoDiiWcPZAYM5B9l6BY5FTEHvPO/view?usp=drive_link
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
00:00 Coming Up
01:27 Intro
03:28 Understanding Liquidation Preference
11:20 Ed-Tech Synopsis
12:53 Thoughts on Ed-Tech
14:12 Liquidation Scenarios and Their Implications
20:10 Unacademy Acquisition
26:30 Investor Perspectives and Market Dynamics
30:30 Founders' Salary and Liquidation Preference
33:37 Balancing Cash Compensation and Equity
36:43 ESOP Buybacks
40:41 The Founder’s Journey: Passion vs. Financial Gain
50:16 Mobikwik IPO
01:05:23 Concluding Thoughts
Relevant links
Liquidation Preference: https://drive.google.com/file/d/1MfwnKKrs1uLqsC_if_K-BUiVmFzYuHrm/view?usp=sharing
https://thedailybrief.zerodha.com/p/before-you-invest-in-unlisted-shares
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Darshit: GP, Sparrow Capital
00:00 Coming Up
01:18 Introduction
03:07 Swiggy's Q2 results
6:31 Adj. EBITDA implications
8:47 Key metrics driving food delivery performance
11:21 Key metrics driving Q-Com performance
18:28 10min food delivery
19:42 Blackbuck, results and investment implications
23:49 VC perspectives
36:45 Dynamics of payment flow businesses
47:45 Ecom Logistics Market in India vs US/China
55:05 Closure
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Aseem Dhru: MD & CEO SBFC Finance Ltd
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Ashish Goel: Founder, Urban Ladder
00:00 Coming up
01:27 BGT24 and Asymmetric Crew Intro
04:55 Honasa deep dive and implications for founders/ecosystem
43:05 Zepto raises $350M and the growth of the 'Indian Family Office' in private investing
01:03:52 North India Pollution Emergency - what can a regular citizen do
-
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Darshit: GP, Sparrow Capital
