Shantanu, Chirag and Revant
ASYMMETRIC
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 Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 📺 A new episode every Friday at 7p...
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Why We’re Pausing & Year-End Reflections 19.12.2025 56:23
The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwik Ashish Sangle: Co-Founder, Yoso Media Chapters 00:00 Intro 00:52 Intro & Welcome, Ashish :) 02:24 The Real Reason for Pausing 05:39 How Legacy Companies Protect the Core 12:25 Wealth Creation vs. Conservation 16:39 The “Two Houses” Analogy 2...
Helmer’s 7 Powers: Choosing Your Moat Vector in India + AOP Done Right (What, How, When) 12.12.2025 57:35
The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwik Chapters 00:00 Trailer 01:05 Intro 02:13 When should a business start making an AOP? 05:03 AOP as guidance, not target setting 13:17 Seven Powers and thinking in moats 20:16 Why counter-positioning fades, and other moat types 23:54 Lenskart’s mo...
Inside India’s Healthcare Stack: Capex-Heavy Hospitals, Supply Gaps & Venture-Scale Hospital Alts 05.12.2025 1:18:44
The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwik Varun Dubey: Founder & CEO, Superhealth Chapters 00:00 Teaser 00:58 Intro & Welcome, Varun 02:27 Black Friday: Consumer Behavior Shifts in India 06:23 Seasonality in Healthcare 09:36 Status Signaling vs. Health Needs 12:31 Medication Adh...
“Indian Consumer at 2030” Report by Fireside Ventures: Channel, Category & Consumer Fragmentation 28.11.2025 1:15:51
The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Vinay Singh: Founding Partner, Fireside Ventures Nandika Pradeep: Director - Strategy & People, Fireside Ventures Chapters 00:00 Trailer 00:53 Intro & Welcome: Vinay and Nandika 02:46 Purpose Behind the Fireside Ventures Report 04:36 Overview of the “Indian Consumer i...
Physics Wallah Equation: Low ARPU + Low CAC + High NPS = ₹3,000 Cr Revenue | Alakh Pandey 21.11.2025 40:38
The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwik Chapters 00:00 Trailer 00:42 Intro 01:42 Physics Wallah journey: From YouTube to IPO 06:25 Thoughts on Alakh's personal brand 13:30 The Bharat-first pricing playbook 16:20 AI tutors & avatars 19:30 Is the Physics Wallah playbook replicable?...
Bharat Consumer Insights: AI as the Adoption Bridge and Understanding Gen Z & Gen Alpha 14.11.2025 1:00:38
The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Shantanu Deshpande: Founder & CEO, Bombay Shaving Company Chirag Taneja: Founder, GoKwik Anand Lunia: Founding Partner, IndiaQuotient Chapters 0:00 Trailer 1:07 Intro & welcome, Anand! 1:56 Congratulations to Shantanu on the fundraise! 2:40 Kuku FM's 1 Cr paying users 4:14 Bharat UX reality & the role of AI 9:44 When founder...
Breaking Down India’s SaaS Market: US Dollars vs Indian Distribution, Will Enterprises Buy or Build 07.11.2025 1:16:42
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Kuldeep: Co-Founder, @Last9 Chapters 00:00 Trailer 01:04 Intro & welcome, Kuldeep Dhankar! 03:58 Early CleverTap: painful demos, priceless feedback 04:20 Customer Success ≠ Sales 09:38 Shantanu’s new board-meeting framework 13:33 India’s consumption story is final...
Meesho’s Bharat Playbook: India’s Only 4-Sided Marketplace; Unpacking the Design and Cultural Moat 31.10.2025 49:59
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Chapters 00:00 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 Sel...
Breaking Down India’s IPO Wave 3, The Series C Drought & Happy Birthday to the ASYMMETRIC Podcast 24.10.2025 46:47
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Chapters 00:00 Trailer 00:58 Intro & Happy Birthday to the ASYMMETRIC Podcast 01:42 Wave 3 in IPOs is coming 05:03 The TRMG RainGauge Index is now beating the Nifty50 05:46 Drought in Series C funding 08:36 The shift in investor sentiment and market opportunities...
Deep Dive into India’s Consumption Story This Festive Season: Signalling Changes in Hiring Dynamics 17.10.2025 55:29
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 00:00 Trailer 01:04 Introduction 02:02 A Mercedes every 6 minutes? 02:22 Where’s the slowdown under the hood consumption 03:47 Long tail D2C compounding faster than FMCG incumbents 10:19 Bumper festive signals categories driving growth 12:08 Navratri automobile surge...
Creator Brands & Content 2.0: Reflections as BSC Turns 10 | Episode 50 10.10.2025 53:32
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 0:00 Coming up 0:47 Intro 2:31 10th foundation day is rare for a startup 8:48 Shantanu’s takeaways from a 10-year journey 14:07 Founder resilience 17:01 Near-death moments in a startup 22:45 Story follows data 27:03 Creator trust vs. ads 28:06 No more ads: what it mea...
Breaking Down Angel Investing: IRRs, Exit Strategies & Risk–Reward Trade-Offs 03.10.2025 1:25:33
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Utsav Somani: Founder, Offline; Partner at Galaxy & iSeed 0:55 Intro & Welcome to Utsav Somani! 2:04 Utsav’s Current Work 4:13 Revant’s Angel Investing Journey 12:55 How Angel Investing Has Changed Post COVID 18:34 Will IPO Money Flow Back to Startups? 24:01 I...
H-1B Pullback & GST Push: Long-Term Macro Risks, Q-Comm Plays, & India’s Changing Consumption Story 26.09.2025 1:11:38
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 02:18 H-1B Landscape 02:39 Consumer Behavior and E-Commerce Trends 06:03 Impact of H-1B Changes on the Indian IT Industry 10:35 Impact on the U.S. 11:45 Lessons from China 12:34 Education Loan Concentration and NPA Risk 26:55 The Mathematics of Remittances 33:36 Chaos...
On Urban Company’s IPO, China, and the United States of AI with Avnish Bajaj of Z47 19.09.2025 1:19:54
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Avnish Bajaj: Founder & Investor Z47 0:00 Coming Up 1:10 Intro 2:30 Lenskart 3:20 On Urban Company’s IPO 7:01 On MobiKwik 10:20 The 4 Ps of IPOs in India 14:45 Is Every IPO Unique? 19:03 Behind Urban Company’s IPO Success 31:27 On China’s Narrative Violation 38:29...
Breaking Down India’s Fragrance Obsession & How Startups Are Creating a ₹10,000-Crore Market 12.09.2025 57:18
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 0:00 Coming Up 1:12 Intro 2:47 The North India Name Matrix 4:28 Fragrances in India: Trends 7:20 Perfume Wardrobing 9:49 The Rise of Dupe Fragrances 11:37 Why Mass Perfumes Are Booming 14:22 Fragrances Are Now Fashion 17:28 Global Deo Trends 19:39 Slices of Luxury for...
The Dilemma for Indian Brands: Build Offline Muscle or Stay Online and Face Private Labels? 05.09.2025 1:01:29
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 0:00 Coming Up 1:13 Intro 2:31 The Rise of Plagiarism 3:39 Honasa’s FY25 Annual Report 6:42 Re-Evaluating the Omni-Channel Strategy 9:41 Nykaa & Purplle: Challenging the Offline Thesis? 11:50 Where Are The Offline Success Stories? 15:52 Accounting for Customer Beh...
India's Omni-Channel Revolution: Lessons from Lenskart, Bluestone & Wakefit 05.09.2025 1:24:38
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Tushar Behl: Principal at Glade Brook Capital 0:00 Coming Up 1:16 Intro 3:55 On Real-Money Gaming 9:41 Why the RMG Ban? 15:44 On Trump and Tariffs 17:07 The Shift in Investor Perspective on EBOs 23:24 AOV Impact on Online/Offline Sales 30:50 Manufacturing Capabilities of Lenskart, Wakefit an...
Convenience Fees & Regional Languages: Unlocking Profitability & Scale for India's Consumption Story 22.08.2025 51:02
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 0:00 Coming Up 1:06 Intro 3:06 Platform Convenience Fees 9:19 India’s Consumption Appetite 13:28 The Global Picture: Comparisons with US and China 16:48 The Future of Platform/Convenience Fees 22:30 NPCI Data on UPI Payments 28:00 Indian Content by Language Share 30:4...
How Did Paytm Hit Profitability & Bluestone IPO: Riding the OmniChannel Retail Wave 15.08.2025 1:01:27
The ASYMMETRIC Crew today: Revant Bhate: CEO, Mosaic Wellness Chirag Taneja: Founder, GoKwik Darshit Vora: GP, Sparrow Capital Chapters 00:00 Coming Up 01:10 Intro & Welcome, Darshit 02:28 Paytm Financials (Q1 FY 2026) 07:14 Soundbox Scale & CAC Payback 09:20 Pine Labs vs Soundbox: Subscription vs MDR Economics 13:27 How Fintechs Can Scale Without Risk 21:21 Retention Is Key Going Forward...
Breaking Down India’s ESOP Story: Founder Mental Models & ESOP Buybacks in Public vs Private Markets 08.08.2025 1:15:56
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Sandeep: Co-Founder, Dezerv 00:00 Coming up 01:12 Intro and welcome, Sandeep 02:05 Bengaluru vs. NCR, IPO clusters & real-estate prices 05:12 ESOP value creation: Public vs. Private markets 12:13 Longevity in wealth creation 17:42 ESOPs are liquidity-driven 21:24...
TCS Layoffs, New P&G CEO, and Lessons for Founders & Leadership in Startups 01.08.2025 1:07:32
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik 00:00 Coming Up 00:57 Introduction 02:21 TCS Layoffs and Industry Implications 04:32 Challenges in IT Services 11:36 Congratulations to Shailesh Jejurikar 13:45 Leaders Have to Generate Followership 18:54 Emotional Regulation for Founders & Leaders 25:53 Leadershi...
Building Consumer Brands Today: Brand Moats, Attention Economics, and GTM Evolution 25.07.2025 1:23:43
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Arjun Purkayastha: SVP & Managing Director - Greater China & North Asia at Reckitt 00:00 Coming Up 00:58 Intro and Welcome, Arjun :) 01:58 Consumer Attention and Brand Building 07:46 Moats Must Evolve 10:51 From Art to Algorithm: Brand Survival 15:21 Where Is the Consumer Headed? 19:...
Reimagining Businesses with AI Part 2: Understanding Entity AI, Swarm Framework ft. OG Aditya Sehgal 18.07.2025 1:57:49
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder & CEO, Bombay Shaving Company Chirag: Founder, GoKwik Aditya Sehgal: Founder, Asgard.world & Ex-President & COO, Reckitt Chapters 00:00 Coming Up 01:17 Intro and Welcome Back, Adi :) 03:35 China’s Energy Strategy 09:12 AI’s Impact on Power Consumption 11:30 Introduction to Entity AI 14:23 The Concept of Pre...
A Masterclass in China’s Hypergrowth: Thinking in Centuries, Gov–Founder Relationship ft. Adi Sehgal 11.07.2025 2:02:25
The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik Aditya Sehgal: Founder, Asgard.world & Ex-President & COO, Reckitt 00:00 Coming up 01:13 Intro 03:24 Building an incentive system 06:18 Lessons from China 08:49 China post-liberalization 11:20 Understanding the S-curve 17:10 China: A capitalist nation in disguise? 2...
Lucrative IPOs, ₹26,000 Crore Monthly SIP Inflow & Booming Capital Markets | Vaibhav Porwal, Dezerv 05.07.2025 1:07:28
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...
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