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’t “Good” MnAs Not Happen in India?
41:40 The Need for Patient Capital
44:39 What Drives Founder-Market Fit?
48:51 The JusPay Curveball
54:39 Views on The Indian Ecosystem
The Thrasio Effect ppt:
https://drive.google.com/file/d/1z8t7nNO3FRlc_L_vkr5rV1gVvqgI0VZ5/view?usp=sharing
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