Avsnitt
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Martin Escobari is the co-president of General Atlantic, one of the largest growth equity funds in the world, and he says entrepreneurs and gangsters have more in common than we admit — so few make it, so many die early, and the ones that survive are almost always wounded in some specific way. He grew up in Bolivia in the 80s through 35,000% inflation, eleven presidents in ten years, and three coups; his family lost everything in a revolution; and he now believes America is converging towards the volatility he escaped, not the other way around. I brought in Arian, a 21-year-old founder who cold emailed Sam Altman from India, and asked Martin to allocate $100 billion across three industries with a blank slate today — AI, healthcare, energy transition, and the rise of the new consumer in the global south. We got into why India hasn't produced a truly global company, why four out of seven frauds in General Atlantic's entire history happened here, why the next generation of Indian founders has to build without shortcuts, and why fiction makes better investors than non-fiction. The most interesting two hours I've spent at a dinner table this year.
Timestamp:
00:00 Introduction
05:14 Engineering a happy life
08:22 Surviving Bolivia's hyperinflation
12:19 Trauma as the engine behind every entrepreneur
20:17 Built-for-turbulence companies and spear fishing the storm
25:31 Is America still worth the journey, and what is wealth for
31:00 Capitalism, communism, and learning to think critically
37:19 Submarino, the IPO crash, and the India that almost was
43:02 Aryan's story: cold-emailing Sam Altman from Mumbai
51:18 The four mega-trends and where to put 100 billion
1:01:53 Why India has never built a global company
1:10:25 How General Atlantic is built: perpetual capital and pooled bets
1:16:14 Manifestation, the 8-second rule, and the checklist for great companies
1:24:23 Failure, dead ends, and the courage to change your mind
1:28:36 The venture-to-IPO value chain, monopolies, and young revolutionaries
#nikhilkamath Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
Twitter: x.com/nikhilkamathcioInstagram: instagram.com/nikhilkamathcioLinkedIn: linkedin.com/in/nikhilkamathcioFacebook: facebook.com/nikhilkamathcio#MartinEscobari — Co-President and Head of Global Growth Equity at General Atlantic
LinkedIn: linkedin.com/in/martin-escobariTwitter: x.com/MartinEscobariWatch 'WTF is' Podcast on Spotify
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#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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Martin Escobari is the co-president of General Atlantic — one of the largest growth equity funds in the world, with over $5 billion deployed into India. He grew up in Bolivia in the 80s with 35,000% inflation, eleven presidents in ten years, three coups, and a family that lost everything in a revolution.
I sat him down with a few Columbia Business School students and a 21-year-old AI founder named Arian and asked him the questions a 20-year-old and a 40-year-old would each ask differently.
Full episode drops soon.
#nikhilkamath Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
Twitter: x.com/nikhilkamathcioInstagram: instagram.com/nikhilkamathcioLinkedIn: linkedin.com/in/nikhilkamathcioFacebook: facebook.com/nikhilkamathcio#MartinEscobari — Co-President and Head of Global Growth Equity at General Atlantic
LinkedIn: linkedin.com/in/martin-escobariTwitter: x.com/MartinEscobariWatch 'WTF is' Podcast on Spotify
Spotify Link
Watch 'People by WTF' Podcast on Spotify
Spotify Link
Watch 'WTF Online' on Spotify
Spotify Link
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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Saknas det avsnitt?
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Ajay Banga took Mastercard from a $30 billion company to $360 billion in a decade, was the frontrunner to run Citibank's quarter of a million people, quit to become CEO of a company with 4,000 — and today runs the World Bank Group, a $120 billion-a-year institution that was originally built to rebuild Europe and Japan after the Second World War and now exists to kill poverty by creating jobs. He says 600 million people in Africa have zero electricity and he doesn't mean inadequate electricity he means black none, that 1.2 billion young people in the developing world will turn 18 in the next 15 years with only 400 million jobs projected for them, that if you don't give them hope the demographic dividend stops being a light at the end of the tunnel and becomes a freight train, that the five sectors governments should obsess over are infrastructure and smallholder farming and primary healthcare and tourism and value-added manufacturing, that India gets fewer tourists a year than a country a fraction of its size and cultural weight, that the World Bank financed Japan's bullet trains and France's nuclear plants and helped create HDFC, that every dollar invested in tourism creates more jobs than a dollar in any other sector, that fossil fuels aren't going away but energy security is becoming a national security question, that small AI delivered on a phone to an illiterate farmer matters more to the developing world than large language models, that life is 50% luck but most people leave their luck on the station platform and forget about it, and that the only way to put a nail in the coffin of poverty is to give somebody a job because earnings are not just subsistence — they are hope and optimism and the belief that tomorrow will be better than today
00:00 Introduction
02:26 AJ's career journey across industries
09:00 Consumption patterns and consumer insecurity
15:00 World Bank's five-part structure explained
22:00 Killing poverty through job creation
29:00 Primary healthcare and farmer empowerment
35:00 Wealth concentration versus societal prosperity spread
42:00 Demographic dividend becoming freight train
49:00 Five sectors driving future jobs
56:00 Decency quotient over IQ EQ
1:03:00 Energy security and nuclear opportunities
1:10:00 Forward thinking beats historical grievances
1:17:00 Luck flexibility and taking risks
1:23:00 Closing message on optimism
Nikhil Kamath Entrepreneur & Investor
Host of 'WTF is' & 'People By WTF' Podcast
Twitter: https://x.com/nikhilkamathcio/
Instagram: https://www.instagram.com/nikhilkamathcio/
LinkedIn: https://www.linkedin.com/in/nikhilkamathcio/
Facebook: https://www.facebook.com/nikhilkamathcio/
LinkedIn: https://www.linkedin.com/company/the-world-bank-group/
X - https://x.com/WorldBankGroup
Instagram - https://www.instagram.com/worldbankgroup/
Watch 'WTF is' Podcast on Spotify
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Watch 'People by WTF' Podcast on Spotify
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Watch 'WTF Online' on Spotify
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#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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Ajay Banga took Mastercard from a $30 billion company to $360 billion, left when he was the frontrunner to run Citibank's 250,000 people, and now controls $120 billion a year as the President of the World Bank Group — the institution that was built after the Second World War to stop poverty from turning into war. He says life is 50% luck but most people leave their luck on the station platform, that India gets under 20 million tourists a year which is insane for a country with beaches, mountains, culture, history, food and what he calls cool people, and that the world is about to have 1.2 billion young people turn 18 with only 400 million jobs waiting for them — and if you don't give them hope, the demographic dividend becomes a freight train. Full episode drops soon.
Nikhil Kamath Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
Twitter: https://x.com/nikhilkamathcio/Instagram: https://www.instagram.com/nikhilkamathcio/LinkedIn: https://www.linkedin.com/in/nikhilkamathcio/Facebook: https://www.facebook.com/nikhilkamathcio/World Bank Group:
X - https://x.com/WorldBankGroupInstagram - https://www.instagram.com/worldbankgroup/Watch 'WTF is' Podcast on Spotify
https://tinyurl.com/4nsm4ezn
Watch 'People by WTF' Podcast on Spotify
https://tinyurl.com/yme92c59
Watch 'WTF Online' on Spotify
https://tinyurl.com/4tjua4th
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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Rishi Sunak says patience is a bigger competitive advantage than speed, that every decision that reaches a leader is 50-50 by definition because if it weren't someone else would have made it, that the long term is just a succession of short terms you either survived or got kicked out of, and that the thing he wishes he'd done more of in his career is read fiction — because non-fiction tells you what to do and how to do it but fiction teaches you why and gives you a deeper understanding of people.
Akshata Murty says her identity was never her father's name or her husband's title, that the middle path between stoicism and epicureanism is where the answer almost always lives, and that the validation she chases is impact — not position, not wealth, not the approval of people who've already decided who she is.
First couple's episode we've ever done, and it went places none of us expected.
Timestamps:
00:00 Introduction
06:04 Foundery: India's consumer brand accelerator
12:20 Storytelling as a leadership superpower
18:05 Parents' pharmacy inspired political career
24:04 Educating children in the AI era
30:05 Leaning into human skills over AI
36:17 How Rishi and Akshata decide differently
42:10 Goldman Sachs to Prime Minister journey
48:03 Patience as an underrated competitive advantage
54:15 Entering politics: resilience, patience, service
1:00:06 Staying unapologetically Indian in British politics
1:06:51 Life inside 10 Downing Street
1:12:20 AI sovereignty and global trade tensions
1:18:32 De-globalisation and supply chain resilience
1:24:38 Free trade, tariffs, and level playing fields
1:31:17 Akshata's identity beyond famous family
1:37:53 Validation through impact, not inheritance
1:44:04 Finding balance between desire and austerity
1:50:04 Being kind to yourself after failure
1:56:42 Identity, heritage, and the living bridge
2:03:03 Nostalgic Bangalore food and childhood memories
2:09:05 Why young Indians should enter politics
2:16:03 Education, financial literacy, and compounding
2:22:04 Learning to learn in the AI age
2:29:52 How Rishi and Akshata use AI daily
2:37:09 Can AI truly be creative?
2:44:06 Losing the Prime Ministership: lessons in dharma
2:51:30 Poets versus politicians: who should we hear?
2:58:17 Motivating young people to shape policy
Nikhil KamathCo-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
Twitter: https://x.com/nikhilkamathcio/Instagram: https://www.instagram.com/nikhilkamathcioLinkedIn: https://www.linkedin.com/in/nikhilkamathcio/Facebook: https://www.facebook.com/nikhilkamathcio
Rishi SunakYouTube: https://www.youtube.com/@rishisunakX: https://x.com/RishiSunak?s=20Instagram: https://www.instagram.com/rishisunakmpFacebook: https://www.facebook.com/rishisunak
Akshata MurtyYouTube: https://www.youtube.com/@akshataonlineX: https://x.com/anmurtyInstagram: https://www.instagram.com/rishisunakmpFacebook: https://www.facebook.com/rishisunak
Watch on Spotifyhttps://tinyurl.com/4nsm4ezn
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#PeopleByWTF
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Rishi Sunak says he could not function without his marriage, that losing the most public job in the world taught him that the Gita was right about focusing on dharma and not outcomes, and that the blank canvas at 45 is more exciting than the track that got him there. Akshata Murty says she’s not stuck on being her father’s daughter or her husband’s wife, she is clear on who she is than any title ever made her and the answer to most things lives in balance, somewhere between stoicism and epicureanism. First couple's episode. Full conversation drops soon.
#nikhilkamath Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
Twitter: https://x.com/nikhilkamathcio/Instagram: https://www.instagram.com/nikhilkamathcio/LinkedIn: https://www.linkedin.com/in/nikhilkamathcio/Facebook: https://www.facebook.com/nikhilkamathcio/#rishisunak Former PM of the UK
Youtube - https://www.youtube.com/@rishisunakX - https://x.com/RishiSunak?s=20Instagram - https://www.instagram.com/rishisunakmp/Facebook - https://www.facebook.com/rishisunakLinkedIn - https://www.linkedin.com/in/rishi-sunak#akshatamurty Businesswoman and Philanthropist
Youtube - https://www.youtube.com/@akshataonlineX - https://x.com/anmurtyInstagram - https://www.instagram.com/rishisunakmp/Facebook - https://www.facebook.com/rishisunakLinkedIn - https://www.linkedin.com/in/akshata-murty-5a04232Watch 'WTF is' Podcast on Spotify
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Watch 'People by WTF' Podcast on Spotify
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Watch 'WTF Online' on Spotify
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#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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One of them says the Gita's line on duty over outcomes is what got him through the most public failure of his life. The other says her identity has never been her father's name or her husband's title. They've been together 20 years and still argue about ice cream flavours. First couple's episode we've ever done.
#nikhilkamath Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
Twitter: https://x.com/nikhilkamathcio/Instagram: https://www.instagram.com/nikhilkamathcio/LinkedIn: https://www.linkedin.com/in/nikhilkamathkamathcio/Facebook: https://www.facebook.com/nikhilkamathcio/Watch 'WTF is' Podcast on Spotify
https://tinyurl.com/4nsm4ezn
Watch 'People by WTF' Podcast on Spotify
https://tinyurl.com/yme92c59
Watch 'WTF Online' on Spotify
https://tinyurl.com/4tjua4th
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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I sat down with Chamath Palihapitiya. He sold a company to Nvidia for $20 billion, woke up the next morning, saw $13 billion hit the account, and felt nothing. This is a guy who grew up in a home with alcoholism and abuse, immigrated to Canada with nothing, lost billions on SPACs, rebuilt, and now says the whole game is exactly that — a game. We got into the uncomfortable stuff: why pain is the single best predictor of entrepreneurial success, why investing is never a team sport and anyone who says otherwise is losing money, and why Bitcoin has a structural flaw that will permanently cap its ceiling. Chamath makes the case that Trump is the most effective political athlete America has ever seen, that some form of socialism is probably inevitable if we don't fix student debt and housing, and that his next obsession is building the machine that makes the machine — a software factory for the AI era.
00:00 Introduction
06:09 Chamath’s Painful Childhood & Hunger
11:16 What Actually Matters Beyond Success
17:06 Business as a Game, Not Life
22:04 The Machine That Makes Machines
29:11 Trump, Trade & America’s Political Reset
37:30 Investing Lessons: Conviction Over Consensus
43:12 Bitcoin’s Structural Flaws & Limitations
49:56 The Conceptual Stack for AI Investing
55:12 AI Hype, Valuations & Catastrophising
58:26 Socialism’s Inevitable Rise & Boundary Fixes
1:03:48 Building Sovereign Social Media from India
#nikhilkamath Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
Twitter : https://x.com/nikhilkamathcio/Instagram : https://www.instagram.com/nikhilkamathcio/LinkedIn : https://www.linkedin.com/in/nikhilkamathcio/Facebook : https://www.facebook.com/nikhilkamathcio/#chamathpalihapitiya
LinkedIN : https://www.linkedin.com/in/chamath/X - https://x.com/chamathWatch 'WTF is' Podcast on Spotify
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Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59
Watch 'WTF Online' on Spotify
https://tinyurl.com/4tjua4th
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline #chamath #chamathpalihapitiya #nvidia #software #ai #business #trump #podcast
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Chamath Palihapitiya has made and lost billions. He backed Tesla, Bitcoin, and the Golden State Warriors when everyone told him he was insane. Now he's building what he calls a software factory — the machine that makes the machine. We talked about why pain is a prerequisite for scale, why socialism might be closer than any capitalist wants to admit, and why none of the metrics society uses to measure success actually mean anything. This was not a polished conversation.
Chamath Palihapitiya has made and lost billions. He backed Tesla, Bitcoin, and the Golden State Warriors when everyone told him he was insane. Now he's building what he calls a software factory — the machine that makes the machine. We talked about why pain is a prerequisite for scale, why socialism might be closer than any capitalist wants to admit, and why none of the metrics society uses to measure success actually mean anything. This was not a polished conversation.
#nikhilkamath Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
Twitter : https://x.com/nikhilkamathcio/Instagram : https://www.instagram.com/nikhilkamathcio/LinkedIn : https://www.linkedin.com/in/nikhilkamathcio/Facebook : https://www.facebook.com/nikhilkamathcio/#chamathpalihapitiya
LinkedIN : https://www.linkedin.com/in/chamath/X - https://x.com/chamathWatch 'WTF is' Podcast on Spotify
https://tinyurl.com/4nsm4ezn
Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59
Watch 'WTF Online' on Spotify
https://tinyurl.com/4tjua4th
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline #chamath #chamathpalihapitiya #nvidia #software #ai #business #trump #podcast
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I sat down with Dario Amodei in Bangalore. He built Claude, but he started as a biologist looking for a tool to cure disease. Today, he's at the helm of an AI revolution that he compares to a tsunami society is actively ignoring. We got into the heavy stuff: why Anthropic secretly withheld a working model before ChatGPT existed, whether AI is on the verge of consciousness, and if outsourcing our thinking is going to make humans measurably stupider. Dario makes the case that coding is a dying skill, critical thinking is our last real edge, and the absurd concentration of power in AI right now is a massive problem—even though he’s one of the people holding it.
#nikhilkamath Co founder of Zerodha and Gruhas
Host of “WTF is” and “People By WTF” Podcast
Twitter: https://x.com/nikhilkamathcio/Instagram: https://www.instagram.com/nikhilkamathcio/LinkedIn: https://www.linkedin.com/in/nikhilkamathcio/Facebook: https://www.facebook.com/nikhilkamathcio/#Darioamodei
LinkedIn: https://www.linkedin.com/in/dario-amodei/X: https://x.com/DarioAmodeiInstagram: https://www.instagram.com/dario.amodei/Watch “WTF is” Podcast on Spotify
https://tinyurl.com/4nsm4ezn
Watch “People By WTF” Podcast on Spotify
https://tinyurl.com/yme92c59
Watch “WTF Online” on Spotify
https://tinyurl.com/4tjua4th
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline #claude #claudeindia #podcast #anthropic #anthropicclaude #anthropicai #ai #aivideo #claude
Timestamps:
00:00 Introduction
06:13 Scaling laws explained simply
13:27 Trust, humility, and corporate motives
22:44 Using Claude personally, AI knowing you
31:03 Rich people criticizing their own system
37:05 India's role and IT partnerships
44:15 Will AI surpass humans at everything
50:17 Career advice for young Indians
56:38 Open source vs closed AI models
1:02:40 Biotech as the next big bet
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Dario Amodei runs a company valued at tens of billions of dollars, building the very AI systems he warns could reshape everything. So I asked him directly: isn't this a bit like rich people saying capitalism is bad? His answer surprised me. We went deep on the economics, the geopolitics, the safety debate, and why the people building AI might actually be the most paranoid about it. A long, honest, no-script conversation about the technology that's about to change all of our lives.
#nikhilkamath Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
Twitter: https://x.com/nikhilka...Instagram: @nikhilkamathcio LinkedIn: https://www.linkedin.c...Facebook: @nikhilkamathcio#Darioamodei
LinkedIN- @dario-amodeiX - https://x.com/DarioAmodeiInstagram - @dario.amodeiWatch 'WTF is' Podcast on Spotify
https://tinyurl.com/4n...
Watch 'People by WTF' Podcast on Spotify
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Watch 'WTF Online' on Spotify
https://tinyurl.com/4t...
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline #claude #claudeindia #podcast #anthropic #anthropicclaude #anthropicai #ai #aivideo #claude
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I sat down with Yuval Noah Harari at the World Economic Forum in Davos and we ended up covering everything from why Christianity's core story is essentially "you are loved by an omnipotent God" to why Greenland might just be the world's most expensive real estate play. He walked me through how algorithms were handed the job of managing public conversation and optimised for hate because hate drives engagement, how AI is about to become the new rabbi because it can read every religious text ever written, and why the friendship between Europe and America — built over generations — is being thrown away for a bit of ice. He also told me that the biggest political achievement in human history was governments spending more on healthcare than military for the first time — and that it's being deliberately destroyed.
Footage courtesy: WEF | CC BY-NC-ND 4.0 | Source: • Davos 2026 Highlights | World Economic For... [00:00:18 - 00:00:29]
#nikhilkamath Co-founder of Zerodha and Gruhas Host of 'WTF is' & 'People By WTF' Podcast
Twitter: https://x.com/nikhilkamathcio/ Instagram: / nikhilkamathcioLinkedIn: https://www.linkedin.com/in/nikhilkam... Facebook: / nikhilkamathcio#YuvalNoahHarari @YuvalNoahHarari
X - https://x.com/harari_yuval Instagram - / yuval_noah_harari Youtube - / @yuvalnoahharari00:00 Introduction
01:31 History, change, and writing books
03:57 Religion as humanity's most powerful fiction
09:33 Geopolitics, power, and losing trust
16:27 Greenland, tariffs, and negotiation tactics
19:53 Democracy's self-correcting mechanism under threat
28:19 AI taking over religion's authority
33:44 Purpose, suffering, and controlling your mind
39:59 Algorithms destroyed the public conversation
48:02 No purpose, just understanding suffering
55:06 Who actually runs the world today
1:02:38 Nobody runs the world alone
1:07:50 Can capitalism survive without human effort
1:14:44 Venezuela, Iran, and rebuilding democracy
1:21:11 Don't believe everything is just power
Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59 Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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Is religion dying, or is it just being replaced by AI? We are living through a dramatic geopolitical shift. The rules we grew up with are being rewritten. I sat down with historian and author Yuval Noah Harari at the World Economic Forum to understand if we are witnessing the end of an era or the beginning of something entirely new. From the "madness" of the US-Europe split to the private conversations between Putin and Xi that nobody talks about, this conversation connects the dots.
Footage courtesy: WEF | CC BY-NC-ND 4.0 |
Source: • Davos 2026 Highlights | World Economic For... [00:00:00 - 00:00:12] [00:01:09 - 00:01:17]
#nikhilkamath Co-founder of Zerodha and Gruhas Host of 'WTF is' & 'People By WTF' Podcast
X: https://x.com/nikhilkamathcio/ Instagram: / nikhilkamathcio LinkedIn: https://www.linkedin.com/in/nikhilkam... Facebook: / nikhilkamathcio#YuvalNoahHarari @YuvalNoahHarari
X - https://x.com/harari_yuval Instagram - / yuval_noah_harari Youtube - / @yuvalnoahharariWatch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59 Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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Elon Musk × Nikhil Kamath — अब हिन्दी में।
आपकी रिक्वेस्ट पर, हमने पूरा एपिसोड हिन्दी में डब किया है ताकि यह बातचीत और भी लोगों तक पहुंच सके।
Timestamps :
00:00 – Settling in
02:08 – On X, text vs video, how people communicate
06:45 – Collective consciousness
09:54 – Meaning of life, Hitchhiker’s Guide to the Galaxy
14:16 – Individuals vs collectives
17:35 – What makes a company worth investing in
20:00 – Work Elon is most excited about across Tesla, SpaceX and xAI
23:35 – Starlink explained simply
29:45 – UHI, and “Working will be optional”: what that means
34:35 – Marshmallow test & delayed gratification
36:13 – The letter X
42:15 – Money, energy and the far future
46:13 – AI, US debt & what productivity unlocks
51:07 – Matrix, Simulation theory & probabilities
56:30 – Morality, religion & GTA
1:01:25 – Elon’s version of the simulation
1:03:17 – Elon’s Kids, Family structure & Nature vs. Nurture
1:12:33 – Should kids still go to college?
1:14:52 – How to regulate AI
1:20:08 – Language, history, and what remains timeless
1:23:22 — Movies vs podcasts
1:24:33 — Can AI understand human nuance?
1:26:01 — Where would Elon invest?
1:27:52 —David vs Goliath
1:30:03 — Humour, Friendship & Politics
1:37:00 — Politics, influence, and business
1:38:53 — Global trade, tariffs, Free markets
1:41:11 — The relationship between business and government
1:43:21 — DOGE
1:46:47 — Philanthropy
1:47:39 — H1B & Immigration Laws
1:51:17 — Advice for people building
1:52:00 — Value creation and hard work
1:53:26 — Closing thoughts & gratitude
#NikhilKamath Entrepreneur & Investor
Host of 'WTF is' & 'People By WTF' Podcast
X: https://x.com/nikhilkamathcio/
Instagram: https://www.instagram.com/nikhilkamathcio/
LinkedIn: https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
Facebook: https://www.facebook.com/nikhilkamathcio/
#elonmusk
X - https://x.com/elonmusk
Watch 'WTF is' Podcast on Spotify
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Watch 'People by WTF' Podcast on Spotify
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Watch 'WTF Online' on Spotify
https://tinyurl.com/4tjua4th
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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A long conversation with #ElonMusk about work, consciousness, family, money, AI and how the future might unfold. No script, no performance, just two people thinking out loud. A big thank you to Manoj Ladwa - a close friend of many years and a remarkable connector of India to the world and the world to India. Through India Global Forum, he has built one of the most influential platforms showcasing India’s rise. As I’ve said before, this is India’s decade, and leaders like @ManojLadwa and India Global Forum will be the flag bearers in making that a reality.
Timestamp:
00:00 – Settling in & the first few minutes of conversation
02:00 – On X, text vs video, how people communicate
05:00 – Free speech, balance and how platforms shape thought
07:30 – Collective consciousness & translation across languages
10:30 – Meaning of life, Hitchhiker’s Guide & asking the right questions
13:30 – Individuals vs collectives
16:00 – How progress happens and why teams matter
18:30 – What makes a company worth investing in
20:00 – Work Elon is most excited about across Tesla, SpaceX and xAI
22:00 – Self-driving, real-world AI and Optimus
23:30 – Starlink explained simply
27:00 – Cities, rural life and how AI may change where we live
30:00 – “Working will be optional”: what that means
33:00 – UHI, deflation and the next 20 years36:00 – Marshmallow test & delayed gratification
38:00 – On kids, family and time
40:00 – The letter X
42:00 – Money, energy and the far future
47:00 – AI, debt & what productivity unlocks
50:00 – Simulation theory & probabilities
55:00 – Morality, religion & what makes societies stable
59:00 – Family structure & the future of population
1:03:00 – Nature, nurture & potential
1:07:00 – Should kids still go to college?
1:11:00 – Truth, beauty, curiosity in AI
1:18:00 – Podcasts, content, and how stories are changing
1:23:00 – Language, history, and what remains timeless
#NikhilKamath Entrepreneur & Investor Host of 'WTF is' & 'People By WTF' Podcast
X: https://x.com/nikhilkamathcio/
Instagram: https://www.instagram.com/nikhilkamathcio/
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#elonmusk
X - https://x.com/elonmusk
Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn
Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59
Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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Here’s to delaying gratification. The future belongs to the patient.
#NikhilKamath Entrepreneur & Investor Host of 'WTF is' & 'People By WTF' Podcast
X: https://x.com/nikhilkamathcio/
Instagram: https://www.instagram.com/nikhilkamathcio/
LinkedIn: https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
Facebook: https://www.facebook.com/nikhilkamathcio/ #elonmusk
X - https://x.com/elonmusk
Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn
Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59
Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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What struck me most in this conversation with AR Rahman was not his mastery but his humility. He talks openly about fear, self-doubt, imposter syndrome, and why he constantly leaves comfort to evolve.
We got into everything, Bombay Dreams, London, Hollywood, Oscars, classical music’s future, AI composition, spiritual surrender, and why consistency matters more than lifestyle.
If you’ve ever wondered how someone stays grounded while being celebrated globally, you should watch this!
Timestamps:
00:00 – Early Life, Bangalore–Chennai Roots
03:17 – Childhood Trauma, Losing His Father & Growing Up in Studios
08:25 – Mother’s Strength, Family Survival & Entering Music Young
10:30 – Playing for Composers, Jingles & Early Experiments
13:30 – Building Panchathan Studio & Mani Ratnam Discovery
24:00 – The 90s Trend Change & Redefining Indian Music
26:36 – Classical Music, Gurus & The Spiritual Side of Art
31:00 – AI, Contrarian Thinking & Beating Predictive Models
34:29 – Talent, Practice, Singing & Evolving at Any Age
40:00 – Global Work: UN, KM Conservatory & Purpose-Driven Projects
43:18 – Fame, Privacy & The Price of Being Recognised
47:15 – Creativity, Tech & DM Collaborations
53:33 – Live Experiences, Theatre & Reinventing Entertainment
56:15 – Meta Glasses & His Passion Project
1:14:12 –His Personal Headspace, Altruism & Religious Beliefs
1:29:40 – Tu Hi Re: The Making, History & Magic Behind the Song
1:35:40 – The Future of Cinema: Immersive Screens, Haptics & Sound
1:43:54 – Final Thoughts: India, Scale, News & What’s On His Mind
#nikhilkamath : Co-founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF' Podcast
Twitter: https://x.com/nikhilkamathcio/
Instagram: https://www.instagram.com/nikhilkamathcio/
LinkedIn: https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
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#arrahman : Indian musical composer and record producer
Twitter - https://x.com/arrahman
Instagram - https://www.instagram.com/arrahman/
Facebook - https://www.facebook.com/arrahman/
Threads - https://www.threads.com/@arrahman
Watch 'WTF is' Podcast on Spotify
https://tinyurl.com/4nsm4ezn
Watch 'People by WTF' Podcast on Spotify
https://tinyurl.com/yme92c59
Watch 'WTF Online' on Spotify
https://tinyurl.com/4tjua4th
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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Building the next Uber in India? Dara shares lessons on competition, EVs, quick commerce, and how he helped build Uber through chaos.
Timestamps:
00:00 - Intro
01:22 - Dara’s visits to India
01:58 - Uber’s Indian competitors
04:42 - Growing up in Iran
10:47 - Dara on religion & spirituality
16:40 - From Iran to US
19:54 - Key lesson from Barry Diller
28:05 - How AI can reinvent travel
32:12 - Dara’s vision for fixing travel
34:50 - Decoding taste from data
36:48 - What Uber really represents
38:48 - Selling Uber Eats to Zomato
42:10 - Opportunities in mobility, delivery & quick commerce
44:32 - Authenticity & collaboration
49:26 - David vs. Goliath: Uber’s image strategy
53:29 - Team rivalry: strategy or risk?
55:59 - DoorDash vs. Uber
57:24 - Why India matters to Uber
58:31 - Opportunity vs. TAM
1:01:50 - Why quick commerce hasn’t taken off in the US
1:05:15 - Autonomous vehicles vs. drivers
1:10:02 - AVs & Indian roads
1:12:39 - Data challenges
1:13:29 - Cooking automation & the future of dining
1:17:36 - Building brands without ads
1:20:27 - Labour costs & immigration policies
1:21:03 - China’s incredible EVs
1:24:51 - The EV slowdown
1:26:48 - Will Uber become a super app?
1:29:39 - What would Dara build today?
#NikhilKamath - Investor & Entrepreneur
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#DaraKhosrowshahi -
CEO, Uber Twitter: https://x.com/dkhos LinkedIN: https://www.linkedin.com/in/dara-khosrowshahi-70949862/
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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I finally sat down with Sam Altman, CEO of OpenAI, to discuss the launch of GPT-5, its differences, whether we’re inching closer to agent-like AI, what it takes to build a future that’s moving at breakneck speed.
00:00 - Intro
01:13 - What’s New in GPT-5?
02:54 - Sam on First Principles, Careers & Future Industries
05:47 - What’s Possible with GPT-5
07:09 - Building on GPT-5: Skills & Science Applications
10:28 - Mastering Today’s AI Tools
11:37 - Sam’s Self-Perception & Edge at 19
13:42 - Is Humility Still an Advantage?
18:51 - Parenthood & Why He Chose It
21:19 - How Marriage, Religion & Kids Will Evolve
22:20 - Capitalism, Democracy & The Odds of Socialism
25:44 - Does AGI Make Capital Obsolete?
28:25 - Marginal Utility & the Fate of Wrappers
34:15 - Is Contrarian Thinking an Edge?
37:33 - AGI vs. Human Intelligence
38:56 - The Future of Robotics
40:55 - Where the Form Factor is Headed
42:54 - Climate Change & AI in India
#NikhilKamath - Investor & Entrepreneur
Twitter: [https://x.com/nikhilkamathcio](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g)
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#SamAltman - CEO, OpenAI
Twitter: https://x.com/sama
Facebook: https://www.facebook.com/samhaltman/
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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Watch 'WTF is' Podcast on Spotify
https://tinyurl.com/4nsm4ezn
Watch 'People by WTF' Podcast on Spotify
https://tinyurl.com/yme92c59
Watch 'WTF Online' on Spotify
https://tinyurl.com/4tjua4th
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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