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Investor who hasn't Changed His Thesis in 5 Funds & Saw the AI Wave Before ChatGPT | Ashmeet Sidana, Engineering Capital
Season 1 Episode 363
What does it look like to run the same playbook across five venture funds?
That is the bet Ashmeet Sidana has made at Engineering Capital. From Fund O…
3 months, 2 weeks ago
How 24,000 companies keep their AI from Breaking in Production | Rohit Agarwal, Portkey
Season 1 Episode 362
Over 1 Trillion AI tokens pass through Portkey every single day.
Every AI product eventually runs into the same problem. The prototype works, but once…
3 months, 3 weeks ago
The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan
Season 1 Episode 361
Is the best grocery platform one that decides what it WON’T sell?
That is the bet Ayyappan is making with FirstClub. Fewer products. Stricter rules. W…
4 months ago
The First AI Market With 8 Billion Potential Users | Sudarshan kamath, Smallest AI
Season 1 Episode 360
Will smaller AI models win over large language models?
Sudarshan Kamath grew up in Mumbai, taught himself AI before most Indian companies were even hi…
4 months, 1 week ago
AI Needs to Know Why You Took THAT decision | Ashu Garg, Investor at Foundation Capital
Season 1 Episode 359
What if AI can learn the “why” behind decision making of humans?
Ashu Garg and Jaya Gupta recently wrote one of the most discussed articles on AI this…
4 months, 2 weeks ago
How AI Will Finally Deliver the Promise SaaS Made | Samay Kohli: From Robots to Digital Workers
Season 1 Episode 358
Samay Kohli spent 12 years at GreyOrange, scaling it to over $100 million in revenue and a $3 billion valuation at its peak, making it one of the wor…
4 months, 3 weeks ago
What Top 1% Investors Look For in AI Startups | Umesh Padval, Seligman Ventures, Ex- Bessemer
Season 1 Episode 357
Do startup valuations today make sense?
Umesh Padval, an early investor in Cohere, now valued at about $7 billion shares why Cohere stood out at the t…
5 months ago
When Founders Should Quit Their Startups with Matt MacInnis | COO Rippling
Season 1 Episode 356
Matt MacInnis spent 6 years as COO at Rippling and now leads as CPO. He joined Rippling in 2019, when there were only 70 people, and has led the comp…
5 months, 1 week ago
How Buyers Discover Startups, From a 10-Year Founder Journey to an EXIT | Ankur Rawal & Vishwa Krishnakumar
Season 1 Episode 355
This is a special episode from the Neon Fund.
In 2025, the US saw $1.8 trillion worth of M&A deals, around 25× more than India. But India’s startup ec…
5 months, 2 weeks ago
From Startup to US IPO in 5 Years: Kanwal Rekhi’s Historic IPO of Excelan
Season 1 Episode 354
Kanwal Rekhi first came to the US in the 1960s. He took his company public on Nasdaq in 1987.
As a young Indian in the US, he was laid off from his f…
5 months, 3 weeks ago