The Founder Thesis Podcast | Learn from disruptive founders

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

May 18 • Akshay Datt

2

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…

May 13 • 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…

May 11 • Akshay Datt

2

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…

May 5 • Akshay Datt

1

April 2026

Siddhant Jatia and the Picklebay Thesis

How a fourth-generation entrepreneur from a 120-year-old business family spotted a real estate arbitrage hiding inside India's fastest-growing…

Apr 27 • Akshay Datt

2

How Manu Awasthy Is Rebuilding Indian Wealth Management From the Inside Out

He spent 20 years inside India's private banking system. Then he decided the whole thing needed rebuilding.

Apr 10 • Akshay Datt

2

March 2026

How Manu Nair and EtherealX Are Building India's Answer to the Rocket Monopoly

India's most-watched space startup has secured $130M in launch contracts without launching a single rocket. Here is why the world is paying attention.

Mar 27 • Akshay Datt

1

The Doctor Will See You Now: Priyadarshi Mohapatra and CureBay's Rural Healthcare Model

How a tech executive's Skype ID moment became the founding idea behind a primary healthcare network for 100 crore Indians who never had one.

Mar 20 • Akshay Datt

2

Pranav Pai and 3one4 Capital: How Betting on India Before It Was Obvious Built a 5x+ Fund

3one4 Capital's Managing Partner on 10 years of contrarian investing, the logic behind 5 unicorns, and why the next decade will be defined by sovereign…

Mar 13 • Akshay Datt

3

Simran Mulchandani Built Rangeet by Removing Screens from EdTech

How a former J.P. Morgan trader and Blue Frog founder is reaching 500,000 children with a teacher-first model that bets against everything the industry…

Mar 10 • Akshay Datt

How Prateep Basu and SatSure Are Turning Satellite Pixels Into Farm Loans

From ISRO rocket scientist to Earth intelligence entrepreneur, Prateep Basu built SatSure to solve a problem banks didn't know satellites could fix.

Mar 6 • Akshay Datt

February 2026

Nalin Agrawal Built Snapmint to Give India's Next 300 Million Consumers a Smarter Way to Buy

From a 2016 ad campaign anomaly to a $125M Series B, the Snapmint story is about fixing a credit system that was built to profit from mistakes.

Feb 27 • Akshay Datt

2