The ASYMMETRIC Crew today:

Revant Bhate: Founder, Mosaic Wellness

Shantanu Deshpande: Founder, Bombay Shaving Company

Chirag Taneja: Founder, GoKwik

Tushar Behl: Principal at Glade Brook Capital

0:00 Coming Up

1:02 India-Pakistan Escalation

1:48 Intro and Welcome to Tushar!

2:39 Equity Supply Demand

9:11 On US vs Indian IPOs

15:03 Impact of Tariffs on India

21:47 Can Tariffs Drive Innovation in India?

27:48 Venture Capital for Traditional Sectors

34:53 Indian Consumer Brands on the Global Stage

44:18 On Urban Company

49:42 Urban Company’s NTV Retention for Services

53:17 Urban Company’s Native Lock & Water Purifier

58:29 On Urban Company’s Founders & Future

1:10:37 Dark Patterns with UPI

Notes from the episode:

https://docs.google.com/document/d/1E1fY4ZOfiuhYZ9P1Ij2TNCwlT-zesyuf/edit?usp=sharing&ouid=108238023930083113573&rtpof=true&sd=true

https://docs.google.com/spreadsheets/d/1owIajfNCMPqLwjbR6SrV1-GqnBhD-Z3d/edit?usp=sharing&ouid=108238023930083113573&rtpof=true&sd=true