H-1B Pullback & GST Push: Long-Term Macro Risks, Q-Comm Plays, & India’s Changing Consumption Story
Description
The ASYMMETRIC Crew today:
Revant: CEO, Mosaic Wellness
Shantanu: Founder & CEO, Bombay Shaving Company
Chirag: Founder, GoKwik
02:18 H-1B Landscape
02:39 Consumer Behavior and E-Commerce Trends
06:03 Impact of H-1B Changes on the Indian IT Industry
10:35 Impact on the U.S.
11:45 Lessons from China
12:34 Education Loan Concentration and NPA Risk
26:55 The Mathematics of Remittances
33:36 Chaos Around GST
36:08 GST’s Impact on Consumption
41:46 How India’s D2C Sector Responded to GST Cuts
45:30 Quick Commerce Thesis: Amazon/Flipkart
56:57 Interesting!
1:01:44 Sovereign Funds on the Cap Table
1:06:03 Compounding Machines: VC Time Horizons
Charts referred to in the episode:
https://gamma.app/docs/H-1B-Landscape-xm3m7j45c9nlc0v?mode=doc
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