The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder, Bombay Shaving Co

Chirag: CEO, GoKwik

Sajith Pai: VC at Blume Ventures, India

1:00 Intro & Welcome to Sajith Pai!

1:53 The Indus Valley Report 2025 - Reception So Far

5:11 India’s Consumption Patterns - An Overview

10:35 Consumption Trends Across India 1, 2, 3

15:53 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 Manufacturing

49:32 Expanding from India 1 to India 2 and 3

52:13 Q-Comm Growth Explained

55:25 Who is Q-Comm Good For?

64:20 State of the Indian Capital Market

70:48 Pressures Faced by Venture Capitalists

73:50 Concluding Thoughts

75:39 How Does The Indus Valley Report Get Made?

Indus Valley Report:

https://docsend.com/view/pyxuqunkm9ejw38q