ASYMMETRIC

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving CompanyChirag Taneja: Founder, GoKwikAshish Sangle: Co-Founder, Yoso MediaChapters00:00 Intro00:52 Intro & Welcome, Ashish :)02:24 The Real Reason for Pausing05:39 How Legacy Companies Protect the Core12:25 Wealth Creation vs. Conservation16:39 The “Two Houses” Analogy22:55 Does Growth Solve Everything?25:08 Going Public: Ecosystem Incentives37:41 Conscious Capitalism vs. Pure Shareholder Value42:12 China’s Capped-Profit Story45:59 The Tata Model: Ecosystem Building & Trade-Offs49:42 Wrap-Up53:16 So, How Should We Solve This?Follow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

In this episode, the hosts explore the timing and importance of creating an Annual Operating Plan (AOP) for businesses, emphasizing flexibility in high-growth scenarios. They dive into the Seven Powers framework, analyzing different types of business moats like scale economics and process power. Discussions include Lenskart's competitive edge, challenges faced by companies like IndiGo, and the implications of quick-commerce rivalries, highlighting how Amazon Now utilizes data to establish trust. The conversation wraps with insights on AI's evolving role in business.

In this conversation, Varun Dubey, Founder and CEO of Superhealth, dives into the challenges and innovations of India's healthcare system. He discusses the high costs of legacy hospitals and critiques profit-driven models. Varun outlines his tech-enabled, rapid-build hospital approach aimed at reducing the country’s 3 million bed shortage. He shares insights on operational efficiency, lean staffing, and user-experience design. Varun envisions a future of integrated healthcare solutions and encourages open-sourcing technology to revolutionize the sector.

Vinay Singh, a seasoned consumer investor and founding partner at Fireside Ventures, alongside Nandika Pradeep, director of strategy, explore the future of Indian consumers. They discuss the evolving consumer landscape leading up to 2030, emphasizing the importance of sharp consumer segmentation and channel strategy. The duo highlights the shift towards entrepreneurship, the rising power of Gen Z across different regions, and how brands can thrive by focusing on depth over breadth. They also analyze the potential for significant market growth in India, likening it to China's trajectory.

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.

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwikAnand Lunia: Founding Partner, IndiaQuotientChapters0:00 Trailer1:07 Intro & welcome, Anand!1:56 Congratulations to Shantanu on the fundraise!2:40 Kuku FM's 1 Cr paying users4:14 Bharat UX reality & the role of AI9:44 When founders age out of their own users13:37 India is becoming homogeneous16:58 Understanding Gen Z & Gen Alpha21:15 Senior-living gated communities24:03 70% of millennials say they are pro-socialist29:18 Can Bharat subscriptions be cheaper?35:49 AI adoption for Bharat40:00 New-age IPOs, Lenskart & legacy media43:50 Founders should control the narrative before the IPO48:40 The status game54:57 Founders' 2-hour wealth management taxFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwikKuldeep: Co-Founder, @Last9 Chapters00:00 Trailer01:04 Intro & welcome, Kuldeep Dhankar!03:58 Early CleverTap: painful demos, priceless feedback04:20 Customer Success ≠ Sales09:38 Shantanu’s new board-meeting framework13:33 India’s consumption story is finally evolving21:03 Can you build a $150M SaaS business selling in India?30:12 India ACVs are rising: Swiggy, Zepto, Eternal30:55 Where did the SaaS startups go?35:12 Why aren’t VCs investing in SaaS?37:32 Freshworks’ CAC payback & key lessons45:18 Do VCs want SaaS companies to sell in the US?48:26 The 99.5% reliability opportunity49:50 Software: buy vs. build?1:02:52 The rise of forward-deployed engineers1:12:59 Airports, infra, and India’s compounding optimismFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

Explore the unique four-sided marketplace model of Meesho, where consumers, sellers, logistics partners, and creators all play a crucial role. Learn why targeting low average order value is a strategy for growth in Bharat. Discover how creators enhance engagement and drive sales, and the importance of innovation in logistics to reduce costs. The discussion also dives into Meesho’s plans for the IPO, potential for branded commerce, and the implications for investors. Finally, insights on the marketplace's cultural moat and future opportunities are unveiled.

The hosts celebrate the podcast's birthday while diving into India's upcoming IPO wave, suggesting that 2025 could mirror the impressive activity of 2021. They discuss the challenges facing Series C funding and how domestic capital may fill gaps for late-stage investments. As secondary funds rise due to IPO certainty, they analyze the dynamics of late-stage investing and the impact of liquidity on venture returns. The conversation also touches on the interplay between emerging AI infrastructure and global capital allocations.

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik00:00 Trailer01:04 Introduction02:02 A Mercedes every 6 minutes?02:22 Where’s the slowdown under the hood consumption03:47 Long tail D2C compounding faster than FMCG incumbents10:19 Bumper festive signals categories driving growth12:08 Navratri automobile surge 34% YoY growth14:56 Category wise growth numbers17:11 Credit led consumption on the rise20:38 Why brand dot com works in the US not China or SEA26:04 Hiring reality why 15 year veterans struggle unlearning32:06 Entrepreneurship needs a beginner’s mindset37:19 Build institutions bottom up train for culture40:48 SD’s brand archetype42:08 Gen Z’s edge in critical brand thinking52:47 GPT’s engagement KPIs54:15 Bitcoin crashCharts referred to in the episode:https://drive.google.com/file/d/1SA2UAE4yfPK-ABQTYeq4DGguPKtLXj0b/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/