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/

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwikChapters00:00 Trailer01:05 Intro02:13 When should a business start making an AOP?05:03 AOP as guidance, not target setting13:17 Seven Powers and thinking in moats20:16 Why counter-positioning fades, and other moat types23:54 Lenskart’s moat28:27 Wakefit’s and Groww’s moats33:00 Do new-age companies need a new framework?36:59 The Indigo fiasco and earned monopoly plus process power43:55 Swiggy QIP and the Q-Comm PR wars48:53 Amazon Now and clean dark stores as a moat52:50 OpenAI code redArticle Link:https://tyastunggal.com/p/7-powers-the-foundations-of-businessFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwikVarun Dubey: Founder & CEO, SuperhealthChapters00:00 Teaser00:58 Intro & Welcome, Varun02:27 Black Friday: Consumer Behavior Shifts in India06:23 Seasonality in Healthcare09:36 Status Signaling vs. Health Needs12:31 Medication Adherence & Reducing Friction15:56 Why Patients Avoid Preventive Care19:01 The “Legacy” Hospital Model25:25 Why Indian Hospitals Are Artificially Expensive33:52 Unit Economics of Delivering Corporate Care at Half the Price37:48 Operational Innovations at Superhealth46:57 Why Are Large Hospital Chains Not Innovating?51:22 Healthcare Profit Pools: The “30% EBITDA” Standard54:40 The Supply Crisis: India’s 3 Million Bed Shortage01:02:09 Venture-Scale Model for Hospitals01:05:09 User-Experience-First Building01:09:51 The “Tesla for Healthcare” Vision01:14:12 Closing ThoughtsFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving Company Vinay Singh: Founding Partner, Fireside Ventures Nandika Pradeep: Director - Strategy & People, Fireside VenturesChapters00:00 Trailer00:53 Intro & Welcome: Vinay and Nandika02:46 Purpose Behind the Fireside Ventures Report04:36 Overview of the “Indian Consumer in 2030” Report07:48 Will Brand EBITDA Compress in India?09:55 The 3 Cs of Consumption13:30 Talent Shift Toward Entrepreneurship18:01 Defining Consumers: The 3×3 Matrix20:00 Quality of Revenue Framework22:02 Category, Consumer & Channel Adjacency30:30 Should BSC Enter Fragrances?34:02 Gen Z Behaves the Same Across India39:53 China’s Three Epochs & India’s Way Ahead42:22 Pilgrim’s Power-7 Strategy48:01 Need for a Sharper TG52:37 The J-Curve Ahead for Consumer Companies54:40 Building Leadership Pipelines in Brands59:09 Apprenticeship → Shared Success → Redundancy01:03:50 IC Track vs. Manager Track in India01:08:39 Concluding ThoughtsCharts referred to in the episode:https://drive.google.com/file/d/1dZYVmYl_aGyt7eHivqsZDEig0ULKHZKl/view?usp=sharingFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:Revant Bhate: CEO, Mosaic WellnessShantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwikChapters00:00 Trailer00:42 Intro01:42 Physics Wallah journey: From YouTube to IPO06:25 Thoughts on Alakh's personal brand13:30 The Bharat-first pricing playbook16:20 AI tutors & avatars19:30 Is the Physics Wallah playbook replicable?24:00 Is offline the way forward?30:45 Building for NPS32:25 Real capital allocators & market noise37:15 Founders vs professional CEOsCharts referred to in the episode:https://drive.google.com/file/d/1ld_VZwX-lBFg1Tv9-0AmfwGPawBt3sYb/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

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/

The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwikChapters00:00 Trailer 00:57 Introduction 01:52 Meesho’s 4-Sided Marketplace Flywheel 05:50 Why Meesho Deliberately Reduces AOV 11:58 IPO Math: Who Actually Makes Money 19:49 Opportunity for Lenskart? 21:58 Meesho’s Unit Economics 24:00 Shopee vs. Meesho 29:50 How Selection Helps Meesho Creators 34:02 The Operating Lever That Makes Low AOV Work 41:12 Meesho’s Design Choices 43:31 Merchant-First Thinking 47:09 Concluding ThoughtsCharts referred to in the episode:https://drive.google.com/file/d/1xXcB9DidsIAQJ-4wT2heYksQqFsPp0Ti/view?usp=sharingFollow 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, GoKwikChapters00:00 Trailer00:58 Intro & Happy Birthday to the ASYMMETRIC Podcast01:42 Wave 3 in IPOs is coming05:03 The TRMG RainGauge Index is now beating the Nifty5005:46 Drought in Series C funding08:36 The shift in investor sentiment and market opportunities12:21 The rise of secondary funds18:59 The future of startup funding and IPOs23:50 The liquidity flywheel has started28:36 Traditional sectors vs. startup IPO sizes30:57 Commodities vs. Nifty33:27 AI infrastructure capex and the U.S. growth narrative38:48 How Shantanu asks the right questions without going too deep44:09 Shantanu guesses RB and CT’s personalitiesCharts 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/

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/