ASYMMETRIC

Shantanu, Chirag and Revant
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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. Bharat Consumer Insights: AI as the Adoption Bridge and Understanding Gen Z & Gen Alpha

    1일 전

    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/

    1시간 1분
  2. Breaking Down India’s SaaS Market: US Dollars vs Indian Distribution, Will Enterprises Buy or Build

    11월 7일

    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/

    1시간 17분
  3. Meesho’s Bharat Playbook: India’s Only 4-Sided Marketplace; Unpacking the Design and Cultural Moat

    10월 31일

    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/

    50분
  4. Breaking Down India’s IPO Wave 3, The Series C Drought & Happy Birthday to the ASYMMETRIC Podcast

    10월 24일

    Breaking Down India’s IPO Wave 3, The Series C Drought & Happy Birthday to the ASYMMETRIC Podcast

    The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Chapters 00:00 Trailer 00:58 Intro & Happy Birthday to the ASYMMETRIC Podcast 01:42 Wave 3 in IPOs is coming 05:03 The TRMG RainGauge Index is now beating the Nifty50 05:46 Drought in Series C funding 08:36 The shift in investor sentiment and market opportunities 12:21 The rise of secondary funds 18:59 The future of startup funding and IPOs 23:50 The liquidity flywheel has started 28:36 Traditional sectors vs. startup IPO sizes 30:57 Commodities vs. Nifty 33:27 AI infrastructure capex and the U.S. growth narrative 38:48 How Shantanu asks the right questions without going too deep 44:09 Shantanu guesses RB and CT’s personalities Charts referred to in the episode: https://drive.google.com/file/d/1SA2UAE4yfPK-ABQTYeq4DGguPKtLXj0b/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/

    47분
  5. Deep Dive into India’s Consumption Story This Festive Season: Signalling Changes in Hiring Dynamics

    10월 17일

    Deep Dive into India’s Consumption Story This Festive Season: Signalling Changes in Hiring Dynamics

    The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 00:00 Trailer 01:04 Introduction 02:02 A Mercedes every 6 minutes? 02:22 Where’s the slowdown under the hood consumption 03:47 Long tail D2C compounding faster than FMCG incumbents 10:19 Bumper festive signals categories driving growth 12:08 Navratri automobile surge 34% YoY growth 14:56 Category wise growth numbers 17:11 Credit led consumption on the rise 20:38 Why brand dot com works in the US not China or SEA 26:04 Hiring reality why 15 year veterans struggle unlearning 32:06 Entrepreneurship needs a beginner’s mindset 37:19 Build institutions bottom up train for culture 40:48 SD’s brand archetype 42:08 Gen Z’s edge in critical brand thinking 52:47 GPT’s engagement KPIs 54:15 Bitcoin crash Charts referred to in the episode: https://drive.google.com/file/d/1SA2UAE4yfPK-ABQTYeq4DGguPKtLXj0b/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/

    55분
  6. Creator Brands & Content 2.0: Reflections as BSC Turns 10 | Episode 50

    10월 10일

    Creator Brands & Content 2.0: Reflections as BSC Turns 10 | Episode 50

    The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 0:00 Coming up 0:47 Intro 2:31 10th foundation day is rare for a startup 8:48 Shantanu’s takeaways from a 10-year journey 14:07 Founder resilience 17:01 Near-death moments in a startup 22:45 Story follows data 27:03 Creator trust vs. ads 28:06 No more ads: what it means for brands? 37:47 Will branding metrics change? 45:05 True love for creators doesn’t exist 47:40 The rise of house of brands 52:00 New YouTube Premium prices in India Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    54분
  7. Breaking Down Angel Investing: IRRs, Exit Strategies & Risk–Reward Trade-Offs

    10월 3일

    Breaking Down Angel Investing: IRRs, Exit Strategies & Risk–Reward Trade-Offs

    The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Utsav Somani: Founder, Offline; Partner at Galaxy & iSeed 0:55 Intro & Welcome to Utsav Somani! 2:04 Utsav’s Current Work 4:13 Revant’s Angel Investing Journey 12:55 How Angel Investing Has Changed Post COVID 18:34 Will IPO Money Flow Back to Startups? 24:01 IRRs from Angel Investments 30:31 The Math Behind Angel Investments 36:46 From Angels to Fund Managers 40:10 The Problem with Domestic Capital Pools 43:35 What’s Worked in the US 44:40 Startup IPOs - Recycling into Angel Fuel 46:38 Types of Angel Investors 51:39 How to Classify Investors 53:46 The Bad Side of Angel Investing 58:07 Startups & the Media Hype 1:02:00 Building Good Faith in the Ecosystem 1:08:25 Angel Investing as a CEO 1:13:43 Managing Competition Risk 1:16:27 Consumer vs Platform Businesses 1:19:06 The Need for a Positive Sum Game Charts referred to in the episode: https://gamma.app/docs/Angel-Investment-Portfolio-Strategy-unv0lvzfc90d1iq Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    1시간 26분
  8. H-1B Pullback & GST Push: Long-Term Macro Risks, Q-Comm Plays, & India’s Changing Consumption Story

    9월 26일

    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/

    1시간 12분
모두 보기(55개)

소개

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.

정보

  • 제작진
    Shantanu, Chirag and Revant
  • 방송 연도
    2024년 - 2025년
  • 에피소드
    55
  • 등급
    전체 연령 사용가
  • 웹사이트 보기
    ASYMMETRIC

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