Episode notes
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:
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