Inside India’s Healthcare Stack: Capex-Heavy Hospitals, Supply Gaps & Venture-Scale Hospital Alts
Description
The ASYMMETRIC Crew today:
Revant Bhate: CEO, Mosaic Wellness
Shantanu Deshpande: Founder & CEO, Bombay Shaving Company
Chirag Taneja: Founder, GoKwik
Varun Dubey: Founder & CEO, Superhealth
Chapters
00:00 Teaser
00:58 Intro & Welcome, Varun
02:27 Black Friday: Consumer Behavior Shifts in India
06:23 Seasonality in Healthcare
09:36 Status Signaling vs. Health Needs
12:31 Medication Adherence & Reducing Friction
15:56 Why Patients Avoid Preventive Care
19:01 The “Legacy” Hospital Model
25:25 Why Indian Hospitals Are Artificially Expensive
33:52 Unit Economics of Delivering Corporate Care at Half the Price
37:48 Operational Innovations at Superhealth
46:57 Why Are Large Hospital Chains Not Innovating?
51:22 Healthcare Profit Pools: The “30% EBITDA” Standard
54:40 The Supply Crisis: India’s 3 Million Bed Shortage
01:02:09 Venture-Scale Model for Hospitals
01:05:09 User-Experience-First Building
01:09:51 The “Tesla for Healthcare” Vision
01:14:12 Closing Thoughts
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