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ASYMMETRIC

ASYMMETRIC

By: Shantanu Chirag and Revant
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About this listen

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.

 Economics Leadership Management & Leadership Personal Finance
Episodes
  • Why We’re Pausing & Year-End Reflections

    Why We’re Pausing & Year-End Reflections
    Dec 19 2025

    The ASYMMETRIC Crew today:

    Revant Bhate: CEO, Mosaic Wellness

    Shantanu Deshpande: Founder & CEO, Bombay Shaving Company

    Chirag Taneja: Founder, GoKwik

    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

    22:55 Does Growth Solve Everything?

    25:08 Going Public: Ecosystem Incentives

    37:41 Conscious Capitalism vs. Pure Shareholder Value

    42:12 China’s Capped-Profit Story

    45:59 The Tata Model: Ecosystem Building & Trade-Offs

    49:42 Wrap-Up

    53:16 So, How Should We Solve This?

    Follow us on:

    Instagram: https://www.instagram.com/theasymmetriccrew/

    X: https://x.com/ASYMMETRICCREW

    LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/
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    56 mins
  • Helmer’s 7 Powers: Choosing Your Moat Vector in India + AOP Done Right (What, How, When)

    Helmer’s 7 Powers: Choosing Your Moat Vector in India + AOP Done Right (What, How, When)
    Dec 12 2025

    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 moat

    28:27 Wakefit’s and Groww’s moats

    33:00 Do new-age companies need a new framework?

    36:59 The Indigo fiasco and earned monopoly plus process power

    43:55 Swiggy QIP and the Q-Comm PR wars

    48:53 Amazon Now and clean dark stores as a moat

    52:50 OpenAI code red

    Article Link:

    https://tyastunggal.com/p/7-powers-the-foundations-of-business

    Follow us on:

    Instagram: https://www.instagram.com/theasymmetriccrew/

    X: https://x.com/ASYMMETRICCREW

    LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/
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    58 mins
  • Inside India’s Healthcare Stack: Capex-Heavy Hospitals, Supply Gaps & Venture-Scale Hospital Alts

    Inside India’s Healthcare Stack: Capex-Heavy Hospitals, Supply Gaps & Venture-Scale Hospital Alts
    Dec 5 2025

    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 Adherence & Reducing Friction

    15:56 Why Patients Avoid Preventive Care

    19:01 The “Legacy” Hospital Model

    25:25 Why Indian Hospitals Are Artificially Expensive

    33:52 Unit Economics of Delivering Corporate Care at Half the Price

    37:48 Operational Innovations at Superhealth

    46:57 Why Are Large Hospital Chains Not Innovating?

    51:22 Healthcare Profit Pools: The “30% EBITDA” Standard

    54:40 The Supply Crisis: India’s 3 Million Bed Shortage

    01:02:09 Venture-Scale Model for Hospitals

    01:05:09 User-Experience-First Building

    01:09:51 The “Tesla for Healthcare” Vision

    01:14:12 Closing Thoughts

    Follow us on:

    Instagram: https://www.instagram.com/theasymmetriccrew/

    X: https://x.com/ASYMMETRICCREW

    LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/
    Show More Show Less
    1 hr and 19 mins
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