Show notes
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/



