The ASYMMETRIC Crew today:
Revant Bhate: Founder, Mosaic Wellness
Shantanu Deshpande: Founder, Bombay Shaving Company
Deepak Garg: Founder at AnywhereJobs
00:00 Coming up
01:24 Intro and Welcome Deepak!
03:55 Understanding Bitcoin Treasury Companies
06:01 Bitcoin vs Gold: What’s Actually Scarcer Now
09:04 The Future of Currency: Gold, Bitcoin, and the Dollar
12:07 Can India Really Build Wealth in This Global System?
15:10 Why stablecoins matter in the US
34:04 Currency wars and global monetary power
37:31 Liquidity & Market Dynamics
41:02 Macro trends and founder decision-making
45:48 The Evolution of Consumer Tech and Market Competition
51:54 Understanding Market Cycles Through Historical Context
56:56 Zomato vs. Swiggy: The Battle for Market Share
01:10:16 The Importance of Narrative in Business
01:13:01 Market Dynamics and Competition in Quick Commerce
01:16:38 Using consumer data to drive innovation
01:21:39 The Future of E-commerce & Quick Commerce
01:25:55 The Economics of Quick Commerce
01:29:12 Investor Sentiment in the current market
01:32:13 Founder Longevity, Team Building & Scaling Vision
Swiggy Q4 FY25 Results:
https://docs.google.com/spreadsheets/d/1xv5gK0ZrD6A-M3HR0AOVhRwj4EMUTEIzdmkdekYMvCc/edit?gid=0#gid=0
