Avsnitt
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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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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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Saknas det avsnitt?
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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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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/
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The ASYMMETRIC Crew today:
Revant Bhate: CEO, Mosaic Wellness
Shantanu Deshpande: Founder & CEO, Bombay Shaving Company
Chirag Taneja: Founder, GoKwik
Chapters
00:00 Trailer
00:42 Intro
01:42 Physics Wallah journey: From YouTube to IPO
06:25 Thoughts on Alakh's personal brand
13:30 The Bharat-first pricing playbook
16:20 AI tutors & avatars
19:30 Is the Physics Wallah playbook replicable?
24:00 Is offline the way forward?
30:45 Building for NPS
32:25 Real capital allocators & market noise
37:15 Founders vs professional CEOs
Charts referred to in the episode:
https://drive.google.com/file/d/1ld_VZwX-lBFg1Tv9-0AmfwGPawBt3sYb/view?usp=drive_link
Follow us on:
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
Anand Lunia: Founding Partner, IndiaQuotient
Chapters
0:00 Trailer
1:07 Intro & welcome, Anand!
1:56 Congratulations to Shantanu on the fundraise!
2:40 Kuku FM's 1 Cr paying users
4:14 Bharat UX reality & the role of AI
9:44 When founders age out of their own users
13:37 India is becoming homogeneous
16:58 Understanding Gen Z & Gen Alpha
21:15 Senior-living gated communities
24:03 70% of millennials say they are pro-socialist
29:18 Can Bharat subscriptions be cheaper?
35:49 AI adoption for Bharat
40:00 New-age IPOs, Lenskart & legacy media
43:50 Founders should control the narrative before the IPO
48:40 The status game
54:57 Founders' 2-hour wealth management tax
Follow us on:
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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
Kuldeep: Co-Founder, @Last9
Chapters
00:00 Trailer
01:04 Intro & welcome, Kuldeep Dhankar!
03:58 Early CleverTap: painful demos, priceless feedback
04:20 Customer Success ≠ Sales
09:38 Shantanu’s new board-meeting framework
13:33 India’s consumption story is finally evolving
21:03 Can you build a $150M SaaS business selling in India?
30:12 India ACVs are rising: Swiggy, Zepto, Eternal
30:55 Where did the SaaS startups go?
35:12 Why aren’t VCs investing in SaaS?
37:32 Freshworks’ CAC payback & key lessons
45:18 Do VCs want SaaS companies to sell in the US?
48:26 The 99.5% reliability opportunity
49:50 Software: buy vs. build?
1:02:52 The rise of forward-deployed engineers
1:12:59 Airports, infra, and India’s compounding optimism
Follow us on:
Instagram: https://www.instagram.com/theasymmetriccrew/
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LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/
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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
Chapters
00:00 Trailer
00:57 Introduction
01:52 Meesho’s 4-Sided Marketplace Flywheel
05:50 Why Meesho Deliberately Reduces AOV
11:58 IPO Math: Who Actually Makes Money
19:49 Opportunity for Lenskart?
21:58 Meesho’s Unit Economics
24:00 Shopee vs. Meesho
29:50 How Selection Helps Meesho Creators
34:02 The Operating Lever That Makes Low AOV Work
41:12 Meesho’s Design Choices
43:31 Merchant-First Thinking
47:09 Concluding Thoughts
Charts referred to in the episode:
https://drive.google.com/file/d/1xXcB9DidsIAQJ-4wT2heYksQqFsPp0Ti/view?usp=sharing
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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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
Chapters
00:00 Trailer
00:58 Intro & Happy Birthday to the ASYMMETRIC Podcast
01:42 Wave 3 in IPOs is coming
05:03 The TRMG RainGauge Index is now beating the Nifty50
05:46 Drought in Series C funding
08:36 The shift in investor sentiment and market opportunities
12:21 The rise of secondary funds
18:59 The future of startup funding and IPOs
23:50 The liquidity flywheel has started
28:36 Traditional sectors vs. startup IPO sizes
30:57 Commodities vs. Nifty
33:27 AI infrastructure capex and the U.S. growth narrative
38:48 How Shantanu asks the right questions without going too deep
44:09 Shantanu guesses RB and CT’s personalities
Charts referred to in the episode:
https://drive.google.com/file/d/1SA2UAE4yfPK-ABQTYeq4DGguPKtLXj0b/view?usp=drive_link
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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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
00:00 Trailer
01:04 Introduction
02:02 A Mercedes every 6 minutes?
02:22 Where’s the slowdown under the hood consumption
03:47 Long tail D2C compounding faster than FMCG incumbents
10:19 Bumper festive signals categories driving growth
12:08 Navratri automobile surge 34% YoY growth
14:56 Category wise growth numbers
17:11 Credit led consumption on the rise
20:38 Why brand dot com works in the US not China or SEA
26:04 Hiring reality why 15 year veterans struggle unlearning
32:06 Entrepreneurship needs a beginner’s mindset
37:19 Build institutions bottom up train for culture
40:48 SD’s brand archetype
42:08 Gen Z’s edge in critical brand thinking
52:47 GPT’s engagement KPIs
54:15 Bitcoin crash
Charts referred to in the episode:
https://drive.google.com/file/d/1SA2UAE4yfPK-ABQTYeq4DGguPKtLXj0b/view?usp=drive_link
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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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
0:00 Coming up
0:47 Intro
2:31 10th foundation day is rare for a startup
8:48 Shantanu’s takeaways from a 10-year journey
14:07 Founder resilience
17:01 Near-death moments in a startup
22:45 Story follows data
27:03 Creator trust vs. ads
28:06 No more ads: what it means for brands?
37:47 Will branding metrics change?
45:05 True love for creators doesn’t exist
47:40 The rise of house of brands
52:00 New YouTube Premium prices in India
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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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
Utsav Somani: Founder, Offline; Partner at Galaxy & iSeed
0:55 Intro & Welcome to Utsav Somani!
2:04 Utsav’s Current Work
4:13 Revant’s Angel Investing Journey
12:55 How Angel Investing Has Changed Post COVID
18:34 Will IPO Money Flow Back to Startups?
24:01 IRRs from Angel Investments
30:31 The Math Behind Angel Investments
36:46 From Angels to Fund Managers
40:10 The Problem with Domestic Capital Pools
43:35 What’s Worked in the US
44:40 Startup IPOs - Recycling into Angel Fuel
46:38 Types of Angel Investors
51:39 How to Classify Investors
53:46 The Bad Side of Angel Investing
58:07 Startups & the Media Hype
1:02:00 Building Good Faith in the Ecosystem
1:08:25 Angel Investing as a CEO
1:13:43 Managing Competition Risk
1:16:27 Consumer vs Platform Businesses
1:19:06 The Need for a Positive Sum Game
Charts referred to in the episode:
https://gamma.app/docs/Angel-Investment-Portfolio-Strategy-unv0lvzfc90d1iq
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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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/
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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
Avnish Bajaj: Founder & Investor Z47
0:00 Coming Up
1:10 Intro
2:30 Lenskart
3:20 On Urban Company’s IPO
7:01 On MobiKwik
10:20 The 4 Ps of IPOs in India
14:45 Is Every IPO Unique?
19:03 Behind Urban Company’s IPO Success
31:27 On China’s Narrative Violation
38:29 On China’s DeepTech
39:25 On The United States of AI
48:42 India’s Path Ahead: AI or Manufacturing?
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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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
0:00 Coming Up
1:12 Intro
2:47 The North India Name Matrix
4:28 Fragrances in India: Trends
7:20 Perfume Wardrobing
9:49 The Rise of Dupe Fragrances
11:37 Why Mass Perfumes Are Booming
14:22 Fragrances Are Now Fashion
17:28 Global Deo Trends
19:39 Slices of Luxury for GenZ
23:21 Startup Founder Challenges
28:33 Thoughts on Org Planning & Target Setting
36:17 On Leadership Styles & Personalities
39:21 On Hiring Challenges
40:26 On Creating Clarity
43:35 On Process Dependence
47:18 On Org-Level Processes
51:27 On CEO Philosophy for People Management
53:48 On Evaluating Hiring Practices
Charts referred to in the episode:
https://drive.google.com/file/d/1KMa-I0N-BbCCnQaxKhynYlmoid-c7lXm/view?usp=drive_link
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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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
0:00 Coming Up
1:13 Intro
2:31 The Rise of Plagiarism
3:39 Honasa’s FY25 Annual Report
6:42 Re-Evaluating the Omni-Channel Strategy
9:41 Nykaa & Purplle: Challenging the Offline Thesis?
11:50 Where Are The Offline Success Stories?
15:52 Accounting for Customer Behaviour
21:07 Offline Offers Faster Feedback Cycles?
24:22 Ensuring Brand Presence in Offline Spaces
29:53 The Rise of Private Labels
33:56 Private Labels: The Cost Advantage
35:58 Category-Wise Penetration of Private Labels
41:40 Why Are Q-Comm Players Exploring Private Labels Now?
44:28 High Brand Differentiation & Private Labels
48:10 Private Labels in Modern Trade
55:04 Synthesising the Debate
58:23 The Pentagon Pizza Index
Charts referred to in the episode-
https://gamma.app/docs/Private-Label-Analysis-Pentagon-Pizza-Ban-tajolnl6qxa1afr?mode=doc
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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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Tushar Behl: Principal at Glade Brook Capital
0:00 Coming Up
1:16 Intro
3:55 On Real-Money Gaming
9:41 Why the RMG Ban?
15:44 On Trump and Tariffs
17:07 The Shift in Investor Perspective on EBOs
23:24 AOV Impact on Online/Offline Sales
30:50 Manufacturing Capabilities of Lenskart, Wakefit and Bluestone
34:55 Should Mokobara Open a Factory? Integrating Online & Offline
44:45 Retailer + Brand Voice - A Timeless Principle
50:04 Sales & Marketing vs Rent
51:40 Inventory Turns & Gross Margins Matter
57:27 Bluestone’s Growth Story
63:12 Moving Away From Franchises
67:03 The Opportunity Cost of Offline
74:17 What Could Happen? Lenskart, Bluestone, Wakefit
81:48 Lenskart Convenience Fees
Charts referred to in the episode-
https://drive.google.com/file/d/1A2i7JV7Rh3qzHqhuoyQ1d_QduXGaZG3S/view?usp=drive_link
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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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
0:00 Coming Up
1:06 Intro
3:06 Platform Convenience Fees
9:19 India’s Consumption Appetite
13:28 The Global Picture: Comparisons with US and China
16:48 The Future of Platform/Convenience Fees
22:30 NPCI Data on UPI Payments
28:00 Indian Content by Language Share
30:45 South Indian Languages
36:14 State-Wise GDP & Purchasing Power
39:57 Opportunities vis a vis Regional Content
43:29 Brand Insights & Success Stories for Vernacular Content
47:09 Reading vs Speaking Vernacular Language
49:48 OTT & Regional Content
Charts referred to in the episode-
Platform fee: https://gamma.app/docs/Convenience-Platform-Fee-Analysis-Asymmetric-j3yt4mlgtpk19k4?mode=doc
Rise of Regional Content: https://drive.google.com/file/d/1iNKXGBkqXeHauCVN6qdQSGDlgx_Mh6XY/view?usp=drive_link
Follow us on:
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LinkedIn: https://www.linkedin.com/company/theasymmetriccrew/
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The ASYMMETRIC Crew today:
Revant Bhate: CEO, Mosaic Wellness
Chirag Taneja: Founder, GoKwik
Darshit Vora: GP, Sparrow Capital
Chapters
00:00 Coming Up
01:10 Intro & Welcome, Darshit
02:28 Paytm Financials (Q1 FY 2026)
07:14 Soundbox Scale & CAC Payback
09:20 Pine Labs vs Soundbox: Subscription vs MDR Economics
13:27 How Fintechs Can Scale Without Risk
21:21 Retention Is Key Going Forward
25:26 Why CRED Lending Works So Well
28:29 Paytm vs PhonePe vs Google Pay vs BharatPe
34:17 Bluestone IPO Journey
39:01 Omnichannel Works in Jewelry
42:30 Gold vs Diamond Jewelry: Market & Gross Margin
47:47 Lab-Grown Diamonds & Consumer Psyche
54:11 Bluestone Unit Economics: Store Throughput, SSSG
57:56 July MF Inflows & Risk-On Tilt
Paytm analysis:
https://gamma.app/docs/Paytm-Analysis-Asymmetric-e4rigwq2uzkpnzg?mode=present#card-h0s04ivkgcb0hgc
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The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
Sandeep: Co-Founder, Dezerv
00:00 Coming up
01:12 Intro and welcome, Sandeep
02:05 Bengaluru vs. NCR, IPO clusters & real-estate prices
05:12 ESOP value creation: Public vs. Private markets
12:13 Longevity in wealth creation
17:42 ESOPs are liquidity-driven
21:24 Salary vs. Salary + ESOPs
31:28 ESOPs aren’t free money for the company
37:42 Wealth can be created in the later stages of a company
40:41 Not all ESOP policies are equal
48:28 Founder’s mental model for ESOP allocation
55:06 ESOP wealth isn’t just for the earliest joiners
1:04:01 Flipkart created wealth, then created wealth creators
1:07:01 Concluding thoughts
- Visa fler
