The Founder Thesis Podcast | Learn from disruptive founders

The Founder Thesis Podcast | Learn from disruptive founders

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January 2026

Amit Gaiki and Flam AI: An AI-Native Content Engine That Found Real Revenue by Fixing One Problem
How a consumer app pivot and an obsession with removing friction turned Flam AI into a $10M ARR mixed reality advertising platform
 • Akshay Datt
How Ashok Hariharan Built IDfy Into India's Trust Infrastructure, One Crisis at a Time
A 15-year journey from ₹80 lakh seed round to ₹188 crore in revenue - and why the biggest growth wave is still ahead
 • Akshay Datt
How Utham Gowda Built Captain Fresh Into a $1 Billion Seafood Empire While Competitors Collapsed
The investment banker turned CEO spent $6 million on market research, traveled 1.8 million kilometers, and acquired 10 companies to become the last man…
 • Akshay Datt
Dr. Arjun Jain on Fast Code AI: Why the $100 Million AI Engineers Know Scaling Laws Are Dead
A Yann LeCun protégé explains how the industry is pivoting from the "Software TAM" to the "Salary TAM" through outcome-based pricing and small language…
 • Akshay Datt
Mark Kahn of Omnivore: How a Texas Immigrant Built a $300M Fund Betting on Rural India
The Managing Partner who traded Houston for Patna explains why India's next unicorns will come from agriculture, not apps
 • Akshay Datt
Dr. Prithwi Singh’s Khetika: Building India’s Clean Label Food Giant
How a veterinarian-turned-entrepreneur is scaling ₹247 crore revenue by owning the entire supply chain, from Rajasthan farms to Mumbai kitchens
 • Akshay Datt

December 2025

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