ASYMMETRIC

The ASYMMETRIC Crew today:

Revant Bhate: CEO, Mosaic Wellness

Shantanu Deshpande: Founder & CEO, Bombay Shaving Company

Chirag Taneja: Founder, GoKwik

Ashish Sangle: Co-Founder, Yoso Media

Chapters

00:00 Intro

00:52 Intro & Welcome, Ashish :)

02:24 The Real Reason for Pausing

05:39 How Legacy Companies Protect the Core

12:25 Wealth Creation vs. Conservation

16:39 The “Two Houses” Analogy

22:55 Does Growth Solve Everything?

25:08 Going Public: Ecosystem Incentives

37:41 Conscious Capitalism vs. Pure Shareholder Value

42:12 China’s Capped-Profit Story

45:59 The Tata Model: Ecosystem Building & Trade-Offs

49:42 Wrap-Up

53:16 So, How Should We Solve This?

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The ASYMMETRIC Crew today:

Revant Bhate: CEO, Mosaic Wellness

Shantanu Deshpande: Founder & CEO, Bombay Shaving Company

Chirag Taneja: Founder, GoKwik

Chapters

00:00 Trailer

01:05 Intro

02:13 When should a business start making an AOP?

05:03 AOP as guidance, not target setting

13:17 Seven Powers and thinking in moats

20:16 Why counter-positioning fades, and other moat types

23:54 Lenskart’s moat

28:27 Wakefit’s and Groww’s moats

33:00 Do new-age companies need a new framework?

36:59 The Indigo fiasco and earned monopoly plus process power

43:55 Swiggy QIP and the Q-Comm PR wars

48:53 Amazon Now and clean dark stores as a moat

52:50 OpenAI code red

Article Link:

https://tyastunggal.com/p/7-powers-the-foundations-of-business

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The ASYMMETRIC Crew today:

Revant Bhate: CEO, Mosaic Wellness

Shantanu Deshpande: Founder & CEO, Bombay Shaving Company

Chirag Taneja: Founder, GoKwik

Varun Dubey: Founder & CEO, Superhealth

Chapters

00:00 Teaser

00:58 Intro & Welcome, Varun

02:27 Black Friday: Consumer Behavior Shifts in India

06:23 Seasonality in Healthcare

09:36 Status Signaling vs. Health Needs

12:31 Medication Adherence & Reducing Friction

15:56 Why Patients Avoid Preventive Care

19:01 The “Legacy” Hospital Model

25:25 Why Indian Hospitals Are Artificially Expensive

33:52 Unit Economics of Delivering Corporate Care at Half the Price

37:48 Operational Innovations at Superhealth

46:57 Why Are Large Hospital Chains Not Innovating?

51:22 Healthcare Profit Pools: The “30% EBITDA” Standard

54:40 The Supply Crisis: India’s 3 Million Bed Shortage

01:02:09 Venture-Scale Model for Hospitals

01:05:09 User-Experience-First Building

01:09:51 The “Tesla for Healthcare” Vision

01:14:12 Closing Thoughts

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The ASYMMETRIC Crew today:

Revant Bhate: CEO, Mosaic Wellness

Shantanu Deshpande: Founder & CEO, Bombay Shaving Company

Vinay Singh: Founding Partner, Fireside Ventures

Nandika Pradeep: Director - Strategy & People, Fireside Ventures

Chapters

00:00 Trailer

00:53 Intro & Welcome: Vinay and Nandika

02:46 Purpose Behind the Fireside Ventures Report

04:36 Overview of the “Indian Consumer in 2030” Report

07:48 Will Brand EBITDA Compress in India?

09:55 The 3 Cs of Consumption

13:30 Talent Shift Toward Entrepreneurship

18:01 Defining Consumers: The 3×3 Matrix

20:00 Quality of Revenue Framework

22:02 Category, Consumer & Channel Adjacency

30:30 Should BSC Enter Fragrances?

34:02 Gen Z Behaves the Same Across India

39:53 China’s Three Epochs & India’s Way Ahead

42:22 Pilgrim’s Power-7 Strategy

48:01 Need for a Sharper TG

52:37 The J-Curve Ahead for Consumer Companies

54:40 Building Leadership Pipelines in Brands

59:09 Apprenticeship → Shared Success → Redundancy

01:03:50 IC Track vs. Manager Track in India

01:08:39 Concluding Thoughts

Charts referred to in the episode:

https://drive.google.com/file/d/1dZYVmYl_aGyt7eHivqsZDEig0ULKHZKl/view?usp=sharing

Follow us on:

Instagram: https://www.instagram.com/theasymmetriccrew/

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:

Revant Bhate: CEO, Mosaic Wellness

Shantanu Deshpande: Founder & CEO, Bombay Shaving Company

Chirag Taneja: Founder, GoKwik

Chapters

00:00 Trailer

00:42 Intro

01:42 Physics Wallah journey: From YouTube to IPO

06:25 Thoughts on Alakh's personal brand

13:30 The Bharat-first pricing playbook

16:20 AI tutors & avatars

19:30 Is the Physics Wallah playbook replicable?

24:00 Is offline the way forward?

30:45 Building for NPS

32:25 Real capital allocators & market noise

37:15 Founders vs professional CEOs

Charts referred to in the episode:

https://drive.google.com/file/d/1ld_VZwX-lBFg1Tv9-0AmfwGPawBt3sYb/view?usp=drive_link

Follow us on:

Instagram: https://www.instagram.com/theasymmetriccrew/

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:

Revant Bhate: CEO, Mosaic Wellness

Shantanu Deshpande: Founder & CEO, Bombay Shaving Company

Chirag Taneja: Founder, GoKwik

Anand Lunia: Founding Partner, IndiaQuotient

Chapters

0:00 Trailer

1:07 Intro & welcome, Anand!

1:56 Congratulations to Shantanu on the fundraise!

2:40 Kuku FM's 1 Cr paying users

4:14 Bharat UX reality & the role of AI

9:44 When founders age out of their own users

13:37 India is becoming homogeneous

16:58 Understanding Gen Z & Gen Alpha

21:15 Senior-living gated communities

24:03 70% of millennials say they are pro-socialist

29:18 Can Bharat subscriptions be cheaper?

35:49 AI adoption for Bharat

40:00 New-age IPOs, Lenskart & legacy media

43:50 Founders should control the narrative before the IPO

48:40 The status game

54:57 Founders' 2-hour wealth management tax

Follow us on:

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The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder & CEO, Bombay Shaving Company

Chirag: Founder, GoKwik

Kuldeep: Co-Founder, @Last9

Chapters

00:00 Trailer

01:04 Intro & welcome, Kuldeep Dhankar!

03:58 Early CleverTap: painful demos, priceless feedback

04:20 Customer Success ≠ Sales

09:38 Shantanu’s new board-meeting framework

13:33 India’s consumption story is finally evolving

21:03 Can you build a $150M SaaS business selling in India?

30:12 India ACVs are rising: Swiggy, Zepto, Eternal

30:55 Where did the SaaS startups go?

35:12 Why aren’t VCs investing in SaaS?

37:32 Freshworks’ CAC payback & key lessons

45:18 Do VCs want SaaS companies to sell in the US?

48:26 The 99.5% reliability opportunity

49:50 Software: buy vs. build?

1:02:52 The rise of forward-deployed engineers

1:12:59 Airports, infra, and India’s compounding optimism

Follow us on:

Instagram: https://www.instagram.com/theasymmetriccrew/

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder & CEO, Bombay Shaving Company

Chirag: Founder, GoKwik

Chapters

00:00 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 Thoughts

Charts referred to in the episode:

https://drive.google.com/file/d/1xXcB9DidsIAQJ-4wT2heYksQqFsPp0Ti/view?usp=sharing

Follow us on:

Instagram: https://www.instagram.com/theasymmetriccrew/

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder & CEO, Bombay Shaving Company

Chirag: Founder, GoKwik

Chapters

00:00 Trailer

00:58 Intro & Happy Birthday to the ASYMMETRIC Podcast

01:42 Wave 3 in IPOs is coming

05:03 The TRMG RainGauge Index is now beating the Nifty50

05:46 Drought in Series C funding

08:36 The shift in investor sentiment and market opportunities

12:21 The rise of secondary funds

18:59 The future of startup funding and IPOs

23:50 The liquidity flywheel has started

28:36 Traditional sectors vs. startup IPO sizes

30:57 Commodities vs. Nifty

33:27 AI infrastructure capex and the U.S. growth narrative

38:48 How Shantanu asks the right questions without going too deep

44:09 Shantanu guesses RB and CT’s personalities

Charts referred to in the episode:

https://drive.google.com/file/d/1SA2UAE4yfPK-ABQTYeq4DGguPKtLXj0b/view?usp=drive_link

Follow us on:

Instagram: https://www.instagram.com/theasymmetriccrew/

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder & CEO, Bombay Shaving Company

Chirag: Founder, GoKwik

00:00 Trailer

01:04 Introduction

02:02 A Mercedes every 6 minutes?

02:22 Where’s the slowdown under the hood consumption

03:47 Long tail D2C compounding faster than FMCG incumbents

10:19 Bumper festive signals categories driving growth

12:08 Navratri automobile surge 34% YoY growth

14:56 Category wise growth numbers

17:11 Credit led consumption on the rise

20:38 Why brand dot com works in the US not China or SEA

26:04 Hiring reality why 15 year veterans struggle unlearning

32:06 Entrepreneurship needs a beginner’s mindset

37:19 Build institutions bottom up train for culture

40:48 SD’s brand archetype

42:08 Gen Z’s edge in critical brand thinking

52:47 GPT’s engagement KPIs

54:15 Bitcoin crash

Charts referred to in the episode:

https://drive.google.com/file/d/1SA2UAE4yfPK-ABQTYeq4DGguPKtLXj0b/view?usp=drive_link

Follow us on:

Instagram: https://www.instagram.com/theasymmetriccrew/

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/