ASYMMETRIC

Shantanu, Chirag and Revant
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  • 一周一更

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

    6天前

    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/

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

    10月3日

    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/

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

    9月26日

    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/

    1 小时 12 分钟
  4. On Urban Company’s IPO, China, and the United States of AI with Avnish Bajaj of Z47

    9月19日

    On Urban Company’s IPO, China, and the United States of AI with Avnish Bajaj of Z47

    The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Avnish Bajaj: Founder & Investor Z47 0:00 Coming Up 1:10 Intro 2:30 Lenskart 3:20 On Urban Company’s IPO 7:01 On MobiKwik 10:20 The 4 Ps of IPOs in India 14:45 Is Every IPO Unique? 19:03 Behind Urban Company’s IPO Success 31:27 On China’s Narrative Violation 38:29 On China’s DeepTech 39:25 On The United States of AI 48:42 India’s Path Ahead: AI or Manufacturing? Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    1 小时 20 分钟
  5. Breaking Down India’s Fragrance Obsession & How Startups Are Creating a ₹10,000-Crore Market

    9月12日

    Breaking Down India’s Fragrance Obsession & How Startups Are Creating a ₹10,000-Crore Market

    The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 0:00 Coming Up 1:12 Intro 2:47 The North India Name Matrix 4:28 Fragrances in India: Trends 7:20 Perfume Wardrobing 9:49 The Rise of Dupe Fragrances 11:37 Why Mass Perfumes Are Booming 14:22 Fragrances Are Now Fashion 17:28 Global Deo Trends 19:39 Slices of Luxury for GenZ 23:21 Startup Founder Challenges 28:33 Thoughts on Org Planning & Target Setting 36:17 On Leadership Styles & Personalities 39:21 On Hiring Challenges 40:26 On Creating Clarity 43:35 On Process Dependence 47:18 On Org-Level Processes 51:27 On CEO Philosophy for People Management 53:48 On Evaluating Hiring Practices Charts referred to in the episode: https://drive.google.com/file/d/1KMa-I0N-BbCCnQaxKhynYlmoid-c7lXm/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/

    57 分钟
  6. The Dilemma for Indian Brands: Build Offline Muscle or Stay Online and Face Private Labels?

    9月5日

    The Dilemma for Indian Brands: Build Offline Muscle or Stay Online and Face Private Labels?

    The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 0:00 Coming Up 1:13 Intro 2:31 The Rise of Plagiarism 3:39 Honasa’s FY25 Annual Report 6:42 Re-Evaluating the Omni-Channel Strategy 9:41 Nykaa & Purplle: Challenging the Offline Thesis? 11:50 Where Are The Offline Success Stories? 15:52 Accounting for Customer Behaviour 21:07 Offline Offers Faster Feedback Cycles? 24:22 Ensuring Brand Presence in Offline Spaces 29:53 The Rise of Private Labels 33:56 Private Labels: The Cost Advantage 35:58 Category-Wise Penetration of Private Labels 41:40 Why Are Q-Comm Players Exploring Private Labels Now? 44:28 High Brand Differentiation & Private Labels 48:10 Private Labels in Modern Trade 55:04 Synthesising the Debate 58:23 The Pentagon Pizza Index Charts referred to in the episode- https://gamma.app/docs/Private-Label-Analysis-Pentagon-Pizza-Ban-tajolnl6qxa1afr?mode=doc Follow us on: Instagram: https://www.instagram.com/theasymmetriccrew/ X: https://x.com/ASYMMETRICCREW LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

    1 小时 1 分钟
  7. India's Omni-Channel Revolution: Lessons from Lenskart, Bluestone & Wakefit

    9月5日

    India's Omni-Channel Revolution: Lessons from Lenskart, Bluestone & Wakefit

    The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Tushar Behl: Principal at Glade Brook Capital 0:00 Coming Up 1:16 Intro 3:55 On Real-Money Gaming 9:41 Why the RMG Ban? 15:44 On Trump and Tariffs 17:07 The Shift in Investor Perspective on EBOs 23:24 AOV Impact on Online/Offline Sales 30:50 Manufacturing Capabilities of Lenskart, Wakefit and Bluestone 34:55 Should Mokobara Open a Factory? Integrating Online & Offline 44:45 Retailer + Brand Voice - A Timeless Principle 50:04 Sales & Marketing vs Rent 51:40 Inventory Turns & Gross Margins Matter 57:27 Bluestone’s Growth Story 63:12 Moving Away From Franchises 67:03 The Opportunity Cost of Offline 74:17 What Could Happen? Lenskart, Bluestone, Wakefit 81:48 Lenskart Convenience Fees Charts referred to in the episode- https://drive.google.com/file/d/1A2i7JV7Rh3qzHqhuoyQ1d_QduXGaZG3S/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/

    1 小时 25 分钟
  8. Convenience Fees & Regional Languages: Unlocking Profitability & Scale for India's Consumption Story

    8月22日

    Convenience Fees & Regional Languages: Unlocking Profitability & Scale for India's Consumption Story

    The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 0:00 Coming Up 1:06 Intro 3:06 Platform Convenience Fees 9:19 India’s Consumption Appetite 13:28 The Global Picture: Comparisons with US and China 16:48 The Future of Platform/Convenience Fees 22:30 NPCI Data on UPI Payments 28:00 Indian Content by Language Share 30:45 South Indian Languages 36:14 State-Wise GDP & Purchasing Power 39:57 Opportunities vis a vis Regional Content 43:29 Brand Insights & Success Stories for Vernacular Content 47:09 Reading vs Speaking Vernacular Language 49:48 OTT & Regional Content Charts referred to in the episode- Platform fee: https://gamma.app/docs/Convenience-Platform-Fee-Analysis-Asymmetric-j3yt4mlgtpk19k4?mode=doc Rise of Regional Content: https://drive.google.com/file/d/1iNKXGBkqXeHauCVN6qdQSGDlgx_Mh6XY/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/

    51 分钟
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关于

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.

信息

  • 创作者
    Shantanu, Chirag and Revant
  • 活跃年份
    2024年 - 2025年
  • 单集
    50
  • 分级
    儿童适宜
  • 节目网站
    ASYMMETRIC

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