Episode notes
The ASYMMETRIC Crew today:
Revant Bhate: Founder, Mosaic Wellness
Shantanu Deshpande: Founder, Bombay Shaving Company
Chirag Taneja: Founder, GoKwik
Tushar Behl: Principal at Glade Brook Capital
0:00 Coming Up
1:02 India-Pakistan Escalation
1:48 Intro and Welcome to Tushar!
2:39 Equity Supply Demand
9:11 On US vs Indian IPOs
15:03 Impact of Tariffs on India
21:47 Can Tariffs Drive Innovation in India?
27:48 Venture Capital for Traditional Sectors
34:53 Indian Consumer Brands on the Global Stage
44:18 On Urban Company
49:42 Urban Company’s NTV Retention for Services
53:17 Urban Company’s Native Lock & Water Purifier
58:29 On Urban Company’s Founders & Future
1:10:37 Dark Patterns with UPI
Notes from the episode: ...