Episode notes
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
Chapters
00:00 Trailer
00:57 Introduction
01:52 Meesho’s 4-Sided Marketplace Flywheel
05:50 Why Meesho Deliberately Reduces AOV
11:58 IPO Math: Who Actually Makes Money
19:49 Opportunity for Lenskart?
21:58 Meesho’s Unit Economics
24:00 Shopee vs. Meesho
29:50 How Selection Helps Meesho Creators
34:02 The Operating Lever That Makes Low AOV Work
41:12 Meesho’s Design Choices
43:31 Merchant-First Thinking
47:09 Concluding Thoughts
Charts referred to in the episode: