Shantanu, Chirag and Revant

ASYMMETRIC

Business EN ↓ 60 episodes

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...

Author

Shantanu, Chirag and Revant

Episodes

Groww's Decacorn IPO, UPI, and everything Fintech with Anand, Partner at Nexus Venture Partners 27.06.2025 1:37:31

In this episode of The Asymmetric Podcast, we’re joined by Anand Datta, Partner at Nexus Venture Partners, as we dive deep into the dynamic world of Fintech and IPOs in the Indian market. From the rise of digital payments to the evolving landscape of initial public offerings (IPOs), Anand breaks down the current trends and future potential of India’s Fintech sector. Anand offers his expert insight...

The Future of AI, Content, and Consumer Tech in 2025 | Rahul Chowdhri, Stellaris Venture Partners 20.06.2025 1:33:18

In this episode of The Asymmetric Podcast, we chat with Rahul Chowdhri, Managing Director at Stellaris Ventures, to explore the exciting convergence of AI and consumer tech. From AI-driven content creation to transforming industries like astrology, gaming, and fashion, we dive into how these innovations are reshaping the way we interact with technology. Rahul shares his insights on how AI will con...

Decoding Venture Debt – What Every Founder Must Know About Debt Financing 13.06.2025 1:33:05

The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik Ankit Agarwal: Managing Partner at Alteria Capital 00:00 Coming Up 01:10 Intro and Welcome, Ankit! 03:07 Debt vs. Equity 07:08 Startup Funding Journeys 09:04 How Founders Think About Debt 14:40 Venture Debt Provider Portfolio Allocation 17:25 Debt vs. Equity - The Trade-Off...

Q-Comm in India: Unit Economics, Market Insights, and Its Future with Rahul Garg, General Catalyst 06.06.2025 1:31:13

The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik Rahul Garg: Partner, General Catalyst 0:00 Coming Up 1:13 Intro & Welcome to Rahul Garg 1:59 The Q-Comm Disruption - or Evolution? 6:51 Grocery & QuickCommerce 12:39 Thoughts on Big Box Retailers 17:38 Does “Quick” Really Matter? 22:13 Grocery & Food Margin Outl...

Inside India’s ₹4,000 Cr Protein Boom: A Deep Dive with MuscleBlaze Founder Sameer Maheshwari 30.05.2025 1:31:44

The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik 00:00 Coming up 01:09 Intro and Welcome to Sameer Maheshwari! 02:03 Health & Wellness in India Over the Years 6:09 HealthKart’s Evolution Since 2009 13:27 Health & Wellness TAM 14:24 The Arc Product-Market Fit Framework 22:23 Health & Wellness: Hard Fact or Hair...

Why Join Startups: Wealth or Status, Employee vs. Owner Mindset, ESOP Allocation, and More 23.05.2025 1:18:34

The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik 0:00 Coming Up 0:49 Intro 1:44 Two Motives: Wealth vs Status 11:30 Key Drivers for Different Roles 19:17 Personal Branding for Founders 28:26 Can Founders Solve for Emotional Needs? 30:46 Managing Employee Expectations about Wealth 40:01 Who Should Get ESOPs? 44:13 Zomato:...

Deepak Garg on US Bitcoin Push & Swiggy’s Q4 FY25 Results 16.05.2025 1:38:21

The ASYMMETRIC Crew today: Revant Bhate: Founder, Mosaic Wellness Shantanu Deshpande: Founder, Bombay Shaving Company Deepak Garg: Founder at AnywhereJobs 00:00 Coming up 01:24 Intro and Welcome Deepak! 03:55 Understanding Bitcoin Treasury Companies 06:01 Bitcoin vs Gold: What’s Actually Scarcer Now 09:04 The Future of Currency: Gold, Bitcoin, and the Dollar 12:07 Can India Really Build Wealth in...

Urban Company DRHP, Tariffs & Dark Patterns in India’s Startup Landscape with Tushar Behl 09.05.2025 1:18:12

The ASYMMETRIC Crew today: Revant Bhate: Founder, Mosaic Wellness Shantanu Deshpande: Founder, Bombay Shaving Company Chirag Taneja: Founder, GoKwik Tushar Behl: Principal at Glade Brook Capital 0:00 Coming Up 1:02 India-Pakistan Escalation 1:48 Intro and Welcome to Tushar! 2:39 Equity Supply Demand 9:11 On US vs Indian IPOs 15:03 Impact of Tariffs on India 21:47 Can Tariffs Drive Innovation in In...

Z47 (Matrix Partners) MD, Tarun Davda, on Founder Salaries, Board Meetings, & All Things GOVERNANCE 02.05.2025 1:55:07

The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik Tarun Davda: Managing Director at Z47 00:00 Coming Up 00:55 Intro and Welcome to Tarun! 2:22 Context for the Topic 4:52 USA vs India Board Cultures 10:36 The Debate on Taking Board Seats 16:46 Thoughts on Governance 23:49 The Slippery Slope to Malpractice 27:39 Thoughts on...

Decoding IPL: Is it sport, business, or just media & entertainment? 25.04.2025 1:12:02

The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik 0:00 Coming Up 1:32 Intro 2:38 BSC and IPL 4:49 Context on IPL 6:36 IPL’s Business Model 11:36 The Player vs The Team 13:54 Can International Players Get Big in IPL? 16:25 Passion or Money? 24:50 Global Cricket Revenue Trends 26:40 Extensions of IPL Franchisees 28:30 What I...

Decoding IPL: Is it sport, business, or just media & entertainment? 25.04.2025 1:12:02

Road to IPO for VC-backed Startups with Kashyap Chanchani (Managing Partner, TRMG) 18.04.2025 1:34:20

The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik Kashyap Chanchani: Managing Partner, TRMG 0:00 Coming Up 1:15 Intro 3:10 Context for the report 7:30 Double Clicking on EBITDA 12:48 The Familiarity Factor 18:33 2021’s Cash Liquidity vs 2025’s Cash Crunch 25:53 Underwriting Past vs Future Performance 33:11 Family Owned vs...

Trump Tariffs and Startup IPOs | With CIO of Aditya Birla MF 11.04.2025 1:15:22

The ASYMMETRIC Crew today: Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik Harish Krishnan: Co-CIO and Head(Equity), Aditya Birla Sun Life Mutual Fund (ABSLMF) 1:43 Intro 3:49 Trump’s Tariffs - A Synopsis 7:44 Understanding Donald Trump 11:49 The Endgame for Trump 16:25 More Tariffs → More Investments? 22:28 Challenges Ahead for Trump 26:41 Opportunities for India 32:42 Thoughts...

Meesho's AI Unlock to $1 Billion Revenue and 4 Million Orders per Day 04.04.2025 1:14:48

The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik 0:00 Coming Up 1:09 Intro 2:27 Reflections on Quarter End 5:22 Creating Markets vs Capturing Market Share 10:38 Challenges with Market Creation 15:01 Meesho’s Standout Execution in Bharat 19:57 Meesho’s Logistics Strategy 25:25 Meesho’s Cultural Strategy 27:10 How Meesho Cu...

Good Glamm Distress and Decoding the Failure of Thrasio Clones in India 30.03.2025 59:39

The ASYMMETRIC Crew today: Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik Nikhil Vora: Founder & CEO at Sixth Sense Ventures 0:00 Coming Up 1:21 Intro & Welcome to Nikhil Vora 3:03 The Thrasio Story 7:50 India’s Thrasio Clones 11:37 Why Didn’t Thrasio Models Work? 15:05 Is There Merit to The “House of Brands” Brands 18:37 The Opportunity for Consumer Companies 24:30 How...

From India for the World : Breaking down the export opportunity for startups 21.03.2025 1:39:52

The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik Darshit: GP, Sparrow Capital 0:00 Coming Up 1:14 Intro 3:14 Building in India for the World - Key Considerations 11:05 Going Global: SaaS and Consumer Companies 17:39 Going Global: B2B vs B2C Considerations for VCs 24:12 Going Global: Challenges Faced by B2B Companies 29:28...

India's OG VC on Building for Bharat, ZERO CAC products & more from the India Insights Report 21.03.2025 1:26:23

The ASYMMETRIC Crew today: Revant: Founder, Mosaic Wellness Shantanu: Founder, Bombay Shaving Company Chirag: Founder, GoKwik Anand Lunia: GP, India Quotient 0:00 Coming Up 1:28 Intro and Welcome to Anand Lunia! 2:46 Myths About India 10:46 KukuFM - Monthly Works 14:19 Zudio & 0 CAC 18:31 India 1 vs Bharat VCs 21:07 LendingKart 22:48 WhatsApp 24:20 ShareChat 25:45 UPI Autopay 29:18 Ludo &...

Uber's New Subscription Model: What it Means for the Indian Startups & the Launch of CRED Cash+ 07.03.2025 1:12:24

The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik 0:00 Coming Up 1:19 Intro 03:21 Uber's Subscription Model in India 06:43 Analysis of Uber's Business Model 10:41 The Evolution of Uber's Business Models in India 17:27 Challenges for US Companies in India 27:32 Ola's Market Position and IPO Considerations 34:18 The Asymmetric Index 39:4...

Decoding the Indus Valley 2025 Report with Co-Author Sajith Pai of Blume Ventures 28.02.2025 1:19:49

The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Sajith Pai: VC at Blume Ventures, India 1:00 Intro & Welcome to Sajith Pai! 1:53 The Indus Valley Report 2025 - Reception So Far 5:11 India’s Consumption Patterns - An Overview 10:35 Consumption Trends Across India 1, 2, 3 15:53 India vs China Approach to Growth 18:33 Is Manufacturi...

Samay Ranveer observations, Jio's mega OTT game, Honasa results and a sombre 2025 ahead 21.02.2025 1:07:16

The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik 0:00 Coming Up 1:26 Intro & Something New! 2:57 The Ranveer Allahbadia Controversy 6:10 Behind the Scenes on this Controversy 11:24 Why We Need Regulation for Content 15:21 Liver King & Other Examples Making the Case for Regulation 20:08 Conclusions on This Debate 22:57 Jio-Hots...

Shein’s Re-Entry in India, Nykaa and Delhivery FY25 Q3 Results, and WeWork India IPO 14.02.2025 1:14:31

The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik 0:00 Coming Up 1:15 Intro 3:39 Shein’s Global Success 9:34 Deep Dive Into Shein’s Re-entry in India 15:12 Who Will Take the Hit in Fashion in India? 19:57 Can Shein Crack Costs in India? 22:56 Nykaa’s FY25Q3 Results 28:16 Nykaa’s Biggest Challenge - Q-Com 34:15 Why Isn’t Q-Com Big in Ch...

Swiggy vs Zomato Q3 Results, 10-min Food Delivery, India's 2025 Budget Impact, Weight Loss & Health 14.02.2025 1:03:10

The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Ankush Grover: Co-Founder Rebel Foods 0:00 Coming Up 1:10 Intro & Welcome to Ankush Grover! 2:10 Swiggy Results Overview, vis a vis Zomato 6:42 10-Min Food Delivery - How It Works 13:35 Opportunity for Brands in the 10-Min Delivery Market 19:06 What Comes After 10-Min Delivery? 25:4...

Exploring China's DeepSeek AI, Unlocking India's AI Potential, Wingify's $200mn Acquisition 14.02.2025 1:22:57

The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Aakrit Vaish: Advisor INDIAai, Ex-CEO Haptik 0:00 Coming Up 1:06 Intro and Welcome Aakrit! 2:35 DeepSeek - The Lesser Known Context 09:45 Insights for India & Learnings from DeepSeek 16:03 The Indian AI Ecosystem - What’s Missing? 20:13 All About IndiaAI & What It Means for Foun...

Amazon-Axio & HUL-Minimalist Deals, Startup M&A implications, Zomato Q3, Juspay & PAPG Developments 14.02.2025 1:17:49

The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Vikram Vaidyanathan: Managing Director at Z47 0:00 Coming Up 1:23 Intro & Hello to Vikram Vaidyanathan 2:39 Amazon-Axio Deal 12:40 A Review of Buy Now Pay Later (BNPL) in India 18:04 Strategic Investments & Minimalist’s Acquisition by Unilever 23:20 Predictions on BNPL for Food...

Swiggy vs Zomato Q3 Results, 10-min Food Delivery, India's 2025 Budget Impact, Weight Loss & Health 07.02.2025 1:03:10