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The Neon Show: Daily Summaries Delivered
by Siddhartha Ahluwalia
Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journey from our startups but lacked the experience of building 1-10 journeys. Hence was born the Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes. We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 4 days ago1h 6m
What Does Ali Ghodsi Know And How Databricks is Winning The AI Game | Rajkumar Sen, Arcion Labs
If data is gold then what are Databases? Rajkumar Sen built Arcion Labs on an H-1B, nearly shut multiple times and then sold to Databricks. In this conversation Raj shares behind the scenes details of his 8 years journey from idea to starting up to fundraising to exiting and every challenge faced in between. We explore what makes Ali Ghodsi a very unique CEO in enterprise tech, why AI agents are about to break today’s database architectures, why specialized AI inference could outgrow the $5...
- 1 weeks ago1h 17m
Why Super Intelligent Models Write Super Dangerous Code | Varun Badhwar, Endor Labs
Open source is under attack, AI code is more hackable and the things a founder can control now are very very few. Varun Badhwar is a 3x security founder, his last startup was acquired by Palo Alto networks where he grew the business from $5M ARR to $100M ARR. Now he is building Endor Labs to add controlled chaos to world of AI written code. Varun explains how nation-state actors are exploiting defenseless open-source repositories, how AI agents invent open-source libraries, why super intell...
- 2 weeks ago1h 25m
Ex-Meta VP: ChatGPT Is Just the Trailer for What’s Coming Next
Why would a top AI leader leave Meta at the peak of the AI boom? Manohar Paluri is the co-founder and CTO of Warp Sciences. Before that, he spent years at Meta, where he worked closely with Yann LeCun. He started his career as an intern, and his alma mater includes IIIT Hyderabad, SRI and Georgia Tech. In this episode Manohar explains why the magical personal assistants are just the trailer for AI, why physical intelligence is the hardest bottleneck in tech, the truth behind open-weights vs...
- 3 weeks ago1h 1m
Burning $8M on Open Source, Hitting $100M ARR and the $250 Billion Market | Harjot, CodeRabbit
We live in strange times where AI is turning every problem into a coding problem but no one is reading the code solving those problems. On this episode of the Neon show, we have Harjot, Co-Founder & CEO CodeRabbit. Harjot explains why they didn’t go after code generation, the infinite demand for software that is coming, why Jira and Linear are being bypassed, and why he calls today's fundraising market the weirdest he has seen. We also explore CodeRabbit’s $8M open-source investment, th...
- Oct 9, 20261h 25m
How AWS, AngleList and Now AI Killed The Old VC Playbook | Nakul, Audacious
From a boutique industry of ~20 firms to today where there are specialised funds for every stage, geography and category, Venture Capital has changed radically. On this episode we have Nakul Mandan from Audacious Ventures. Nakul came to Silicon Valley at 28 expecting to be fired. He left Lightspeed in 2020, spent 14 months raising a $90M first fund in the middle of a pandemic, then watched ChatGPT changing the game entirely during his first two years of investing. In this episode, Nakul sha...
- Oct 1, 20261h 10m
Which SaaS Companies Will Survive Anthropic and OpenAI? | Tim Guleri, Sierra Ventures
Tim Guleri has spent 25 years in venture capital. Before that, he built companies with $3.8B in combined exits. And before that, he was a Punjabi guy selling Bibles door to door in the US. In this episode, we go deep into AI, venture capital, fundraising, SaaS, Silicon Valley and how great investors actually make decisions. We discuss the Gatorade Rule for equity, why Airtable sold for 2x, why 9–5 fails in Silicon Valley, why revenue durability matters more than hyperspeed growth, why Tim s...
- Sep 25, 202656 min
“Yes.” Building Claude Code for Marketing | Kashish, Hightouch
Now, everyone’s talking about building AI harnesses and context layers. Kashish has been building these for years and Hightouch has now reached a stage where they are challenging giants like Adobe and Salesforce while crossing $100M in revenue. In this episode we discussed how and why LLMs like ChatGPT and Gemini are failing marketing teams at enterprises, why marketing is a coding problem, what makes a harness “ thick”, why it’s a CEO’s job to be Chief Pipeline Generator in early years, con...
- Sep 22, 20261h 5m
Anthropic, Sequoia Investor: 55x Returns in 18 Months, Is Anthropic Worth Trillions? | Vishal Verma
How do investors(LPs) invest in investors(VCs) when the world is changing so fast? Vishal Verma has invested in 20+ VC(Sequoia, Kleiner Perkins, Lightspeed, General Catalyst) funds and has seen 4 market cycles. Vishal has spent decades investing in and alongside some of the biggest venture funds in Silicon Valley. In this episode, we cover the less talked about side of venture ecosystem: LPs, family offices, access, co-investments, fund cycles and how VC has changed. We also discuss Anthro...
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About The Neon Show
Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journey from our startups but lacked the experience of building 1-10 journeys. Hence was born the Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes. We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.
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