Is US AI Capex Driving a Global Capital Reallocation?

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

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