ASYMMETRIC

Shantanu, Chirag and Revant
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  • 起業
  • アップデート：毎週

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 think about what's happening around you, do tune in :) Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 📺 A new episode every Friday at 7pm.

  1. Why We’re Pausing & Year-End Reflections

    2025/12/19

    Why We’re Pausing & Year-End Reflections

    The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwik Ashish Sangle: Co-Founder, Yoso Media Chapters 00:00 Intro 00:52 Intro & Welcome, Ashish :) 02:24 The Real Reason for Pausing 05:39 How Legacy Companies Protect the Core 12:25 Wealth Creation vs. Conservation 16:39 The “Two Houses” Analogy 22:55 Does Growth Solve Everything? 25:08 Going Public: Ecosystem Incentives 37:41 Conscious Capitalism vs. Pure Shareholder Value 42:12 China’s Capped-Profit Story 45:59 The Tata Model: Ecosystem Building & Trade-Offs 49:42 Wrap-Up 53:16 So, How Should We Solve This? Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    56分
  2. Helmer’s 7 Powers: Choosing Your Moat Vector in India + AOP Done Right (What, How, When)

    2025/12/12

    Helmer’s 7 Powers: Choosing Your Moat Vector in India + AOP Done Right (What, How, When)

    The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwik Chapters 00:00 Trailer 01:05 Intro 02:13 When should a business start making an AOP? 05:03 AOP as guidance, not target setting 13:17 Seven Powers and thinking in moats 20:16 Why counter-positioning fades, and other moat types 23:54 Lenskart’s moat 28:27 Wakefit’s and Groww’s moats 33:00 Do new-age companies need a new framework? 36:59 The Indigo fiasco and earned monopoly plus process power 43:55 Swiggy QIP and the Q-Comm PR wars 48:53 Amazon Now and clean dark stores as a moat 52:50 OpenAI code red Article Link: https://tyastunggal.com/p/7-powers-the-foundations-of-business Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    58分
  3. Inside India’s Healthcare Stack: Capex-Heavy Hospitals, Supply Gaps & Venture-Scale Hospital Alts

    2025/12/05

    Inside India’s Healthcare Stack: Capex-Heavy Hospitals, Supply Gaps & Venture-Scale Hospital Alts

    The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwik Varun Dubey: Founder & CEO, Superhealth Chapters 00:00 Teaser 00:58 Intro & Welcome, Varun 02:27 Black Friday: Consumer Behavior Shifts in India 06:23 Seasonality in Healthcare 09:36 Status Signaling vs. Health Needs 12:31 Medication Adherence & Reducing Friction 15:56 Why Patients Avoid Preventive Care 19:01 The “Legacy” Hospital Model 25:25 Why Indian Hospitals Are Artificially Expensive 33:52 Unit Economics of Delivering Corporate Care at Half the Price 37:48 Operational Innovations at Superhealth 46:57 Why Are Large Hospital Chains Not Innovating? 51:22 Healthcare Profit Pools: The “30% EBITDA” Standard 54:40 The Supply Crisis: India’s 3 Million Bed Shortage 01:02:09 Venture-Scale Model for Hospitals 01:05:09 User-Experience-First Building 01:09:51 The “Tesla for Healthcare” Vision 01:14:12 Closing Thoughts Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    1時間19分
  4. “Indian Consumer at 2030” Report by Fireside Ventures: Channel, Category & Consumer Fragmentation

    2025/11/28

    “Indian Consumer at 2030” Report by Fireside Ventures: Channel, Category & Consumer Fragmentation

    The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Vinay Singh: Founding Partner, Fireside Ventures Nandika Pradeep: Director - Strategy & People, Fireside Ventures Chapters 00:00 Trailer 00:53 Intro & Welcome: Vinay and Nandika 02:46 Purpose Behind the Fireside Ventures Report 04:36 Overview of the “Indian Consumer in 2030” Report 07:48 Will Brand EBITDA Compress in India? 09:55 The 3 Cs of Consumption 13:30 Talent Shift Toward Entrepreneurship 18:01 Defining Consumers: The 3×3 Matrix 20:00 Quality of Revenue Framework 22:02 Category, Consumer & Channel Adjacency 30:30 Should BSC Enter Fragrances? 34:02 Gen Z Behaves the Same Across India 39:53 China’s Three Epochs & India’s Way Ahead 42:22 Pilgrim’s Power-7 Strategy 48:01 Need for a Sharper TG 52:37 The J-Curve Ahead for Consumer Companies 54:40 Building Leadership Pipelines in Brands 59:09 Apprenticeship → Shared Success → Redundancy 01:03:50 IC Track vs. Manager Track in India 01:08:39 Concluding Thoughts Charts referred to in the episode: https://drive.google.com/file/d/1dZYVmYl_aGyt7eHivqsZDEig0ULKHZKl/view?usp=sharing Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    1時間16分
  5. Physics Wallah Equation: Low ARPU + Low CAC + High NPS = ₹3,000 Cr Revenue | Alakh Pandey

    2025/11/21

    Physics Wallah Equation: Low ARPU + Low CAC + High NPS = ₹3,000 Cr Revenue | Alakh Pandey

    The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwik Chapters 00:00 Trailer 00:42 Intro 01:42 Physics Wallah journey: From YouTube to IPO 06:25 Thoughts on Alakh's personal brand 13:30 The Bharat-first pricing playbook 16:20 AI tutors & avatars 19:30 Is the Physics Wallah playbook replicable? 24:00 Is offline the way forward? 30:45 Building for NPS 32:25 Real capital allocators & market noise 37:15 Founders vs professional CEOs Charts referred to in the episode: https://drive.google.com/file/d/1ld_VZwX-lBFg1Tv9-0AmfwGPawBt3sYb/view?usp=drive_link Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    41分
  6. Bharat Consumer Insights: AI as the Adoption Bridge and Understanding Gen Z & Gen Alpha

    2025/11/14

    Bharat Consumer Insights: AI as the Adoption Bridge and Understanding Gen Z & Gen Alpha

    The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwik Anand Lunia: Founding Partner, IndiaQuotient Chapters 0:00 Trailer 1:07 Intro & welcome, Anand! 1:56 Congratulations to Shantanu on the fundraise! 2:40 Kuku FM's 1 Cr paying users 4:14 Bharat UX reality & the role of AI 9:44 When founders age out of their own users 13:37 India is becoming homogeneous 16:58 Understanding Gen Z & Gen Alpha 21:15 Senior-living gated communities 24:03 70% of millennials say they are pro-socialist 29:18 Can Bharat subscriptions be cheaper? 35:49 AI adoption for Bharat 40:00 New-age IPOs, Lenskart & legacy media 43:50 Founders should control the narrative before the IPO 48:40 The status game 54:57 Founders' 2-hour wealth management tax Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    1時間1分
  7. Breaking Down India’s SaaS Market: US Dollars vs Indian Distribution, Will Enterprises Buy or Build

    2025/11/07

    Breaking Down India’s SaaS Market: US Dollars vs Indian Distribution, Will Enterprises Buy or Build

    The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Kuldeep: Co-Founder, @Last9 Chapters 00:00 Trailer 01:04 Intro & welcome, Kuldeep Dhankar! 03:58 Early CleverTap: painful demos, priceless feedback 04:20 Customer Success ≠ Sales 09:38 Shantanu’s new board-meeting framework 13:33 India’s consumption story is finally evolving 21:03 Can you build a $150M SaaS business selling in India? 30:12 India ACVs are rising: Swiggy, Zepto, Eternal 30:55 Where did the SaaS startups go? 35:12 Why aren’t VCs investing in SaaS? 37:32 Freshworks’ CAC payback & key lessons 45:18 Do VCs want SaaS companies to sell in the US? 48:26 The 99.5% reliability opportunity 49:50 Software: buy vs. build? 1:02:52 The rise of forward-deployed engineers 1:12:59 Airports, infra, and India’s compounding optimism Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    1時間17分
  8. Meesho’s Bharat Playbook: India’s Only 4-Sided Marketplace; Unpacking the Design and Cultural Moat

    2025/10/31

    Meesho’s Bharat Playbook: India’s Only 4-Sided Marketplace; Unpacking the Design and Cultural Moat

    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: https://drive.google.com/file/d/1xXcB9DidsIAQJ-4wT2heYksQqFsPp0Ti/view?usp=sharing Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    50分
すべて見る（60）

番組について

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 think about what's happening around you, do tune in :) Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 📺 A new episode every Friday at 7pm.

情報

  • クリエイター
    Shantanu, Chirag and Revant
  • 配信期間
    24年 - 25年
  • エピソード
    60
  • 制限指定
    不適切な内容を含まない
  • 番組のWebサイト
    ASYMMETRIC