·S1 E47

On Urban Company’s IPO, China, and the United States of AI with Avnish Bajaj of Z47

September 19

1h 19m

Episode Description

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?