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WTF is with Nikhil Kamath: Daily Summaries Delivered
by Nikhil Kamath
"WTF is" is a podcast series where Nikhil Kamath hosts friends and industry experts and holds casual yet intellectually stimulating conversations. The podcast covers a broad range of topics of particular current relevance, including technology, social media, renewable energy, electric vehicles, philosophy, gaming, psychology and more.
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- 1 weeks ago3h 21m
Will ChatGPT Book Your Next Holiday? | MakeMyTrip x Taj Hotels | WTF is Travel?
Access the full data and references used in this episode below.Please open this alongside the episode while watching.Open Reference DocumentI put Rajesh Magow, the chartered accountant who co-founded MakeMyTrip on a team where almost nobody knew travel, and Puneet Chhatwal, the Delhi boy who spent twenty-eight years running hotels in Europe before coming home to pull IHCL out of a decade of losses, into one room to explain the business of Indian travel from scratch, and what came out was far bigger than a lesson, from why boutique hotels are better built by outsiders and how a fifty crore partnership between their companies became twelve hundred, to what a hotel actually pays to sit on MakeMyTrip and why booking direct still isn't cheaper, why ChatGPT can't scrape its way into the travel funnel and where voice bookings are taking tier-three India, why Puneet thinks the answer for a 25-year-old isn't another app but a small, clean hotel, why only ten million foreigners visit a country with more than forty UNESCO sites, what went wrong in Goa and where the next thirty Goas should be, why tourism being a state subject is the real bottleneck, and the full playbook both of them would run to take India from ten million tourists to a hundred million.Timestamp:00:00 Introduction07:03 Getting to Know the Guests14:30 How MakeMyTrip’s Hotel Partnerships Work21:45 Booking Direct vs Travel Apps28:26 Puneet Chhatwal’s Journey from Delhi to Europe35:01 Building Villa Stays & Solo Travel Businesses41:43 Will AI Change How We Book Travel?48:40 Customer Data vs Personal Hospitality55:43 Can Robots Replace Hotel Staff?1:03:05 Bringing Small-Town India into Online Travel1:09:52 Should Hotels Cut Out the Middleman?1:16:37 India’s Mid-Range Hotel Opportunity1:23:51 Marketing India & Fixing Tourism Taxes1:30:46 Mass Tourism vs Luxury Tourism in Goa1:38:26 Can Luxury Trains Attract Premium Tourists?1:44:44 Civic Sense & the Tourist Experience1:51:24 Making India’s Attractions Discoverable & Bookable1:58:44 Alibaug’s Potential & the Homestay Business2:05:56 Why Celebrations Are Driving Villa Bookings2:13:42 What Travel Business Should a 25-Year-Old Start?2:19:43 Handling Bad Experiences & Building Trust2:27:16 Nandan Nilekani & the Shift to Hotel Branding2:34:40 What It Takes to Run an Asset-Light Hotel Brand2:41:13 The Wellness Hotel Opportunity2:48:44 Building Travel Businesses for Gen Z2:56:16 Travel Education & New Business Ideas3:02:19 Unlocking Unexplored India3:08:42 Building New Destinations & Event Tourism3:15:38 Private Jet Economics & Closing ThoughtsRajesh Magow, Co-Founder & Group CEO, MakeMyTrip LimitedLinkedIn:<a href="https://www.linkedin.com/in/rajesh-magow-9278094/?utm_s
- 2 weeks ago2 min
India Is A Great Country To Travel From, Not To | WTF is Travel? | Trailer
I put the two companies most Indian holidays run through into one room, Rajesh Magow who co-founded MakeMyTrip and Puneet Chhatwal who runs IHCL, the company behind Taj, and what began as friendly needling over whose business is bigger and more profitable turned into the one question I couldn't let go of, why a country with this much coastline, culture and history gets barely ten million foreign visitors a year and what it would actually take to make that a hundred million, which pulled us through OYO's pivot, whether India's problem is marketing or the product itself, why tourism gets half a percent of GDP when every rupee spent on it comes back three times over, where the next Goa is, and the line that stayed with me, that India has become a great country to travel from and not the best country to travel to. Full episode drops soon.Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th
- Aug 10, 20261h 10m
The Battery Everyone Uses Is The One They'd Never Build | EnerVenue x HiNa | WTF are Batteries?
I went to Dalian with a selfish question. I run a fund that invests in energy transition, and I've come to think energy isn't the problem moving it and storing it is. So I sat down with Henning Rath, who runs EnerVenue out of Silicon Valley and is building his first gigafactory in Changzhou, and Tang Kun, who runs HiNa Battery, a sodium-ion company spun out of the Chinese Academy of Sciences that's now ten years old with 600 people and a gigawatt line. I told them I don't know anything about batteries and asked them to teach me. We started at what a cell even is, went through why the entire industry standardised on LFP and what a thermal runaway actually does, and then Henning told me something I hadn't heard: the world had over 14,000 LFP fires last year alone. I asked whether I should start an electric car company or a battery company when I get home. Both said battery and Henning was blunt about it: don't build anything that needs rare earth. Fifty million dollars to start. We got into nickel-hydrogen at 30,000 cycles, sodium carbonate at a tenth of what lithium carbonate costs, why solid state is still at level four out of nine, and the idea I keep coming back to that your car sits idle 98% of the time with a battery and a stack of chips doing nothing, and there's a version of this where every parked car is a micro data center.00:00 Introduction06:45 China's bet on chemistries beyond lithium12:14 Cell chemistry and the trade-offs it forces17:15 Thermal runaway and the limits of LFP22:44 Production quality and how long a battery lasts27:07 Why China won the electric car33:54 Decoupling a battery business from lithium and rare earths38:50 Sodium's cost advantage and its energy density ceiling43:51 Recycling nickel and renting the metal48:17 Where generation, storage and demand should sit54:05 Decentralization and the car as a grid battery1:00:19 Three super cycles and AI's power demand1:05:30 Automation, jobs and China's social contractFootage Courtesy: World Economic Forum (WEF) CC BY-NC-ND 4.0Source: https://www.weforum.org/videos/amnc26_summer_davos_highlights/Henning Rath, Chief Executive Officer at EnerVenueLinkedIn: https://www.linkedin.com/in/henning-rath/Kun Tang, Executive Chairman of HiNa BatteryLinkedIN: https://www.linkedin.com/in/kun-tang-52a52327/Nikhil Kamath-Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' PodcastTwitter: https://x.com/nikhilkamathcio/Instagram: https://www.instagram.com/nikhilkamathcio/LinkedIn: https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appFacebook: https://www.facebook.com/nikhilkamathcio/Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th#WTFareBatteries #EnerVenue #HiNaBattery #SummerDavos
- Aug 9, 20260 min
Why The Next Battery Won't Need Lithium Or Rare Earth | Nikhil Kamath | WTF Is A Battery
I went into this wanting one answer, if I were starting something today, should it be an electric car company or a battery company and what I got back was narrower and more useful than I expected: don't build the thing that needs rare earth. We got into why sodium carbonate sits at roughly a tenth of what the equivalent lithium inputs cost, what $50 million actually buys you if you're starting this from scratch, why the world saw over 14,000 LFP fires last year alone and what that says about the chemistry everyone standardised on, and the part I keep coming back to that your car is parked 98% of the time in front of your house, and there's a version of this where that's not a dead asset but a micro data center. Every car a token factory. I didn't see that coming.Henning Rath, Chief Executive Officer at EnerVenueLinkedIn: https://www.linkedin.com/in/henning-rath/Kun Tang, Executive Chairman of HiNa BatteryLinkedIN: https://www.linkedin.com/in/kun-tang-52a52327/Footage Source: BYD footage: https://www.youtube.com/watch?v=k0oMa2jWXaMTesla footage: https://www.youtube.com/watch?v=50PU-cQx7j0Nikhil Kamath-Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' PodcastTwitter: https://x.com/nikhilkamathcio/Instagram: https://www.instagram.com/nikhilkamathcio/LinkedIn: https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appFacebook: https://www.facebook.com/nikhilkamathcio/Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th#WTFareBatteries #EnerVenue #HiNaBattery #SummerDavos
- Jun 26, 20261h 35m
Abundance vs Scarcity: We Built 20 Brands With 30 Strangers In 90 Days | The Foundery
The street believes struggle makes the founder, so we removed the struggle — twenty-five strangers, a brand and four crores each, ninety days in one house in Alibaug and then sat down to ask the only question that scared us: does a head start make a founder, or unmake one? Nikhil Kamath, Kishore Biyani and Ronnie Screwvala audit the model, the equity split everyone questions, the two philosophies built into this house, and what the three of us will do if twenty brands don't sell.00:00 Introduction06:18 Is The Foundery a selfish bet?12:29 Why building new beats the capitalist high18:28 How the company-builder model formed24:47 The new consumer categories driving the bets30:41 What happens after Day 9035:13 The equity split everyone questions: 25% vs 75%43:11 Where the ideas come from, and how the gates work50:56 Founder–idea fit and the flaws each founder owns58:05 Why equity beats an endorsement fee1:05:14 What happens if the brands fail1:11:08 What actually drives Nikhil1:17:46 Abundance vs scarcity in one house1:23:54 Social mobility and India's bubbles1:28:54 What the founders are unlearning1:33:09 Twelve months out: what they'd change#NikhilKamathCo-Founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF'Twitter: @nikhilkamathcio on XInstagram: @nikhilkamathcio on InstagramLinkedIn: Nikhil Kamath LinkedInFacebook: Nikhil Kamath FacebookThe Foundery is a venture builder that forges entrepreneurs into co-founders and builds companies with them from the ground up.Website: The FounderyYoutube: https://www.youtube.com/@UCtJssM5FzLXSWIf5VWUmT2w Instagram: https://www.instagram.com/jointhefoundery/?hl=enKishore Biyani – Founder & CEO of Future GroupRonnie Screwvala – Co-Founder & Chairperson of upGrad, Founder of UTV GroupLinkedIn: Ronnie Screwvala LinkedInWatch 'WTF is' Podcast on SpotifyWTF is Podcast on SpotifyWatch 'People by WTF' Podcast on SpotifyPeople by WTF Podcast on SpotifyWatch 'WTF Online' on SpotifyWTF Online on Spotify#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
- Jun 23, 20261 min
We Gave 25 Strangers ₹4 Crore Each To Build 20 New Brands | The Foundery
So we ran an experiment. We call it The Foundery. Sixty days ago, twenty-five people we'd never met moved into a house in Alibaug — each one handed a new-age consumer brand, four crores, and ninety days to build a real business with us. Not a college, not an accelerator: a place where we become your co-founders and build the company alongside you. In this first conversation, Nikhil Kamath, Kishore Biyani and Ronnie Screwvala get into why we built it, what we're risking, and what happens if none of it works.#nikhilkamath Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' PodcastTwitter: https://x.com/nikhilkamathcio/Instagram: https://www.instagram.com/nikhilkamathcio/LinkedIn: https://www.linkedin.com/in/nikhilkamathcioFacebook: https://www.facebook.com/nikhilkamathcio/The Foundery is a venture builder that forges entrepreneurs into co-founders and builds companies with them from the ground up.Website: https://www.thefoundery.in/Kishore Biyani – Founder & CEO of Future GroupRonnie Screwvala – Co-Founder & Chairperson of upGrad, Founder of UTV GroupLinkedIn: https://www.linkedin.com/in/ronniescrewvala/Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
- Jun 17, 20262h 51m
Why One New Drug Takes Ten Years To Make | Mankind x Dr. Reddy's | WTF is Pharma?
I got two of the biggest names in Indian pharma into one room, Rajeev Juneja of Mankind and GV Prasad of Dr. Reddy's, who'd somehow never actually met before this, and what came out was part masterclass and part origin story, from why being relentlessly contrarian beat following the herd, to how a college dropout from Meerut turned everything he hated about a medical store into a pharma giant, to why a chemical engineer who says he owes his career to his marriage spent decades chasing one original molecule, and somewhere in between we got into why India makes the world's generics instead of discovering its own drugs, what it really takes in time and money to bring a single drug to market, why GV thinks the AI-will-cure-everything story is overstated, where GLP-1s go next, and the one thing they'd tell a 25-year-old trying to build in pharma.Timestamps:00:00 Introduction04:27 Rajeev Juneja's path from medical-store apprentice to building Mankind10:11 Mankind's contrarian OTC and bottom-up market strategy16:23 G.V. Prasad on science and the Dr. Reddy's lineage23:06 Segmenting the industry and how generic drugs are made29:15 Why drug purity standards are shared but enforcement differs36:40 Why India is the pharmacy of the world by volume, not revenue41:00 How margins are split across the pharma value chain45:17 Whether online pharmacy and consumer brands are real openings53:15 Whether hospital roll-up valuations are justified59:10 Tariffs, Jan Aushadhi and drug price controls1:03:21 How China built a pharma-innovation ecosystem in a decade1:10:02 Long-horizon governance and removing entrepreneurial fear1:15:40 China's incentives, talent and leverage over the US1:22:01 Why the Ayush and wellness market outgrows pharma1:25:05 The evidence, quality and standardisation debate around Ayurveda1:35:13 The sexual-wellness opportunity and the stigma problem1:40:26 The fertility, IVF and egg-freezing opportunity1:43:45 The API narrative debate and how a drug is synthesised1:50:54 Biologics, monoclonal antibodies and vaccines explained1:55:57 Stem cells and peptides, separating therapy from hype2:00:06 The semaglutide story and how GLP-1 works2:05:01 Mankind's ethical-selling philosophy on GLP-12:08:06 Why India leads in small molecules but lags in biologics2:15:07 Where a young founder can enter the GLP-1 wave2:23:38 The yin and yang of innovators and generics2:29:05 Diagnostics, CDMO and the China-plus-one opportunity2:37:18 Applying AI to pharma and the expired-medicine problem2:43:01 Why founders should never copy a set formula2:45:30 Succession, home diagnostics and the microfluidics frontier #nikhilkamath Co-founder of Zerodha and Gruhas Host of 'WTF is' & 'People By WTF' Podcast Twitter: https://x.com/nikhilkamathcio/ Instagram: https://www.instagram.com/nikhilkamathcio/LinkedIn: https://www.linkedin.com/in/nikhilkamathcio utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appFacebook: https://www.facebook.com/nikhilkamathcio/Rajeev Juneja-Vice Chairman & Managing Director at Mankind Pharma LtdLinkedIN- https://www.linkedin.com/in/rajeev-juneja-27882a24b/G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy'sLinkedin-<a href="https://www.linkedin.com/in/gvprasadster/" rel="noopener noreferrer" t
- Jun 11, 20262 min
Generics, Ozempic & The Fear Holding India Back | WTF is Pharma? | Trailer
I always assumed India was becoming the pharmacy of the world, until this conversation made me sit with the sharper truth that we're the generic pharmacy of the world, and from there we got into whether China really killed our API industry or whether Indians still quietly lead it, why a drug like semaglutide turns into a miracle and a problem the second everyone wants it, the side effects nobody wants to talk about, the ethics of running a prescription-driven business, whether the global enthusiasm around Indian hospitals is actually justified, and why fear might be the single biggest thing holding Indian entrepreneurship back.#nikhilkamath Co-founder of Zerodha and GruhasHost of 'WTF is' & 'People By WTF' PodcastTwitter: https://x.com/nikhilkamathcio/Instagram: https://www.instagram.com/nikhilkamathcio/LinkedIn: https://www.linkedin.com/in/nikhilkamathcioFacebook: https://www.facebook.com/nikhilkamathcio/Rajeev Juneja-Vice Chairman & Managing Director at Mankind Pharma LtdLinkedIn: https://www.linkedin.com/in/rajeev-juneja-27882a24b/G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy'sLinkedIn: https://www.linkedin.com/in/gvprasadster/Watch 'WTF is' Podcast on Spotifyhttps://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotifyhttps://tinyurl.com/yme92c59Watch 'WTF Online' on Spotifyhttps://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline
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About WTF is with Nikhil Kamath
"WTF is" is a podcast series where Nikhil Kamath hosts friends and industry experts and holds casual yet intellectually stimulating conversations. The podcast covers a broad range of topics of particular current relevance, including technology, social media, renewable energy, electric vehicles, philosophy, gaming, psychology and more.
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