The ASYMMETRIC Crew today:Revant: CEO, Mosaic WellnessShantanu: Founder & CEO, Bombay Shaving Company Tushar Behl: Principal at Glade Brook Capital0:00 Coming Up1:16 Intro3:55 On Real-Money Gaming9:41 Why the RMG Ban?15:44 On Trump and Tariffs17:07 The Shift in Investor Perspective on EBOs23:24 AOV Impact on Online/Offline Sales30:50 Manufacturing Capabilities of Lenskart, Wakefit and Bluestone34:55 Should Mokobara Open a Factory? Integrating Online & Offline44:45 Retailer + Brand Voice - A Timeless Principle50:04 Sales & Marketing vs Rent51:40 Inventory Turns & Gross Margins Matter57:27 Bluestone’s Growth Story63:12 Moving Away From Franchises67:03 The Opportunity Cost of Offline74:17 What Could Happen? Lenskart, Bluestone, Wakefit81:48 Lenskart Convenience FeesCharts referred to in the episode-https://drive.google.com/file/d/1A2i7JV7Rh3qzHqhuoyQ1d_QduXGaZG3S/view?usp=drive_linkFollow us on:Instagram: https://www.instagram.com/theasymmetriccrew/X: https://x.com/ASYMMETRICCREWLinkedIn: https://www.linkedin.com/company/theasymmetriccrew/

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