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 t ...
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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 Individual Agency & AI Adoption 58:11 AI Use Case - SEO & Email Marketing 1:00:43 AI Impact Across Functions 1:03:45 AI Use Case: HR Performance Reviews 1:05:50 AI for Work-Life Balance & Health 1:11:58 Off-Screen Cricket Banter
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
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? 46:51 AstroTalk 47:48 Clarity 50:14 Shoes for Women of Bharat 52:23 Indian Masalas 53:08 Need for Manufacturing 54:31 Maruti 55:38 Toys 57:53 SaaS & Vyapaar 1:02:03 Revenue or Efficiency for SAAS? 1:05:57 Shoutout to Our Commenters! 1:06:41 The Magic Recipe for Bharat 1:08:10 AI for Bharat 1:14:30 Thoughts on Talent 1:19:30 The Tech-Bro Overhead 1:23:27 A Formula for Talent India Insights by India Quotient 2025 report: https://docsend.com/view/r8jxg7sr8nbhxfjg
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 Sales-led Growth 41:32 SaaS and Sales-Led Growth 47:09 Opportunities outside SaaS 54:26 - Examining Trump’s Tariffs 58:15 Tesla Entry in India 1:03:03 Thoughts on India’s VC Ecosystem 1:11:23 India to US for Venture Firms 1:20:23 Cricket and the Sports Industry Relevant links: https://drive.google.com/file/d/1UO4ckdtjWCv3JTapthD-iBLuyh6E_Mgk/view?usp=drive_link
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/