The Neon Show

Siddhartha Ahluwalia
undefined
Dec 18, 2025 • 1h 8min

What It Takes to Build a Company: Life, Risks, and Lessons From Two Founders | Arpita & Ananda

Founders are often seen as superhumans. In this new series, we look at the humans behind the superhuman journey. The thrill of building, the guilt of missing out, the learnings, the failures, and why they still do it and would do it all over again.Arpita is a second-time founder, now building Mysa. Her first startup, Mech Mocha, was acquired by Flipkart. Ananda is the Co-Founder and CTO of Astra Security. They are building in two different spaces, finance and cybersecurity, but the journeys are similar, that of a founder.This is an unfiltered conversation between two founders about what building a company really looks like: the choices they didn’t make, the people who bet on them early, and how their identities, relationships, and sense of self changed along the way.This episode is for anyone who is building, thinking of building, or simply curious about what being a founder really feels like.0:00 – Becoming a Founder in 20s05:10 – The odd realities of being a founder young07:51 – Placements we got, but never took10:56 – Learning to ask for help as founders16:39 – The people who bet on you early23:05 – Co-founder dynamics as life partners25:40 – Handling co-founder conflict27:21 – Making it to Forbes 30 Under 3031:54 – How the PM award helped during house-hunting34:10 – Being a Topper is Not Important anymore35:45 – How close should founders be to their teams?37:40 – Why advice hasn’t worked much for me39:27 – Getting addicted to the thrill of being a founder41:27 – When a founder’s identity becomes tied to their company43:18 – Setting boundaries as founders43:40 – Why I don’t share my Instagram with my team44:07 – Realising that your team may not be forever49:10 – Startups are marathons, not sprints50:24 – Why founders need to be humanized53:43 – Living life in the limelight as a founder57:55 – Why work friends often don’t exist for founders59:09 – Would you do it all over again?01:01:36 – How family react when one decides to be a founder?01:02:32 – Is it easier the second time as a founder?01:03:27 – Why not knowing was actually a gift-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
undefined
Dec 11, 2025 • 1h 12min

How Betting on Myself Led Me from Analyst to CEO? Roopa Kudva, Ex-CEO CRISIL for 8 Years

In 1992, Roopa Kudva walked into CRISIL’s CEO Pradeep Shah’s office without an appointment, starting her 23-year career there. She spent over two decades at CRISIL, rising from analyst to CEO. Roopa has spent over 3 decades in leadership roles in India and has witnessed three key phases in India’s growth: the closed economy in the 80s, the post-liberalisation era, and the rise of tech entrepreneurs.She shares bold decisions that defined her journey. Like when she proposed to the then CRISIL CEO to create the Chief Ratings Officer role and pitched herself for it. She got the role, which set her on the path to becoming CEO. We also discuss the leaders who shaped her thinking, K.V. Kamath of ICICI, Piyush Gupta of DBS, and Katharine Graham of the Washington Post.Throughout the conversation, Roopa returns to one idea: there is no single leadership style or fixed playbook. Her journey shows how ambition and initiative to act at the right moment can define a career and the organizations one builds along the way.0:00 —Trailer01:21 — IIM to IDBI03:54 — Work Culture in the 80s05:58 — Rise of New-Age Companies06:55 — The Aha Moment of Leadership View08:52 — Leaving CRISIL After 23 Years10:49 — Choosing Omidyar & Impact Investing16:03 — India’s Evolving Risk Appetite20:40 — Deciding the Next Career Move26:08 — How She Got the CRISIL Job31:09 — Asking for the CRO Role35:48 — Promotions Are Bets on the Future37:37 — The Leader Who Changed Her Philosophy43:40 — ICICI as a Women-CEO Factory45:36 — What Holds Women Back from Rising51:38 — DBS: The Piyush Gupta Transformation55:06 — Entrepreneurs for the Next Half Billion1:02:47 — The New Indian Founder Profile-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
undefined
Dec 4, 2025 • 54min

Where Founders Take “Figuring Out” as Seriously as Building ft. South Park Commons |Aditya & Prateek

Most conversations in startups begin at zero: what’s the idea, who’s the customer, how big is the market. But the stage before that, when you know you’re ready to be a founder yet the direction is still completely undefined. That strange, uncomfortable, high-potential zone Aditya Agarwal calls “minus one.”In this episode, Aditya and Prateek Mehta breaks down what happens in this “figuring out” stage. The questions people avoid, the habits that matter, and why some of the best companies begin long before their founders have any conviction.We get into how this stage is evolving in the AI era. Exploration cycles are faster, technical founders can test more directions than ever, and the gap between “I’m experimenting” and “I’m running a real company” has narrowed. India’s builder ecosystem is shifting too: more second-time founders, more people with real outcomes behind them, and far more comfort sitting with ambiguity.Aditya shares his own minus-one moment after Facebook, his startup acquisition, Dropbox’s IPO, and Flipkart, and why that transitional period changed the way he thinks about early-stage startups. Prateek brings on-the-ground view from Bangalore, where ambition, technical depth, and the appetite to explore hard problems from robotics to voice models to AI infra are rising.This episode is for anyone who feels they’re between missions. Anyone who wants to understand why the most important part of building a company might actually be the time you spend before you even know what you’re building.00:00- Trailer01:06- Aditya’s journey to starting SPC after Facebook & Dropbox 03:48- A “learning club” for people in figuring-out stage06:23- 3 Northstars of the SPC community07:02- How SPC evolved from a community to a fund10:32- Not everyone should be a founder11:51- 1% selection rate13:53- Building conviction in 1 of 3 outcomes16:36- SPC is at PMF stage18:38- Mismatch of traditional VC’s v/s rapid pace startups19:04- How AI has impacted investing at SPC26:32- How AI has changed VC firms29:02- Axis of curiosity replacing thesis30:17- Star Companies of SPC US33:34- Binny Bansal’s role in starting SPC India37:16- Questions & confusions as founders in early stage39:50- Number of great entrepreneurs is NOT small41:49- Talent density in India vs Bay Area44:04- Founders don't need a culture of permission45:08- India tier 2 and 3 does invest heavily in AI46:11- AI is truly democratizing tech49:09- Math gives India advantage in AI51:48- A lot of science fiction is coming true-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
undefined
Nov 27, 2025 • 1h 2min

How Startups Can Sell to Big Companies Ft. Karthik Chakkarapani, Zuora

If you’re a startup selling to enterprises, understanding how a CIO discovers and evaluates you can change everything. Most founders believe that cold emails and polished decks drive attention, but Karthik Chakkarapani, CIO of Zuora shares that nearly 80% of the startups he evaluates are found through outbound - while researching solutions, through peers, or even on LinkedIn. For many startups, this alone can reshape how they think about go-to-market.How does an enterprise decide whether to buy from a startup or not? Karthik walks us through Zuora’s three-step buying process. It starts with understanding the problem the startup solves and how quickly the product can show value. If the early signals are strong, the next step is a deeper look at ROI, integration, security and whether the company is mature enough to be a long-term partner. The final stage is legal and procurement, which is where many early-stage startups slow down.If you’re building a startup, this episode offers a practical look into how CIOs think, how they make decisions and what it really takes to go from a first conversation to a signed contract.0:00 – Trailer0:53 – Buying process of startups05:19 – How Zuora’s SaaS portfolio looked 2 years ago09:00 – Inbound vs outbound10:53 – How initial contact with potential customers works13:34 – Startups should be thought partners16:57 – How long it takes to create value for customers19:59 – Where startups draw the line in growth vs efficiency23:06 – Top 5 largest spends24:01 – Why only 1-year contracts for new AI startups?26:12 – Why legal & procurement struggle to understand startups29:46 – 20% of portfolio is 0–5 year old companies30:46 – Are startups not backed by VCs a red flag?34:29 – 60% in growth + 40% in day-to-day37:42 – Learnings from peer CIOs41:38 – Featurely: Case Study45:14 – Atomicwork: Case Study46:55 – Trupeer: Case Study47:51 – How Zuora uses OpenAI & Anthropic49:39 – How AI is helping personal productivity51:26 – How agents will be managed54:02 – Number of SaaS apps will go down, agents will go up55:45 – Building the right security for AI56:31 – India vs US: where founders are building from-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
undefined
Nov 20, 2025 • 1h 13min

How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC

In this engaging discussion, Bhaskar Ghosh, a Partner at 8VC and former engineering lead with 20+ years in Silicon Valley, delves into the transformative impact of AI on India's vast IT services landscape. He highlights the automation of traditional workflows, from call centers to insurance, emphasizing that AI can enhance productivity and redefine service models. Bhaskar also explores the future of AI-enabled services, questioning whether they can scale like SaaS and revealing insights into buying legacy services to drive innovation.
undefined
Nov 17, 2025 • 1h 15min

How a 45 Year Old VC Firm Decides to Invest or Pass? | Somesh Dash, Partner at IVP

130 IPOs from over 400 startups. IVP is now in its 18th fund, with companies like Perplexity, Glean, Slack, Figma, Twitter, Uber, and Abridge in its portfolio. Somesh Dash, general partner at the 45-year-old firm, has been part of IVP for more than 20 years.We start with something we are both passionate about, building in the US-India corridor. Somesh talks about the group of people who put the silicon in Silicon Valley, the immigrants. From Andy Grove to Elon Musk to Chennai-born Aravind Srinivas.He recalls the first time he met Aravind at a WeWork, when Perplexity had just 20 employees and a beta product or how Dylan (Founder of Figma) had the vision nobody else had on the future of design, way before ai. The early signals Somesh saw in these founders, long before any signs of massive success were visible. He also talks about the companies they missed, giants like DoorDash, OpenAI, and Anthropic.Though this seasoned investor truly believes in AI, he says the sector is due for a correction. The bubble will burst. Most Gen 1.0 AI companies are unlikely to reach billion-dollar valuations or go public. But as always in tech, the lessons from this first wave will shape Gen 2.0 companies. And the teams that understand and adapt from this early wave will build the next generation of successful AI companies. Also, when the bubble bursts, that's the time to invest. Why?Somesh Dash shares in this episode.0:00 – Trailer1:12 – Immigrants who built Silicon Valley4:27 – India’s incredible contribution to the Valley5:30 – How the India–US friction will actually help6:29 – What’s at stake for both countries10:42 – Where India stands in AI11:45 – First meeting with Aravind Srinivas13:47 – Why IVP invested in Perplexity two years ago17:11 – In AI, don’t take product–market fit for granted18:43 – Courage to fail & double down on early wins19:36 – Why multiple investors on a cap table isn’t bad22:14 – How IVP invested in Figma24:28 – IPO is a milestone, not the end25:56 – Why US public markets are not overvalued27:50 – How a VC defines startup success31:08 – The best thing about failed startups32:12 – Why IVP missed DoorDash34:54 – How IVP decides to invest or pass38:27 – The doctor who builds tech45:05 – Future of Content is honesty and vulnerability47:11 – Meeting OpenAI & Anthropic in the early days48:52 – AI “startups” with capex the size of nations49:53 – The power law in venture capital50:45 – Why we’re close to an AI correction54:11 – Gen 2.0 startups are built on Gen 1.0 foundations56:45 – Will the AI bubble burst?1:01:32 – Do high valuations during peaks still make sense?1:05:04 – What keeps IVP strong for five decades1:08:11 – The Co’s making IVP more bullish on India–US corridor-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------Send us a text
undefined
Nov 13, 2025 • 57min

4x Founder Shreesha Ramdas on What to Do Before You Build Your Startup

When Shreesha Ramdas left Medallia after a $6.5B acquisition he decided it was time to reinvent.At his 4th startup Lumber, before writing a single line of code, he hired a sales person and ran 200+ interviews across the industry to understand the real pain points. The interviews gave Shreesha the insight that though payments were a problem, it was neither big enough nor urgent. But it was very difficult to hire workers, and even more difficult to retain skilled craft workers. In the U.S alone 41% of construction workers will retire in the next six years, leaving a massive gap in talent and experience. As a big believer in vitamin vs. painkiller, Shreesha is now building where the pain is deepest. We discuss what truly needs to happen before building a startup, the foundation that will shape everything that follows. From his days at Yodlee during the dot-com boom to leading StrikeDeck and selling it to Medallia, he is now building again with clarity and intent for one of the most traditional industries: construction.  But here’s one thing that probably tells you more about Shreesha than the companies he has built and scaled. He said, “My heart beats for other founders. Startup is my world, this community is my tribe.”0:00 – Trailer1:04 – Why build tech for Construction industry?3:54 – 200+ interviews to find the real customer pain5:05 – Big believer in Vitamin vs. Painkiller6:25 – The 2 core problems in this industry7:02 – Repeat founders Know structure better7:42 – First startup during the dot-com boom8:29 – Bay Area is Disney Land for tech founders9:23 – From engineering → sales → marketing10:37 – Founders should trust the team, above everything11:55 – The survey company that banned “survey”12:17 – First startup was all about me; now it’s all about team13:57 – Dream big, but execute in small steps15:47 – The cost of speed in startups16:18 – I’m a marketing-first CEO17:27 – Hire a salesperson before the product exists18:17 – Is Founder-led selling good or bad?19:37 – Mean, lean & go all in23:55 – Don’t bring humility to storytelling27:25 – How the story should evolve as startups scale35:30 – How Lumber will challenge giants in construction38:53 – Do repeat founders build more in verticals?43:39 – How to hire right people from traditional industries44:29 – What wealth unlocked for Shreesha45:34 – Legacy is moving the industry forward46:38 – What the next 20 years mean for software founders49:18 – AI should remove soul-draining work51:19 – “My heartbeats for other founders”-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
undefined
Nov 11, 2025 • 57min

The Founder Who Mastered Timing Ft Sachin Aggarwal | Stackgen

You rarely meet someone who has built and sold five companies. Sachin Aggarwal is now building his sixth, Stackgen. The depth of lessons from someone who has been through that journey five times and still chooses to build again is simply unmatched. Even after five successful exits, he still builds like a first-time founder. He studies every new domain from scratch, speaks to 60 or 70 people before committing to an idea, and surrounds himself with people who are smarter than him. What stood out most is his mindset. That is what truly sets him apart. We have always been told that time is money, but he believes timing is money. Founders should time everything, including their exits because the best startups are always bought, not sold. From building his first company during the Asian Financial Crisis in Indonesia, to creating a healthcare startup that grew with Obamacare, to pioneering cloud security before it became mainstream, Sachin has mastered the art of timing. 0:00 – Trailer0:46 – From KPMG to becoming an entrepreneur2:05 – Why the best startups are bought, not sold4:30 – Does luck play a role in repeated success?5:24 – Why is timing money?6:46 – Exit at $8M ARR in just 18 months8:10 – The first exit that gave financial freedom10:14 – 26-year-old who bought an Indonesian Co.12:42 – What drives repeat founders?13:53 – Co’s are either Born secure or they’re not19:40 – Founders must master timing21:24 – How tech-savvy should a tech founder really be?22:35 – The right way to time your exits27:07 – How to observe new markets to build?28:30 – The process behind starting a company29:32 – How to find the right co-founders?31:53 – What really builds trust?33:05 – What founders learn building across industries35:25 – How Stackgen’s founders met43:36 – Industries with the best Timing today44:41 – Where should young founders build?48:06 – Winning InMobi as a customer51:11 – What AI agents are doing at Stackgen55:14 – How Stackgen could be a billion-dollar opportunity?=-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
undefined
Nov 6, 2025 • 54min

Learn from Silicon Valley’s Best Companies (Hubspot, Google & Salesforce) w/Avanish Sahai

India is the 2nd largest startup ecosystem now. But, can it be at par with Silicon Valley?With 37 years of experience in the valley, Avanish sahai believes it can. But what made Silicon Valley the ultimate startup ecosystem? It was investors, universities and an environment where people dreamed to come live and work. And, in the last 25 years India has been going through the same transformation. And the changes are nothing short of  admirable.Avanish started his career from a Mckinsey office in 1999 which ideated India’s software dream,  with policy changes the country needed to lead in Technology. Since then, he’s held senior roles at Oracle, Salesforce, ServiceNow, and Google Cloud, and served on HubSpot’s board through its journey from $500M to $2B.Avanish talks with great passion about startups that are disrupting the world today, taking lessons from small companies that took over legends who were believed to be indestructible. Even with all the hype around AI, Avanish reminds us that ultimately it's all about people. 0:00 – Trailer1:13 – 37 years in Silicon Valley2:33 – McKinsey’s “Vision 2020” for India (in 1980)7:30 – When only $8 was allowed for migrants to the U.S.?9:48 – “India is the ultimate definition of a startup ecosystem”11:30 – How openness to the world has changed India13:08 – India’s tech stack should go global14:09 – Why “India is hot” right now17:41 – Global disruptors building for the world19:48 – Think big and fail often24:09 – HubSpot: Single product → multi-product → platform27:11 – How today’s startups can compete with legends30:45 – Salesforce had APIs from day one (in 1999)35:51 – How AI is redefining Legends vs. startups41:51 – Life as a Stanford DCI fellow42:53 – How should the world adapt for 20–25 extra years?45:29 – How to spot the right wave and players in Career45:16 – Get mentors, stay curious, and take risks48:00 – Why it’s still all about PEOPLE51:53 – How AI could disrupt vertical SaaS industries-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
undefined
Nov 4, 2025 • 1h 14min

The Game VCs Play and Win | How VCs Spot and Back Exceptional Founders with Pratik Poddar & Brij Bhushan

What makes a great venture capitalist — luck, timing, or the ability to see what others miss?Brij Bhushan (Prime Venture Partners) and Pratik Poddar (Nexus Venture Partners) talk about the long game of venture capital; the waiting, the lessons hidden in mistakes, and the emotional ride of backing founders through years of uncertainty.With Pratik, we dive into some of the biggest names in the Nexus portfolio: his first meeting with Rapido’s founder before he even joined Nexus, the Meesho pitch that became a big miss, and his first call with Zepto’s founders. Nexus was one of Zepto’s earliest investors and has backed the company in every round since. Pratik speaks with great clarity about conviction, timing, and what truly defines great investing.Brij reflects on his decade of building Magicpin, what it means to “build the same company three times,” and how that journey reshaped the way he now works with founders. Having lived through the chaos of scaling, near-failure, and reinvention, he brings the founder’s perspective back into venture capital.Together, Brij and Pratik capture the essence of the VC game — how the industry is evolving, why consensus rarely creates outliers, how real decisions are made inside funds, and why the best founders often seem “too early” rather than too late. We talk about everything that shapes a VC’s everyday life, and above all why Brij and Pratik believe it’s still the best job in the world.0:00 – Trailer01:59 – Biggest learnings from 10 years as a VC05:00 – Rapido as a counterintuitive bet06:49 – Meesho was a big miss10:20 – Why Venture capital is the best job?12:35 – Every meeting could be life-changing14:54 – Knowing you are NOT in an Operating role16:55 – How often are VCs wrong about market size?18:58 – Where to invest in Consumer companies?25:33 – How consumer VCs bet on behavior change27:12 – Is e-commerce truly built for young users?28:10 – How do Investors deal with Bias?30:04 – Are VCs only remembered for success stories?37:45 – Why good deals rarely come from Consensus?39:24 – The first call with Zepto’s founders41:10 – How often do you meet truly exceptional founders?43:45 – Should VCs react to market shifts?46:42 – How long VC’s take to make an investment decision?50:53 – How founders should approach fundraising54:27 – Can India produce 50 decacorns in the next few years?55:51 – Best way to play VC game is to have right fund size56:42 – Not Knowing is a pre-requisite for a VC1:00:41 – Exceptional founders have this superpower1:02:02 – Where Indian founders have a real edge1:05:14 – Building AI in India: local maxima or global maxima?1:09:00 – When will Indian Co’s acquire Indian startups for $Billions?1:11:55 – Why Zomato & Swiggy aren’t true Consumer Co’s?-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7Send us a text

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app