ASYMMETRIC

By Shantanu, Chirag and Revant

Welcome to ASYMMETRIC Podcast! :)

We are three friends who will every Friday discuss happenings during the week across startups, business, tech, social and political.

The episode will a

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FAQs about ASYMMETRIC:

How many episodes does ASYMMETRIC have?

The podcast currently has 39 episodes available.

ASYMMETRIC episodes:

January 11, 2025 2025 Predictions: Health, E-Com, Q-Com, IPOs, INR vs USD - Impact on VC Returns, Travel
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
...more
1h 4min
January 03, 2025 Recap 2024
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
...more
24min
December 27, 2024 2024 Recap in Charts: India's Economic Growth, Venture Capital Trends; Rising Health Concerns
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
...more
1h 1min
December 20, 2024 From ₹70 Cr Distress Sale to ₹50,000 Cr IPO: Is Vishal Mega Mart India's Private Equity Poster Boy?
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
...more
1h 14min
December 13, 2024 Liquidation Preference 101, Unacademy Sale, Founder & ESOPs Liquidation, Mobikwik IPO and more..
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
...more
1h 7min
December 07, 2024 Swiggy vs Zomato Q2 Results, 10 Min Food Delivery, Blackbuck IPO
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
...more
1h 8min
December 07, 2024 India’s Slowing GDP %, Inflation & Consumption Trends, Impact on Business Building
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Aseem Dhru: MD & CEO SBFC Finance Ltd
...more
1h 27min
November 27, 2024 Honasa’s story, Zepto raises $350M and the growth of the 'Indian Family Offices', NCR Pollution
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
...more
1h 55min
November 18, 2024 Breaking down Swiggy IPO, Future of Quick Commerce & Insights on Mamaearth's journey
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Darshit: GP, Sparrow Capital
...more
1h 36min

FAQs about ASYMMETRIC:

How many episodes does ASYMMETRIC have?

The podcast currently has 39 episodes available.