The Founder Thesis Podcast | Learn from disruptive founders

Dale Vaz's Sahi: The $200M Broker That Says Stop

Ex-Swiggy CTO Dale Vaz's Sahi charges ₹10 a trade, hit a $200M valuation 16 months after launch, and built a kill switch for traders.

Nov 10 • Akshay Datt

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Anuj Tandon, BITKRAFT: Why He Passed on India's $3 Billion Real-Money Gaming Boom

BITKRAFT Ventures Partner Anuj Tandon deployed $135M at KRAFTON, never touched real-money gaming, and now hunts India deals for a $1B fund.

Nov 3 • Akshay Datt

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October 2026

ProShort’s Gaurav Mishra on why you can lose a deal in one call, and how AI can stop it

He came home for a Swades-inspired search startup, helped scale Moj to 40 million daily users, and now runs an AI sales copilot. What two decades of…

Oct 28 • Akshay Datt

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Ez Natarajan's CoreStack: Bootstrapped Through 3 Years of Doubt, Now Nearing $100M ARR

CoreStack founder Ezhilarasan Natarajan bootstrapped through years of investor doubt. Now it governs $6B of cloud spend and nears $100M ARR.

Oct 22 • Akshay Datt

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Jayasimha Nuggehalli built Global Food Partners on one hard lesson: animal welfare only scales when it pays

How a Bangalore animal rights lawyer stopped waiting on courts and built a cage-free egg business across Asia

Oct 16 • Akshay Datt

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Rajeev Mantri of Navam Capital: Why Venture Capital Is Value Investing for Startups, and Who Should Skip It

Rajeev Mantri of Navam Capital on deep tech VC in India: value investing for startups, fund economics, the Ather IPO and a satellite that went silent.

Oct 13 • Akshay Datt

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Dr. Aridni Shah's Immunito AI: 4 Antibody Drugs Designed by AI

Immunito AI, cofounded by Aridni Shah, raised $6.1M led to design antibodies with AI instead of animals.

Oct 8 • Akshay Datt

September 2026

Chandrabhanu Pattajoshi’s Goseeko: How a Salesman Who Failed Every MBA Test Built a Profitable Edtech

Goseeko sells syllabus-mapped study notes to tier-2 college students. Chandrabhanu Pattajoshi took it to ₹7 crore in revenue, and a profit.

Sep 29 • Akshay Datt

Dhruv Toshniwal: How He Turned ₹1 Crore Into A ₹120 Crore Bottom-Wear Business

How a cancelled Mumbai store launch pushed Dhruv Toshniwal into building The Pant Project into a ₹120 crore bottom-wear brand backed by Sorin…

Sep 28 • Akshay Datt

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Manish Sabharwal: How TeamLease Became a ₹11,791 Crore Staffing Giant

Co-founder of TeamLease Services, on the equity mistake that shaped it and why he stepped back in 2026

Sep 21 • Akshay Datt

Venkat Nelabhotla's $50 Million Bet: How the Ex-Emami CEO Took Vyome From Delhi to Nasdaq

Vyome Holdings repurposes approved drugs for rare diseases. Its lead gel targets an estimated $2.2B US market and heads into a pivotal FDA trial.

Sep 17 • Akshay Datt

D.P. Mangal: The 62-Year-Old Who Turned ₹31 Crore Into a ₹600 Crore Yarn Company

Lagnam Spintex survived a crashed IPO and a trade war to become an NSE-listed cotton yarn exporter turning over ₹600 crore a year.

Sep 16 • Akshay Datt