The Founder Thesis Podcast | Learn from disruptive founders

The Founder Thesis Podcast | Learn from disruptive founders

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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

How Alok Mittal and Indifi Built a Lending Business by Saying No to Growth
Inside the September'23 decision that cut 30% of approvals overnight, the 85% credit gap, and what India's most disciplined MSME lender knows about risk…
 • Akshay Datt
How Alekh Sanghera Built FarMart Into a $400 Million Agri-Supply Platform Without Owning a Single Warehouse
Inside the asset-light playbook, the single-truck unit economics, and the EBITDA-profitable quarter that has FarMart on a six-quarter runway to IPO
 • Akshay Datt
Kanwal Rekhi on Excelan, Silicon Valley Quad, and How One IIT Engineer Rewrote the Rules for Indian Founders in America
The first Indian-American founder to take a venture-backed company public on NASDAQ on contrarian bets, value pricing, and why India needs 10 million…
 • Akshay Datt
The Man Who Keeps a Spreadsheet of His Misses: Alok Goyal of Stellaris Venture Partners
A failed PhD, a dot-com wipeout, and 13 years of backing Indian founders - how Alok Goyal built one of India’s most disciplined early-stage funds by…
 • Akshay Datt
From Floppy Disks to India's Frontline: Sanjay Katkar and the 30-Year Build Behind Quick Heal Technologies
How a Computer Science student from Pune turned a virus-cleaning utility into India's only listed cybersecurity company - and why the hardest chapter is…
 • Akshay Datt

April 2026

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