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March 7, 2025 • 72 mins

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 Funds on Lending

49:46 Risk and Reward in Youth Lending

54:00 The Future of Lending and Credit Cards

59:09 Book recommendations

01:09:44 Concluding thoughts

Links referred to in the episode:

https://drive.google.com/file/d/1FvbnpPc-F7atO_ulSe4qW2cvW7CJ4xVQ/view?usp=sharing

The ASYMMETRIC Index:

http://asymmetric-web.vercel.app/

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