·S1 E59

Helmer’s 7 Powers: Choosing Your Moat Vector in India + AOP Done Right (What, How, When)

December 12

57 mins

Episode Description

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

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