Founder Thesis
@founderthesis
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We are seeking to answer the core question of 'how do you scale a startup' by talking to the people who have been there and done that.
India
Joined January 2018
Why does India still rely on agents for everything? Cultural context matters. This isn't backwardness - it's understanding how trust actually works in low-trust markets. Essential insight for anyone building in India. Full episode at: https://t.co/b24b1ECMUs
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In this episode, we explore why patience is the most underrated founder trait in the age of quick exits. Full episode at: https://t.co/MZUViWVnQP
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The innovation timing dilemma: launch early and be niche, or wait and be too late? Catch the full strategy here: https://t.co/MZUViWVVGn
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Madhav Krishna, Founder of @VahanInc, cracked the code on India's blue-collar hiring crisis. 40,000 placements monthly. AI cheaper than humans. And a moat that ChatGPT can't replicate. New episode out now: https://t.co/b24b1ECMUs
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In this episode, we unpack the hardest part of the chip value chain: wafers. If you care about India’s semiconductor ambitions, supply chains, and deep-tech manufacturing, this conversation is a must-watch. Full Episode: https://t.co/RwxRKK2spU
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Obsessive focus on cash flow, outcome-based pricing, and saying no to toxic clients. This is the anti-VC playbook. Full story on: https://t.co/U3ERYQiQ5E
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Mentorship is time travel. Good mentors compress learning curves and help you see around corners. Full episode at: https://t.co/U3ERYQiig6
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What separates a strategic partner from a vendor? Learn why outcome-based contracts create trust that traditional hourly billing destroys. When you share the delivery risk, you transform from "another IT vendor" into an indispensable partner. Listen: https://t.co/U3ERYQiQ5E
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Why deep tech sales require fundamentally different collateral than software? What actually closes deals when you're selling to engineers? Check out the latest episode: https://t.co/RwxRKK2spU
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Will the AI hype cycle destroy a lot of capital before finding real winners? Full episode at: https://t.co/sU22vVTvch
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“India story” takes are usually either euphoria or despair. We overestimate India in 3–5 years and underestimate it over a decade. Full episode at: https://t.co/sU22vVTvch
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What makes a film successful? It's not about having the perfect script - it's about alignment. Full episode at: https://t.co/i0yctzbmR5
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Brutal Truths About Growth Capital Funding! New episode dropping soon!
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The ear is 20 times faster than the eye. Yet most brands still ignore sound as a strategic asset. Learn how sonic identity drives brand recall and emotional connection. New episode dropping soon.
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Charge for real value, make everything else free. Watch the full episode to learn how to think about monetization in consumer fintech: https://t.co/1N4GchYftt
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Everyone wants a credit card, so selling them should be easy, right? Wrong. India's credit card market is one of the most competitive consumer categories. Listen to the full conversation on building focused consumer products in crowded markets: https://t.co/1N4GchYftt
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The best marketing is a product people can't stop talking about. Listen to the full conversation to understand how to build products that market themselves: https://t.co/1N4GchYftt
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Listen more carefully than anyone else, then have the wisdom to distinguish productizable features from one-off custom requests. Full episode at: https://t.co/ChpTIbKTst
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Ever wondered how credit card companies actually make money? Learn everything about who pays what, where the margins hide, and why it takes banks 3 years to break even on a credit card customer. New episode drops Thursday.
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Learn invaluable lessons on finding true market fit. Watch the full conversation here: https://t.co/oNnT89OfnN
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