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 Bhate: CEO, Mosaic Wellness
Shantanu Deshpande: Founder & CEO, Bombay Shaving Company
Chirag Taneja: Founder, GoKwik
Ashish Sangle: Co-Founder, Yoso Media
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?
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12 Dec 2025
Helmer’s 7 Powers: Choosing Your Moat Vector in India + AOP Done Right (What, How, When)
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 (https://tyastunggal.com/p/7-powers-the-foundations-of-business)
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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/ (https://www.instagram.com/theasymmetriccrew/)
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Who has been a guest on ASYMMETRIC
Names identified in recent episode analyses. Showing up to five guests.
Vaibhav Porwal
Anand Datta
Rahul Chowdhri
Ankit Agarwal
Rahul Garg
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
1,083,718
Score snapshot 15 Sept 2025
Spotify
5.0 / 5
25 ratings
Podcast Authority Score: 45 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
32
Social presence
0
YouTube
93
Engagement
51
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