Welcome to ASYMMETRIC Podcast! :)
We are three friends who will every Monday 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 t ...
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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/
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 We Seeing a Manufacturing Boom? 26:37 How Should Startups Think About India 1 vs India 2 and 3? 29:04 What Is Stopping India From Seeing a Manufacturing Boom? 35:29 Why Can’t the Indian Government Just Ban Certain Sectors? 40:25 Is It Easy Setting Up Manufacturing in India? 46:44 The VC Perspective on Manufacturing 49:32 Expanding from India 1 to India 2 and 3 52:13 Q-Comm Growth Explained 55:25 Who is Q-Comm Good For? 64:20 State of the Indian Capital Market 70:48 Pressures Faced by Venture Capitalists 73:50 Concluding Thoughts 75:39 How Does The Indus Valley Report Get Made? Indus Valley Report: https://docsend.com/view/pyxuqunkm9ejw38q
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 Need Hotstar? 34:13 Broader Implications of Jio-Hotstar 39:18 Changes in Social Media Algos 44:35 Honasa (MamaEarth) Results 48:56 - How MamaEarth’s Assortment Impacts Its Revenue 50:04 - MamaEarth’s Impact on Honasa Results 53:06 The Importance of Industrialists & Innovators 57:31 Responding to Comments 1:04:48 BTS Honasa chart: https://drive.google.com/file/d/1f8de0gFFhemxZcBvblrLEqAXHsYtHU_7/view?usp=sharing