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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Episodes
India's Economic Slowdown, Rupay's meteoric rise and UPI 2.0, and more 18.01.2025 1:00:11
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik 00:00 Coming Up 01:06 Intro 04:50 India’s Economic Slowdown 12:31 Traditional Economic Data vs. New-Age Economic Behaviour 17:05 Rupee Depreciation in the Context of Imports vs. Exports 24:08 Women in the Workforce 28:22 UPI – India’s Crown Jewel 30:28 Rise of RuPay 37:17 The Economics...
2025 Predictions: Health, E-Com, Q-Com, IPOs, INR vs USD - Impact on VC Returns, Travel 11.01.2025 1:03:37
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Chirag: CEO, GoKwik 00:00 Coming Up 01:05 Welcome to 2025! 03:44 Predictions on Health 07:50 E-Com and Q-Com Trends 12:53 Predictions on E-Com and Q-Com 23:30 IPOs and M&A Predictions in India 34:18 Why VC Fund Size Matters? 37:54 INR vs USD - Impact on VC Returns 43:51 Travel Trends Amongst Indians 54:58 New Year Health Resolutions 59:12...
Recap 2024 03.01.2025 23:46
The ASYMMETRIC Crew: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Aseem Dhru: MD & CEO, SBFC Finance Ltd Darshit: GP, Sparrow Capital 00:09 Swiggy IPO Listing 01:27 Swiggy IPO Results 04:03 10min Food Delivery 05:13 Zepto raises $350M from Family Offices 09:18 Vishal Mega Mart IPO 09:35 Vishal Mega Mart Growth 12:02 India's Slowing GDP 15:02 Rising Debt...
2024 Recap in Charts: India's Economic Growth, Venture Capital Trends; Rising Health Concerns 27.12.2024 1:00:51
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik 00:00 Coming Up 00:01:21 Introduction 03:46 Indian’s Economic Growth 07:19 RainGauge Index and Venture Capital in India 15:06 US Venture Capital Landscape 20:12 Impact of Fund Sizes on Returns 22:48 Founders success and Funds Sizes 36:34 Health Trends and the Impact of GLP-1 Drugs 40:34...
From ₹70 Cr Distress Sale to ₹50,000 Cr IPO: Is Vishal Mega Mart India's Private Equity Poster Boy? 20.12.2024 1:13:28
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik 00:00 Coming Up 01:27 MobiKwik IPO 11:19 Vishal Mega Mart IPO 13:00 Retail Trend: Online vs. Offline Shopping 17:09 VMM and Retail Giants 20:29 VMM Business Model and Growth 23:01 Comparison across value retailers in country 31:32 Private Labels and Their Impact on Retail Margins 36:10...
Liquidation Preference 101, Unacademy Sale, Founder & ESOPs Liquidation, Mobikwik IPO and more.. 13.12.2024 1:06:13
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik 00:00 Coming Up 01:27 Intro 03:28 Understanding Liquidation Preference 11:20 Ed-Tech Synopsis 12:53 Thoughts on Ed-Tech 14:12 Liquidation Scenarios and Their Implications 20:10 Unacademy Acquisition 26:30 Investor Perspectives and Market Dynamics 30:30 Founders' Salary and Liquidation P...
Swiggy vs Zomato Q2 Results, 10 Min Food Delivery, Blackbuck IPO 07.12.2024 1:07:50
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Darshit: GP, Sparrow Capital 00:00 Coming Up 01:18 Introduction 03:07 Swiggy's Q2 results 6:31 Adj. EBITDA implications 8:47 Key metrics driving food delivery performance 11:21 Key metrics driving Q-Com performance 18:28 10min food delivery 19:42 Blackbuck, results and investment implic...
India’s Slowing GDP %, Inflation & Consumption Trends, Impact on Business Building 07.12.2024 1:26:21
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Aseem Dhru: MD & CEO SBFC Finance Ltd
Honasa’s story, Zepto raises $350M and the growth of the 'Indian Family Offices', NCR Pollution 27.11.2024 1:54:44
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Ashish Goel: Founder, Urban Ladder 00:00 Coming up 01:27 BGT24 and Asymmetric Crew Intro 04:55 Honasa deep dive and implications for founders/ecosystem 43:05 Zepto raises $350M and the growth of the 'Indian Family Office' in private investing 01:03:52 North India Pollution Emergency - w...
Breaking down Swiggy IPO, Future of Quick Commerce & Insights on Mamaearth's journey 18.11.2024 1:35:46
The ASYMMETRIC Crew today: Revant: CEO, Mosaic Wellness Shantanu: Founder, Bombay Shaving Co Chirag: CEO, GoKwik Darshit: GP, Sparrow Capital
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