Founder Thesis

Full episode at: podm.in/idfy

A top-tier VC called him in for a meeting. Not to invest. But to tell him that he was in a shitty business. Today, Ashok Hariharan's IDfy processes 100,000 verification requests per second, with revenue estimated close to ₹300 cr and is headed to IPO. Link in comments👇

Why does India still rely on agents for everything? Cultural context matters. This isn't backwardness - it's understanding how trust actually works in low-trust markets. Essential insight for anyone building in India. Full episode at: podm.in/vahan

In this episode, we explore why patience is the most underrated founder trait in the age of quick exits. Full episode at: podm.in/wonderchef

The innovation timing dilemma: launch early and be niche, or wait and be too late? Catch the full strategy here: podm.in/wonderchef

Madhav Krishna, Founder of @VahanInc, cracked the code on India's blue-collar hiring crisis. 40,000 placements monthly. AI cheaper than humans. And a moat that ChatGPT can't replicate. New episode out now: podm.in/vahan

In this episode, we unpack the hardest part of the chip value chain: wafers. If you care about India’s semiconductor ambitions, supply chains, and deep-tech manufacturing, this conversation is a must-watch. Full Episode: podm.in/agnit

Obsessive focus on cash flow, outcome-based pricing, and saying no to toxic clients. This is the anti-VC playbook. Full story on: podm.in/codevyasa

Mentorship is time travel. Good mentors compress learning curves and help you see around corners. Full episode at: podm.in/codevyasa

What separates a strategic partner from a vendor? Learn why outcome-based contracts create trust that traditional hourly billing destroys. When you share the delivery risk, you transform from "another IT vendor" into an indispensable partner. Listen: podm.in/codevyasa

Why deep tech sales require fundamentally different collateral than software? What actually closes deals when you're selling to engineers? Check out the latest episode: podm.in/agnit

Will the AI hype cycle destroy a lot of capital before finding real winners? Full episode at: podm.in/ironpillar

“India story” takes are usually either euphoria or despair. We overestimate India in 3–5 years and underestimate it over a decade. Full episode at: podm.in/ironpillar

What makes a film successful? It's not about having the perfect script - it's about alignment. Full episode at: podm.in/shashank

Brutal Truths About Growth Capital Funding! New episode dropping soon!

The ear is 20 times faster than the eye. Yet most brands still ignore sound as a strategic asset. Learn how sonic identity drives brand recall and emotional connection. New episode dropping soon.

Charge for real value, make everything else free. Watch the full episode to learn how to think about monetization in consumer fintech: podm.in/scapia

Everyone wants a credit card, so selling them should be easy, right? Wrong. India's credit card market is one of the most competitive consumer categories. Listen to the full conversation on building focused consumer products in crowded markets: podm.in/scapia

The best marketing is a product people can't stop talking about. Listen to the full conversation to understand how to build products that market themselves: podm.in/scapia

Listen more carefully than anyone else, then have the wisdom to distinguish productizable features from one-off custom requests. Full episode at: podm.in/insuredmine