ASYMMETRIC
Shantanu, Chirag and Revant
Welcome to ASYMMETRIC Podcast! :)We are three friends who will every Friday discuss happenings during the week across startups, business, tech, social and political.The episode will aim to double click on 2nd order insights and So-What's. We will also bring in the best experts in the fields to provide nuance and perspective.If you're an entrepreneur, run a business or generally are curious about how to think about what's happening around you, do tune in :)Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik📺 A new episode every Friday at 7pm.
Episodes
Mentioned books
Jan 18, 2025 • 1h
India's Economic Slowdown, Rupay's meteoric rise and UPI 2.0, and more
The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwik00:00 Coming Up01:06 Intro04:50 India’s Economic Slowdown12:31 Traditional Economic Data vs. New-Age Economic Behaviour17:05 Rupee Depreciation in the Context of Imports vs. Exports24:08 Women in the Workforce28:22 UPI – India’s Crown Jewel30:28 Rise of RuPay37:17 The Economics of RuPay, Visa, and Mastercard Credit Cards42:08 Economics of Credit Card Discount48:17 Future of Credit Expansion in India53:05 Health & WellnessDeck referred to in the episode:https://drive.google.com/file/d/1APcEhwDQNp2bDrkG4EfUoqhXdNKgOyGC/view?usp=drive_linkhttps://drive.google.com/file/d/1FvbnpPc-F7atO_ulSe4qW2cvW7CJ4xVQ/view?usp=drive_linkhttps://drive.google.com/file/d/1vOPM-sNKeQzT3llzI2k8XdjFMjsQfgj5/view?usp=drive_link
Jan 11, 2025 • 1h 4min
2025 Predictions: Health, E-Com, Q-Com, IPOs, INR vs USD - Impact on VC Returns, Travel
The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessChirag: CEO, GoKwik00:00 Coming Up01:05 Welcome to 2025!03:44 Predictions on Health07:50 E-Com and Q-Com Trends12:53 Predictions on E-Com and Q-Com23:30 IPOs and M&A Predictions in India34:18 Why VC Fund Size Matters?37:54 INR vs USD - Impact on VC Returns43:51 Travel Trends Amongst Indians54:58 New Year Health Resolutions59:12 CricketRelevant linkshttps://drive.google.com/file/d/1Omtl3SLyba5P0Q5ivYqSulQ7y4mD0Jpb/view?usp=drive_link
Jan 3, 2025 • 24min
Recap 2024
The ASYMMETRIC Crew:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwikAseem Dhru: MD & CEO, SBFC Finance LtdDarshit: GP, Sparrow Capital00:09 Swiggy IPO Listing01:27 Swiggy IPO Results04:03 10min Food Delivery05:13 Zepto raises $350M from Family Offices09:18 Vishal Mega Mart IPO09:35 Vishal Mega Mart Growth12:02 India's Slowing GDP15:02 Rising Debt in India17:02 Unacademy sale20:42 VCs' Negative Cash flow for 2023/24
Dec 27, 2024 • 1h 1min
2024 Recap in Charts: India's Economic Growth, Venture Capital Trends; Rising Health Concerns
The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwik00:00 Coming Up00:01:21 Introduction03:46 Indian’s Economic Growth07:19 RainGauge Index and Venture Capital in India15:06 US Venture Capital Landscape20:12 Impact of Fund Sizes on Returns22:48 Founders success and Funds Sizes36:34 Health Trends and the Impact of GLP-1 Drugs40:34 Rising Health Epidemic in India47:27 Supply Side Problem in Health and Nutrition54:33 Health Resolution for 202559:07 Closing ThoughtsRelevant linkshttps://tigerfeathers.substack.com/p/vision-2025-charting-indiahttps://www.youtube.com/watch?v=eNOi66OclA4
Dec 20, 2024 • 1h 13min
From ₹70 Cr Distress Sale to ₹50,000 Cr IPO: Is Vishal Mega Mart India's Private Equity Poster Boy?
The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwik00:00 Coming Up01:27 MobiKwik IPO11:19 Vishal Mega Mart IPO13:00 Retail Trend: Online vs. Offline Shopping17:09 VMM and Retail Giants20:29 VMM Business Model and Growth23:01 Comparison across value retailers in country31:32 Private Labels and Their Impact on Retail Margins36:10 Private Equity and IPO44:30 Future of Private Equity in Indian Retail53:18 Cultural Transformation in Organizations55:56 Role of Founders vs. Operators59:10 Tier 2 and Tier 3 Market Opportunities01:07:31 BGT2401:12:28 OutroRelevant linkshttps://drive.google.com/file/d/1IpQoZPoDiiWcPZAYM5B9l6BY5FTEHvPO/view?usp=drive_link
Dec 13, 2024 • 1h 6min
Liquidation Preference 101, Unacademy Sale, Founder & ESOPs Liquidation, Mobikwik IPO and more..
The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwik00:00 Coming Up01:27 Intro03:28 Understanding Liquidation Preference11:20 Ed-Tech Synopsis12:53 Thoughts on Ed-Tech14:12 Liquidation Scenarios and Their Implications20:10 Unacademy Acquisition26:30 Investor Perspectives and Market Dynamics30:30 Founders' Salary and Liquidation Preference33:37 Balancing Cash Compensation and Equity36:43 ESOP Buybacks40:41 The Founder’s Journey: Passion vs. Financial Gain50:16 Mobikwik IPO01:05:23 Concluding ThoughtsRelevant linksLiquidation Preference: https://drive.google.com/file/d/1MfwnKKrs1uLqsC_if_K-BUiVmFzYuHrm/view?usp=sharinghttps://thedailybrief.zerodha.com/p/before-you-invest-in-unlisted-shares
Dec 7, 2024 • 1h 8min
Swiggy vs Zomato Q2 Results, 10 Min Food Delivery, Blackbuck IPO
The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwikDarshit: GP, Sparrow Capital 00:00 Coming Up01:18 Introduction03:07 Swiggy's Q2 results6:31 Adj. EBITDA implications8:47 Key metrics driving food delivery performance11:21 Key metrics driving Q-Com performance18:28 10min food delivery 19:42 Blackbuck, results and investment implications23:49 VC perspectives 36:45 Dynamics of payment flow businesses47:45 Ecom Logistics Market in India vs US/China55:05 Closure
Dec 7, 2024 • 1h 26min
India’s Slowing GDP %, Inflation & Consumption Trends, Impact on Business Building
The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwikAseem Dhru: MD & CEO SBFC Finance Ltd
Nov 27, 2024 • 1h 55min
Honasa’s story, Zepto raises $350M and the growth of the 'Indian Family Offices', NCR Pollution
The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder, Bombay Shaving CoChirag: CEO, GoKwikAshish Goel: Founder, Urban Ladder00:00 Coming up01:27 BGT24 and Asymmetric Crew Intro04:55 Honasa deep dive and implications for founders/ecosystem43:05 Zepto raises $350M and the growth of the 'Indian Family Office' in private investing01:03:52 North India Pollution Emergency - what can a regular citizen do
Nov 18, 2024 • 1h 36min
Breaking down Swiggy IPO, Future of Quick Commerce & Insights on Mamaearth's journey
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Darshit: GP, Sparrow Capital
