Notas del episodio
The ASYMMETRIC Crew today:
Revant Bhate: CEO, Mosaic Wellness
Shantanu Deshpande: Founder & CEO, Bombay Shaving Company
Chirag Taneja: Founder, GoKwik
Chapters
00:00 Trailer
01:05 Intro
02:13 When should a business start making an AOP?
05:03 AOP as guidance, not target setting
13:17 Seven Powers and thinking in moats
20:16 Why counter-positioning fades, and other moat types
23:54 Lenskart’s moat
28:27 Wakefit’s and Groww’s moats
33:00 Do new-age companies need a new framework?
36:59 The Indigo fiasco and earned monopoly plus process power
43:55 Swiggy QIP and the Q-Comm PR wars
48:53 Amazon Now and clean dark stores as a moat
52:50 OpenAI code red
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