The Founder Thesis Podcast | Learn from disruptive founders

The Founder Thesis Podcast | Learn from disruptive founders

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July 2026

Roby John On Building SuperGaming: Game Engines, Battle Royale Extraction, And The Brazil Bet
Inside the Pune studio's decade-long bet on owning the tech layer, from a post-Y Combinator dead zone to Brazil, MENA and 200 million installs.
 • Akshay Datt
How Kazam's Akshay Shekhar Turned the Indian Home Into a Petrol Pump
This conversation with the Kazam CEO on the "positive CAC" model, peer-to-peer energy trading, and the Unified Energy Interface rewiring how India buys…
 • Akshay Datt
Ajay Jain and SilverX Fund: The ₹800 Crore Deep-Tech Fund
How a boy who learned credit before long division built one of India's most contrarian venture firms, and why his Silver X fund is skipping the SaaS…
 • Akshay Datt
Sridhar Muppidi of [x]cube LABS on Why He Cut 400 Jobs and Revenue Never Moved
The serial founder behind PurpleTalk and Ello.ai on AI's brutal math, the SaaS reckoning ahead, and the billion-dollar exits he talked himself out of.
 • Akshay Datt

June 2026

From Zynga to Fish Markets: How Shan Kadavil Built FreshToHome Into India's Largest Online Seafood Brand
How a Silicon Valley gaming executive turned a broken fish supply chain into a profitable, $320M-funded consumer brand operating across 140 Indian…
 • Akshay Datt
Rajesh Jain and Netcore Cloud: The $115M Internet Exit, and the Bootstrapped SaaS He Built Next
How India's first internet entrepreneur sold a portal at the peak of the dot-com boom and then spent 27 years building a profitable MarTech company…
 • Akshay Datt
Rajeev Kalambi and Cactus Partners: The Anti-Power Law Bet on India’s Series A Gap
How a 26-year banking veteran built a venture fund that targets zero failures, backs factories over software, and walks away from hyped valuations.
 • Akshay Datt
Amrit Chandan Lost His Battery Company to Its Cap Table. Then He Built Lorefully to Need No VC at All.
How a Forbes 30 Under 30 climate founder turned a distressing exit into a profitable, six-person AI business with zero institutional venture capital.
 • Akshay Datt
Dr. Siddharth Panwar and NeuroDx: The Bootstrapped Indian Lab Building a Non-Invasive Rival to Elon Musk's Neuralink
How a decade of waiting outside neurologists' offices became India's first sovereign brain foundation model, MANAS-1, trained on 60,000 hours of EEG…
 • Akshay Datt

May 2026

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