ASYMMETRIC

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik0:00 Coming Up1:06 Intro3:06 Platform Convenience Fees9:19 India’s Consumption Appetite13:28 The Global Picture: Comparisons with US and China16:48 The Future of Platform/Convenience Fees22:30 NPCI Data on UPI Payments28:00 Indian Content by Language Share 30:45 South Indian Languages 36:14 State-Wise GDP & Purchasing Power39:57 Opportunities vis a vis Regional Content 43:29 Brand Insights & Success Stories for Vernacular Content47:09 Reading vs Speaking Vernacular Language49:48 OTT & Regional ContentCharts referred to in the episode-Platform fee: https://gamma.app/docs/Convenience-Platform-Fee-Analysis-Asymmetric-j3yt4mlgtpk19k4?mode=docRise of Regional Content: https://drive.google.com/file/d/1iNKXGBkqXeHauCVN6qdQSGDlgx_Mh6XY/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

Darshit Vora, a seasoned venture capitalist at Sparrow Capital, shares insights into Paytm's remarkable journey to profitability and the evolving landscape of fintech. He discusses the innovative soundbox technology transforming QR payments and how companies like Paytm and Pine Labs differentiate their approaches. Additionally, Darshit delves into Bluestone's success in the jewelry market, emphasizing the effectiveness of omni-channel retail and the rising influence of lab-grown diamonds. Tune in for a blend of finance, technology, and consumer trends!

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwikSandeep: Co-Founder, Dezerv00:00 Coming up01:12 Intro and welcome, Sandeep02:05 Bengaluru vs. NCR, IPO clusters & real-estate prices05:12 ESOP value creation: Public vs. Private markets12:13 Longevity in wealth creation17:42 ESOPs are liquidity-driven21:24 Salary vs. Salary + ESOPs31:28 ESOPs aren’t free money for the company37:42 Wealth can be created in the later stages of a company40:41 Not all ESOP policies are equal48:28 Founder’s mental model for ESOP allocation55:06 ESOP wealth isn’t just for the earliest joiners1:04:01 Flipkart created wealth, then created wealth creators1:07:01 Concluding thoughts

This discussion dives into the recent TCS layoffs, shedding light on their impact on the tech industry and the shifting landscape of IT services in India. It explores essential leadership traits, emphasizing the balance of empathy and authority. The conversation also highlights evolving dynamics in growing organizations, addressing emotional complexities and the management of workplace politics. Finally, insights into India's burgeoning e-commerce scene reveal changing consumer behaviors, especially in tier 2 and tier 3 cities, showcasing the need for localized marketing.

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Arjun Purkayastha: SVP & Managing Director - Greater China & North Asia at Reckitt00:00 Coming Up00:58 Intro and Welcome, Arjun :)01:58 Consumer Attention and Brand Building07:46 Moats Must Evolve10:51 From Art to Algorithm: Brand Survival15:21 Where Is the Consumer Headed?19:56 Live Commerce and China’s Influence28:03 Lessons for Indian Brands from China35:00 Quick Commerce Is India’s Live Commerce47:49 Does the Rule of 40 Apply to Consumer Brands?56:37 Founder-Led vs. CEO-Led Businesses1:02:36 The IPO–CEO Conundrum1:13:34 Concluding ThoughtsFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrewClips channel: https://www.youtube.com/@ASYMMETRICPodcastClips⁩

In this discussion, Aditya Sehgal, founder of Asgard.world and former COO of Reckitt, dives deep into the transformative power of AI in business. He highlights China's energy strategy and its implications for sustainable AI. Adi introduces the concept of Entity AI, emphasizing the relevance of memory and context in enhancing AI’s reasoning. The conversation also covers the innovative swarm framework for boosting business efficiency and stresses the critical need for companies to adapt AI for competitive advantage in today's fast-evolving landscape.

In this engaging discussion, Adi Sehgal, founder of Asgard.world and former COO of Reckitt, shares his insights into China's remarkable hypergrowth. He explores the symbiotic relationship between government and founders, revealing vital lessons for startups. The conversation dives into China's unique blend of capitalism, its rigorous work culture, and the profound shifts in the tech landscape post-COVID. Adi also discusses how Indian startups can learn from their Chinese counterparts and the evolving dynamics in consumer products and sustainable growth.

In this episode of The Asymmetric Podcast, we’re joined by Vaibhav Porwal, Co-founder of Dezerv, as we dive deep into the rapidly evolving world of big IPOs and capital markets in India. With ₹13,000 crore in fund management, Vaibhav brings a wealth of knowledge on the dynamics shaping India’s capital markets.Vaibhav shares his expert insights on the booming IPO landscape, the emerging trends in investment, and the key factors influencing the future of Indian capital markets. Whether you're an investor, a startup founder, or simply curious about India’s financial growth, this episode is full of valuable insights.The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Mosaic WellnessChirag: Founder, GoKwik GoKwik Shantanu: Founder, Bombay Shaving company Vaibhav Porwal: Co-founder, Dezerv

In this episode of The Asymmetric Podcast, we’re joined by Anand Datta, Partner at Nexus Venture Partners, as we dive deep into the dynamic world of Fintech and IPOs in the Indian market. From the rise of digital payments to the evolving landscape of initial public offerings (IPOs), Anand breaks down the current trends and future potential of India’s Fintech sector.Anand offers his expert insights on the shifting tides of Indian IPOs, the regulatory environment, and the role of venture capital in driving innovation. Whether you're an investor, a startup founder, or someone interested in the ever-changing landscape of India’s financial markets, this episode is packed with valuable insights.The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Chirag: Founder, GoKwik Anand Datta, Nexus Venture PartnersChapters 2:30 - Should you register Company in India, US or Cayman Islands? 21:58 - YC investments in India over the years 23:40 - Silicon Valley culture 28:40 - IPOs filing in confidential mode 35:00 - Groww listing? 43:30 - How can AI be leveraged in Fintech? 56:00 - BNPL business history in India 1:06:30 - UPI Autopay: Boon or Bane? 1:35:00 - Closing!

In this episode of The Asymmetric Podcast, we chat with Rahul Chowdhri, Managing Director at Stellaris Ventures, to explore the exciting convergence of AI and consumer tech. From AI-driven content creation to transforming industries like astrology, gaming, and fashion, we dive into how these innovations are reshaping the way we interact with technology.Rahul shares his insights on how AI will continue to evolve in consumer tech, the potential for India to lead in certain sectors, and how founders and investors can leverage these shifts. If you’re interested in how AI is influencing everything from personal assistants to the future of content creation, this episode is a must-watch! The ASYMMETRIC Crew today:Revant: Founder, Mosaic WellnessChirag: Founder, GoKwikRahul Chowdri, Stellaris Venture Partners