ASYMMETRIC

Swiggy vs Zomato Q3 Results, 10-min Food Delivery, India's 2025 Budget Impact, Weight Loss & Health


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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

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ASYMMETRICBy Shantanu, Chirag and Revant