『ASYMMETRIC』のカバーアート

ASYMMETRIC

ASYMMETRIC

著者： Shantanu Chirag and Revant
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このコンテンツについて

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: Founder, Mosaic Wellness

Shantanu: Founder, Bombay Shaving Company

Chirag: Founder, GoKwik

📺 A new episode every Friday at 7pm.

 マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • Decoding Venture Debt – What Every Founder Must Know About Debt Financing

    Decoding Venture Debt – What Every Founder Must Know About Debt Financing
    2025/06/13

    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

    21:07 Lessons from Failed Startups & Over-Leverage

    28:44 Venture Debt: How Do LPs Get Comfort?

    35:19 Growth Runways & Cash Flow

    41:20 Managing Debt While Chasing Growth

    42:02 Case Study: Using Debt to Scale

    54:59 Risk and Reward for LPs

    01:00:18 Operations of Venture Debt Funds

    01:06:32 Risks in Acquisition Deals

    01:08:22 Challenges in Indian Banking for Startups

    01:15:58 Venture Debt vs. Traditional Lenders

    01:18:24 Competition in Venture Debt

    01:20:34 Concluding Thoughts
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    1 時間 33 分
  • Q-Comm in India: Unit Economics, Market Insights, and Its Future with Rahul Garg, General Catalyst

    Q-Comm in India: Unit Economics, Market Insights, and Its Future with Rahul Garg, General Catalyst
    2025/06/06

    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 Outlook

    28:30 DMart vs Q-Comm - ROE Analysis

    32:40 A Deepdive on “Fresh”

    36:56 Horizontal vs Vertical Market Opportunities

    41:41 Q-Comm for Fashion - Does it Work?

    46:12 “Try and Buy" in Quick Fashion

    48:39 Nature of Demand in Fashion

    52:02 Understanding User Behaviour in Fashion

    57:00 Understanding Fashion Logistics & Operations

    1:01:33 QComm for Health & Wellness - Pharmacy

    1:06:21 Opportunities in Quick Health

    1:08:45 Opportunities for Logistics Players

    1:16:44 The Need for Non-Enterprise D2C Logistic Players

    1:25:47 Thoughts on Conflicting OKRs

    Charts from the episode:

    https://drive.google.com/file/d/1zUiVcIYLxjM7Iqe6QAFeMijPp_RHQs2o/view?usp=drive_link
    続きを読む 一部表示
    1 時間 31 分
  • Inside India’s ₹4,000 Cr Protein Boom: A Deep Dive with MuscleBlaze Founder Sameer Maheshwari

    Inside India’s ₹4,000 Cr Protein Boom: A Deep Dive with MuscleBlaze Founder Sameer Maheshwari
    2025/05/30

    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 on Fire?

    29:40 What is a Brand, Really?

    36:08 Product & Marketing for Health & Wellness

    38:37 Consumer Trends in Protein Consumption

    42:05 Social Media - The Gamechanger?

    45:48 How Much Protein Do We Actually Need?

    50:13 Making Protein for the Indian Masses

    57:55 Making Protein Mainstream

    01:09:01 Market Dynamics in Sports Nutrition

    01:11:36 Challenges of Subscription Models

    01:16:00 Direct-to-Consumer Strategies

    01:25:27 Going Public: Timing and Strategy

    Charts referred to in the episode:

    https://drive.google.com/file/d/1Wu6bJzd1lVjOFQztALYV5R6YjGx4XN2H/view?usp=drive_link

    MuscleBlaze ad referenced in the video:

    https://www.youtube.com/watch?v=JG9Ii3MyOzw
    続きを読む 一部表示
    1 時間 32 分

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