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Dickens said, it was the best of the times, it was the worst of the times. The words have never been truer. Best because there’s never been a better time to be an entrepreneur. Worst because the clutter is mind-numbing.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 7, 2026
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- Jul 6, 2026
Latest episodes
He raised $80M from Nomura before building a single bus | Manav Bansal, Drivn (opens the original)
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An electric intercity bus costs ₹1.5 crore, which is exactly why almost nobody in India was financing them. Manav Bansal left a $2.5 billion investment mandate to build Drivn, and his answer to commercial EV leasing India starts with a structuring decision most founders never consider. A civil engineer turned private equity investor, Manav Bansal spent close to three decades pricing infrastructure risk, ran two funds that lost money on zero investments, and oversaw a $2.5 billion India book at B
Did OpenAI's Agents Become A Civilisation? Arjun Jain Disagrees (opens the original)
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Seven hundred AI agents were handed a task that could not be solved, and instead of failing they found a hole in a shared package manager and started talking to each other. The OpenAI agents hack ended with a swarm inside Hugging Face, and the man who studies these systems for a living says it was not sentience at all. Arjun Jain is a professor and the founder of Fast Code AI, and he returns to argue the least popular position in AI right now. He explains what an agent actually is, why 700 agent
India's Palantir: Inside the Defence Tech Startup Boom | Manu Iyer, Bluehill.VC (opens the original)
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Every startup in India is suddenly a deep tech startup, and Manu Iyer thinks that is exactly the problem. The co-founder and managing partner of Bluehill.VC breaks down his frontier tech investment thesis, why his entire investing team is engineers, and how India separates the companies inventing from the ones importing and relabelling. Manu Iyer is an electrical engineer who began writing cheques into the IIT Madras ecosystem in 2016, seven investments deep, well before deep tech became fashion
How to Sell Into US Healthcare From India: The Wysa Playbook with Ramakant Vempati (opens the original)
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Most Indian founders flip to Delaware to reach American capital. This AI mental health startup went the other way, staying incorporated in India and then acquiring two US healthcare companies that accepted Indian equity as payment. A former Goldman Sachs banker who ran a $100 million impact portfolio in Qatar during the Arab Spring is an unlikely person to build one of the world's largest AI mental health startups, but Ramakant Vempati co-founded Wysa with his wife after becoming a caregiver for
Inside India's Gaming & Microdrama Boom | Salone Sehgal (Lumikai) (opens the original)
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India's gaming market crossed $14 billion this year - and it happened right after the real money gaming ban wiped out $2 billion of it overnight. Salone Sehgal, Co-Founder and Managing Partner at Lumikai, has been building India's first dedicated gaming and interactive media VC fund since 2020, and every investor she pitched back then said the same thing: Indians will never pay for digital content. After twelve years in Europe and $10 billion in M&A deals at Morgan Stanley, Salone built a London
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