Inside India’s Healthcare Stack: Capex-Heavy Hospitals, Supply Gaps & Venture-Scale Hospital Alts cover art

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

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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

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