The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Co
Chirag: CEO, GoKwik
Darshit: GP, Sparrow Capital
00:00 Coming Up
01:18 Introduction
03:07 Swiggy's Q2 results
6:31 Adj. EBITDA implications
8:47 Key metrics driving food delivery performance
11:21 Key metrics driving Q-Com performance
18:28 10min food delivery
19:42 Blackbuck, results and investment implications
23:49 VC perspectives
36:45 Dynamics of payment flow businesses
47:45 Ecom Logistics Market in India vs US/China
55:05 Closure
