Revant Bhate

CEO @ Mosaic Wellness

[Revant Bhate @RevantB]

Amazon has a decade of data on high frequency orders of Prime users by pin code . They have data on which Prime users frequency of ordering groceries dropped post BK scale up

Amazon is adding dark stores in those pin codes and stocking them with the right SKUs.

Context is a Moat and Amazon has a lot more of it. Speed is an outcome of that context

[Rahul Mathur @Rahul_J_Mathur]

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:

[Revant Bhate @RevantB]

@vikash_singh5 @ASYMMETRICCREW @TheBarberShopwS Appreciate the kind words 🙏. Still figuring. Hopefully we get clarity soon

[Revant Bhate @RevantB]

@shriramX7 @ASYMMETRICCREW @shantanukd @tchirag @BrandwithYoso 🙏

[Hitesh Bhagia @hitesh_bhagia]

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

[Revant Bhate @RevantB]

@priyank_piyush_ @shantanukd 🙏 for being in the top 1% and the kind shout out

[Sneha Sharma @thesneha_]

Step 1. Step 2. Step 3.

The most convenient way to eat delicious and flavourful chicken at home.

@hitesh_bhagia @KILRRgang

[Revant Bhate @RevantB]

@BeingPractical Both hurt over time unless the CEO tag is earned by the founder/promoter or delegated to the right person

[Revant Bhate @RevantB]

@joshaeeee Can you write to [email protected]

[kuldeep @ku1deep]

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.

[Revant Bhate @RevantB]

@bpangti @IronyMeter Of course. Buyers and sellers are paying for this. Willingly. Easier to pass on costs when you are pure software business vs own infrastructure

[Revant Bhate @RevantB]

@shravantickoo23 Bang on ! It was your authenticity back then also which went in your favor. 😀

[Hiten Shah @hnshah]

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.

[ASYMMETRIC Podcast @ASYMMETRICCREW]

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:
https://t.co/3ycNWZuo3D

Follow us on:
Instagram: https://t.co/lcIHpghiGb
X: https://t.co/WziktEbMiA
LinkedIn: https://t.co/g3A5SjHhsH

[kuldeep @ku1deep]

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.

[Ujwal Puri // ompsyram.eth 🦉 @ompsyram]

Mumbai Monday Blues

Love the AQI today and weather !

[ASYMMETRIC Podcast @ASYMMETRICCREW]

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:
https://t.co/L10zGkwJeo

Follow us on:
Instagram: https://t.co/lcIHpggKQD
LinkedIn: https://t.co/g3A5SjGJD9