ASYMMETRIC Decoding the Indus Valley 2025 Report with Co-Author Sajith Pai of Blume Ventures
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Sajith Pai: VC at Blume Ventures, India
1:00 Intro & Welcome to Sajith Pai!
1:53 The Indus Valley Report 2025 - Reception So Far
5:11 India’s Consumption Patterns - An Overview
10:35 Consumption Trends Across India 1, 2, 3
15:53 India vs China Approach to Growth
18:33 Is Manufacturing the Only Playbook for Growth?
22:26 Are We Seeing a Manufacturing Boom?
26:37 How Should Startups Think About India 1 vs India 2 and 3?
29:04 What Is Stopping India From Seeing a Manufacturing Boom?
35:29 Why Can’t the Indian Government Just Ban Certain Sectors?
40:25 Is It Easy Setting Up Manufacturing in India?
46:44 The VC Perspective on Manufacturing
49:32 Expanding from India 1 to India 2 and 3
52:13 Q-Comm Growth Explained
55:25 Who is Q-Comm Good For?
64:20 State of the Indian Capital Market
70:48 Pressures Faced by Venture Capitalists
73:50 Concluding Thoughts
75:39 How Does The Indus Valley Report Get Made?
Indus Valley Report: