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

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

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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

Follow us on:

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

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

The ASYMMETRIC Crew today:

Revant Bhate: CEO, Mosaic Wellness

Shantanu Deshpande: Founder & CEO, Bombay Shaving Company

Vinay Singh: Founding Partner, Fireside Ventures

Nandika Pradeep: Director - Strategy & People, Fireside Ventures

Chapters

00:00 Trailer

00:53 Intro & Welcome: Vinay and Nandika

02:46 Purpose Behind the Fireside Ventures Report

04:36 Overview of the “Indian Consumer in 2030” Report

07:48 Will Brand EBITDA Compress in India?

09:55 The 3 Cs of Consumption

13:30 Talent Shift Toward Entrepreneurship

18:01 Defining Consumers: The 3×3 Matrix

20:00 Quality of Revenue Framework

22:02 Category, Consumer & Channel Adjacency

30:30 Should BSC Enter Fragrances?

34:02 Gen Z Behaves the Same Across India

39:53 China’s Three Epochs & India’s Way Ahead

42:22 Pilgrim’s Power-7 Strategy

48:01 Need for a Sharper TG

52:37 The J-Curve Ahead for Consumer Companies

54:40 Building Leadership Pipelines in Brands

59:09 Apprenticeship → Shared Success → Redundancy

01:03:50 IC Track vs. Manager Track in India

01:08:39 Concluding Thoughts

Charts referred to in the episode:

https://drive.google.com/file/d/1dZYVmYl_aGyt7eHivqsZDEig0ULKHZKl/view?usp=sharing

Follow us on:

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

X: https://x.com/ASYMMETRICCREW

LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/