Unit Economics and Margins

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

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