Delighted to share that DeVC’s portfolio company KILRR Spices was featured on Shark Tank yesterday!! KILRR’s founder Hitesh is a 2nd time enterpreneur - his first venture was Homeveda - it was India’s largest health & wellness community. Their YouTube channel had 7.5 Lakh subscribers way back in 2015! During COVID, Hitesh went through a personal weight loss journey - this is when he realized that it would be a game changer if cooking up a healthy meal at home was easier:

4 aane ki murgi, 12 aane ka masala. We get this a lot :) But the truth is, you get what you pay for! Food is screwed. Not doing the insurance trick on you, but that’s been my learning over the last 1 year running a spice company. Big brands have MRPs that are close to the COGS for some of our products! And NO, it’s not sourcing - it’s the process & consequently the quality. Unfortunately food isn’t something that’s taught in schools & we are too busy to get deep into. So hereon I will make an attempt to talk more, share my learnings & not leave you with "TrUsT mE bRo!". Till then, whenever you use our spice mixes to save yourself some time in the kitchen, know - you aren’t compromising on health or quality. @KILRRgang

Step 1. Step 2. Step 3. The most convenient way to eat delicious and flavourful chicken at home. @hitesh_bhagia @KILRRgang

So this happened. @RevantB @shantanukd @tchirag got me all worked up and talk about India DTC and B@B Software market and opportunity. Those of you who know me know that this is how I go into my rant mode. Well apparently these guys were recording and I forgot that I was on record. All errors are mine and i will own them but this is me on India SaaS and how this great market is the next big opportunity. Please go listen and come back here to shout at me for where I was in the wrong.

I have a long-running list of these surprises for first-time Founders and CEOs. Here are a few that weren’t on Brian’s list. 1. Your calendar becomes everyone else’s calendar. Every gap gets filled. 2. The hardest conversations are never on the calendar. They start with “Got a sec?” 3. You’ll miss the days when you could blame "management." Now, you’re it. 4. Most of your wins feel delayed while most of your losses feel instant. 5. You’ll think you hired for skill, but you’re really hiring for judgment. 6. You’ll spend more time unlearning old beliefs than forming new ones. 7. The real job isn’t deciding what to do. It’s deciding what to ignore. 8. Eventually, you stop measuring progress by growth, and start measuring it by clarity. 9. The company becomes a mirror for your habits, both the good and bad ones. 10. No one tells you when you’ve stopped being the founder and started being the bottleneck.

New episode alert🚀 Meesho’s Bharat Playbook: India’s Only 4-Sided Marketplace; Unpacking the Design and Cultural Moat The ASYMMETRIC Crew today: @RevantB : CEO, Mosaic Wellness @shantanukd : Founder & CEO, Bombay Shaving Company @tchirag : 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: drive.google.com/file/d/1xXc… Follow us on: Instagram: instagram.com/theasymmetricc… X: x.com/ASYMMETRICCREW LinkedIn: linkedin.com/company/theasym…

October is almost done and It has been a tough few days. The sky is falling. Sleep has been rare lately. I land early in the day in delhi. The sandpaper flavour of its people makes a red ruin of my sanity. I finish a tough meeting. It goes well but I am hungry, cranky and have too much cortisol in my system. I need to make a few tough calls. I have been playing excel tetris for days now. The numbers needs to add up but they are not working. It is 3 pm and I am inside a cab. Outside, the hellish Gurgaon landscape plays its depressing dirge. I have had it. I am gonna give up now. I enter the next destination in the uber app but I am not going to my next meeting. I have decided I am going home and so I do. Home I grew up in decades ago. when the days were sepia and skies blue. I get there after 2 hours. Mom is there. She smiles gently and acknowledges that I am home. Asks the housekeeper to make me a cup of tea. we sit in silence for a bit. There really isn’t much me and my mom talk about. we almost never have. She does not understand the world I live in but she knows I know, that I live in it because of her. But as I sip my chai she tells me stories. The cows are giving milk, monkeys come around the evening to destroy her kitchen gardens, the air smells of smoke most mornings. She talks, I listen. I nod along, she keeps talking. She is happy. We both know it. I am ashamed that it took so little from me to make her happy and it took me so much effort to do so little. I give her a hug. My arms remember a rock, but find a frail frame. She feels smaller. I seek the familiar safety I remember but I find that I am holding the person who once held me. I see in that moment that I am the parent now and she gets to be a child. She keeps talking, I keep nodding. The paddy is being harvested, the lime trees are full of fruit, should she make me kheer, It will be cold soon and her joints ache… It has been an hour. I have a flight to catch. She hugs me goodbye and I walk back to my cab. I don’t look back. I am leaving home all over again. I get back to the Excel Tetris. The numbers still don’t make sense. But suddenly they don’t have to. I know what I am going to do. The cortisol haze has lifted and I see the futility of what I was doing. The numbers will never make sense. I just have to change reality around them. Doubt dies. I am the child who knows mom is watching from the stands. I breathe deep and easy. I will do what it takes and I will sleep well tonight.

Mumbai Monday Blues Love the AQI today and weather !

New episode alert🚀 Breaking Down Angel Investing: IRRs, Exit Strategies & Risk–Reward Trade-Offs The ASYMMETRIC Crew today: @RevantB : CEO, Mosaic Wellness @shantanukd : Founder & CEO, Bombay Shaving Company @tchirag : Founder, GoKwik @somani_utsav : 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: gamma.app/docs/Angel-Investm… Follow us on: Instagram: instagram.com/theasymmetricc… LinkedIn: linkedin.com/company/theasym…

We have dropped our prices by ₹308! So the price of our 1kg has been reduced from ₹2799 to ₹2491. A huge thank you to the Government of India for reducing GST from 18% to 5% and making health more affordable for millions of people across the country. When GST goes up, consumers pay a higher price. But when GST comes down, it’s only fair that consumers pay a lesser price. So we have decided to pass on the full 13% benefit to you! Let’s Make India Healthy Again!

Some thoughts on India becoming Viksit with the AI trendline! Had a blast with @RevantB @shantanukd and @tchirag

So this has actually worked very well. Been a regular since last 3 months, Sleep uninterruptible. What a blessing :) Recommended to a friend as well. She tried it and later bought like a whole box of be bodywise products. The power of good old referrals (psst, and good product obvs) @RevantB

Best talent is like a good detective, they seize the opportunity of growth which is right in front whereas others keep asking "how can i grow" and dont just look what they can take away from customer or their senior's plate.

New episode alert🚀 Why did China become a dominant global power after liberalisation? In this episode, we welcome Aditya Sehgal, Founder, Asgard.world & Ex-President & COO, Reckitt to the ASYMMETRIC podcast as we take a deep dive into China’s growth story. The ASYMMETRIC Crew today: @RevantB : Founder, Mosaic Wellness @shantanukd : Founder, Bombay Shaving Company @tchirag : Founder, GoKwik Aditya Sehgal: Founder, Asgard.world & Ex-President & COO, Reckitt 00:00 Coming up 01:13 Intro 03:24 Building an incentive system 06:18 Lessons from China 08:49 China post-liberalization 11:20 Understanding the S-curve 17:10 China: A capitalist nation in disguise? 21:04 China’s 9-9-6 work culture 25:55 China's mindset change post COVID 32:16 China’s rise to manufacturing powerhouse 37:04 US-China trade imbalance 40:46 The shift to tech economy 45:32 What we can learn from Chinese startup culture? 01:00:27 Quality vs. price in consumer products 01:09:19 Inside China’s manufacturing excellence 01:12:07 Adapting to local needs 01:15:17 Is India ready for live commerce? 01:18:53 KPIs that define sales & marketing success 01:23:55 The 5-Pillared stack of Chinese Brand Dominance 01:28:57 Roasting BSC’s pitch deck with GPT 01:32:59 Adi’s thoughts on Wealth vs Status Games 01:37:16 How to stay self-aware in leadership 01:41:39 The art of balancing speed and quality 01:45:30 Pivoting to high ownership in high growth 01:55:24 How to ensure a performance-oriented culture Charts referred to in the episode: drive.google.com/file/d/1u3x… wRH0Wprxn6o/view?usp=drive_link

Your entire brand and personality is built on insulting others. While you chase retweets by tearing people down, my family quietly heals lives without needing a spotlight. They’ve helped more people than your ego can count. Stay in your lane. And for a change, try being useful.

This is amazing

India’s protein market is now ₹4,000 crore. In this week’s episode of The ASYMMETRIC Podcast, we sat down with Sameer Maheshwari Founder & CEO of @Healthkart (MuscleBlaze), who’s been building in India’s wellness space for almost 15 years now to discuss the exploding protein market in India. The ASYMMETRIC Crew today: @RevantB : Founder, Mosaic Wellness @shantanukd : Founder, Bombay Shaving Company @tchirag : Founder, GoKwik @sameermahesh : Founder & CEO at HealthKart 00:00 Coming Up 01:09 Intro and Welcome to Sameer Maheshwari! 02:03 Health & Wellness in India Over the Years 6:09 HealthKart’s Evolution Since 2009 13:27 Health & Wellness TAM 14:24 The Arc Product-Market Fit Framework 22:23 Health & Wellness: Hard Fact or Hair on Fire? 29:40 What is a Brand, Really? 36:08 Product & Marketing for Health & Wellness 38:37 Consumer Trends in Protein Consumption 42:05 Social Media - The Gamechanger? 45:48 How Much Protein Do We Actually Need? 50:13 Making Protein for the Indian Masses 57:55 Making Protein Mainstream 01:06:57 Protein Consumption and Time of Day 01:09:15 The Real Size of the Protein Market 01:11:16 Is There Scope for Subscription? 01:13:29 Brand Loyalty in the Protein Category 01:17:25 Building the MuscleBlaze Brand 01:25:30 Thoughts on Going Public Charts referred to in the episode: drive.google.com/file/d/1Wu6… MuscleBlaze ad referenced in the video: youtube.com/watch?v=JG9Ii3My…

New episode alert🚀 In this episode, we welcome @dg_rivigo to discuss the US Bitcoin strategy and analyze Swiggy’s Q4 FY25 results. The ASYMMETRIC Crew today: @RevantB : Founder, Mosaic Wellness @shantanukd : Founder, Bombay Shaving Company @dg_rivigo : Founder at AnywhereJobs 00:00 Coming up 01:24 Intro and Welcome, Deepak! 03:55 Understanding Bitcoin Treasury Companies 06:01 DG's satoshiwealth.com 08:39 How do Bitcoin treasury companies work? 15:30 How did this company go from $10M to $2B? 19:10 Bitcoin vs Gold 26:29 Triffin's dilemma 30:29 Why is the US strategically pushing Bitcoin? 34:01 Why stablecoins matter in the US 36:35 Liquidity and VC market dynamics 41:02 Macro trends and founder decision-making 47:09 Lift weights for better business results 51:00 Understanding market cycles through historical context 53:56 Zomato vs. Swiggy Q4 results 01:05:17 Who will be the top 3 companies in consumer tech in 2035? 01:09:16 The importance of narrative in business 01:16:21 What should Zomato focus on? 01:20:57 Flipkart IPO? 01:23:33 The economics of quick commerce 01:30:16 Concluding thoughts Swiggy Q4 FY25 Results: docs.google.com/spreadsheets…