H-1B Pullback & GST Push: Long-Term Macro Risks, Q-Comm Plays, & India’s Changing Consumption Story

The ASYMMETRIC Crew today:

Revant: CEO, Mosaic Wellness

Shantanu: Founder & CEO, Bombay Shaving Company

Chirag: Founder, GoKwik

02:18 H-1B Landscape

02:39 Consumer Behavior and E-Commerce Trends

06:03 Impact of H-1B Changes on the Indian IT Industry

10:35 Impact on the U.S.

11:45 Lessons from China

12:34 Education Loan Concentration and NPA Risk

26:55 The Mathematics of Remittances

33:36 Chaos Around GST

36:08 GST’s Impact on Consumption

41:46 How India’s D2C Sector Responded to GST Cuts

45:30 Quick Commerce Thesis: Amazon/Flipkart

56:57 Interesting!

1:01:44 Sovereign Funds on the Cap Table

1:06:03 Compounding Machines: VC Time Horizons

Charts referred to in the episode:

https://gamma.app/docs/H-1B-Landscape-xm3m7j45c9nlc0v?mode=doc

Follow us on:

Instagram: https://www.instagram.com/theasymmetriccrew/

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/