Access the full data and references used in this episode below. <a href="https://www.canva.com/design/DAHVQSlqQZQ/Nfv8N2FMGz22OAcanl0LFg/edit" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">Open the Canva Research Document</a> Please open this alongside the episode while watching. We scan a QR code, enter a PIN, and move on. I wanted to understand everything that happens in between. If a payment feels instant and costs us nothing, who is doing the work, who is taking the risk, and who is paying for it? I sat down with Sameer Nigam of PhonePe, Harshil Mathur of Razorpay, and Sohini Rajola of NPCI to follow a payment through the system. We draw out the journey between an app, the banks and NPCI, get into why the confirmation on our phone and the settlement between banks are different things, and compare that with what happens when we use a credit card. From rewards and merchant fees to fraud, failed transactions and the cost of handling cash, there is a business behind every way we choose to pay. The conversation also gets into MDR, how the ecosystem funds itself, and what it takes to keep investing in wider access. Then we look ahead: cross-border payments, business payments, wearable rings, digital tipping, and AI agents that might eventually shop and pay for us. The guests disagree on how quickly that future arrives, especially in India. If you were starting a payments business today, which problem would you try to solve? Watch the full conversation and tell me below. TIMESTAMPS00:00 Introduction02:23 Sohini Rajola: Her journey and NPCI's role09:40 Banks, fintechs and digital banking14:11 Harshil Mathur: The problem that led to Razorpay20:36 Sameer Nigam: His journey before PhonePe24:08 Why young Indians want to leave30:28 UPI's early builders and the cost of overregulation43:16 Flipkart's payment failures and the birth of PhonePe52:02 How a UPI payment actually works59:06 If UPI is free, who pays for it?1:05:26 Instant payments vs bank settlement1:08:24 Stablecoins, CBDCs and the future of money1:14:52 Wealth inequality, inheritance and capital gains1:17:11 The zero-MDR debate: Funding the payments ecosystem1:21:31 Should UPI apps have market-share caps?1:33:08 Can new banks and startups compete in India?1:41:18 How card and merchant payments work1:49:39 Credit-card rewards and RuPay on UPI1:54:12 How Razorpay improved online payments2:02:08 The B2B payments opportunity2:05:36 Building payments for medical tourism2:09:54 Why digital tipping is still unsolved2:16:01 What payment data reveals about India's consumers2:21:22 Trust and India's next wave of online shoppers2:26:07 GST, consumption and property taxes2:31:38 Affordable food, quality and accountability2:37:55 Cash vs digital: Measuring India's spending2:42:20 B2B payments, merchant data and access to credit2:44:31 Stablecoins, cross-border transfers and capital controls2:51:59 Will AI agents change how we shop and pay?2:57:57 Is AI in a bubble?3:03:01 AI costs, productivity and human work3:08:59 What should young founders build for AI commerce?3:16:01 Who benefits from AI? Business and investment opportunities3:24:31 Meet the builders: Seven, Dodo Payments and PayGlocal3:26:46 How cross-border payments and merchant-of-record models work3:34:55 Stablecoins and CBDCs: Speed, trust and regulation3:39:20 The founders' view on competition and market share3:41:31 Seven's payment rings: Cashback, revenue and adoption3:47:20 Medical tourism and other cross-border opportunities3:51:07 Tap-to-pay, tipping and the future of wearables3:53:48 Cheaper AI and the pace of agentic commerce3:56:47 Fraud, trust and safeguards for AI payments3:59:18 Final advice for young fintech founders GUESTSSohini Rajola – Executive Director, Growth at the National Payments Corporation of India (NPCI)<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/sohinirajola/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/sohinirajola/</a></li></ul> Sameer Nigam – Founder and CEO of PhonePe<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/sanigam/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/sanigam/</a></li></ul> Harshil Mathur – Co-founder and CEO of Razorpay<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/harshilmathur/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/harshilmathur/</a></li></ul> ALSO FEATURING PERSPECTIVES FROMVijay Khubchandani – Founder & CEO, Seven<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/vijaykhubchandani/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/vijaykhubchandani/</a></li></ul> Prachi Dharani – Co-Founder & CEO, PayGlocal<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/prachi-dharani-94530a9/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/prachi-dharani-94530a9/</a></li></ul> Yogesh Lokhande – Co-Founder, PayGlocal<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/yogesh-lokhande-b760522/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/yogesh-lokhande-b760522/</a></li></ul> Ayush Agarwal – Co-Founder & CPTO, Dodo Payments<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/aagarwal1012/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/aagarwal1012/</a></li></ul> HOSTNikhil Kamath – Co-founder of Zerodha and Gruhas; Host of 'WTF Is' & 'People By WTF' Podcast.<ul><li>Twitter: <a href="https://x.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a></li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app</a></li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul> LISTEN TO THE PODCAST Watch 'WTF Online' on Spotify:<a href="https://tinyurl.com/4tjua4th" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a> #WTFiswithNikhilKamath #PeopleByWTF #WTFOnline

Access the full data and references used in this episode below. Open the Canva Research DocumentPlease open this alongside the episode while watching.We scan a QR code, enter a PIN, and move on. I wanted to understand everything that happens in between. If a payment feels instant and costs us nothing, who is doing the work, who is taking the risk, and who is paying for it?I sat down with Sameer Nigam of PhonePe, Harshil Mathur of Razorpay, and Sohini Rajola of NPCI to follow a payment through the system. We draw out the journey between an app, the banks and NPCI, get into why the confirmation on our phone and the settlement between banks are different things, and compare that with what happens when we use a credit card. From rewards and merchant fees to fraud, failed transactions and the cost of handling cash, there is a business behind every way we choose to pay.The conversation also gets into MDR, how the ecosystem funds itself, and what it takes to keep investing in wider access. Then we look ahead: cross-border payments, business payments, wearable rings, digital tipping, and AI agents that might eventually shop and pay for us. The guests disagree on how quickly that future arrives, especially in India.If you were starting a payments business today, which problem would you try to solve? Watch the full conversation and tell me below.TIMESTAMPS00:00 Introduction02:23 Sohini Rajola: Her journey and NPCI's role09:40 Banks, fintechs and digital banking14:11 Harshil Mathur: The problem that led to Razorpay20:36 Sameer Nigam: His journey before PhonePe24:08 Why young Indians want to leave30:28 UPI's early builders and the cost of overregulation43:16 Flipkart's payment failures and the birth of PhonePe52:02 How a UPI payment actually works59:06 If UPI is free, who pays for it?1:05:26 Instant payments vs bank settlement1:08:24 Stablecoins, CBDCs and the future of money1:14:52 Wealth inequality, inheritance and capital gains1:17:11 The zero-MDR debate: Funding the payments ecosystem1:21:31 Should UPI apps have market-share caps?1:33:08 Can new banks and startups compete in India?1:41:18 How card and merchant payments work1:49:39 Credit-card rewards and RuPay on UPI1:54:12 How Razorpay improved online payments2:02:08 The B2B payments opportunity2:05:36 Building payments for medical tourism2:09:54 Why digital tipping is still unsolved2:16:01 What payment data reveals about India's consumers2:21:22 Trust and India's next wave of online shoppers2:26:07 GST, consumption and property taxes2:31:38 Affordable food, quality and accountability2:37:55 Cash vs digital: Measuring India's spending2:42:20 B2B payments, merchant data and access to credit2:44:31 Stablecoins, cross-border transfers and capital controls2:51:59 Will AI agents change how we shop and pay?2:57:57 Is AI in a bubble?3:03:01 AI costs, productivity and human work3:08:59 What should young founders build for AI commerce?3:16:01 Who benefits from AI? Business and investment opportunities3:24:31 Meet the builders: Seven, Dodo Payments and PayGlocal3:26:46 How cross-border payments and merchant-of-record models work3:34:55 Stablecoins and CBDCs: Speed, trust and regulation3:39:20 The founders' view on competition and market share3:41:31 Seven's payment rings: Cashback, revenue and adoption3:47:20 Medical tourism and other cross-border opportunities3:51:07 Tap-to-pay, tipping and the future of wearables3:53:48 Cheaper AI and the pace of agentic commerce3:56:47 Fraud, trust and safeguards for AI payments3:59:18 Final advice for young fintech foundersGUESTSSohini Rajola – Executive Director, Growth at the National Payments Corporation of India (NPCI)LinkedIn: https://www.linkedin.com/in/sohinirajola/Sameer Nigam – Founder and CEO of PhonePeLinkedIn: https://www.linkedin.com/in/sanigam/Harshil Mathur – Co-founder and CEO of RazorpayLinkedIn: https://www.linkedin.com/in/harshilmathur/ALSO FEATURING PERSPECTIVES FROMVijay Khubchandani – Founder & CEO, SevenLinkedIn: https://www.linkedin.com/in/vijaykhubchandani/Prachi Dharani – Co-Founder & CEO, PayGlocalLinkedIn: https://www.linkedin.com/in/prachi-dharani-94530a9/Yogesh Lokhande – Co-Founder, PayGlocalLinkedIn: https://www.linkedin.com/in/yogesh-lokhande-b760522/Ayush Agarwal – Co-Founder & CPTO, Dodo PaymentsLinkedIn: https://www.linkedin.com/in/aagarwal1012/HOSTNikhil 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?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appFacebook: https://www.facebook.com/nikhilkamathcio/LISTEN TO THE PODCASTWatch 'WTF Online' on Spotify:https://tinyurl.com/4tjua4th#WTFiswithNikhilKamath #PeopleByWTF #WTFOnline

WTF is with Nikhil Kamath

If UPI Is Free, Who Pays for It? | PhonePe, Razorpay & NPCI | WTF is Payments?

Access the full data and references used in this episode below.Please open this alongside the episode while watching.<a href="https://canva.link/jzw1hvv14z38mew" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://canva.link/jzw1hvv14z38mew</a> Footage Credits & Sources1. Elon Musk FootageSource: The Economist (YouTube)Link: <a href="https://youtu.be/1X-rr1DKSbY?si=wLJd3G82bo389CsH" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://youtu.be/1X-rr1DKSbY?si=wLJd3G82bo389CsH</a> 2. Sam Altman InterviewSource: Fortune Magazine (YouTube)Link: <a href="https://youtu.be/2my-NU6LuCM?si=MDhrcvqcu_vlod53&t=336" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://youtu.be/2my-NU6LuCM?si=MDhrcvqcu_vlod53&t=336</a> 3. Donald Trump FootageSource: New York Post (YouTube)Link: <a href="https://youtu.be/RsT2NYu8Y_Y?si=fuOhm3kKY-nWEw63&t=15" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://youtu.be/RsT2NYu8Y_Y?si=fuOhm3kKY-nWEw63&t=15</a> 4. Australian Government Website hack ClipSource: Firstpost (YouTube)Link: <a href="https://youtu.be/gmf8sdQGwm4?si=9UT_LCgkldxXH4YV" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://youtu.be/gmf8sdQGwm4?si=9UT_LCgkldxXH4YV</a> Is AI a bubble, or are we underestimating how much it can change? That’s the question I kept coming back to in San Francisco. Young companies are attracting extraordinary valuations, while I’m still trying to see how the promised productivity gains are reaching the wider economy.I put that scepticism to Akshay Kothari of Notion, Vijay Krishnan of Turing, and Ricursive Intelligence’s Azalia Mirhoseini and Anna Goldie. We discuss where the money is coming from, how much of it is moving between AI companies, and what businesses and individuals will actually pay for. They make the case for capabilities that are already useful, smaller teams doing more, and benefits that take time to spread. We also get into chips, human work, AI risks and what India should build.The technology can be powerful and the prices can still be wrong. I wanted to understand how to tell the difference. Timestamp:00:00 Introduction02:46 Meet Akshay Kothari and Azalia Mirhoseini05:21 AlphaChip: AI That Designs Computer Chips12:11 Cheaper Models, More Compute and Custom Chips17:28 What Notion Does and How AI Changes Work20:12 Vijay Krishnan and the People Teaching AI29:18 Understanding the AI Industry From Scratch32:43 Why Inference Companies Get High Valuations37:09 The Gap Between AI Capability and Adoption41:48 Is the AI Investment Boom a Bubble?46:04 What Happens When AI Can Improve Itself?53:00 The Changing Work of Training AI56:35 Why Silicon Valley and China Lead the Race1:00:38 Where Would You Build an AI Business?1:07:23 AI Agents and the Productivity Debate1:17:40 Are We Losing Our Own Thinking Skills?1:24:23 Meet Anna Goldie1:30:21 The $100 Million Business Question1:34:48 What Google Got Right—and What It Missed1:37:18 AI Chips and NVIDIA’s Advantage1:39:59 AI Shares, Secondaries and the Wealth Boom1:42:54 Can Countries and Companies Own Their AI?1:45:07 Open Models, Scaling Laws and Local AI1:52:07 AI Risks, Security and Human Control2:01:05 What Should India Build in AI?2:07:10 Are AI Safety Warnings Sincere?2:09:04 How Would You Spend Your Last Month?2:14:41 What Comes After the Smartphone?2:17:48 The Future of Social Media and Entertainment2:21:45 Will AI Replace the Apps We Use?2:25:51 Final Ideas: Product Design and Better Learning Akshay Kothari-Co founder and COO, Notion<ul><li>Linkedin: <a href="https://www.linkedin.com/in/akothari/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/akothari/</a></li></ul> Vijay Krishnan-Founder and CTO, Turing-<a href="https://www.linkedin.com/in/vijay0/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/vijay0/</a> Anna Goldie-Co founder and CEO, Ricursive Intelligence<ul><li>Linkedin: <a href="https://www.linkedin.com/in/adgoldie/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/adgoldie/</a></li></ul> Azalia MirhoseiniCo founder and CTO, Ricursive Intelligence<ul><li>Linkedin: <a href="https://www.linkedin.com/in/azalia-mirhoseini-a5308522/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/azalia-mirhoseini-a5308522/</a></li></ul> Nikhil Kamath-Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' Podcast<ul><li>Twitter: <a href="https://x.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a></li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app</a></li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul> Watch 'WTF is' Podcast on Spotify<a href="https://tinyurl.com/4nsm4ezn" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a> Watch 'People by WTF' Podcast on Spotify<a href="https://tinyurl.com/yme92c59" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a> Watch 'WTF Online' on Spotify<a href="https://tinyurl.com/4tjua4th" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a> #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Access the full data and references used in this episode below.Please open this alongside the episode while watching.https://canva.link/jzw1hvv14z38mewFootage Credits & Sources1. Elon Musk FootageSource: The Economist (YouTube)Link: https://youtu.be/1X-rr1DKSbY?si=wLJd3G82bo389CsH2. Sam Altman InterviewSource: Fortune Magazine (YouTube)Link: https://youtu.be/2my-NU6LuCM?si=MDhrcvqcu_vlod53&t=3363. Donald Trump FootageSource: New York Post (YouTube)Link: https://youtu.be/RsT2NYu8Y_Y?si=fuOhm3kKY-nWEw63&t=154. Australian Government Website hack ClipSource: Firstpost (YouTube)Link: https://youtu.be/gmf8sdQGwm4?si=9UT_LCgkldxXH4YVIs AI a bubble, or are we underestimating how much it can change? That’s the question I kept coming back to in San Francisco. Young companies are attracting extraordinary valuations, while I’m still trying to see how the promised productivity gains are reaching the wider economy.I put that scepticism to Akshay Kothari of Notion, Vijay Krishnan of Turing, and Ricursive Intelligence’s Azalia Mirhoseini and Anna Goldie. We discuss where the money is coming from, how much of it is moving between AI companies, and what businesses and individuals will actually pay for. They make the case for capabilities that are already useful, smaller teams doing more, and benefits that take time to spread. We also get into chips, human work, AI risks and what India should build.The technology can be powerful and the prices can still be wrong. I wanted to understand how to tell the difference.Timestamp:00:00 Introduction02:46 Meet Akshay Kothari and Azalia Mirhoseini05:21 AlphaChip: AI That Designs Computer Chips12:11 Cheaper Models, More Compute and Custom Chips17:28 What Notion Does and How AI Changes Work20:12 Vijay Krishnan and the People Teaching AI29:18 Understanding the AI Industry From Scratch32:43 Why Inference Companies Get High Valuations37:09 The Gap Between AI Capability and Adoption41:48 Is the AI Investment Boom a Bubble?46:04 What Happens When AI Can Improve Itself?53:00 The Changing Work of Training AI56:35 Why Silicon Valley and China Lead the Race1:00:38 Where Would You Build an AI Business?1:07:23 AI Agents and the Productivity Debate1:17:40 Are We Losing Our Own Thinking Skills?1:24:23 Meet Anna Goldie1:30:21 The $100 Million Business Question1:34:48 What Google Got Right—and What It Missed1:37:18 AI Chips and NVIDIA’s Advantage1:39:59 AI Shares, Secondaries and the Wealth Boom1:42:54 Can Countries and Companies Own Their AI?1:45:07 Open Models, Scaling Laws and Local AI1:52:07 AI Risks, Security and Human Control2:01:05 What Should India Build in AI?2:07:10 Are AI Safety Warnings Sincere?2:09:04 How Would You Spend Your Last Month?2:14:41 What Comes After the Smartphone?2:17:48 The Future of Social Media and Entertainment2:21:45 Will AI Replace the Apps We Use?2:25:51 Final Ideas: Product Design and Better LearningAkshay Kothari-Co founder and COO, NotionLinkedin: https://www.linkedin.com/in/akothari/Vijay Krishnan-Founder and CTO, Turing-https://www.linkedin.com/in/vijay0/Anna Goldie-Co founder and CEO, Ricursive IntelligenceLinkedin: https://www.linkedin.com/in/adgoldie/Azalia MirhoseiniCo founder and CTO, Ricursive IntelligenceLinkedin: https://www.linkedin.com/in/azalia-mirhoseini-a5308522/Nikhil Kamath-Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' PodcastTwitter: 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/Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Is AI a Bubble? I Asked the People Building It | WTF is AI?

I went to San Francisco with a basic question: if AI can do more of the work, where does that leave the person doing it today? I asked Akshay Kothari of Notion, Vijay Krishnan of Turing, and Ricursive Intelligence’s Azalia Mirhoseini and Anna Goldie to help me understand what is changing. We got into people teaching AI to do their own kinds of work, small teams using it to do more, why the money going into this industry makes me nervous, and what someone starting out in India should make of it. I kept asking them to explain it more simply, because I wanted to understand the opportunity as well as the risk. Here’s a first look at WTF is AI. Full conversation coming soon. Akshay Kothari — Co-founder and COO, Notion<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/akothari/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/akothari/</a></li></ul> Vijay Krishnan — Founder and CTO, Turing<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/vijay0/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/vijay0/</a></li></ul> Anna Goldie — Co-founder and CEO, Ricursive Intelligence<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/adgoldie/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/adgoldie/</a></li></ul> Azalia Mirhoseini — Co-founder and CTO, Ricursive Intelligence<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/azalia-mirhoseini-a5308522/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/azalia-mirhoseini-a5308522/</a></li></ul> Nikhil Kamath — Co-founder of Zerodha and GruhasHost of WTF is and People By WTF podcasts<ul><li>Twitter: <a href="https://x.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a></li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app</a></li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul> Listen to the podcasts on Spotify<a href="https://tinyurl.com/4nsm4ezn" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">WTF is</a><a href="https://tinyurl.com/yme92c59" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">People by WTF</a><a href="https://tinyurl.com/4tjua4th" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">WTF Online</a> #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

I went to San Francisco with a basic question: if AI can do more of the work, where does that leave the person doing it today? I asked Akshay Kothari of Notion, Vijay Krishnan of Turing, and Ricursive Intelligence’s Azalia Mirhoseini and Anna Goldie to help me understand what is changing. We got into people teaching AI to do their own kinds of work, small teams using it to do more, why the money going into this industry makes me nervous, and what someone starting out in India should make of it. I kept asking them to explain it more simply, because I wanted to understand the opportunity as well as the risk. Here’s a first look at WTF is AI. Full conversation coming soon.Akshay Kothari — Co-founder and COO, NotionLinkedIn: https://www.linkedin.com/in/akothari/Vijay Krishnan — Founder and CTO, TuringLinkedIn: https://www.linkedin.com/in/vijay0/Anna Goldie — Co-founder and CEO, Ricursive IntelligenceLinkedIn: https://www.linkedin.com/in/adgoldie/Azalia Mirhoseini — Co-founder and CTO, Ricursive IntelligenceLinkedIn: https://www.linkedin.com/in/azalia-mirhoseini-a5308522/Nikhil Kamath — Co-founder of Zerodha and GruhasHost of WTF is and People By WTF podcastsTwitter: 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/Listen to the podcasts on SpotifyWTF isPeople by WTFWTF Online#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

AI: The Future, or the Fad of the Season? | WTF is AI? | Trailer

I wanted to start by drawing a diagram of the different kinds of payments and how we got here. We use UPI for everything from everyday purchases to applying for an IPO, but using it and understanding it are different things. What makes us choose one way to pay over another? What does it take to build trust? And why does a conversation about competition turn into a disagreement about who should be allowed to decide? This one moves from consumer incentives and bank regulation to the scale of UPI, caps on market share, and the possibility of AI agents transacting for us. There is disagreement over the costs, the timing, and whether changing commerce means payments must change too. Twenty pages of questions at the table, and one more subject waiting at the end: MDR. Sohini Rajola- Executive Director Growth at the National Payments Corporation of India.<ul><li>Linkedin:<a href="https://www.linkedin.com/in/sohinirajola/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/sohinirajola/</a></li></ul> Sameer Nigam- Founder and CEO of PhonePE<ul><li>Linkedin: <a href="https://www.linkedin.com/in/sanigam/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/sanigam/</a></li></ul> Harshil Mathur: Co-founder and CEO of Razorpay<ul><li>Linkedin: <a href="https://www.linkedin.com/in/harshilmathur/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/harshilmathur/</a></li></ul> Nikhil Kamath-Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' Podcast<ul><li>Twitter: <a href="https://x.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a></li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app</a></li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul> Watch 'WTF is' Podcast on Spotify<a href="https://tinyurl.com/4nsm4ezn" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a> Watch 'People by WTF' Podcast on Spotify<a href="https://tinyurl.com/yme92c59" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a> Watch 'WTF Online' on Spotify<a href="https://tinyurl.com/4tjua4th" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a> #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

I wanted to start by drawing a diagram of the different kinds of payments and how we got here. We use UPI for everything from everyday purchases to applying for an IPO, but using it and understanding it are different things. What makes us choose one way to pay over another? What does it take to build trust? And why does a conversation about competition turn into a disagreement about who should be allowed to decide?This one moves from consumer incentives and bank regulation to the scale of UPI, caps on market share, and the possibility of AI agents transacting for us. There is disagreement over the costs, the timing, and whether changing commerce means payments must change too. Twenty pages of questions at the table, and one more subject waiting at the end: MDR.Sohini Rajola- Executive Director Growth at the National Payments Corporation of India.Linkedin:https://www.linkedin.com/in/sohinirajola/Sameer Nigam- Founder and CEO of PhonePELinkedin: https://www.linkedin.com/in/sanigam/Harshil Mathur: Co-founder and CEO of RazorpayLinkedin: https://www.linkedin.com/in/harshilmathur/Nikhil Kamath-Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' PodcastTwitter: 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/Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Who Gets To Decide How India Pays? | WTF is Payments? | Trailer

Access the full data and references used in this episode below.Please open this alongside the episode while watching.<a href="https://canva.link/c3kd2nq3k4f9ndy?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Open Reference Document</a> I put Rajesh Magow, the chartered accountant who co-founded MakeMyTrip on a team where almost nobody knew travel, and Puneet Chhatwal, the Delhi boy who spent twenty-eight years running hotels in Europe before coming home to pull IHCL out of a decade of losses, into one room to explain the business of Indian travel from scratch, and what came out was far bigger than a lesson, from why boutique hotels are better built by outsiders and how a fifty crore partnership between their companies became twelve hundred, to what a hotel actually pays to sit on MakeMyTrip and why booking direct still isn't cheaper, why ChatGPT can't scrape its way into the travel funnel and where voice bookings are taking tier-three India, why Puneet thinks the answer for a 25-year-old isn't another app but a small, clean hotel, why only ten million foreigners visit a country with more than forty UNESCO sites, what went wrong in Goa and where the next thirty Goas should be, why tourism being a state subject is the real bottleneck, and the full playbook both of them would run to take India from ten million tourists to a hundred million. Timestamp:00:00 Introduction07:03 Getting to Know the Guests14:30 How MakeMyTrip’s Hotel Partnerships Work21:45 Booking Direct vs Travel Apps28:26 Puneet Chhatwal’s Journey from Delhi to Europe35:01 Building Villa Stays & Solo Travel Businesses41:43 Will AI Change How We Book Travel?48:40 Customer Data vs Personal Hospitality55:43 Can Robots Replace Hotel Staff?1:03:05 Bringing Small-Town India into Online Travel1:09:52 Should Hotels Cut Out the Middleman?1:16:37 India’s Mid-Range Hotel Opportunity1:23:51 Marketing India & Fixing Tourism Taxes1:30:46 Mass Tourism vs Luxury Tourism in Goa1:38:26 Can Luxury Trains Attract Premium Tourists?1:44:44 Civic Sense & the Tourist Experience1:51:24 Making India’s Attractions Discoverable & Bookable1:58:44 Alibaug’s Potential & the Homestay Business2:05:56 Why Celebrations Are Driving Villa Bookings2:13:42 What Travel Business Should a 25-Year-Old Start?2:19:43 Handling Bad Experiences & Building Trust2:27:16 Nandan Nilekani & the Shift to Hotel Branding2:34:40 What It Takes to Run an Asset-Light Hotel Brand2:41:13 The Wellness Hotel Opportunity2:48:44 Building Travel Businesses for Gen Z2:56:16 Travel Education & New Business Ideas3:02:19 Unlocking Unexplored India3:08:42 Building New Destinations & Event Tourism3:15:38 Private Jet Economics & Closing Thoughts Rajesh Magow, Co-Founder & Group CEO, MakeMyTrip Limited<ul><li>LinkedIn:<a href="https://www.linkedin.com/in/rajesh-magow-9278094/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(0, 0, 0);"> </a><a href="https://www.linkedin.com/in/rajesh-magow-9278094/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Rajesh Magow</a></li></ul> Puneet Chhatwal, Managing Director & Chief Executive Officer, The Indian Hotels Company Limited (IHCL)<ul><li>LinkedIn:<a href="https://www.linkedin.com/in/puneet-chhatwal-aa1aa54/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(0, 0, 0);"> </a><a href="https://www.linkedin.com/in/puneet-chhatwal-aa1aa54/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Puneet Chhatwal</a></li></ul> Nikhil Kamath — Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' Podcast<ul><li>Twitter:<a href="https://x.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(0, 0, 0);"> </a><a href="https://x.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Twitter</a></li><li>Instagram:<a href="https://www.instagram.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(0, 0, 0);"> </a><a href="https://www.instagram.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Instagram</a></li><li>LinkedIn:<a href="https://www.linkedin.com/in/nikhilkamathcio?utm_campaign=share_via&utm_content=profile&utm_medium=ios_app&utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(0, 0, 0);"> </a><a href="https://www.linkedin.com/in/nikhilkamathcio?utm_campaign=share_via&utm_content=profile&utm_medium=ios_app&utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">LinkedIn</a></li><li>Facebook:<a href="https://www.facebook.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(0, 0, 0);"> </a><a href="https://www.facebook.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Facebook</a></li></ul> Watch 'WTF is' Podcast on Spotify<a href="https://tinyurl.com/4nsm4ezn?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Spotify</a> #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Access the full data and references used in this episode below.Please open this alongside the episode while watching.Open Reference DocumentI put Rajesh Magow, the chartered accountant who co-founded MakeMyTrip on a team where almost nobody knew travel, and Puneet Chhatwal, the Delhi boy who spent twenty-eight years running hotels in Europe before coming home to pull IHCL out of a decade of losses, into one room to explain the business of Indian travel from scratch, and what came out was far bigger than a lesson, from why boutique hotels are better built by outsiders and how a fifty crore partnership between their companies became twelve hundred, to what a hotel actually pays to sit on MakeMyTrip and why booking direct still isn't cheaper, why ChatGPT can't scrape its way into the travel funnel and where voice bookings are taking tier-three India, why Puneet thinks the answer for a 25-year-old isn't another app but a small, clean hotel, why only ten million foreigners visit a country with more than forty UNESCO sites, what went wrong in Goa and where the next thirty Goas should be, why tourism being a state subject is the real bottleneck, and the full playbook both of them would run to take India from ten million tourists to a hundred million.Timestamp:00:00 Introduction07:03 Getting to Know the Guests14:30 How MakeMyTrip’s Hotel Partnerships Work21:45 Booking Direct vs Travel Apps28:26 Puneet Chhatwal’s Journey from Delhi to Europe35:01 Building Villa Stays & Solo Travel Businesses41:43 Will AI Change How We Book Travel?48:40 Customer Data vs Personal Hospitality55:43 Can Robots Replace Hotel Staff?1:03:05 Bringing Small-Town India into Online Travel1:09:52 Should Hotels Cut Out the Middleman?1:16:37 India’s Mid-Range Hotel Opportunity1:23:51 Marketing India & Fixing Tourism Taxes1:30:46 Mass Tourism vs Luxury Tourism in Goa1:38:26 Can Luxury Trains Attract Premium Tourists?1:44:44 Civic Sense & the Tourist Experience1:51:24 Making India’s Attractions Discoverable & Bookable1:58:44 Alibaug’s Potential & the Homestay Business2:05:56 Why Celebrations Are Driving Villa Bookings2:13:42 What Travel Business Should a 25-Year-Old Start?2:19:43 Handling Bad Experiences & Building Trust2:27:16 Nandan Nilekani & the Shift to Hotel Branding2:34:40 What It Takes to Run an Asset-Light Hotel Brand2:41:13 The Wellness Hotel Opportunity2:48:44 Building Travel Businesses for Gen Z2:56:16 Travel Education & New Business Ideas3:02:19 Unlocking Unexplored India3:08:42 Building New Destinations & Event Tourism3:15:38 Private Jet Economics & Closing ThoughtsRajesh Magow, Co-Founder & Group CEO, MakeMyTrip LimitedLinkedIn: Rajesh MagowPuneet Chhatwal, Managing Director & Chief Executive Officer, The Indian Hotels Company Limited (IHCL)LinkedIn: Puneet ChhatwalNikhil Kamath — Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' PodcastTwitter: TwitterInstagram: InstagramLinkedIn: LinkedInFacebook: FacebookWatch 'WTF is' Podcast on SpotifySpotify#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Will ChatGPT Book Your Next Holiday? | MakeMyTrip x Taj Hotels | WTF is Travel?

I put the two companies most Indian holidays run through into one room, Rajesh Magow who co-founded MakeMyTrip and Puneet Chhatwal who runs IHCL, the company behind Taj, and what began as friendly needling over whose business is bigger and more profitable turned into the one question I couldn't let go of, why a country with this much coastline, culture and history gets barely ten million foreign visitors a year and what it would actually take to make that a hundred million, which pulled us through OYO's pivot, whether India's problem is marketing or the product itself, why tourism gets half a percent of GDP when every rupee spent on it comes back three times over, where the next Goa is, and the line that stayed with me, that India has become a great country to travel from and not the best country to travel to. Full episode drops soon. Watch 'WTF is' Podcast on Spotify<a href="https://tinyurl.com/4nsm4ezn?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a> Watch 'People by WTF' Podcast on Spotify<a href="https://tinyurl.com/yme92c59?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a> Watch 'WTF Online' on Spotify<a href="https://tinyurl.com/4tjua4th?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a>

I put the two companies most Indian holidays run through into one room, Rajesh Magow who co-founded MakeMyTrip and Puneet Chhatwal who runs IHCL, the company behind Taj, and what began as friendly needling over whose business is bigger and more profitable turned into the one question I couldn't let go of, why a country with this much coastline, culture and history gets barely ten million foreign visitors a year and what it would actually take to make that a hundred million, which pulled us through OYO's pivot, whether India's problem is marketing or the product itself, why tourism gets half a percent of GDP when every rupee spent on it comes back three times over, where the next Goa is, and the line that stayed with me, that India has become a great country to travel from and not the best country to travel to. Full episode drops soon.Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th

India Is A Great Country To Travel From, Not To | WTF is Travel? | Trailer

I went to Dalian with a selfish question. I run a fund that invests in energy transition, and I've come to think energy isn't the problem moving it and storing it is. So I sat down with Henning Rath, who runs EnerVenue out of Silicon Valley and is building his first gigafactory in Changzhou, and Tang Kun, who runs HiNa Battery, a sodium-ion company spun out of the Chinese Academy of Sciences that's now ten years old with 600 people and a gigawatt line. I told them I don't know anything about batteries and asked them to teach me. We started at what a cell even is, went through why the entire industry standardised on LFP and what a thermal runaway actually does, and then Henning told me something I hadn't heard: the world had over 14,000 LFP fires last year alone. I asked whether I should start an electric car company or a battery company when I get home. Both said battery and Henning was blunt about it: don't build anything that needs rare earth. Fifty million dollars to start. We got into nickel-hydrogen at 30,000 cycles, sodium carbonate at a tenth of what lithium carbonate costs, why solid state is still at level four out of nine, and the idea I keep coming back to that your car sits idle 98% of the time with a battery and a stack of chips doing nothing, and there's a version of this where every parked car is a micro data center. 00:00 Introduction06:45 China's bet on chemistries beyond lithium12:14 Cell chemistry and the trade-offs it forces17:15 Thermal runaway and the limits of LFP22:44 Production quality and how long a battery lasts27:07 Why China won the electric car33:54 Decoupling a battery business from lithium and rare earths38:50 Sodium's cost advantage and its energy density ceiling43:51 Recycling nickel and renting the metal48:17 Where generation, storage and demand should sit54:05 Decentralization and the car as a grid battery1:00:19 Three super cycles and AI's power demand1:05:30 Automation, jobs and China's social contract Footage Courtesy: World Economic Forum (WEF) CC BY-NC-ND 4.0 Source: <a href="https://www.weforum.org/videos/amnc26_summer_davos_highlights/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.weforum.org/videos/amnc26_summer_davos_highlights/</a> Henning Rath, Chief Executive Officer at EnerVenue<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/henning-rath/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/henning-rath/</a></li></ul> <ul><li>Kun Tang, Executive Chairman of HiNa Battery</li></ul>LinkedIN: <a href="https://www.linkedin.com/in/kun-tang-52a52327/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/kun-tang-52a52327/</a> Nikhil Kamath-Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' Podcast<ul><li>Twitter: <a href="https://x.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a></li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio?utm_campaign=share_via&utm_content=profile&utm_medium=ios_app&utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app</a></li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul> Watch 'WTF is' Podcast on Spotify<a href="https://tinyurl.com/4nsm4ezn?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a> Watch 'People by WTF' Podcast on Spotify<a href="https://tinyurl.com/yme92c59?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a> Watch 'WTF Online' on Spotify<a href="https://tinyurl.com/4tjua4th?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a> #WTFareBatteries #EnerVenue #HiNaBattery #SummerDavos

I went to Dalian with a selfish question. I run a fund that invests in energy transition, and I've come to think energy isn't the problem moving it and storing it is. So I sat down with Henning Rath, who runs EnerVenue out of Silicon Valley and is building his first gigafactory in Changzhou, and Tang Kun, who runs HiNa Battery, a sodium-ion company spun out of the Chinese Academy of Sciences that's now ten years old with 600 people and a gigawatt line. I told them I don't know anything about batteries and asked them to teach me. We started at what a cell even is, went through why the entire industry standardised on LFP and what a thermal runaway actually does, and then Henning told me something I hadn't heard: the world had over 14,000 LFP fires last year alone. I asked whether I should start an electric car company or a battery company when I get home. Both said battery and Henning was blunt about it: don't build anything that needs rare earth. Fifty million dollars to start. We got into nickel-hydrogen at 30,000 cycles, sodium carbonate at a tenth of what lithium carbonate costs, why solid state is still at level four out of nine, and the idea I keep coming back to that your car sits idle 98% of the time with a battery and a stack of chips doing nothing, and there's a version of this where every parked car is a micro data center.00:00 Introduction06:45 China's bet on chemistries beyond lithium12:14 Cell chemistry and the trade-offs it forces17:15 Thermal runaway and the limits of LFP22:44 Production quality and how long a battery lasts27:07 Why China won the electric car33:54 Decoupling a battery business from lithium and rare earths38:50 Sodium's cost advantage and its energy density ceiling43:51 Recycling nickel and renting the metal48:17 Where generation, storage and demand should sit54:05 Decentralization and the car as a grid battery1:00:19 Three super cycles and AI's power demand1:05:30 Automation, jobs and China's social contractFootage Courtesy: World Economic Forum (WEF) CC BY-NC-ND 4.0Source: https://www.weforum.org/videos/amnc26_summer_davos_highlights/Henning Rath, Chief Executive Officer at EnerVenueLinkedIn: https://www.linkedin.com/in/henning-rath/Kun Tang, Executive Chairman of HiNa BatteryLinkedIN: https://www.linkedin.com/in/kun-tang-52a52327/Nikhil Kamath-Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' PodcastTwitter: 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/Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th#WTFareBatteries #EnerVenue #HiNaBattery #SummerDavos

The Battery Everyone Uses Is The One They'd Never Build | EnerVenue x HiNa | WTF are Batteries?

I went into this wanting one answer, if I were starting something today, should it be an electric car company or a battery company and what I got back was narrower and more useful than I expected: don't build the thing that needs rare earth. We got into why sodium carbonate sits at roughly a tenth of what the equivalent lithium inputs cost, what $50 million actually buys you if you're starting this from scratch, why the world saw over 14,000 LFP fires last year alone and what that says about the chemistry everyone standardised on, and the part I keep coming back to that your car is parked 98% of the time in front of your house, and there's a version of this where that's not a dead asset but a micro data center. Every car a token factory. I didn't see that coming. Henning Rath, Chief Executive Officer at EnerVenue<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/henning-rath/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/henning-rath/</a></li><li>Kun Tang, Executive Chairman of HiNa Battery</li><li>LinkedIN: <a href="https://www.linkedin.com/in/kun-tang-52a52327/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/kun-tang-52a52327/</a></li></ul> Footage Source: BYD footage: <a href="https://www.youtube.com/watch?v=k0oMa2jWXaM&utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.youtube.com/watch?v=k0oMa2jWXaM</a>Tesla footage: <a href="https://www.youtube.com/watch?v=50PU-cQx7j0&utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.youtube.com/watch?v=50PU-cQx7j0</a> Nikhil Kamath-Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' Podcast<ul><li>Twitter: <a href="https://x.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a></li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio?utm_campaign=share_via&utm_content=profile&utm_medium=ios_app&utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app</a></li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul> Watch 'WTF is' Podcast on Spotify<a href="https://tinyurl.com/4nsm4ezn?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a> Watch 'People by WTF' Podcast on Spotify<a href="https://tinyurl.com/yme92c59?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a> Watch 'WTF Online' on Spotify<a href="https://tinyurl.com/4tjua4th?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a> #WTFareBatteries #EnerVenue #HiNaBattery #SummerDavos

I went into this wanting one answer, if I were starting something today, should it be an electric car company or a battery company and what I got back was narrower and more useful than I expected: don't build the thing that needs rare earth. We got into why sodium carbonate sits at roughly a tenth of what the equivalent lithium inputs cost, what $50 million actually buys you if you're starting this from scratch, why the world saw over 14,000 LFP fires last year alone and what that says about the chemistry everyone standardised on, and the part I keep coming back to that your car is parked 98% of the time in front of your house, and there's a version of this where that's not a dead asset but a micro data center. Every car a token factory. I didn't see that coming.Henning Rath, Chief Executive Officer at EnerVenueLinkedIn: https://www.linkedin.com/in/henning-rath/Kun Tang, Executive Chairman of HiNa BatteryLinkedIN: https://www.linkedin.com/in/kun-tang-52a52327/Footage Source: BYD footage: https://www.youtube.com/watch?v=k0oMa2jWXaMTesla footage: https://www.youtube.com/watch?v=50PU-cQx7j0Nikhil Kamath-Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' PodcastTwitter: 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/Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th#WTFareBatteries #EnerVenue #HiNaBattery #SummerDavos

Why The Next Battery Won't Need Lithium Or Rare Earth | Nikhil Kamath | WTF Is A Battery

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 Introduction06:18 Is The Foundery a selfish bet?12:29 Why building new beats the capitalist high18:28 How the company-builder model formed24:47 The new consumer categories driving the bets30:41 What happens after Day 9035:13 The equity split everyone questions: 25% vs 75%43:11 Where the ideas come from, and how the gates work50:56 Founder–idea fit and the flaws each founder owns58:05 Why equity beats an endorsement fee1:05:14 What happens if the brands fail1:11:08 What actually drives Nikhil1:17:46 Abundance vs scarcity in one house1:23:54 Social mobility and India's bubbles1:28:54 What the founders are unlearning1:33:09 Twelve months out: what they'd change #NikhilKamathCo-Founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF'<ul><li>Twitter: <a href="https://x.com/nikhilkamathcio?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">@nikhilkamathcio on X</a></li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">@nikhilkamathcio on Instagram</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">Nikhil Kamath LinkedIn</a></li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">Nikhil Kamath Facebook</a></li></ul> The Foundery is a venture builder that forges entrepreneurs into co-founders and builds companies with them from the ground up.<ul><li>Website: <a href="https://www.thefoundery.in/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">The Foundery</a></li><li>Youtube: <a href="https://www.youtube.com/@UCtJssM5FzLXSWIf5VWUmT2w" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.youtube.com/@UCtJssM5FzLXSWIf5VWUmT2w </a></li><li>Instagram: <a href="https://www.instagram.com/jointhefoundery/?hl=en" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/jointhefoundery/?hl=en</a></li></ul> Kishore Biyani – Founder & CEO of Future Group Ronnie Screwvala – Co-Founder & Chairperson of upGrad, Founder of UTV Group<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/ronniescrewvala/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">Ronnie Screwvala LinkedIn</a></li></ul> Watch 'WTF is' Podcast on Spotify<a href="https://tinyurl.com/4nsm4ezn?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">WTF is Podcast on Spotify</a> Watch 'People by WTF' Podcast on Spotify<a href="https://tinyurl.com/yme92c59?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">People by WTF Podcast on Spotify</a> Watch 'WTF Online' on Spotify<a href="https://tinyurl.com/4tjua4th?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">WTF Online on Spotify</a> #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

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 Introduction06:18 Is The Foundery a selfish bet?12:29 Why building new beats the capitalist high18:28 How the company-builder model formed24:47 The new consumer categories driving the bets30:41 What happens after Day 9035:13 The equity split everyone questions: 25% vs 75%43:11 Where the ideas come from, and how the gates work50:56 Founder–idea fit and the flaws each founder owns58:05 Why equity beats an endorsement fee1:05:14 What happens if the brands fail1:11:08 What actually drives Nikhil1:17:46 Abundance vs scarcity in one house1:23:54 Social mobility and India's bubbles1:28:54 What the founders are unlearning1:33:09 Twelve months out: what they'd change#NikhilKamathCo-Founder of Zerodha and GruhasHost 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 GroupRonnie Screwvala – Co-Founder & Chairperson of upGrad, Founder of UTV GroupLinkedIn: Ronnie Screwvala LinkedInWatch 'WTF is' Podcast on SpotifyWTF is Podcast on SpotifyWatch 'People by WTF' Podcast on SpotifyPeople by WTF Podcast on SpotifyWatch 'WTF Online' on SpotifyWTF Online on Spotify#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Abundance vs Scarcity: We Built 20 Brands With 30 Strangers In 90 Days | The Foundery

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 GruhasHost of 'WTF is' & 'People By WTF' Podcast<ul><li>Twitter: <a href="https://x.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a></li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li>LinkedIn: https://www.linkedin.com/in/nikhilkamathcio</li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul> The Foundery is a venture builder that forges entrepreneurs into co-founders and builds companies with them from the ground up.<ul><li>Website: <a href="https://www.thefoundery.in/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.thefoundery.in/</a></li></ul> Kishore Biyani – Founder & CEO of Future Group Ronnie Screwvala – Co-Founder & Chairperson of upGrad, Founder of UTV Group<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/ronniescrewvala/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/ronniescrewvala/</a></li></ul> Watch 'WTF is' Podcast on Spotify<a href="https://tinyurl.com/4nsm4ezn?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a> Watch 'People by WTF' Podcast on Spotify<a href="https://tinyurl.com/yme92c59?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a> Watch 'WTF Online' on Spotify<a href="https://tinyurl.com/4tjua4th?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a> #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

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 GruhasHost of 'WTF is' & 'People By WTF' PodcastTwitter: 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 GroupRonnie Screwvala – Co-Founder & Chairperson of upGrad, Founder of UTV GroupLinkedIn: https://www.linkedin.com/in/ronniescrewvala/Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

We Gave 25 Strangers ₹4 Crore Each To Build 20 New Brands | The Foundery

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 Introduction04:27 Rajeev Juneja's path from medical-store apprentice to building Mankind10:11 Mankind's contrarian OTC and bottom-up market strategy16:23 G.V. Prasad on science and the Dr. Reddy's lineage23:06 Segmenting the industry and how generic drugs are made29:15 Why drug purity standards are shared but enforcement differs36:40 Why India is the pharmacy of the world by volume, not revenue41:00 How margins are split across the pharma value chain45:17 Whether online pharmacy and consumer brands are real openings53:15 Whether hospital roll-up valuations are justified59:10 Tariffs, Jan Aushadhi and drug price controls1:03:21 How China built a pharma-innovation ecosystem in a decade1:10:02 Long-horizon governance and removing entrepreneurial fear1:15:40 China's incentives, talent and leverage over the US1:22:01 Why the Ayush and wellness market outgrows pharma1:25:05 The evidence, quality and standardisation debate around Ayurveda1:35:13 The sexual-wellness opportunity and the stigma problem1:40:26 The fertility, IVF and egg-freezing opportunity1:43:45 The API narrative debate and how a drug is synthesised1:50:54 Biologics, monoclonal antibodies and vaccines explained1:55:57 Stem cells and peptides, separating therapy from hype2:00:06 The semaglutide story and how GLP-1 works2:05:01 Mankind's ethical-selling philosophy on GLP-12:08:06 Why India leads in small molecules but lags in biologics2:15:07 Where a young founder can enter the GLP-1 wave2:23:38 The yin and yang of innovators and generics2:29:05 Diagnostics, CDMO and the China-plus-one opportunity2:37:18 Applying AI to pharma and the expired-medicine problem2:43:01 Why founders should never copy a set formula2:45:30 Succession, home diagnostics and the microfluidics frontier #nikhilkamath Co-founder of Zerodha and Gruhas Host of 'WTF is' & 'People By WTF' Podcast <ul><li>Twitter: <a href="https://x.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a> </li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app</a></li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul> Rajeev Juneja-Vice Chairman & Managing Director at Mankind Pharma Ltd<ul><li>LinkedIN- <a href="https://www.linkedin.com/in/rajeev-juneja-27882a24b/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/rajeev-juneja-27882a24b/</a></li></ul> G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy's<ul><li>Linkedin-<a href="https://www.linkedin.com/in/gvprasadster/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/gvprasadster/</a></li></ul> Watch 'WTF is' Podcast on Spotify <a href="https://tinyurl.com/4nsm4ezn" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a> Watch 'People by WTF' Podcast on Spotify <a href="https://tinyurl.com/yme92c59" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a> Watch 'WTF Online' on Spotify <a href="https://tinyurl.com/4tjua4th" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a> #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

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 Introduction04:27 Rajeev Juneja's path from medical-store apprentice to building Mankind10:11 Mankind's contrarian OTC and bottom-up market strategy16:23 G.V. Prasad on science and the Dr. Reddy's lineage23:06 Segmenting the industry and how generic drugs are made29:15 Why drug purity standards are shared but enforcement differs36:40 Why India is the pharmacy of the world by volume, not revenue41:00 How margins are split across the pharma value chain45:17 Whether online pharmacy and consumer brands are real openings53:15 Whether hospital roll-up valuations are justified59:10 Tariffs, Jan Aushadhi and drug price controls1:03:21 How China built a pharma-innovation ecosystem in a decade1:10:02 Long-horizon governance and removing entrepreneurial fear1:15:40 China's incentives, talent and leverage over the US1:22:01 Why the Ayush and wellness market outgrows pharma1:25:05 The evidence, quality and standardisation debate around Ayurveda1:35:13 The sexual-wellness opportunity and the stigma problem1:40:26 The fertility, IVF and egg-freezing opportunity1:43:45 The API narrative debate and how a drug is synthesised1:50:54 Biologics, monoclonal antibodies and vaccines explained1:55:57 Stem cells and peptides, separating therapy from hype2:00:06 The semaglutide story and how GLP-1 works2:05:01 Mankind's ethical-selling philosophy on GLP-12:08:06 Why India leads in small molecules but lags in biologics2:15:07 Where a young founder can enter the GLP-1 wave2:23:38 The yin and yang of innovators and generics2:29:05 Diagnostics, CDMO and the China-plus-one opportunity2:37:18 Applying AI to pharma and the expired-medicine problem2:43:01 Why founders should never copy a set formula2:45:30 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 LtdLinkedIN- https://www.linkedin.com/in/rajeev-juneja-27882a24b/G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy'sLinkedin-https://www.linkedin.com/in/gvprasadster/Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Why One New Drug Takes Ten Years To Make | Mankind x Dr. Reddy's | WTF is Pharma?

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 GruhasHost of 'WTF is' & 'People By WTF' Podcast<ul><li>Twitter: <a href="https://x.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a></li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio</a></li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul> Rajeev Juneja-Vice Chairman & Managing Director at Mankind Pharma Ltd<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/rajeev-juneja-27882a24b/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/rajeev-juneja-27882a24b/</a></li></ul> G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy's<ul><li>LinkedIn: <a href="https://www.linkedin.com/in/gvprasadster/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/gvprasadster/</a></li></ul> Watch 'WTF is' Podcast on Spotify<a href="https://tinyurl.com/4nsm4ezn" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a> Watch 'People by WTF' Podcast on Spotify<a href="https://tinyurl.com/yme92c59" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a> Watch 'WTF Online' on Spotify<a href="https://tinyurl.com/4tjua4th" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a> #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

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 GruhasHost of 'WTF is' & 'People By WTF' PodcastTwitter: 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 LtdLinkedIn: https://www.linkedin.com/in/rajeev-juneja-27882a24b/G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy'sLinkedIn: https://www.linkedin.com/in/gvprasadster/Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Generics, Ozempic & The Fear Holding India Back | WTF is Pharma? | Trailer

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. <a href="https://www.allthingswtf.com/wtfund" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.allthingswtf.com/wtfund</a> 00:00 - WTFund Bootcamp02:02 - Intro03:20 - Prava - AI-Led Transactions10:22 - Astraeus Innovus - Preventive Cancer Screening18:45 - Turocrates AI - AI-Driven Diagnostics26:35 - AntiMattr - Voice-First Computing32:12 - O3 security - Securing AI Systems39:05 - Bloom Rehab - Tech-Enabled Recovery42:00 - Journey to Building46:22 - Philosophies of life50:31 - Placestation - Automating PCB Assembly55:32 - AEYI : AI-Powered CCTV Monitoring57:50 - Q&A with Nikhil01:04:14 - AI Girlfriend & Dating01:05:35 - Schools of Psychology01:08:26 - Nikhil's Birthday Plans01:09:11 - Golden Hour01:10:10 - Healthcare & Longevity01:12:33 - Trading01:16:32 - Advice for Young Founders  #NikhilKamath Co-founder of Zerodha, Gruhas Host of ‘WTF is’ & ‘People by WTF’ Podcast<ul><li>Twitter: <a href="https://x.com/nikhilkamathcio" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio</a> </li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio</a> </li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio</a> </li></ul> WTFund India’s premiere non-dilutive grant fund for emerging entrepreneurs.<ul><li>Twitter: <a href="https://x.com/TheWTFund" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/TheWTFund</a></li><li>LinkedIn: <a href="https://www.linkedin.com/wtfund" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/wtfund</a> </li><li>Instagram: <a href="https://www.instagram.com/thewtfund" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/thewtfund</a> </li></ul> O3 Security A security platform that stops software supply-chain attacks in real time — whether it’s AI-generated or human-written code to production.<ul><li>Instagram: <a href="https://www.instagram.com/o3_security/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/o3_security/</a> </li><li>LinkedIn: <a href="https://www.linkedin.com/company/aeyi/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/company/aeyi/</a> </li></ul> Aeyi Aeyi is a GENAI-powered system that turns normal CCTV cameras into real-time safety and monitoring tools.<ul><li>Instagram: <a href="https://www.instagram.com/aeyi_surve/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/aeyi_surve/</a> </li><li>LinkedIn: <a href="https://www.linkedin.com/company/aeyi/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/company/aeyi/</a> </li></ul> Antimattr AI-powered earbuds for hands-free audio computing.<ul><li>Instagram: <a href="https://www.instagram.com/antimattr.one/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/antimattr.one/</a></li><li>LinkedIn: <a href="https://www.linkedin.com/company/antimattr/about/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/company/antimattr/about/</a> </li></ul> BloomRehab Rehabilitation robots for neuro and ortho recovery.<ul><li>LinkedIn: <a href="https://www.linkedin.com/company/bloomrehab/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/company/bloomrehab/</a> </li></ul> Astraeus Innovus A ₹100 saliva test that screens for oral cancer in under 5 minutes.<ul><li>LinkedIn: <a href="https://www.linkedin.com/company/astraeus-innovus/about/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/company/astraeus-innovus/about/</a> </li></ul> PlaceStation A desktop system that automates PCB assembly for faster, accessible electronics manufacturing.<ul><li>Instagram: <a href="https://www.instagram.com/placestation_/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/placestation_/</a> </li></ul> Prava A payments infrastructure layer built specifically for AI shopping assistants and agents.<ul><li>Instagram: <a href="https://www.instagram.com/pravapayments/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/pravapayments/</a> </li><li>LinkedIn: <a href="https://www.linkedin.com/company/prava-payments/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/company/prava-payments/</a> </li></ul> Turocrates Improving patient outcomes using a digital and AI-driven operating system for diagnostic labs.<ul><li>LinkedIn: <a href="https://www.linkedin.com/company/turocrates-ai/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/company/turocrates-ai/</a> </li></ul> #WTFund

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/wtfund00:00 - WTFund Bootcamp02:02 - Intro03:20 - Prava - AI-Led Transactions10:22 - Astraeus Innovus - Preventive Cancer Screening18:45 - Turocrates AI - AI-Driven Diagnostics26:35 - AntiMattr - Voice-First Computing32:12 - O3 security - Securing AI Systems39:05 - Bloom Rehab - Tech-Enabled Recovery42:00 - Journey to Building46:22 - Philosophies of life50:31 - Placestation - Automating PCB Assembly55:32 - AEYI : AI-Powered CCTV Monitoring57:50 - Q&A with Nikhil01:04:14 - AI Girlfriend & Dating01:05:35 - Schools of Psychology01:08:26 - Nikhil's Birthday Plans01:09:11 - Golden Hour01:10:10 - Healthcare & Longevity01:12:33 - Trading01:16:32 - Advice for Young Founders #NikhilKamath Co-founder of Zerodha, Gruhas Host of ‘WTF is’ & ‘People by WTF’ PodcastTwitter: https://x.com/nikhilkamathcioLinkedIn: https://www.linkedin.com/in/nikhilkamathcio Instagram: https://www.instagram.com/nikhilkamathcio Facebook: https://www.facebook.com/nikhilkamathcio WTFund 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/thewtfund O3 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

We Backed 17 of India's Brightest Young Founders with ₹20L Grants | WTFund Cohort 3

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<ul><li>X: <a href="https://x.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a> </li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a> </li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app</a> </li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a> </li></ul> #omarsultanalolama : Minister of State for Artificial Intelligence, Digital Economy and Remote Work Applications at Government of the UAE <ul><li>Twitter - [<a href="https://x.com/OmarSAlolama" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/OmarSAlolama</a>] </li><li>LinkedIn - [<a href="https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae</a>] </li></ul> Watch 'WTF is' Podcast on Spotify <a href="https://tinyurl.com/4nsm4ezn" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a> Watch 'People by WTF' Podcast on Spotify <a href="https://tinyurl.com/yme92c59" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a> Watch 'WTF Online' on Spotify <a href="https://tinyurl.com/4tjua4th" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a>  #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

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 life00:00 – 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' PodcastX: 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

Nikhil Kamath ft. H.E Omar Sultan Al Olama | The Case for Youth in Politics | Special Ep

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 <a href="https://studio.youtube.com/channel/UCWr5ComKejjkcaVmj-Vxofw" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);"> @IndiaGlobalForum </a> 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<ul><li>X: <a href="https://x.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a> </li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a> </li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app</a> </li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a> </li></ul> #omarsultanalolama : Minister of State for Artificial Intelligence, Digital Economy and Remote Work Applications at Government of the UAE<ul><li>Twitter - [<a href="https://x.com/OmarSAlolama%5D(https://x.com/OmarSAlolama)" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/OmarSAlolama](https://x.com/OmarSAlolama)</a> </li><li>LinkedIn - [<a href="https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae](https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae)" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae](https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae)</a> </li></ul> <ul><li>Watch 'WTF is' Podcast on Spotify <a href="https://tinyurl.com/4nsm4ezn" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a> </li><li>Watch 'People by WTF' Podcast on Spotify <a href="https://tinyurl.com/yme92c59" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a> </li><li>Watch 'WTF Online' on Spotify <a href="https://tinyurl.com/4tjua4th" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a> </li></ul> #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

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' PodcastX: 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 UAETwitter - [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

The Case for Youth in Politics | HE Omar Sultan Al Olama (One of the World's Youngest Ministers)

"WTF is" is a podcast series where Nikhil Kamath hosts friends and industry experts and holds casual yet intellectually stimulating conversations. The podcast covers a broad range of topics of particular current relevance, including technology, social media, renewable energy, electric vehicles, philosophy, gaming, psychology and more.

"WTF is" is a podcast series where Nikhil Kamath hosts friends and industry experts and holds casual yet intellectually stimulating conversations. The podcast covers a broad range of topics of particular current relevance, including technology, social media, renewable energy, electric vehicles, philosophy, gaming, psychology and more.

hubhopper

WTF is with Nikhil Kamath

hubhopper