Avsnitt
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The street believes struggle makes the founder, so we removed the struggle — twenty-five strangers, a brand and four crores each, ninety days in one house in Alibaug and then sat down to ask the only question that scared us: does a head start make a founder, or unmake one? Nikhil Kamath, Kishore Biyani and Ronnie Screwvala audit the model, the equity split everyone questions, the two philosophies built into this house, and what the three of us will do if twenty brands don't sell.
00:00 Introduction
06:18 Is The Foundery a selfish bet?
12:29 Why building new beats the capitalist high
18:28 How the company-builder model formed
24:47 The new consumer categories driving the bets
30:41 What happens after Day 90
35:13 The equity split everyone questions: 25% vs 75%
43:11 Where the ideas come from, and how the gates work
50:56 Founder–idea fit and the flaws each founder owns
58:05 Why equity beats an endorsement fee
1:05:14 What happens if the brands fail
1:11:08 What actually drives Nikhil
1:17:46 Abundance vs scarcity in one house
1:23:54 Social mobility and India's bubbles
1:28:54 What the founders are unlearning
1:33:09 Twelve months out: what they'd change
#NikhilKamath
Co-Founder of Zerodha and Gruhas
Host of 'WTF is' & 'People By WTF'
Twitter: @nikhilkamathcio on XInstagram: @nikhilkamathcio on InstagramLinkedIn: Nikhil Kamath LinkedInFacebook: Nikhil Kamath FacebookThe Foundery is a venture builder that forges entrepreneurs into co-founders and builds companies with them from the ground up.
Website: The FounderyYoutube: https://www.youtube.com/@UCtJssM5FzLXSWIf5VWUmT2w Instagram: https://www.instagram.com/jointhefoundery/?hl=enKishore Biyani – Founder & CEO of Future Group
Ronnie Screwvala – Co-Founder & Chairperson of upGrad, Founder of UTV Group
LinkedIn: Ronnie Screwvala LinkedInWatch 'WTF is' Podcast on Spotify
WTF is Podcast on Spotify
Watch 'People by WTF' Podcast on Spotify
People by WTF Podcast on Spotify
Watch 'WTF Online' on Spotify
WTF Online on Spotify
#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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So we ran an experiment. We call it The Foundery. Sixty days ago, twenty-five people we'd never met moved into a house in Alibaug — each one handed a new-age consumer brand, four crores, and ninety days to build a real business with us. Not a college, not an accelerator: a place where we become your co-founders and build the company alongside you. In this first conversation, Nikhil Kamath, Kishore Biyani and Ronnie Screwvala get into why we built it, what we're risking, and what happens if none of it works.
#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/nikhilkamathcioFacebook: https://www.facebook.com/nikhilkamathcio/The Foundery is a venture builder that forges entrepreneurs into co-founders and builds companies with them from the ground up.
Website: https://www.thefoundery.in/Kishore Biyani – Founder & CEO of Future Group
Ronnie Screwvala – Co-Founder & Chairperson of upGrad, Founder of UTV Group
LinkedIn: https://www.linkedin.com/in/ronniescrewvala/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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Saknas det avsnitt?
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I got two of the biggest names in Indian pharma into one room, Rajeev Juneja of Mankind and GV Prasad of Dr. Reddy's, who'd somehow never actually met before this, and what came out was part masterclass and part origin story, from why being relentlessly contrarian beat following the herd, to how a college dropout from Meerut turned everything he hated about a medical store into a pharma giant, to why a chemical engineer who says he owes his career to his marriage spent decades chasing one original molecule, and somewhere in between we got into why India makes the world's generics instead of discovering its own drugs, what it really takes in time and money to bring a single drug to market, why GV thinks the AI-will-cure-everything story is overstated, where GLP-1s go next, and the one thing they'd tell a 25-year-old trying to build in pharma.
Timestamps:
00:00 Introduction
04:27 Rajeev Juneja's path from medical-store apprentice to building Mankind
10:11 Mankind's contrarian OTC and bottom-up market strategy
16:23 G.V. Prasad on science and the Dr. Reddy's lineage
23:06 Segmenting the industry and how generic drugs are made
29:15 Why drug purity standards are shared but enforcement differs
36:40 Why India is the pharmacy of the world by volume, not revenue
41:00 How margins are split across the pharma value chain
45:17 Whether online pharmacy and consumer brands are real openings
53:15 Whether hospital roll-up valuations are justified
59:10 Tariffs, Jan Aushadhi and drug price controls
1:03:21 How China built a pharma-innovation ecosystem in a decade
1:10:02 Long-horizon governance and removing entrepreneurial fear
1:15:40 China's incentives, talent and leverage over the US
1:22:01 Why the Ayush and wellness market outgrows pharma
1:25:05 The evidence, quality and standardisation debate around Ayurveda
1:35:13 The sexual-wellness opportunity and the stigma problem
1:40:26 The fertility, IVF and egg-freezing opportunity
1:43:45 The API narrative debate and how a drug is synthesised
1:50:54 Biologics, monoclonal antibodies and vaccines explained
1:55:57 Stem cells and peptides, separating therapy from hype
2:00:06 The semaglutide story and how GLP-1 works
2:05:01 Mankind's ethical-selling philosophy on GLP-1
2:08:06 Why India leads in small molecules but lags in biologics
2:15:07 Where a young founder can enter the GLP-1 wave
2:23:38 The yin and yang of innovators and generics
2:29:05 Diagnostics, CDMO and the China-plus-one opportunity
2:37:18 Applying AI to pharma and the expired-medicine problem
2:43:01 Why founders should never copy a set formula
2:45:30 Succession, home diagnostics and the microfluidics frontier
#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_appFacebook: https://www.facebook.com/nikhilkamathcio/Rajeev Juneja-Vice Chairman & Managing Director at Mankind Pharma Ltd
LinkedIN- https://www.linkedin.com/in/rajeev-juneja-27882a24b/G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy's
Linkedin-https://www.linkedin.com/in/gvprasadster/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 always assumed India was becoming the pharmacy of the world, until this conversation made me sit with the sharper truth that we're the generic pharmacy of the world, and from there we got into whether China really killed our API industry or whether Indians still quietly lead it, why a drug like semaglutide turns into a miracle and a problem the second everyone wants it, the side effects nobody wants to talk about, the ethics of running a prescription-driven business, whether the global enthusiasm around Indian hospitals is actually justified, and why fear might be the single biggest thing holding Indian entrepreneurship back.
#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/nikhilkamathcioFacebook: https://www.facebook.com/nikhilkamathcio/Rajeev Juneja-Vice Chairman & Managing Director at Mankind Pharma Ltd
LinkedIn: https://www.linkedin.com/in/rajeev-juneja-27882a24b/G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy's
LinkedIn: https://www.linkedin.com/in/gvprasadster/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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Spent a few hours with young bright founders below the age of 25 from the 3rd WTFund cohort. WTFund is a non-dilutive ₹20 lakh grant. From over 3,000 applications, we shortlisted 8 startups. We spoke about what they’re building, but also about doubt, ambition, money, and the uncertainty that comes with starting early. Some clear ideas. Some unfinished thoughts. A conversation that felt more real than structured.
https://www.allthingswtf.com/wtfund
00:00 - WTFund Bootcamp
02:02 - Intro
03:20 - Prava - AI-Led Transactions
10:22 - Astraeus Innovus - Preventive Cancer Screening
18:45 - Turocrates AI - AI-Driven Diagnostics
26:35 - AntiMattr - Voice-First Computing
32:12 - O3 security - Securing AI Systems
39:05 - Bloom Rehab - Tech-Enabled Recovery
42:00 - Journey to Building
46:22 - Philosophies of life
50:31 - Placestation - Automating PCB Assembly
55:32 - AEYI : AI-Powered CCTV Monitoring
57:50 - Q&A with Nikhil
01:04:14 - AI Girlfriend & Dating
01:05:35 - Schools of Psychology
01:08:26 - Nikhil's Birthday Plans
01:09:11 - Golden Hour
01:10:10 - Healthcare & Longevity
01:12:33 - Trading
01:16:32 - Advice for Young Founders
#NikhilKamath Co-founder of Zerodha, Gruhas Host of ‘WTF is’ & ‘People by WTF’ Podcast
Twitter: https://x.com/nikhilkamathcioLinkedIn: https://www.linkedin.com/in/nikhilkamathcio Instagram: https://www.instagram.com/nikhilkamathcio Facebook: https://www.facebook.com/nikhilkamathcioWTFund India’s premiere non-dilutive grant fund for emerging entrepreneurs.
Twitter: https://x.com/TheWTFundLinkedIn: https://www.linkedin.com/wtfund Instagram: https://www.instagram.com/thewtfundO3 Security A security platform that stops software supply-chain attacks in real time — whether it’s AI-generated or human-written code to production.
Instagram: https://www.instagram.com/o3_security/ LinkedIn: https://www.linkedin.com/company/aeyi/Aeyi Aeyi is a GENAI-powered system that turns normal CCTV cameras into real-time safety and monitoring tools.
Instagram: https://www.instagram.com/aeyi_surve/ LinkedIn: https://www.linkedin.com/company/aeyi/Antimattr AI-powered earbuds for hands-free audio computing.
Instagram: https://www.instagram.com/antimattr.one/LinkedIn: https://www.linkedin.com/company/antimattr/about/BloomRehab Rehabilitation robots for neuro and ortho recovery.
LinkedIn: https://www.linkedin.com/company/bloomrehab/Astraeus Innovus A ₹100 saliva test that screens for oral cancer in under 5 minutes.
LinkedIn: https://www.linkedin.com/company/astraeus-innovus/about/PlaceStation A desktop system that automates PCB assembly for faster, accessible electronics manufacturing.
Instagram: https://www.instagram.com/placestation_/Prava A payments infrastructure layer built specifically for AI shopping assistants and agents.
Instagram: https://www.instagram.com/pravapayments/ LinkedIn: https://www.linkedin.com/company/prava-payments/Turocrates Improving patient outcomes using a digital and AI-driven operating system for diagnostic labs.
LinkedIn: https://www.linkedin.com/company/turocrates-ai/#WTFund
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I sat down with His Excellency Omar Sultan Al Olama, the UAE’s youngest minister and the world’s first AI Minister, to unpack how modern governments think about the future and the role younger leaders play in shaping it. A last-minute conversation in Dubai that opened up a thoughtful discussion on youth in politics, leadership, and how AI is beginning to influence the way nations are governed. Big thanks to @IndiaGlobalForum for creating the space for conversations like this, and Manoj Ladwa, a dear friend and a rare connector between India and the rest of the world. People like him, through IGF are helping frame the ideas that will define this decade, and bring them to life
00:00 – Introduction
01:24 – Why AI Changes the Power Balance Between Countries
05:05 – Jobs, Intelligence, & What AI Takes Away From Humans
13:20 – Why This Conversation Happened at IGF
15:42 – Making of a Minister
22:18 – Why does anything matter?
24:42 – Machiavelli
30:23 – Fear or love? How are Leaders Remembered?
33:26 – UAE's Legacy & It's Perpetual Importance
38:04 – How UAE goes about it's diasporic Governance
48:13 – Taxes, Value Exchange, and What Citizens Expect
55:09 – Education, Work, and the Path to Government
1:12:19 – The Phone Call That Made Him AI Minister at 27
1:14:22 – Corruption, Incentives, and Power Structures
1:24:46 – AI & Governance
1:27:55 – Global Neutrality, Building Bridges & Restraint
1:37:49 – Blockchain, Discourse, and Closing Reflections
#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/#omarsultanalolama : Minister of State for Artificial Intelligence, Digital Economy and Remote Work Applications at Government of the UAE
Twitter - [https://x.com/OmarSAlolama] LinkedIn - [https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae]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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Came for a conversation, Left with a shift in perspective. A solid case to prove that age isn’t the barrier we think it is. A big thank you to @IndiaGlobalForum for hosting this dialogue. And to Manoj Ladwa, for being the bridge that makes conversations like this happen.
#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/#omarsultanalolama : Minister of State for Artificial Intelligence, Digital Economy and Remote Work Applications at Government of the UAE
Twitter - [https://x.com/OmarSAlolama](https://x.com/OmarSAlolama) LinkedIn - [https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae](https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae) 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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Three founders leading India’s skincare wave – Bhakti Modi (Tira), Shantanu Deshpande (Bombay Shaving Company), and Diipa Khosla (Inde Wild) join me to share the highs and lows of building beauty and skincare brands and the trends shaping this booming industry.
Timestamps:
00:00 - Intro
02:39 - Bhakti’s journey & love story
05:14 - Diipa’s road to Inde Wild
10:34 - Persona’s role in brand building
15:07 - How Shantanu started
20:48 - Valuations & industry secrets
27:30 - Decoding the salon industry
34:58 - How Inde Wild made Champi cool again
38:01 - Market size & shifting narratives
45:14 - Marketing quality & building a community
52:41 - Why fragrance is exploding
1:00:42 - Community’s role in branding
1:08:04 - Cracking the BPC industry
1:22:26 - Omnichannel: A must-have?
1:27:15 - Tariffs, growth & social selling
1:31:00 - Can Indian brands go global?
1:34:51 - Cracking influencer marketing
1:42:15 - Sampling, distribution & minis
1:48:07 - Sustainability: Do founders still care?
1:52:54 - What’s the next wave?
2:04:39 - How the world perceives India
2:09:48 - Tech’s role in customising
2:16:10 - Nikhil’s & Diipa’s tattoos
2:18:14 - Why founders need grit
2:19:47 - Bhakti & Tira’s origin story
2:34:10 - Inside Tira: From concept to customer
2:38:34 - Do celebrity brands work?
2:44:51 - Why Diipa started Inde Wild
2:48:25 - Mass, premium, prestige: Which segment is winning?
3:05:45 - Quick commerce & Tier 2 markets
3:11:11 - Ayurveda: Still a novelty?
3:14:43 - The making of Bombay Shaving Company
3:21:39 - From idea to product: Manufacturing & patents
3:30:14 - Advice to aspiring skincare founders
#NikhilKamath - Investor & Entrepreneur
Twitter: [https://x.com/nikhilkamathcio] (https://www.youtube.com/redirect?even...)
Bhakti Modi - CEO, Tira
Instagram: https://www.instagram.com/bhaktim679/...
LinkedIn: / bhakti-modi-98a32293
Diipa Khosla - Founder, Inde Wild
Instagram: https://www.instagram.com/diipakhosla...
LinkedIn: https://in.linkedin.com/in/diipa-khos....
Website: https://india.indewild.com/?utm_campa...
Shantanu Deshpande - Founder, Bombay Shaving Company
Instagram: https://www.instagram.com/shantanudes...
LinkedIn: / shantanudeshpandebsc
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Bhakti Modi (Tira), Shantanu Deshpande (Bombay Shaving Company), and Diipa Khosla (Inde Wild) joined forces to answer one question:
What should 25-year-old Dilip build next?
Bhakti Modi
CEO, Tira
Instagram: https://www.instagram.com/bhaktim679/...
LinkedIn: / bhakti-modi-98a32293
Diipa Khosla
Founder, Inde Wild
Instagram: https://www.instagram.com/diipakhosla...
LinkedIn : https://in.linkedin.com/in/diipa-khos....
Shantanu Deshpande
Founder, Bombay Shaving Company
Instagram : https://www.instagram.com/shantanudes...
LinkedIn : / shantanudeshpandebsc
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In this unfiltered conversation, we discuss bad bets, overhyped markets, and where VCs should actually put their money. I sat down with Deedy Das (Principal, Menlo Ventures), Nikunj Kothari (Partner, FPV Ventures), and Niko Bonatsos (Early-Stage Venture Capitalist) to get their hot takes on industries.
Timestamps:
00:00 - Intro
00:58 - Deedy’s journey & the Anthropic story
05:10 - Nikunj’s background
11:32 - Niko’s story
13:31 - Sectors to avoid as an investor
23:17 - Today’s hottest sectors
27:31 - Emerging AI trends
38:37 - Declining birth rates + AI’s role
48:19 - Abundance & capitalism
53:19 - Raising kids in an Instagram world
55:39 - No tech: the next big business?
1:00:55 - The future of dating apps
1:06:52 - Key predictions for the next frontier
1:10:14 - Will urbanisation continue?
1:13:51 - Longevity & wellness industry
1:16:01 - Which sector will boom by 2035?
1:25:59 - Rethinking senior living
1:32:52 - Content vs. product: what builds a brand?
1:43:50 - Individual vs. legacy brands
1:47:30 - EVs & mobility: the road ahead
1:58:03 - Opportunities in beauty & luxury
2:02:17 - Where live events are headed
2:06:14 - Climate tech & its impact
2:11:49 - Data centers: the best bet?
2:15:13 - Vices as an industry
2:24:18 - Wrapping it all together
2:29:02 - Legal AI: opportunities & challenges
2:32:29 - India in the global AI race
#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)
LinkedIN: [](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGNsNjlxS2NyU3VxOUNIQU1VUmczaWNobmtJd3xBQ3Jtc0tsVmczaDdwdkpMZWlNaVdISk1mQUFfbmhZNVB2al9OU1hwbF9rYTFoMFJGN2FKRnFreXFEaXZhRGttd2xLRHBpQVhIS19XaW5wQTZ3UjB6bm5vazVmdUkwSEdsU0MxS1lXYmJvVnhlekVRczc0RmdTRQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fnikhilkamathcio&v=wHQiewz8k9g)https://www.linkedin.com/in/nikhilkamathcio/
Instagram: https://www.instagram.com/nikhilkamathcio/
Facebook: https://www.facebook.com/nikhilkamathcio/
#DeedyDas - Principal, Menlo Ventures
Twitter: https://x.com/deedydas
LinkedIN: https://www.linkedin.com/in/debarghyadas/
#NikunjKothari - Partner, FPV Ventures
Twitter: https://x.com/nikunj
LinkedIN: https://www.linkedin.com/in/nikunjk/
#NikoBonatsos - Early-Stage Venture Capitalist
Twitter: https://x.com/bonatsos
LinkedIN: https://www.linkedin.com/in/bonatsos/
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What industries will die out in the next decade? I sat down with three venture capitalists from Silicon Valley to decode.
#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)
LinkedIN: [](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGNsNjlxS2NyU3VxOUNIQU1VUmczaWNobmtJd3xBQ3Jtc0tsVmczaDdwdkpMZWlNaVdISk1mQUFfbmhZNVB2al9OU1hwbF9rYTFoMFJGN2FKRnFreXFEaXZhRGttd2xLRHBpQVhIS19XaW5wQTZ3UjB6bm5vazVmdUkwSEdsU0MxS1lXYmJvVnhlekVRczc0RmdTRQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fnikhilkamathcio&v=wHQiewz8k9g) https://www.linkedin.com/in/nikhilkamathcio/
Instagram: https://www.instagram.com/nikhilkamathcio/
Facebook: https://www.facebook.com/nikhilkamathcio/
#DeedyDas - Principal, Menlo Ventures
Twitter: https://x.com/deedydas
LinkedIN: https://www.linkedin.com/in/debarghyadas/
#NikunjKothari - Partner, FPV Ventures
Twitter: https://x.com/nikunj
LinkedIN: https://www.linkedin.com/in/nikunjk/
#NikoBonatsos - Early-Stage Venture Capitalist
Twitter: https://x.com/bonatsos
LinkedIN: https://www.linkedin.com/in/bonatsos/
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As someone from Bangalore, I’ve been a bit bothered by how much flak we get, especially about traffic. So I set out to see if the criticism is fair, and what’s actually being done about it.In this episode, I spend the day with two of Bengaluru’s top police officers — B. Dayananda, IPS (Commissioner of Police) and M.N. Anucheth, IPS (Joint Commissioner of Police, Traffic) — to understand what’s really happening in the city.We get to know how the police are using AI and other technology to manage traffic more effectively, and what’s the future of urban transport. But this episode isn’t just about traffic. We delve into the reality of being a police officer, how they’re portrayed in movies, and the push-pull between politics and policing. We also discuss the rise in cybercrime and how you can protect yourself online.If you’ve ever complained about traffic, considered joining the force, or just want a closer look at how the system works, this episode is for you.Timestamps:00:00 - Intro & visit to the Office of the Commissioner of Police2:31 - Tracking calls at the Integrated Command & Control Centre5:57 - What police medals & uniforms represent07:07 - Police hierarchy & recruitment exams12:36 - Why is Bengaluru criticised & what’s the future of transport?15:40 - Are traffic fines a deterrent or government revenue?17:41 - How does Bengaluru use AI & data to improve traffic flow?23:13 - How cameras catch traffic violations26:41 - Combating bribery29:35 - Exploring the traffic police museum31:26 - The push-pull between politicians & police33:00 - B. Dayananda’s journey to policing35:28 - Should VIPs be above traffic rules?38:47 - Challenges & rewards of becoming a policeman43:45 - How MN Anucheth decided to enter the force45:41 - The sacrifices of policing & balancing family48:32 - How policemen cope with retirement51:23 - Kannadiga representation in government53:48 - Can policemen transition to politics?55:39 - Skills & talents of a good policeman57:19 - So low budgets force police to accept bribes?58:31 - Is there a solution to Bengaluru’s traffic problem?1:02:22 - What needs to change in India?1:06:57 - Nikhil's focus on building an Indian-first brand ecosystem1:07:56 - How accurately do movies depict police realities?1:10:40 - B. Dayananda’s love for bike rides: redefining the policeman’s image1:14:05 - Bangalore police’s growing social media presence1:15:00 - Advice for youth considering a career in policing1:17:16 - The rise of cybercrimes1:21:35 - Final thoughts: A message to aspiring policemen#NikhilKamath - Investor & EntrepreneurTwitter: https://x.com/nikhilkamathcioLinkedIN: / nikhilkamathcio Instagram: / nikhilkamathcio Facebook: / nikhilkamathcio Bengaluru City PoliceTwitter: https://x.com/BlrCityPolice Facebook: / blrcitypolice Instagram: / blrcitypolice YouTube: / @bengalurucitypolice3253 LinkedIN: / blrcitypolice Bengaluru Traffic PoliceTwitter: https://x.com/blrcitytraffic Facebook: / bangaloretrafficpolice Instagram: / bengalurutrafficpolice YouTube: / @bengalurutrafficpolice LinkedIN: / bengalurutrafficpolice #wtfiswithnikhilkamath
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This episode is a playbook for any curious 20-something in India dreaming of building the next big consumer electronics brand. Whether it’s smartphones, earbuds, AI-powered glasses or health wearables, we dig into what it really takes to break into, and survive, this highly competitive space.
I sat down with three brilliant minds in the game who’ve actually done it: Carl Pei (Co-Founder, Nothing), Rahul Sharma (Co-Founder, Micromax), and Amit Khatri (Co-Founder, Noise). We tried to decode the what, how, and WTF of this industry—from regulations and the fairness of trade tariffs, to startup realities and what disruption might look like next.
You might just spot the next big idea as they share some untapped opportunities waiting to be built in this sector.
Resource Document: https://iridescent-party-a15.notion.site/Consumer-Electronics-Resource-Document-1e1aef3ec3e980f29b86dd9bae34410d
Timestamps:
00:00 - Intro
01:12 - How Apple sparked Carl’s love for tech
05:05 - The reason for Y Combinator’s success
07:28 - Carl’s ‘lazy genius’ approach towards his career
15:05 - How Nothing differentiated itself
16:36 - US tariff’s impact on China, India & the industry (Note: Since this episode was recorded before recent changes to global trade & tariff policies, some views may not reflect current regulations.)
22:10 - Carl’s philosophical views on life
24:23 - Rahul’s journey & the roots of his entrepreneurial spirit
29:30 - Micromax’s early days: From payphones to GSM innovation
38:23 - How traveling to villages led to Micromax’s success
50:47 - Competing with China & Micomax’s manufacturing pivot
1:00:00 - Apple’s vertical integration strategy: Lessons for companies & governments
1:05:00 - Learnings from Rahul’s risk-taking & resilience
1:09:00 - Amit’s journey from education to building Noise
1:23:34 - Roadmap for 20-somethings entering the electronics industry
01:41:47 - Identifying gaps in the commodity market
1:48:02 - Disruption in smartphones through design and AI opportunities
1:57:40 - Today’s youth vs. yesterday’s corporations
2:01:13 - Building India’s supply chain & unlocking its market opportunity
2:07:21 - An electronics launchpad for young entrepreneurs
2:16:45 - India’s semiconductor push & restarting efforts
2:22:26 - Future of TV: One UI for all streaming apps?
2:25:41 - Can India build a global ecosystem in electronics?
2:35:58 - Health wearables & EdTech opportunities
2:42:44 - Advice for 20-somethings who want to break into this industry
#NikhilKamath - Investor & Entrepreneur
Twitter: https://x.com/nikhilkamathcio
LinkedIN: https://www.linkedin.com/in/nikhilkamathcio/
Instagram: https://www.instagram.com/nikhilkamathcio/
Facebook: https://www.facebook.com/nikhilkamathcio/
#CarlPei - CEO & Co-Founder, Nothing
Twitter: https://x.com/getpeid
LinkedIN: https://www.linkedin.com/in/getpeid/
Instagram: https://www.instagram.com/getpeid/
Facebook: https://www.facebook.com/getpeid/
#RahulSharma - Co-Founder, Micromax
Twitter: https://x.com/rahulsharma
LinkedIN: https://www.linkedin.com/in/rahul-sharma-83038634a/
#AmitKhatri - Co-Founder, Noise
Twitter: https://x.com/iamamitkhatri
LinkedIN: https://www.linkedin.com/in/iamamitkhatri/
Instagram: https://www.instagram.com/itsamitkhatri/
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India has long been a tea-drinking nation, but in recent years, a new wave of craft beverage brands has started reshaping the way the country drinks. Specialty coffee, kombucha, and premium mixers are carving out space in an industry dominated by mass-produced options. While the demand for high-quality, homegrown beverages is growing, breaking into this space isn’t as easy as it looks. Import duties drive up costs, fragmented supply chains make scaling difficult, and price-sensitive consumers often hesitate to pay a premium. Unlike mass-market beverages, where marketing muscle can drive sales, craft brands have to build awareness, educate consumers, and create demand from scratch. In episode #22 of “WTF Is” Podcast, Nikhil Kamath sits down with some of the biggest names in India’s craft beverage industry—Rahul Reddy (Subko), Matt Chitharanjan (Blue Tokai), Aneesh Bhasin (Svami), and Adithya Kidambi (Mossant). They share their journey of navigating regulations, shifting consumer habits, and competing with legacy brands to bring high-quality, locally made beverages to the mainstream. Resource doc: https://www.notion.so/Resource-Craft-Beverages-19d26a5adf3180b68f1adbbbd2eea2f5#NikhilKamath Co-founder of Zerodha, True Beacon and GruhasTwitter: https://x.com/nikhilkamathcio LinkedIn: https://www.linkedin.com/in/nikhilkamathcioInstagram:https://www.instagram.com/nikhilkamathcioFacebook: https://www.facebook.com/nikhilkamathcio#MattChitharanjan Co-founder of Blue Tokai LinkedIn: https://in.linkedin.com/in/mchitharanjan Instagram: https://www.instagram.com/matt_chit #AdithyaKidambi Co-founder of Mossant Fermentary LinkedIN - https://in.linkedin.com/in/adithya-kidambi-8866b1269 Instagram - https://www.instagram.com/kidambiadithya/ #AneeshBhasin Co-founder of Svami Twitter: https://x.com/aneeshb LinkedIN - https://www.linkedin.com/in/aneesh-bhasin-252b661/ Instagram - https://www.instagram.com/aneeshb/ Facebook - https://www.facebook.com/gentlemenlisten/ #RahulReddy Co-founder of Subko Coffee Twitter - https://x.com/rahulreddysc LinkedIN - https://www.linkedin.com/in/rahulgreddy/ Instagram - https://www.instagram.com/raah_hool Facebook: https://www.facebook.com/rahul.gurram.reddy/ Time stamps:00:00:00 - Intro00:01:48 - Matt’s Intro | Childhood & Family 00:05:13 - Starting Blue Tokai & Career Journey 00:07:29 - Adithya’s Intro 00:14:13 - Building Mossant 00:17:54 - Challenges in the Industry 00:20:05 - How big is Blue Tokai?00:21:39 - Aneesh’s Intro 00:25:36 - Starting Career Path leading to Beverage Industry 00:27:38 - Rahul’s Intro00:39:26 - Building Subko 00:42:40 - How are Subko & Blue Tokai different?00:47:54 - Hacks for a 25 year old to Compete with Subko & Blue Tokai00:50:30 - Cafe Offerings of both Coffee & Food00:58:09 - Waves of Coffee - Shift to Coffee01:04:27 - How Big is the Craft Industry in India01:10:21 - How to Influence the Crowd at a Coffee Shop 01:12:31 - Difference between Good & Bad Coffees 01:18:13 - Difference in Coffee Culture of India and USA 01:24:11 - Opportunities in Tier-2 Cities01:28:59 - Recent Consumption Trends01:33:21 - What’s Kombucha?01:41:28 - Difference of Flavour Palette in India and Abroad01:44:01 - Consumption Patterns in India 01:49:24 - Awareness of Kombucha as a Product01:58:21 - Craft Beverage Taxation Policies02:05:47 - Mossant’s Journey 02:09:27 - East Asian Beverage Markets02:10:12 - Building a Global Indian Beverage Brand 02:19:12 - How to Compete as a New F&B Brand 02:21:57 - Svami’s Journey 02:30:20 - Differentiating as a Tonic & Non-Alcoholic Brand 02:31:59 - Is Quick Commerce Sustainable in India? 02:41:12 - Svami, Mossant vs Schweppes 02:47:32 - Effects of Coffee as a Commodity02:49:13 - Steps to Starting a Cafe 02:58:07 - Learning from Abroad Beverage Markets 03:01:12 - Favourite Coffee Shops, Kombucha Brands, Non-Alcoholic Beverages 03:14:59 - Beverage Industry as an Investor #WTFiswithnikhilkamath
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India’s craft beverage industry is on the rise, with brands redefining the way the country drinks. Specialty coffee, kombucha, and premium mixers are no longer just niche products—they’re part of a larger shift toward quality and innovation. As global trends in artisanal drinks take hold, Indian consumers are becoming more curious and willing to experiment. But building a brand in this space comes with unique challenges. In this episode, Nikhil Kamath sits down with Rahul Reddy (Subko), Matt Chitharanjan (Blue Tokai), Aneesh Bhasin (Svami), and Adithya Kidambi (Mossant) to explore the challenges and opportunities in India’s evolving beverage space.From sourcing the best beans to disrupting the beverage industry, they break down the art of brand-building, competition in this industry, and what lies next for craft beverages in India. #NikhilKamath Co-founder of Zerodha, True Beacon and GruhasTwitter: https://x.com/nikhilkamathcio LinkedIn: https://www.linkedin.com/in/nikhilkamathcioInstagram:https://www.instagram.com/nikhilkamathcioFacebook: https://www.facebook.com/nikhilkamathcio#MattChitharanjan Co-founder of Blue Tokai LinkedIn: https://in.linkedin.com/in/mchitharanjan Instagram: https://www.instagram.com/matt_chit #AdithyaKidambi Co-founder of Mossant Fermentary LinkedIN - https://in.linkedin.com/in/adithya-kidambi-8866b1269 Instagram - https://www.instagram.com/kidambiadithya/ #AneeshBhasin Co-founder of Svami Twitter: https://x.com/aneeshb LinkedIN - https://www.linkedin.com/in/aneesh-bhasin-252b661/ Instagram - https://www.instagram.com/aneeshb/ Facebook - https://www.facebook.com/gentlemenlisten/ #RahulReddy Co-founder of Subko Coffee Twitter - https://x.com/rahulreddysc LinkedIN - https://www.linkedin.com/in/rahulgreddy/ Instagram - https://www.instagram.com/raah_hool Facebook: https://www.facebook.com/rahul.gurram.reddy/
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In this conversation, we seem to be headed towards more questions than answers.. but perhaps questions that need to be asked. Most importantly... Where is Health headed?
In this episode of WTF is Podcast, we have Nithin, Prashanth, Jitendra, Seema and Bryan uncover many such questions/concerns, trying to determine what is next in this space of Heath & Longevity.
As AI progresses, I wonder if tomorrow, an algorithm is built to tell us how to live our life the best... would we accept that integration? How far are we willing to go to live longer or perhaps "forever"?
#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 Facebook: https://www.facebook.com/nikhilkamathcio/
#NithinKamath - Founder, CEO Zerodha, RainmatterInstagram - https://www.instagram.com/nithinkamath/Facebook - https://www.facebook.com/nithin.kamath/Twitter - https://x.com/Nithin0dhaLinkedin - https://www.linkedin.com/in/nithin-kamath
#BryanJohnson - Founder & CEO of BlueprintInstagram - https://www.instagram.com/bryanjohnson_/Facebook - https://www.facebook.com/profile.php?id=100089952947799Twitter - https://x.com/bryan_johnsonLinkedin - https://www.linkedin.com/in/bryanrjohnson/
#PrashanthPrakash - Founding Partner of Accel India, Founder BioPeak & Longevity India Twitter - https://x.com/prashanthpLinkedin - https://www.linkedin.com/in/prakashprashanth
#JitendraChouksey - Founder, FITTR
Instagram - https://www.instagram.com/fittrwithjc/Facebook - https://www.facebook.com/jitendra.chouksey.7/
Linkedin - https://www.linkedin.com/in/jitendrachouksey/
Special Appearance - #SeemaKamath, Director at Zerodha
00:00 - Introduction 00:56 - Air Quality & Blue Zones 5:39 - Bryan’s Lifestyle 09:20 - Roundtable Introductions 12:14 - Future of Medical Innovations 16:25 - Understanding Bio Transformations, Enzymatic Reactions 19:03 - Bryan’s Early Days 27:20 - Bryan’s journey into understanding Longevity 32:18 - Understanding Health Supplements 43:10 - Thought experiment 1: the algorithm 46:13 - Thought experiment 2: the 25th century 54:30 - Thought experiment 3: enabling an intelligence 1:03:00 - WTF is ‘Don’t Die’? 1:20:28 - Testing & Supplementation 1:26:50 - Business Opps in Testing & Supplementation 1:35:17 - 10 years from now, what’s Bryan's goal? 1:38:37 - Food Break! 1:39:35 - Air Quality Index (AQI) - Massive Opportunities 1:46:05 - Lifestyle Management Opps | Fittr 1:50:00 - Consumer Diagnostics Opps | BioPeak 1:59:16 - Building India Focused Datasets 2:13:33 - Influencers in the Longevity space 2:20:53 - Cancer Recurrence Detection 2:34:12 - Health Gadgets 2:39:40 - Longevity Supplements Opps & Growth Hormones 3:06:55 - Regenerative Medicine 3:10:30 - Where’s the next big opportunity? 3:15:13 - Bonus Round: Women’s Reproductive Health 3:21:28 - If men live forever and women can't give birth beyond 35 - Where's the future? #WTFiswithnikhilkamath #PeopleByWTF
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How far are we all willing to go for Good Health & Longevity? Is technology & AGI closer to figuring it all out? Can an algorithm tell us how to live our best life? Stay Tuned!
#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
Facebook: https://www.facebook.com/nikhilkamathcio/
#NithinKamath - Founder, CEO Zerodha, Rainmatter
Instagram - https://www.instagram.com/nithinkamath/
Facebook - https://www.facebook.com/nithin.kamath/
Twitter - https://x.com/Nithin0dha
Linkedin - https://www.linkedin.com/in/nithin-kamath
#BryanJohnson - Founder & CEO of BlueprintInstagram - https://www.instagram.com/bryanjohnson_/Facebook - https://www.facebook.com/profile.php?id=100089952947799Twitter - https://x.com/bryan_johnsonLinkedin - https://www.linkedin.com/in/bryanrjohnson/#PrashanthPrakash - Founding Partner of Accel India, Founder BioPeak & Longevity India
Twitter - https://x.com/prashanthp
Linkedin - https://www.linkedin.com/in/prakashprashanth#JitendraChouksey - Founder, FITTR
Instagram - https://www.instagram.com/fittrwithjc/
Facebook - https://www.facebook.com/jitendra.chouksey.7/
Linkedin - https://www.linkedin.com/in/jitendrachouksey/
Special Appearance - #SeemaKamath, Director at Zerodha
#wtfiswithnikhilkamath #PeoplebyWTF
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There seems to be a preconceived bias about the real estate ecosystem in India. With this episode, we aim to dive into the nuances that explain the complexities of the business.
And who better to explain it than Irfan Razack from Prestige Group, Nirupa Shankar from Brigade Group, and Karan Virwani from WeWork & Embassy. We deep dive into family businesses, passion versus wealth, new-age real estate, and much more.
For those who know me, I’m not the biggest fan of real estate (as an asset class), but I may also not know enough. This episode will give you insight into what really happens in the world’s biggest asset class.
#NikhilKamath Co-founder of Zerodha, True Beacon and Gruhas
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
Facebook: https://www.facebook.com/nikhilkamathcio/
#IrfanRazack Chairman & MD of Prestige Group
Instagram: https://www.instagram.com/irfanfalcon/?hl=en
LinkedIn: https://www.linkedin.com/in/irfan-razack-844a78114/?
#NirupaShankar Executive Director at Brigade Group
Instagram: https://www.instagram.com/nirupa.shankar/?hl=en
LinkedIn: https://www.linkedin.com/in/nirupa-shankar-1309371/?
#KaranVirwani CEO of WeWork India
Twitter: https://x.com/karan_virwani10
Instagram: https://www.instagram.com/karanvirwani/?hl=en
LinkedIn: https://www.linkedin.com/in/karanvirwani/?
Timestamps -
00:00:00 Intro
00:01:02 Irfan Razack's Intro
00:03:38 Why did Irfan start a real estate company
00:06:15 What defines the Value of Land : FSI, Laws and more
00:09:35 What is Joint Development
00:11:10 Guidance for Growth in Real Estate
00:17:09 Managing a Family Business
00:22:58 What's the Minority Rule
00:25:01 Is passion overrated ?
00:34:25 Building Wework
00:38:31 What's happening in Indian Real Estate
00:47:39 Is Real Estate Pricey now?
00:53:26 How to get into Real Estate Now
00:57:57 Careers in Real Estate
00:58:38 Step by Step guide to start a Career in Real Estate
01:04:31 How to get the highest return on real estate
01:07:40 LiteStore and their unique concept
01:09:01 Affordable or Luxury Housing
01:12:12 Renting,Buying,Flipping Houses
01:16:31 Land Prices Then vs Now
01:21:51 What is a REIT ?
01:25:12 Benefits if REITs
01:27:39 India's 4 Listed REITs
01:31:19 What's Strata
01:33:12 Commercial Real Estate Experience
01:35:54 Selling an Experience
01:40:20 World Trade Center | The Office Experience
01:43:26 Real Estate is a Regional Game | Cluster Cities
01:46:30 What is Redevelopment?
01:50:49 Two Real Estate rules that can be changed in Karnataka
01:53:02 Innovation in Real Estate
01:58:49 Real Estate Perspectives | Working with Adam Neuman
02:03:58 Nirupa and her Sister
02:05:04 Gender roles in Real Estate | Balancing Personal Life
02:07:29 Nirupa and Sports
02:10:52 Nirupa's Dreams and Ambitions
02:14:04 Essentials of a Mall: Financials, Creativity & more
02:22:54 What made Brigade Group build a Mall
02:24:30 Food Break
02:24:59 Nirupa Shankar's Intro
02:32:04 Karan Virwani's Intro
02:37:06 Karan: We Work & Embassy in India
02:44:03 How to start a Co Working Space
02:48:09 What's the ROI on Commercial Properties
02:49:44 How Important is Building Relationships in Real Estate?
02:52:05 Is Building Relationships with Politicians Important?
02:52:34 Will Real Estate Be a Monopoly in the Future?
02:54:59 Future of the Commercial Real Estate Culture
02:59:48 Pre Fabricated Real Estate | Black Money in Real Estate
03:02:28 Opportunity in Senior Living
03:04:07 Jobs Opportunities in Real Estate
03:07:23 AI in Real Estate
03:10:16 Services that Real Estate Companies Outsource
03:11:19 Outro
03:11:37 What Kind of Marketing helps in Selling Real Estate
03:13:46 What are GCC's
#nikhilkamath #WTFiswithNikhilKamath
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Diving deep with India's real estate titans who collectively shape over 100 million sq. ft. of prime property.
I probe Irfan, Nirupa, and Karan on navigating a $200 billion industry through economic shifts and tech disruptions.
From innovative funding strategies to sustainability challenges, uncover the blueprints behind their empires in this candid discussion.
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Psychology believes that you start telling yourself you’re passionate at something when you realise you’re better at that something - same logic for talent? How important is it to be talented but also be “relevant” in the industries that seem cool to be in? In this episode of ‘WTF is’ Podcast, we have Kriti Sanon, KL Rahul, & Badshah - who chose career paths which are quite offbeat. Is it sheer talent..? Is it discipline to achieve excellence despite the element of talent? or is it merely good luck? - being at the right place at the right time? #NikhilKamath Co-founder of Zerodha, True Beacon and Gruhas Twitter: https://x.com/nikhilkamathcio/ Instagram: / nikhilkamathcio LinkedIn: https://www.linkedin.com/in/nikhilkam... Facebook: / nikhilkamathcio #KritiSanon Acclaimed actress, model, entrepreneur, and producer Instagram: / kritisanon Twitter: https://x.com/kritisanon Facebook: / officialks10 #KLRahul Star cricketer, brand ambassador, and entrepreneur Instagram: / klrahul Twitter: https://x.com/klrahul YouTube: / @klyoutube Facebook: / klrahul #Badshah Rapper, singer-songwriter, music producer, and entrepreneur Instagram: / badboyshah Twitter: https://x.com/Its_Badshah Facebook: / officialbadshah Timestamps - 00:00 Introduction 05:25 Kriti’s introduction 08:55 Kriti on perfectionism and validation 14:28 Kriti’s attachment style 17:58 Kriti on being an outsider 27:45 Kriti in 10 years from today 49:20 X factor 57:05 KL Rahul introduction 59:31 Playing multiple sports = Better Athlete? 01:01:25 KL’s love of cricket as a kid 01:03:18 How imp is talent to become a better cricketer? 01:10:15 Importance of data analysis 01:13:22 KL’s early memories with cricket 01:33:47 How does one become a Cricketer? 01:39:48 Badshah’s Introduction 01:50:13 Entrepreneurs & The Next Big Thing 02:01:23 Badshah’s success story 02:14:35 Plan B? 02:29:51 Boys Chat: Dating, Business & Life 02:40:12 How long does it take to build a successful biz in india
- Visa fler
