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 Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik đź“ş A new episode every Friday at 7pm.
Episodes
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 Membe...
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 In...
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 In...
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 Unde...
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 H...
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 Rethi...
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...
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 ...
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 & M...
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
4...
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 ...
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 Nee...
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 Resu...
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 S...
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 ...
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? Fou...
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 S...
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
42:0...
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
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...
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