ASYMMETRIC
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 aim to double click on 2nd order insights and So-What's. We will also bring in the best experts in the fields to provide nuance and perspective.If you're an entrepreneur, run a business or generally are curious about how to think about what's happening around you, do tune in :)Revant: Founder, Mosaic WellnessShantanu: Founder, Bombay Shaving CompanyChirag: Founder, GoKwikđź“ş A new episode every Friday at 7pm.
A Masterclass in China’s Hypergrowth: Thinking in Centuries, Gov–Founder Relationship ft. Adi Sehgal
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Aditya Sehgal: Founder, Asgard.world & Ex-President & COO, Reckitt
00:00 Coming up
01:13 Intro
03:24 Building an incentive system
06:18 Lessons from China
08:49 China post-liberalization
11:20 Understanding the S-curve
17:10 China: A capitalist nation in disguise?
21:04 China’s 9-9-6 work culture
25:55 China's mindset change post COVID
32:16 China’s rise to manufacturing powerhouse
37:04 US-China trade imbalance
40:46 The...
Lucrative IPOs, â‚ą26,000 Crore Monthly SIP Inflow & Booming Capital Markets | Vaibhav Porwal, Dezerv
In this episode of The Asymmetric Podcast, we’re joined by Vaibhav Porwal, Co-founder of Dezerv, as we dive deep into the rapidly evolving world of big IPOs and capital markets in India. With ₹13,000 crore in fund management, Vaibhav brings a wealth of knowledge on the dynamics shaping India’s capital markets.
Vaibhav shares his expert insights on the booming IPO landscape, the emerging trends in investment, and the key factors influencing the future of Indian capital markets. Whether you're an investor, a startup founder, or simply curious about India’s financial growth, this episode is full of valua...
Groww's Decacorn IPO, UPI, and everything Fintech with Anand, Partner at Nexus Venture Partners
In this episode of The Asymmetric Podcast, we’re joined by Anand Datta, Partner at Nexus Venture Partners, as we dive deep into the dynamic world of Fintech and IPOs in the Indian market. From the rise of digital payments to the evolving landscape of initial public offerings (IPOs), Anand breaks down the current trends and future potential of India’s Fintech sector.
Anand offers his expert insights on the shifting tides of Indian IPOs, the regulatory environment, and the role of venture capital in driving innovation. Whether you're an investor, a startup founder, or some...
The Future of AI, Content, and Consumer Tech in 2025 | Rahul Chowdhri, Stellaris Venture Partners
In this episode of The Asymmetric Podcast, we chat with Rahul Chowdhri, Managing Director at Stellaris Ventures, to explore the exciting convergence of AI and consumer tech. From AI-driven content creation to transforming industries like astrology, gaming, and fashion, we dive into how these innovations are reshaping the way we interact with technology.
Rahul shares his insights on how AI will continue to evolve in consumer tech, the potential for India to lead in certain sectors, and how founders and investors can leverage these shifts. If you’re interested in how AI is influencing everything from personal as...
Decoding Venture Debt – What Every Founder Must Know About Debt Financing
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Ankit Agarwal: Managing Partner at Alteria Capital
00:00 Coming Up
01:10 Intro and Welcome, Ankit!
03:07 Debt vs. Equity
07:08 Startup Funding Journeys
09:04 How Founders Think About Debt
14:40 Venture Debt Provider Portfolio Allocation
17:25 Debt vs. Equity - The Trade-Off
21:07 Lessons from Failed Startups & Over-Leverage
28:44 Venture Debt: How Do LPs Get Comfort?
35:19 Growth Runways & Cash Flow
41:20...
Q-Comm in India: Unit Economics, Market Insights, and Its Future with Rahul Garg, General Catalyst
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Rahul Garg: Partner, General Catalyst
0:00 Coming Up
1:13 Intro & Welcome to Rahul Garg
1:59 The Q-Comm Disruption - or Evolution?
6:51 Grocery & QuickCommerce
12:39 Thoughts on Big Box Retailers
17:38 Does “Quick” Really Matter?
22:13 Grocery & Food Margin Outlook
28:30 DMart vs Q-Comm - ROE Analysis
32:40 A Deepdive on “Fresh”
36:56 Horizontal vs Vertical Market Opportunities
41:41 Q-Comm for Fashion - Does i...
Inside India’s ₹4,000 Cr Protein Boom: A Deep Dive with MuscleBlaze Founder Sameer Maheshwari
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
00:00 Coming up
01:09 Intro and Welcome to Sameer Maheshwari!
02:03 Health & Wellness in India Over the Years
6:09 HealthKart’s Evolution Since 2009
13:27 Health & Wellness TAM
14:24 The Arc Product-Market Fit Framework
22:23 Health & Wellness: Hard Fact or Hair on Fire?
29:40 What is a Brand, Really?
36:08 Product & Marketing for Health & Wellness
38:37 Consumer Trends in Protein Consumption
42:05 Social Media - Th...
Why Join Startups: Wealth or Status, Employee vs. Owner Mindset, ESOP Allocation, and More
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
0:00 Coming Up
0:49 Intro
1:44 Two Motives: Wealth vs Status
11:30 Key Drivers for Different Roles
19:17 Personal Branding for Founders
28:26 Can Founders Solve for Emotional Needs?
30:46 Managing Employee Expectations about Wealth
40:01 Who Should Get ESOPs?
44:13 Zomato: Playing the Wealth Game
50:30 Delinking Your Different Roles
59:10 Founders Must Help Employees Play Wealth Games
65:30 Off-Screen Banter: Pickleball...
Deepak Garg on US Bitcoin Push & Swiggy’s Q4 FY25 Results
The ASYMMETRIC Crew today:
Revant Bhate: Founder, Mosaic Wellness
Shantanu Deshpande: Founder, Bombay Shaving Company
Deepak Garg: Founder at AnywhereJobs
00:00 Coming up
01:24 Intro and Welcome Deepak!
03:55 Understanding Bitcoin Treasury Companies
06:01 Bitcoin vs Gold: What’s Actually Scarcer Now
09:04 The Future of Currency: Gold, Bitcoin, and the Dollar
12:07 Can India Really Build Wealth in This Global System?
15:10 Why stablecoins matter in the US
34:04 Currency wars and global monetary power
37:31 Liquidity & Market Dynamics
41:02 Ma...
Urban Company DRHP, Tariffs & Dark Patterns in India’s Startup Landscape with Tushar Behl
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 <...
Z47 (Matrix Partners) MD, Tarun Davda, on Founder Salaries, Board Meetings, & All Things GOVERNANCE
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Tarun Davda: Managing Director at Z47
00:00 Coming Up
00:55 Intro and Welcome to Tarun!
2:22 Context for the Topic
4:52 USA vs India Board Cultures
10:36 The Debate on Taking Board Seats
16:46 Thoughts on Governance
23:49 The Slippery Slope to Malpractice
27:39 Thoughts on Founder Salary
41:25 Ex-Operators as Board Members
43:27 Do VCs and Investors Add Value?
50:54 How...
Decoding IPL: Is it sport, business, or just media & entertainment?
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
0:00 Coming Up
1:32 Intro
2:38 BSC and IPL
4:49 Context on IPL
6:36 IPL’s Business Model
11:36 The Player vs The Team
13:54 Can International Players Get Big in IPL?
16:25 Passion or Money?
24:50 Global Cricket Revenue Trends
26:40 Extensions of IPL Franchisees
28:30 What Is the Future of Cricket?
33:18 Indianisation of International Players
35:35 Does It Matter If...
Decoding IPL: Is it sport, business, or just media & entertainment?
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
0:00 Coming Up
1:32 Intro
2:38 BSC and IPL
4:49 Context on IPL
6:36 IPL’s Business Model
11:36 The Player vs The Team
13:54 Can International Players Get Big in IPL?
16:25 Passion or Money?
24:50 Global Cricket Revenue Trends
26:40 Extensions of IPL Franchisees
28:30 What Is the Future of Cricket?
33:18 Indianisation of International Players
35:35 Does It Matter If...
Road to IPO for VC-backed Startups with Kashyap Chanchani (Managing Partner, TRMG)
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Kashyap Chanchani: Managing Partner, TRMG
0:00 Coming Up
1:15 Intro
3:10 Context for the report
7:30 Double Clicking on EBITDA
12:48 The Familiarity Factor
18:33 2021’s Cash Liquidity vs 2025’s Cash Crunch
25:53 Underwriting Past vs Future Performance
33:11 Family Owned vs VC Companies
41:51 IPOs and CapTables
49:50 Understanding VC Exits during IPOs
54:07 Size of Listing - Does it Matter?
Trump Tariffs and Startup IPOs | With CIO of Aditya Birla MF
The ASYMMETRIC Crew today:
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Harish Krishnan: Co-CIO and Head(Equity), Aditya Birla Sun Life Mutual Fund (ABSLMF)
1:43 Intro
3:49 Trump’s Tariffs - A Synopsis
7:44 Understanding Donald Trump
11:49 The Endgame for Trump
16:25 More Tariffs → More Investments?
22:28 Challenges Ahead for Trump
26:41 Opportunities for India
32:42 Thoughts on 2021’s Cash Influx and New-Age IPOs
38:26 How Private vs Public Capital Works
49:09 Growth - The Good & Bad
54:15 Index Devisers
5...
Meesho's AI Unlock to $1 Billion Revenue and 4 Million Orders per Day
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
0:00 Coming Up
1:09 Intro
2:27 Reflections on Quarter End
5:22 Creating Markets vs Capturing Market Share
10:38 Challenges with Market Creation
15:01 Meesho’s Standout Execution in Bharat
19:57 Meesho’s Logistics Strategy
25:25 Meesho’s Cultural Strategy
27:10 How Meesho Cut Its Burn
37:53 Meesho’s AI Adoption
43:31 Rethinking with AI
48:36 AI Use Case: MIS Data Dumps
54:10 Individu...
Good Glamm Distress and Decoding the Failure of Thrasio Clones in India
The ASYMMETRIC Crew today:
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Nikhil Vora: Founder & CEO at Sixth Sense Ventures
0:00 Coming Up
1:21 Intro & Welcome to Nikhil Vora
3:03 The Thrasio Story
7:50 India’s Thrasio Clones
11:37 Why Didn’t Thrasio Models Work?
15:05 Is There Merit to The “House of Brands” Brands
18:37 The Opportunity for Consumer Companies
24:30 How to Think About Consolidating Businesses
30:34 Acquisition By Legacy Companies
33:23 Dealing with Capital Influx Waves
37:21 Why Don’...
From India for the World : Breaking down the export opportunity for startups
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Darshit: GP, Sparrow Capital
0:00 Coming Up
1:14 Intro
3:14 Building in India for the World - Key Considerations
11:05 Going Global: SaaS and Consumer Companies
17:39 Going Global: B2B vs B2C Considerations for VCs
24:12 Going Global: Challenges Faced by B2B Companies
29:28 Build in India and Scale Globally vs Build Directly for the World?
36:42 Going Global: Product-led Growth vs...
India's OG VC on Building for Bharat, ZERO CAC products & more from the India Insights Report
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Anand Lunia: GP, India Quotient
0:00 Coming Up
1:28 Intro and Welcome to Anand Lunia!
2:46 Myths About India
10:46 KukuFM - Monthly Works
14:19 Zudio & 0 CAC
18:31 India 1 vs Bharat VCs
21:07 LendingKart
22:48 WhatsApp
24:20 ShareChat
25:45 UPI Autopay
29:18 Ludo & Gaming
38:00 FRND: Bharat Pays
42:32 Google & Meta
44:40 Does India need its own Meta?
<...Uber's New Subscription Model: What it Means for the Indian Startups & the Launch of CRED Cash+
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
0:00 Coming Up
1:19 Intro
03:21 Uber's Subscription Model in India
06:43 Analysis of Uber's Business Model
10:41 The Evolution of Uber's Business Models in India
17:27 Challenges for US Companies in India
27:32 Ola's Market Position and IPO Considerations
34:18 The Asymmetric Index
39:43 The Rise of Cred and Its Innovative Products
43:50 Understanding Cred's Unique Lending Model
45:32 The Impact of Mutual...
Decoding the Indus Valley 2025 Report with Co-Author Sajith Pai of Blume Ventures
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 In...
Samay Ranveer observations, Jio's mega OTT game, Honasa results and a sombre 2025 ahead
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
0:00 Coming Up
1:26 Intro & Something New!
2:57 The Ranveer Allahbadia Controversy
6:10 Behind the Scenes on this Controversy
11:24 Why We Need Regulation for Content
15:21 Liver King & Other Examples Making the Case for Regulation
20:08 Conclusions on This Debate
22:57 Jio-Hotstar - Behind the Scenes
27:48 Does Jio Even Need Hotstar?
34:13 Broader Implications of Jio-Hotstar
39:18 Changes in Social Media Algos<...
Shein’s Re-Entry in India, Nykaa and Delhivery FY25 Q3 Results, and WeWork India IPO
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
0:00 Coming Up
1:15 Intro
3:39 Shein’s Global Success
9:34 Deep Dive Into Shein’s Re-entry in India
15:12 Who Will Take the Hit in Fashion in India?
19:57 Can Shein Crack Costs in India?
22:56 Nykaa’s FY25Q3 Results
28:16 Nykaa’s Biggest Challenge - Q-Com
34:15 Why Isn’t Q-Com Big in China?
36:48 Delhivery’s FY25Q3 Results
41:56 Should Delhi...
Swiggy vs Zomato Q3 Results, 10-min Food Delivery, India's 2025 Budget Impact, Weight Loss & Health
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...
Exploring China's DeepSeek AI, Unlocking India's AI Potential, Wingify's $200mn Acquisition
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Aakrit Vaish: Advisor INDIAai, Ex-CEO Haptik
0:00 Coming Up
1:06 Intro and Welcome Aakrit!
2:35 DeepSeek - The Lesser Known Context
09:45 Insights for India & Learnings from DeepSeek
16:03 The Indian AI Ecosystem - What’s Missing?
20:13 All About IndiaAI & What It Means for Founders and Builders
24:23 New Opportunities for India with the Government’s Push
32:23 The Real Cost of DeepSeek AI
Amazon-Axio & HUL-Minimalist Deals, Startup M&A implications, Zomato Q3, Juspay & PAPG Developments
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Vikram Vaidyanathan: Managing Director at Z47
0:00 Coming Up
1:23 Intro & Hello to Vikram Vaidyanathan
2:39 Amazon-Axio Deal
12:40 A Review of Buy Now Pay Later (BNPL) in India
18:04 Strategic Investments & Minimalist’s Acquisition by Unilever
23:20 Predictions on BNPL for Food Delivery
30:15 Acquisitions – Good or Bad? Founders’ Perspective
37:33 Bringing Together the Good and Bad on Acquisitions
45:37 Zomato’s Q3 Results...
Swiggy vs Zomato Q3 Results, 10-min Food Delivery, India's 2025 Budget Impact, Weight Loss & Health
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...
India's Economic Slowdown, Rupay's meteoric rise and UPI 2.0, and more
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
00:00 Coming Up
01:06 Intro
04:50 India’s Economic Slowdown
12:31 Traditional Economic Data vs. New-Age Economic Behaviour
17:05 Rupee Depreciation in the Context of Imports vs. Exports
24:08 Women in the Workforce
28:22 UPI – India’s Crown Jewel
30:28 Rise of RuPay
37:17 The Economics of RuPay, Visa, and Mastercard Credit Cards
42:08 Economics of Credit Card Discount
48:17 Future of Credit...
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/1Omtl3SLyba5P0Q5ivYqSulQ7...
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<...
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 fo...
From â‚ą70 Cr Distress Sale to â‚ą50,000 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...
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
Re...
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
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
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
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
