ASYMMETRIC
ASYMMETRIC
Podcast Description
Welcome to ASYMMETRIC Podcast! :) We are three friends who will every Monday 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 Chirag - Founder, GoKwikShantanu - Founder, Bombay Shaving Co📺 A new episode every Monday at 9pm.
Podcast Insights
Content Themes
The podcast focuses on startups, business dynamics, technology trends, and socio-political commentary, with specific episodes discussing topics such as the rivalry between Swiggy and Zomato, the effects of India's 2025 budget, and innovations in the quick commerce sector. The content emphasizes second-order insights to help listeners understand the nuances of current events.
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 7pm.
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 Around GST
36:08 GST’s Impact on Consumption
41:46 How India’s D2C Sector Responded to GST Cuts
45:30 Quick Commerce Thesis: Amazon/Flipkart
56:57 Interesting!
1:01:44 Sovereign Funds on the Cap Table
1:06:03 Compounding Machines: VC Time Horizons
Charts referred to in the episode:
https://gamma.app/docs/H-1B-Landscape-xm3m7j45c9nlc0v?mode=doc
Follow us on:
Instagram: https://www.instagram.com/theasymmetriccrew/
X: https://x.com/ASYMMETRICCREW
LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.