ASYMMETRIC Physics Wallah Equation: Low ARPU + Low CAC + High NPS = ₹3,000 Cr Revenue | Alakh Pandey
Nov 21, 2025
Dive into the captivating journey of Physics Wallah, from YouTube sensation to IPO success. Explore the power of superstar teachers in shaping education and the revolutionary Bharat-first pricing strategy. The discussion highlights the potential of AI tutors and the dynamic transition from free content to paid subscriptions. Delve into the economics of online education and the challenges of offline expansion. Discover how strong branding and a focus on customer satisfaction drive success in this competitive landscape.
AI Snips
Chapters
Transcript
Episode notes
Superstar Teachers Are The Moat
- Superstar teachers form the real moat in education and drive content-to-commerce success.
- Alakh Pandey being both teacher and founder let Physics Wallah convert a huge YouTube pull into paid users.
Subscriber Scale As A Headline Hook
- Physics Wallah group reaches nearly 100 million subscribers across channels while Physics Wallah itself has 13 million.
- Revant quips they're 'more than Ronaldo' in subscribers as a headline hook.
Creator Flywheel + Earned Media
- Creator flywheel (Alakh) and business flywheel ran separately and the business latched onto earned media.
- That allowed Physics Wallah to scale profitably with low marketing spend.