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On Episode 904 of The Core Report, financial journalist Govindraj Ethiraj speaks to Gauri Shankar Nagabhushanam, CEO at CapitaLand India Trust, in an excerpt from our Special Edition. We also feature an excerpt from our show How India's Economy Works hosted by journalist and author Puja Mehra and featuring economist Renu Kohli, formerly at the Reserve Bank of India and the IMF and currently senior fellow at the Centre for Social and Economic Progress (CSEP).SHOW NOTES(00:00) Stories of the Day(01:00) Indian Markets Are Now Cautious As They Standby For West Asia Developments(06:50) FTA With UK To Kick Off Next Month Even As Indian Companies Step Up Investments There(07:59) Mumbai Is Running Out Of Water(09:00) Singapore Based Real Estate Investment Giant Capitaland Outlines India REIT Strategy And Outlines Datacentre Investment Plans(22:37) India's Rupee Problem Links To The Capital Account And Not The Current Account And Why That MattersCheck out our extended interview with Renu KohliFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
In this episode of How India's Economy Works, host Puja Mehra speaks with economist Renu Kohli, formerly at the Reserve Bank of India and the IMF and currently senior fellow at the Centre for Social and Economic Progress (CSEP). They talk about the recent depreciation of the rupee and why this episode may be different from previous currency shocks. Despite India's large foreign exchange reserves, the rupee has faced sustained pressure. Why?Renu Kohli argues that the deeper issue lies not in India's trade balance but in the drying up of foreign capital inflows. She explains the difference between reserves earned through exports and what she calls "borrowed reserves", examines the decline in foreign direct investment, and discusses whether policymakers underestimated the structural nature of these pressures.The conversation also explores the RBI's exchange-rate management strategy, the limits of using reserves to defend a currency, the impact of global capital flows, and why short-term measures can only buy time. Looking ahead, she outlines the reforms India may need if it wants to attract and retain long-term foreign investment in an increasingly competitive global environment.What does the rupee's recent weakness tell us about India's place in the global economy? And what must change to ensure that external vulnerabilities do not become a lasting feature of India's growth story?Tune in for insights on the rupee, foreign capital, forex reserves, and the structural challenges shaping India's economic future.CHAPTERS(00:00) Introduction(01:04) Why Forex Reserves Didn't Prevent Rupee Weakness(04:25) How the Current Shock Differs from 2013(08:55) The Hidden Problem: Drying Foreign Capital(13:33) Is This India's Most Serious External Vulnerability Since 1991?(16:14) Did the RBI Misread the Nature of the Pressure?(19:24) Should the Rupee Have Been Allowed to Fall Earlier?(22:54) RBI's Short-Term Measures and Their Limits(26:20) Can Policymakers Count on Global Capital Returning?(29:29) Why India Is Struggling to Attract Foreign Investment(32:19) What India Must Do to Secure Long-Term Capital Inflows
How Europe is Falling to Islam and How India is Resisting It | Robert Spencer, Vibhuti Jha
On Episode 898 of The Core Report, financial journalist Govindraj Ethiraj talks to Prabhakar Kudva, Co-Founder and Director at Samvitti Capital. We also feature an excerpt from our Special Edition interview with Vishal Mehta, India Leader for Energy Practice at Boston Consulting Group.SHOW NOTES(00:00) Stories of the Day(01:00) Mutual fund Inflows are Slowing but is that a Bad Thing?(03:23) Markets Hold Steady Despite Fresh Flare Up in West Asia(05:21) Leading Banks Start Offering FCNR Deposits at New Rates to Attract NRI Money(06:48) India Inc's Q4 Performance Paints a Picture of Resilience, says Bank of Baroda(08:17) India Inc is Talking of Stepping Up Capital Expenditure in Earnings Calls and Management Discussions(19:05) A 270 GW peak load - How India's Power System Is Trying To CopeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
In this episode of How India's Economy Works, host Puja Mehra speaks with economist Dr. Parag Waknis to unpack one of the most important yet least understood documents in Indian policymaking, the RBI's accounts. They explore how the RBI manages government debt, why it holds government securities on its balance sheet, and how these operations influence GDP, liquidity, interest rates and inflation.The conversation examines the evolution from direct deficit financing to the current system of primary dealers, the significance of foreign exchange reserves, and the RBI's use of tools such as open market operations and Operation Twist. Dr. Waknis also explains the relationship between government borrowing and central bank profits, and discusses whether these dynamics affect the RBI's policy independence.Tune in for insights into the institution at the heart of India's monetary and financial system.CHAPTERS(00:00) Introduction(00:14) Why the RBI Balance Sheet Matters(03:54) Why Government Bond Auctions Fail(06:15) How RBI Invests Forex Reserves(08:28) Operation Twist and Borrowing Costs(11:21) Why RBI Doesn't Fund Government Directly(14:33) Currency Notes, Coins and Sovereignty(16:35) What the Latest Balance Sheet Shows(19:00) Government Borrowing and RBI Surplus(21:27) Rising Government Debt on RBI Books(24:18) Is India's Bond Market Distorted?(25:44) RBI Independence and Balance Sheet Risks(27:47) Understanding the Monetary Policy Corridor(32:54) Rules Versus Discretion in Monetary Policy(34:49) RBI's Conflicting Institutional Roles(36:36) Why US Debt Markets Differ(37:48) Key Takeaways on RBI OperationsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 897 of The Core Report, financial journalist Govindraj Ethiraj talks to Neil Shah, Vice President Research & Co- Founder at Counterpoint Research.SHOW NOTES(00:00) Stories of the Day(01:29) Indian stocks no longer feature in the Top 10 of the MSCI EM index(05:17) Bank stocks Take Up Indices on RBI Forex Moves(06:19) TCS says will hire less as AI agents and employees will work jointly(09:55) Fitch lowers growth projections for India to 6.4%(13:58) How hunger for storage memory is upending the smartphone market in more ways than one(25:17) Heatwaves have cut productivity of India's leading garment industry factoriesSubscribe to How India's Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 896 of The Core Report, financial journalist Govindraj Ethiraj talks to C S Vigneshwar, President at FADA.SHOW NOTES(00:00) Stories of the Day(00:50) Asian Markets Dive, Indian Markets On Edge Again(03:08) A Slew of Measures to Attract Foreign Portfolio Investments and NRI Savings is Not Working Yet.(10:46) Why Indian Car Sales Hit a Record High in May(19:27) Airline Profits will Halve This Year Despite Revenue and Seat Loads Rising(20:47) Will a No Car Friday in BKC in Mumbai Work?Subscribe to How India's Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 891 of The Core Report, financial journalist Govindraj Ethiraj talks to Anshuman Magazine, Chairman & CEO, India, SEA, MEA at CBRE.SHOW NOTES(00:00) Stories of the Day(00:41) Decoding the AI Investment Frenzy(05:08) Why Nvidia CEO statement sets Indian markets racing(09:55) Assessing Inflation Impact of Rising Fuel Prices(11:00) Why Jewellery Stores are Expanding Across India and What That Means for RetailSubscribe to How India's Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 890 of The Core Report, financial journalist Govindraj Ethiraj talks to Gaurang Shah, Senior Vice President at Geojit Financial Services as well as Dharmakirti Joshi, Chief Economist at CRISIL.SHOW NOTES(00:00) Stories of the Day(00:50) Why global markets are now disconnected from war, geopolitics and rising prices.(03:54) Will the RBI hike interest rates this week?(12:44) Does it matter who is buying or selling in Indian markets right now?(15:07) Why an India-Oman FTA is more than just that(23:21) Negotiations for a deal to telecast the FIFA World Cup are almost as nail biting as a final matchSubscribe to How India's Economy Works - Spotify | Apple | YoutubeFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
On Episode 889 of The Core Report, financial journalist Govindraj Ethiraj talks to Manisha Kapoor, CEO and Secretary-General at ASCI. We also feature an excerpt from our show How India's Economy Works featuring economist and former NITI Aayog Vice Chairman, Dr. Rajiv Kumar.SHOW NOTES(00:00) The Take(08:34) Index rebalancing is a larger problem for markets to grapple with.(10:22) Markets are still expecting a deal on the Iran-US war.(12:27) Despite bans, offshore betting and its advertisements flourish in India.(23:45) What ails manufacturing in India and what should be the policy response.Register for our event on Tuesday, 2nd JuneCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
In this episode of How India's Economy Works, journalist and author Puja Mehra speaks with economist and former NITI Aayog Vice Chairman Rajiv Kumar about why India's manufacturing sector continues to underperform despite decades of policy attention and repeated attempts to boost industrial growth.India has long aspired to become a global manufacturing hub, yet manufacturing's share in GDP has stagnated and labour-intensive sectors such as apparel, leather and food processing have struggled to expand. Drawing on Dr. Kumar's recent writing and policy experience, the conversation explores why India has failed to build an export-oriented manufacturing economy, why scale and competitiveness remain elusive, and whether the country has become too dependent on the idea of a large domestic market.They discuss the limitations of production-linked incentives, the persistence of protectionist thinking, and why Indian industry has often preferred domestic shelter over global competition. The episode also examines the contrasting experiences of China, Bangladesh and Vietnam, the role of state governments in export promotion, the challenges facing SMEs, and why labour-intensive manufacturing remains crucial for absorbing surplus workers from agriculture.The discussion raises larger questions about employment, industrial strategy and India's long-term growth model. Can manufacturing still become a major engine of jobs and exports? What would it take for India to double its share in global trade? And are policymakers, industry and states aligned enough to make that happen?Tune in for insights on why India's manufacturing ambitions continue to fall short — and what it will take to build a more competitive, export-driven economy.CHAPTERS(00:00) Introduction(00:20) Manufacturing Slowdown(01:01) Export-Led Growth(02:53) India's Market Myth(03:57) Competing With China(08:37) Rewarding Exporters(11:51) Bangladesh Garment Success(12:25) Why Factories Leave India(15:13) Jobs And Textiles(16:52) Manufacturing Wake-Up Call(18:14) Employment Concerns(21:02) Supporting Smaller Firms(21:39) Lessons From China(23:58) Rethinking PLI(25:51) Bureaucracy And Industry(26:31) Breaking Policy SilosFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Welcome to PGX: Raw & Real #184PGX: Raw & Real is simple. I sit with people who've lived through something and/or made it big.This isn't meant to be inspiration or a template for life (for that, you can check out PGX Ideas).This space is different. It's their story, as they experienced it.In this episode, I spoke to Shashank Udupa — SEBI Registered Research Analyst.Timestamps:00:00 - Intro03:25 - Why the Cockroach Janata Party went viral11:02 - Why PM Modi warned people about gold16:47 - Is PM's speech a temporary shock or deeper?22:17 - Is economic setback is structural collapse or temporary25:33 - Lessons from the 2013 crash31:41 - How India's economy changed after 202035:10 - Why foreign investors are leaving India42:28 - How the energy crisis affects India49:34 - How Fixing energy dependence will fix everything53:54 - Should you travel abroad or stay home?01:00:40 - Why India should use electric vehicles01:03:00 - Too many problems hitting at once01:06:40 - Advice for Middle Class01:13:33 - Why does PM Modi do too many foreign trips?01:20:29 - Is the world order changing?01:27:00 - The future of India01:34:57 - Advice for Young IndiansEnjoy.— Prakhar
Subscribe to Dostcast Clips:https://www.youtube.com/@dostcastclips?sub_confirmation=1Listen to Dostcast on Spotify: https://open.spotify.com/show/70vrbHeSvrcXyOeISTyBSy?si=be05dbdd564245d9Join the Dostcast Janta Party on WhatsApp for regular updates: https://whatsapp.com/channel/0029VbAZwo5D8SDs5kf94N3TWant to suggest a guest?Fill this form: https://docs.google.com/forms/d/1ft_-1QDs7XpsSWnaPOeF21yUlhk9bzKvwHSyh4hHfBU/edit?usp=drivesdk====================================================================Neil Borate is a financial journalist with over a decade of experience covering personal finance, markets, and macroeconomics. He is the Editor-in-Chief of The Fynprint and a former Editor (Personal Finance) at Mint. He holds a degree in law and economics, a postgraduate diploma in investments from the University of Birmingham.In this episode, Vinamre and Neil discuss:• Modi's shocking appeal to Indians to stop buying gold — and what it actually signals• Why you should be investing outside India right now• How India lost the economic war — and what went wrong• The problem with foreign capital and why it keeps leaving India• The main reason China is economically ahead of India• What happens if the dollar touches 100• Modi's economic failures and successes — an honest assessmentFollow Neil Borate on:Instagram: https://www.instagram.com/neilborate/X: https://x.com/ActusDeiTimestamps:0:00 Intro1:20 Modi's Gold Announcement4:22 What should people do now?7:20 The Bretton Woods Conference12:50 Why invest outside India?20:00 How India lost the war26:00 How can a common person invest?30:50 How to save money33:00 Future of economy37:50 Problem with foreign capital47:40 Main reason why China is ahead1:01:20 Impact on economy1:07:00 What if the dollar touches 1001:09:30 Modi's failures & successes1:23:00 Immediate next steps====================================================================Vinamre Kasanaa is a writer at heart, podcaster and entrepreneur by craft.He spends a significant part of his time reading and researching.With over 500 podcasts under his belt, he's interviewed everyone—from HNIs and industry leaders to everyday superheroes.Follow Vinamre:LinkedIn: https://www.linkedin.com/in/vinamre-kasanaa-b8524496/Instagram: https://www.instagram.com/vinamrekasanaa/Twitter: https://twitter.com/VinamreKasanaaDostcast: Instagram: https://www.instagram.com/dostcast/Twitter: https://twitter.com/dostcast====================================================================Contact Us:For business inquiries: dostcast@egiplay.com
In this episode of How India's Economy Works, journalist and author Puja Mehra speaks with economists Arjun Jayadev and Amit Basole, authors of the CSIE working paper India's Labour Productivity Puzzle, about a troubling trend beneath India's headline growth numbers: a sharp slowdown in labour productivity since 2017.India remains one of the world's fastest-growing major economies, employment levels have risen, and female labour force participation has increased. Yet, according to their latest research, workers today are producing far less than they would have if earlier productivity trends had continued. The conversation explores why this matters for wages, living standards, investment, and the broader health of the economy.They discuss the rise of surplus labour, the difference between employment and productive jobs, and why much of the recent increase in work — especially for women — may reflect economic distress rather than opportunity. The episode also examines weak private investment, manufacturing stagnation, structural transformation, the limits of formalisation, and whether policies like infrastructure spending, digitalisation, and production-linked incentives are truly improving productivity.The discussion raises a deeper question: can India sustain high growth if output per worker remains stagnant? Tune in for insights on why India's growth story may be masking a deeper productivity crisis — and what it means for jobs, wages, and the future of the economyCHAPTERS(00:00) Introduction(01:23) India's Labour Productivity Slowdown Since 2017(05:05) Why India's Productivity Crisis Stands Out Globally(09:32) How Growth Can Rise Despite Stagnant Productivity(10:58) Surplus Labour and the Rise of Low-Quality Employment(14:02) The Manufacturing Productivity Puzzle(15:08) Low Wages, Weak Productivity, and Employer Incentives(17:24) The Link Between Productivity and Wages(18:35) Women's Employment and Economic Distress(20:40) The “Intensification of Dualism” in India's Economy(21:45) Formalisation Versus Informal Labour Expansion(22:14) PLI Schemes, Policy Dynamism, and Missing Counterfactuals(25:30) Cash Transfers and Structural Transformation(27:00) Why Digitalisation Does Not Automatically Improve Productivity(28:55) Conclusion and Final ThoughtsFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
When every networking engineer in Silicon Valley said TCP/IP was wrong for Ethernet, one IIT graduate from India ignored the consensus, built the internet's physical backbone, and still got passed over for CEO twice because of his ethnicity. Kanwal Rekhi, co-founder of TiE and the first Indian founder to list a venture-backed company on NASDAQ, joins host Akshay Datt to unpack the contrarian bets, the ruthless founder-evaluation framework, and his central provocation for the Indian startup ecosystem: India does not need more unicorns, it needs 10 million entrepreneurs. Born in what is now Pakistan in 1945, Kanwal Rekhi arrived in the US in 1967 as part of India's first IIT emigrant wave, survived three layoffs, and co-founded Excelan, the first company to commercialise Ethernet and TCP/IP, taking it public on NASDAQ in 1987 with $22M in revenue and 70-90% gross margins. He later served as EVP and CTO at Novell when it reached $12 billion in market cap as the world's second-largest software company, before co-founding TiE, today the world's largest entrepreneur network. In this conversation with host Akshay Datt, Rekhi reveals why he ignores TAM entirely when evaluating founders, how one pricing decision transformed Excelan from a near-failing startup into a near-90% gross margin business, and why the Indian startup ecosystem is building for the wrong 40% of the country. He also traces how his decision to open-source Unix at Novell seeded the ecosystem that scaled Infosys, TCS, and Wipro, and describes how Silicon Valley Quad backs first-time founders with $3M seed rounds and deep mentorship.
Welcome to PGX: Raw & RealPGX: Raw & Real is simple. I sit with people who've lived through something and/or made it big.This isn't meant to be inspiration or a template for life (for that, you can check out PGX Ideas).This space is different. It's their story, as they experienced it.In this episode, I spoke to Vishnu Som — News anchor and journalist at NDTV.Timestamps:00:00 - Trailer and Intro02:32 - Pakistan's drone strategy explained05:26 - Satellite proof of India's win16:03 - How laser weapons work26:20 - How India makes its drones31:07 - How Israel hits targets precisely35:24 - The exploding pager operation40:41 - Which country has the strongest military?43:16 - Comparison of the fighter jets47:19 - How stealth jets hide from radar54:17 - How ai is changing war57:04 - The ai drone that kills01:02:24 - Will ai replace human jobs?01:10:03 - Are aliens actually real?01:14:47 - EndEnjoy.— Prakhar
Welcome to PGX: Raw & Real #179PGX: Raw & Real is simple. I sit with people who've lived through something and/or made it big.This isn't meant to be inspiration or a template for life (for that, you can check out PGX Ideas).This space is different. It's their story, as they experienced it.In this episode, I spoke to Lt. Gen. Satish Dua — Rretired General Officer of Indian ArmyTimestamps:00:00 - Intro04:18 - Did India bomb Nuclear sites?07:09 - Why Bahawalpur was targeted08:28 - Why Pakistan wanted ceasefire09:43 - Did Trump mediate ceasefire?13:41 - 3 reasons India won for sure16:37 - How Pakistan changed 1971 story25:13 - Army response after Pahalgam Attak29:57 - India's biggest weapon against Pakistan34:28 - How India targeted 9 teror camps43:29 - Inside 'Operation Sindoor' war room51:18 - How India handled nuclar threats01:01:27 - Operation Sindoor Step by Step01:10:58 - Why Pakistan didn't use Nuks?01:24:27 - Pakistan Army's role in country01:33:40 - Why India needs local weapons?01:39:32 - EndEnjoy.— Prakhar
On Episode 866 of The Core Report, financial journalist Govindraj Ethiraj talks to Rajesh Nambiar, President at Nasscom as well as Pranav Haldea, Managing Director at PRIME Database Group.SHOW NOTES(00:00) Stories of the Day(01:00) Markets rise on fresh hopes of a deal between Iran and the US(03:49) Law firms appear to give clean chit to HDFC Board on Chairman's resignation(05:41) Indian midcap stocks hit highs, small caps on the cusp of a bull market(07:11) How India's GCC map has expanded to 2,117 companies and growing, in newer industriesCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 How India's Trains Are Changing 10:12 The Drone Warfare Shift 19:06 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
What if the country that produces the world's top AI talent finally figured out how to keep it? In this episode of Eye on AI, Craig Smith sits down with Professor Mausam, one of India's leading AI researchers, AAAI Fellow, and founding head of the Yardi School of Artificial Intelligence at IIT Delhi, to get an honest and unflinching diagnosis of why India has fallen so far behind the US and China in artificial intelligence and what it will actually take to close that gap. Mausam breaks down the structural story behind India's deficit. A pipeline of world-class students that gets exported abroad the moment it graduates. A professor shortage so severe that IIT Delhi's entire School of AI has hired only five new faculty members in five years. A government AI mission with the right instincts but not enough speed or boldness. And a brain drain made worse by the very thing India is proud of, its English fluency, which makes its talent the easiest in the world to absorb and the hardest to bring back. Mausam walks through the full picture. How China built its research dominance not through students but through aggressively repatriating senior researchers with real salaries, real lab resources, and real authority to build research cultures from scratch. Why the AlexNet moment in 2012 was actually an equalizer that gave China's fledgling ecosystem a surprise advantage over more established Western research groups. How India's JEE coaching culture and IIT bottleneck are symptoms of a scarcity of quality institutions rather than a broken exam. What the government's AI mission is getting right on compute, data, and sectoral focus, and where the critical gaps remain. And why Mausam believes that bringing one hundred top professors back to India would do more for the country's AI future than any single government program or funding initiative. We also get into the harder questions. Whether AI degrees belong at the undergraduate level or should sit on top of a computer science foundation. Why Mausam no longer holds an optimistic view on AI's impact on software jobs and why he thinks Geoff Hinton's point about plumbers has merit. And what it would actually take for a democracy of 1.4 billion people to stop training the world's AI leaders and start keeping them. Subscribe for more conversations with the researchers, builders, and policymakers shaping the future of artificial intelligence. Stay Updated: Craig Smith on X: https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI (00:00) Introduction: India's AI Gap and Professor Mausam's Background (02:30) Building the Yardi School of AI at IIT Delhi (07:44) How Far China Has Pulled Ahead in AI Research (12:55) Why India Could Not Follow China's Playbook (29:18) The JEE System, Coaching Culture, and the IIT Bottleneck (30:37) AI Degrees, Job Market Realities, and the Future of Work (44:18) The Real Problem Is Professors, Not Students (48:07) Big Tech Labs in India: Helpful but Not at Scale (51:46) The Government AI Mission: Progress and Gaps (55:20) The Compute and Data Infrastructure Problem (59:54) Can India Close the Gap Before It Is Too Late
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 The cost of Building Your Dreams 13:25 How India's Defence Exports Took Off 24:27 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Send us Fan MailGovernment Job vs Skills: What Really Gives Job Security in India?Is job security really found in a government job… or in your skills?This is one of the most important career questions every Indian student faces — and in this episode of The Kapeel Gupta Career PodShow, we decode it honestly, deeply, and practically.Through relatable stories, real data, and a powerful decision framework, this episode explores what true job security means in today's world — beyond just a monthly salary.
On Episode 842 of The Core Report, financial journalist Govindraj Ethiraj talks to Sheetal Sapale, Vice President at Pharmarack as well as Soumya Mohanty, MD & Chief Client & Solutions Officer, South Asia at Kantar.SHOW NOTES(00:00) Stories of the Day(00:50) A ceasefire is hanging by the thread but why markets are still optimistic(05:10) The first major quarterly result from TCS is positive(08:23) Oil producers are seeing windfall gains from high prices already(10:42) How India saw a massive market push in weight loss drugs in the last 10 days of March(18:55) How India's rapid digital adoption collides with a growing desire for personal groundingFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
OpenClaw went from zero to more GitHub stars than React, a library that took a decade to build that following, in 60 days. One graph, vertical, like nothing the developer community had ever seen.When Z47's founder, Avnish Bajaj saw that graph, something shifted.Six months earlier, the at Z47 had sat down to look at the velocity of AI deal-making, the valuations, the volume of capital flooding in, and called it a bubble. The consensus was clear: enterprise adoption would lag, the economics wouldn't close, and the correction would come.Then that graph happened. Then agentic AI happened. Then self-healing code happened. And the thing everyone assumed would lag — enterprise adoption — is now about to explode.Avnish sits down with Rajinder on Intelligent Indians to work through what changed, what it means, and what every founder and operator needs to do right now before the window closes.The conversation covers:1. Why the bubble call was wrong, and the specific moment that broke the consensus thesis2. The AI Agency vs. Mastery K-curve an what it means for your trajectoryAnswering the question “Will AI take my job?”3. How India is positioned to build AI services4. What AI-native actually means (And no, it is not using ChatGPT) 5. A live demo of Avnish's WhatsApp-based agent ZenChapters 00:00 "I Called a Bubble. I Was Wrong 06:15 The Moment That Changed Everything: OpenClaw and the Enterprise Unlock 08:16 The K-Curve: Why AI Won't Take Your Job — But Someone Else Will 14:29 India's Real Opportunity (It's Not What You Think) 22:16 What Founders Should Actually Do Right Now 27:48 Live Demo: Avi's AI Agent "Zen" 33:24 I've Been Waiting 35 Years. It's Finally HereFollow Z47Website - https://www.z47.com/Instagram - https://www.instagram.com/z47.vc/LinkedIn - https://www.linkedin.com/company/z47-vc/
On Episode 837 of The Core Report, financial journalist Govindraj Ethiraj talks to Shivkumar Kalyanaraman, Chief Executive Officer (CEO) Anusandhan National Research Foundation (ANRF) as well as Ajay Vij, Senior Country Managing Director at Accenture.SHOW NOTES(00:00) Stories of the Day(01:00) Indian markets gain on a fresh round of optimism of war end.(03:26) Jet fuel and commercial LPG prices rise as the Government tries to fend off pressure on domestic consumers(04:48) The government said it would not apply its strict tax evasion rules on foreign investments made before April 2017.(06:56) How India's DARPA-like fund, the ANRF, is gaining momentum(19:30) AI Business Use Cases are Moving from Experimentation to ExecutionFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 829 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Shah, economist and co-founder of the XKDR Forum as well as Richa Sawhney, Partner at Grant Thornton Bharat.SHOW NOTES(00:00) Stories of the Day(00:50) Trump makes a fresh gesture of temporary peace even as Israel continues to pound Tehran leaving markets confused as always(04:28) How India is quite literally fighting to get through a tanker at a time through the Strait of Hormuz(10:36) Should India allow the rupee to float freely and thus depreciate further?(27:35) New Income Tax Rules are here, what do they mean?Register for our event “Who Builds the Future of AI?”https://luma.com/x6oyyjiz For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
The green economy can drive India to its self-sufficiency goal. But structural challenges hinder this progress. Many green sectors are capital intensive. Finance, therefore, becomes critical to seed and scale these value chains. To brainstorm on the question - How India can remain competitive on green industries, we are joined on this episode of Unusual Suspects with host Gaurav Choudhury by Nagaraja Prakasam, Partner, Acumen; Advisor and Mentor-in-Residence at NSRCEL, IIM Bangalore; Member, Investment Committee, IIT Madras Incubator; Mentor at CIIE, IIM Ahmedabad; Mirik Gogri, Head of Corporate Strategy, Aarti Industries; Founder, India's Translational Research Initiative (ITRI); Principal, Spectrum Impact AND Srikrishna Sridhar Murthy, Co-founder & CEO, Sattva Consulting.
How India & Sri Lanka Saved Another Iranian Ship from American Attack | Sanjay Dixit
After years of trade skepticism, India appears to be back in the deal-making business—signing new agreements, reviving stalled talks, and announcing ambitious frameworks with key bilateral partners. A few weeks ago, the European Union and India announced a mega-trade deal that was more than two decades in the works. And just days after this news broke, the White House announced that the United States had also reached an understanding with India on trade, an issue which had sapped relations between the two erstwhile partners over the past year.To help make sense of what's changed—and what hasn't—Milan is joined on this show this week by Mark Linscott. Mark is a nonresident senior fellow on India at the Atlantic Council and a Senior Advisor with The Asia Group. He previously served as the assistant US trade representative for South and Central Asian Affairs from 2016 to 2018. He has more than 30 years of experience working on trade and economic issues at the Commerce Department and USTR. It is my pleasure to welcome him to the show for the very first time.Milan and Mark discuss India's new external trade posture, the geopolitics and economics of the EU-India FTA, and the timing and substance of India's trade deal with the United States. Plus, the two discuss India's relative positioning vis-à-vis other Asian competitors and the possible roadblocks in the way of a larger U.S.-India accord.Episode notes:Ravi Dutta Mishra, “How India's US deal tariff advantage over Bangladesh vanished overnight,” Indian Express, February 10, 2026.Arvind Subramanian, “India may be about to become one of the world's most open economies,” The Economist, February 5, 2026.Michael Kugelman and Mark Linscott, “What to know about the US-India trade deal,” Atlantic Council “Dispatches” blog, February 2, 2026. “Can the U.S. Salvage Its Relationship with India? (with Lisa Curtis),” Grand Tamasha, February 4, 2026.Michael Kugelman and Mark Linscott, “The India–EU trade deal is worth watching, but not overhyping,” Atlantic Council “Dispatches” blog, January 27, 2026.
On Episode 800 of The Core Report, financial journalist Govindraj Ethiraj talks to T Koshy, Former MD and CEO of the Open Network for Digital Commerce (ONDC).SHOW NOTES(00:00) Stories of the Day(01:14) Anthropic says Indians are heavy duty users of its tool(03:01) Markets recover from AI scare trades(04:41) The India AI Impact Summit kicks off with interesting sessions, curation and some glitches.(11:00) How India's ONDC project is being replicated in IndonesiaRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
2026 is shaping up to be a hectic political year in India. The ruling Bharatiya Janata Party (BJP) of Prime Minister Narendra Modi has appointed the relatively unknown Nitin Nabin to take over as party president. The BJP and its opposition challengers are gearing up for high-stakes assembly elections in five states later this spring. And the Election Commission of India (ECI) is in the midst of a controversial revision of India's gargantuan electoral rolls.To discuss these and the country's other key political stories, Sunetra Choudhury—the national political editor of the Hindustan Times—joins Milan to kick off the fifteenth season of Grand Tamasha. The two sat down for a special episode recorded live in HT's New Delhi studio. Listeners will know Sunetra from her past appearances on the podcast, as well as from her reporting for the Hindustan Times—and, of course, from her book Black Warrant, which has since been adapted into a hit Netflix crime drama of the same name. Sunetra has over two decades of reporting experience and was the recipient of the Red Ink award in journalism in 2016 and the Mary Morgan Hewett award in 2018.Milan and Sunetra discuss the prevailing political winds in Delhi, the BJP's surprising new president, and the long shadow of the 2025 Bihar assembly elections. Plus, the two discuss the upcoming state elections, the inner turmoil within the Congress Party, and the ECI's controversial “special intensive review.”Episode notes:“Interpreting the 2025 Bihar Verdict (with Roshan Kishore),” Grand Tamasha, November 19, 2025.“How India's Women Are Redefining Politics (with Ruhi Tewari),” Grand Tamasha, November 5, 2025.Sunetra Choudhury, “NDA's landslide win will cause ripples far beyond Bihar,” Hindustan Times, November 15, 2025.
On Episode 785 of The Core Report, financial journalist Govindraj Ethiraj talks to Sanjay Notani, Partner, Economic Laws Practice as well as Krishan Arora, Partner and India Investment Advisory Services Leader at Grant Thornton Bharat. We also feature an excerpt from our India Energy Week interview featuring Energy Expert Anas Alhajji.SHOW NOTES(00:00) The Take(03:14) The markets struggle to make up their mind(06:41) A landmark EU India deal is in place, what will it really deliver?(16:23) How India moved rapidly away from Russian oil amidsts global oil dynamics(23:37) Why there is a need for a customs amnesty schemeRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 779 of The Core Report, financial journalist Govindraj Ethiraj talks to Monisha Advani, one of the founding partners of Emmay Entertainment (the company that produced the Freedom at Midnight series). We also feature an excerpt from our recent episode of our show How India's Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Jahangir Aziz, Economist (Head Emerging Market Economics) at JPMorgan and a former finance ministry official.SHOW NOTES(00:00) Stories of the Day(01:00) Indian markets are taking the hardest hit of all(05:05) Global oil markets will be in deep surplus in 2026 first quarter, says IEA(07:32) What India's falling core inflation numbers are really telling us(17:03) Why Indian viewers are devouring historical nonfiction across platforms right now(26:23) India's latest and most beautiful GCC, quite literallyRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 771 of The Core Report, financial journalist Govindraj Ethiraj talks to Lloyd Mathias, Investor and Board Director. We also feature an excerpt from our recent India Energy Week interview with Sandeep Kumar Gupta, Chairman and Managing Director of GAIL (Gas Authority of India Limited).SHOW NOTES(00:00) The Take(05:29) Q3 results unlikely to provide significant market boost(07:58) India's forex reserves are taking a hit because of the falling rupee(09:07) US oil giants are unsure about stepping up investments in Venezuela as they weigh business and political uncertainty(10:05) How India's gas distribution network is growing rapidly to catch up with demand(17:22) Indian once active angel investors have moved onto secondary markets and other asset classesRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Let's know what you liked and learnt! In this powerful conversation, Prof. Jeevanjyoti Chakraborty of IIT Kharagpur breaks down something we all struggle with — how to really learn. Most of us study for exams, memorize formulas, follow structured notes… yet never develop the mental muscle of learning on our own.Prof. Jeevanjyoti explains why students today feel lost when confronted with uncertainty, why our schooling ignores curiosity, and why tinkering, breaking things, and exploring messiness is essential for growth.He talks about:– The curse of coaching and predefined learning paths– Why learning to learn is more important than any degree– How students can build “research instincts” early– Why mechanical engineering is deeply connected to biology– How India can rethink teacher training and lifelong professional upskilling– The need for continuous education for engineers, just like doctorsHe also shares deeply human moments—from his vulnerabilities as a professor to the mentors and mathematicians who shaped his thinking. This episode is a must-watch for students, parents, teachers, leaders and anyone who wants to stay relevant in a fast-changing world.Chapters00:04:01 – Students Forget Professors Are Human00:07:10 – Learning How to Learn Opens Your World00:12:57 – Build Your Learning Muscle Slowly00:21:44 – Words Are the Gateway to Knowledge00:26:39 – India Needs a Culture of Tinkering00:36:46 – Teachers Must Evolve How They Teach00:39:39 – Professionals Must Keep Upgrading Themselves00:49:27 – Success Is When I Impress Myself00:49:44 – Time Management Solves Most Problems00:50:23 – I'd Tell My Grandparents I've Done Okay00:52:00 – Learn in Class — Don't Postpone LearningThis episode was made possible by the great folks at https://goaffortless.ai.Effortless has been designed to be user-friendly, aiding you in your journey to streamline financial tasks. Experience the convenience of achieving e-Invoicing and E-way Bill Generation in just a couple of clicks, simplifying your business processes.#LearningHowToLearn, #LifelongLearning, #CuriosityMindset, #EducationReform#StudentSuccess, #EngineeringEducation, #IITKharagpur, #TinkeringMindset#ContinuousLearning, #ContraMindsPodcast
India is sending more students abroad even as visa rules tighten and costs rise. So why are so many young Indians still choosing foreign universities over campuses at home. And what will it take to build Indian institutions that can truly compete globally and serve our demographic dividend.In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Pramath Raj Sinha, founder and trustee at Ashoka University and founding dean of the Indian School of Business, to unpack the hard truths about higher education in India. From the demand supply gap to the campus experience to academic freedom and funding, this conversation looks at institution building with the same seriousness that business families bring to succession and long term planning.You will hear about:a) Why visas for Indian students have tightened and what that means for study abroad plans?b) How India's demographic boom creates enormous pressure on universities and policymakers?c) Why even an average foreign community college can often offer a better student experience?d) What Ashoka and ISB tried to do differently in curriculum, faculty and governance?e) How to balance academic freedom with institutional survival and brand risk?f) Why quality in education is so hard to scale and why many private universities lose steam?g) What it really takes to build an 8 to 10 thousand student world class university in India?For India based professionals who track business, policy, world news and long term growth, this episode offers a rare inside view of how universities are designed, funded and governed. It speaks to anyone interested in Indian higher education, liberal arts, global talent flows, institution building, philanthropy and the future of Indian students who might otherwise choose the US, UK, Canada, Europe or China.If you care about Indian growth, talent, opportunity and the next generation, this conversation is worth your time.#IndiaEducation #IndianUniversities #StudyAbroad #TheCoreReport #AshokaUniversity
Join Sudeep Gupta, Founder and CEO of Store My Goods, in an insightful conversation with Gary Fowler as they explore what it really takes to build, scale, and globalize high-growth startups. With a career spanning leadership roles at OYO and Cars24 — and now building a fast-growing, tech-enabled storage solutions company — Sudeep brings rare, firsthand experience from both early-stage ventures and large-scale operational expansion across the globe.
This year, the non-profit Educate Girls became the first Indian organization ever to receive the Ramon Magsaysay Award—often called Asia's Nobel Prize. The foundation recognized the group for its groundbreaking work enrolling out-of-school girls, improving learning outcomes, and shifting social norms in some of India's most underserved communities. It's a remarkable milestone for an NGO that began in rural Rajasthan and now reaches millions of households across the country.To discuss the challenges—and the opportunities—surrounding girls' education in India, Milan is joined on the show this week by Gayatri Nair Lobo, the CEO of Educate Girls. Gayatri has more than 25 years of experience across the consulting and development sectors. Before joining Educate Girls, she led the ATE Chandra Foundation and the India School Leadership Institute. She has also held senior roles at Dalberg Advisors and Teach For India.Milan and Gayatri discuss the origins of Educate Girls, the supply and demand-side barriers to girls' education, and the launch of the world's first Development Impact Bond. Plus, the two talk about the use of tools like randomized controlled trials (RCTs) and machine learning in delivering education and how to forge lasting partnerships with state governments.Episode notes:1. “A Blueprint for India's State Capacity Revolution (with Karthik Muralidharan),” Grand Tamasha, May 23, 2024.2. “Understanding the Delhi Education Experiment (with Yamini Aiyar),” Grand Tamasha, January 22, 2025.3. “How India's Women Are Redefining Politics (with Ruhi Tewari),” Grand Tamasha, November 5, 2025.4. “Rohini Nilekani on the Secret to Successful Governance,” Grand Tamasha, October 5, 2022.
Pet care in India isn't just dog food. It's 20+ untapped verticals and the next big opportunity. In this episode, we sit down with Vineet Khanna, Founder of Supertails, a platform building one of India's largest pet ecosystems with 1,700+ products across nutrition, healthcare, and services. Alongside him, we have Sneh Sharma, Founder of Dogsee Chew, the brand that took a single iconic product i.e. chhurpi and turned it into a global clean-treat loved in 30+ countries. What will you get: -what early players actually do in a market with no roadmap, no benchmarks, and no safety net -why India's next big consumer unicorn could come from the pet industry -the contrast between building wide (1,700+ products) vs. building deep (one hero product) -the biggest myths about pet care in India—and why they're wrong -the discipline required to build a bootstrapped company in a new market -the real mistakes, pivots, and founder decisions you never hear publicly Whether you're a doer, a founder, a creator, or just someone curious about how new industries are born, this conversation will open up a side of the pet industry you've never seen before. Timestamps: 0:00 Intro 2:39 Why start a pet business? The easiest question with the hardest answer 7:57 What makes a truly “good” pet product? Inside the craft 8:47 Is this a borrowed industry? How India & Nepal adopt pet trends 11:05 90% of Indian pet parents are first-timers — what that means 12:37 India vs. Nepal pet parents: are they really that different? 13:47 "No competition?" Why this industry is still surprisingly open 15:42 Supertails ecosystem vision: the full-stack pet care play 16:57 What pet founders don't do (and why it matters) 18:47 The hardest part: evolving with the industry 21:02 3 co-founders, one mission: how they divide the work 22:52 Why saying NO matters more than saying YES in pet care 24:37 Why pet products can't be built like other D2C categories 27:07 Niche vs. mass market: why stay focused 28:15 The metrics that wake these founders up every morning 29:42 How they measure market size and real opportunity Want to join us live in the studio as an audience member? Fill out this form: https://forms.gle/xZi8yptyoxkkc6aa8 ✉ Reach out to us at partners@doersnepal.com
After 20+ years at some of the most important Silicon Valley tech companies like Yahoo, LinkedIn, Oracle, Informix and NerdWallet, Bhaskar today leads investment of enterprise infrastructure companies at 8 VC.Bhaskar Ghosh spent 20+ years at some of the most important Silicon Valley tech companies before moving into venture capital as a Partner at 8VC.After completing his PhD in computer science from Yale, he worked across Yahoo, LinkedIn, Oracle, Informix and NerdWallet. He brings this experience to founders building the next generation of enterprise infrastructure companies.In this episode Bhaskar explains how IT services are being reimagined for India, a country that over the last 25 years turned its skilled workforce into a global services engine. We discuss the shift happening inside workflows most people do not think about: mid-office ops, call centers, insurance, travel and HR. These are areas where thousands of people move information every day, and where AI is now good enough to take over entire workflows.Bhaskar talks about the founders already building in this space, including those buying traditional services companies and rebuilding them with AI at the core. He also explains why this new wave will not behave, scale or be valued like SaaS, because this is no longer pure software. It is the reinvention of services.If you are a founder making engineering decisions, someone curious about the less visible layers of software, or interested in people who move technology forward, this conversation with Bhaskar is for you.00:00 –Trailer03:03 – How India will reimagine IT services (TCS, Infosys)04:32 – “why now” of services06:07 – How unstructured data became easier to handle?07:53 – What LLMs can do today with high precision10:35 – Use of GenAI will increase margins in services11:54 – Front & mid offices will become more productive and lean14:30 – Will a pure services business scale anymore?15:55 – Legacy service businesses + AI-first software20:04 – Real challenge to operate and scale such businesses20:33 – 3 reasons on why SaaS companies get higher multiples?22:06 – Network-effect players win big in SaaS24:18 – Replacing software v/s replacing services26:16 – Business without inherent network effects (yet)28:22 – Is AI unlocking TAM larger than Software era?30:57 – How prosperity of a country influences growth of Co's32:50 – India's tech talent is key to India-US corridor39:36 – Deeply disruptive AI Co's will come from India43:04 – How new-age AI services companies of India should grow in US?44:39 – Current BPOs have an unfair advantage47:21 – Will older BPOs understand the importance of AI?49:22 – A Moat in outcome-based pricing can replace old businesses51:50 – Has the US ever been sensitive to cost?55:23 – The new AI-enabled services have a Palantir-risk flavour58:47 – Where to build when model Co's eat forward & backward revenue?01:06:10 – What type of founding teams are needed?01:08:10 – How founders think about GTM is changing-------------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/theneonSend us a text
On Episode 719 of The Core Report, financial journalist Govindraj Ethiraj talks you through the big business stories of the day. We also feature an excerpt from The Core's How India's Economy Works, hosted by journalist and author Puja Mehra and featuring Dr. Nisha Taneja, Professor at the Indian Council for Research on International Economic Relations (ICRIER).SHOW NOTES(00:00) The Take (06:36) Valuation concerns are hanging over global markets(08:37) There are more private equity firms than McDonald's restaurants in North America(10:58) What Indian exporters need to become more competitive, learnings from ChinaRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
On Episode 711 of The Core Report, financial journalist Govindraj Ethiraj talks to Mihir Gandhi, Partner and Leader - Payments Transformation and Fintech at PricewaterhouseCoopers Private Limited. We also feature an excerpt of journalist and author Puja Mehra's conversation with Economist Anoop Singh in her recent episode of How India's Economy Works.SHOW NOTES(00:00) Stories of the Day(01:00) Are Indian markets breaking out to aim for record highs?(02:56) Trump's Asia visit seems promising but the big question is China(04:47) What analysts are predicting for gold in the next year?(06:27) How towns like Panipat and Karur are driving India's role in the global ecommerce market(07:50) UPI payments growth is slowing down but why the real value might come now(16:28) Why public financial management systems are critical in an era of global financial and trade uncertaintyFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
In this episode of the Tacos & Tech Podcast, host Neal Bloom sits down with Aleksey Matyushev, co-founder and CEO of Natilus, the San Diego-based aerospace company reinventing air freight and passenger travel with next-gen aircraft. With over $39 billion in orders and a growing footprint in South County, Natilus is bringing cutting-edge manufacturing back to San Diego.Aleksey shares his journey from growing up near a Soviet airfield to becoming an aerodynamicist at Piper and Kratos. He walks us through the founding story of Natilus, early pivots from seaplanes to blended wing bodies, and how customer feedback (and cold emails) helped shape the company's strategy. Plus, we dive into capital efficiency, certification pathways, and how Natilus is carving out space in a market long dominated by Boeing and Airbus.Key Topics Covered:* The legacy of aerospace in San Diego and why Natilus is doubling down here* Aleksey's path from Piper Aircraft to Kratos to Natilus* Lessons learned from military-grade drones and commercial aviation* The first MVP: a 30-foot autonomous seaplane built in 14 months* Why cargo came first - and how airlines asked for passenger planes next* The Kona and Horizon: aircraft designed for freight and people, optimized for fuel, volume, and cost* Navigating testing, tooling, and certification with just $15M in capital raised* Why wind tunnels, FAA approvals, and Brown Field are key San Diego assets* How India became a fast-moving market for commercial orders* The future of aviation as seen from South County, San DiegoLinks & Resources* Natilus* Learn more about Rising Tide PartnersConnect with Aleksey & Neal* Connect with Aleksey on LinkedIn* Connect with Neal Bloom on LinkedIn This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe
In this episode of the Tacos & Tech Podcast, host Neal Bloom sits down with Aleksey Matyushev, co-founder and CEO of Natilus, the San Diego-based aerospace company reinventing air freight and passenger travel with next-gen aircraft. With over $39 billion in orders and a growing footprint in South County, Natilus is bringing cutting-edge manufacturing back to San Diego. Aleksey shares his journey from growing up near a Soviet airfield to becoming an aerodynamicist at Piper and Kratos. He walks us through the founding story of Natilus, early pivots from seaplanes to blended wing bodies, and how customer feedback (and cold emails) helped shape the company's strategy. Plus, we dive into capital efficiency, certification pathways, and how Natilus is carving out space in a market long dominated by Boeing and Airbus. Key Topics Covered: The legacy of aerospace in San Diego and why Natilus is doubling down here Aleksey's path from Piper Aircraft to Kratos to Natilus Lessons learned from military-grade drones and commercial aviation The first MVP: a 30-foot autonomous seaplane built in 14 months Why cargo came first - and how airlines asked for passenger planes next The Kona and Horizon: aircraft designed for freight and people, optimized for fuel, volume, and cost Navigating testing, tooling, and certification with just $15M in capital raised Why wind tunnels, FAA approvals, and Brown Field are key San Diego assets How India became a fast-moving market for commercial orders The future of aviation as seen from South County, San Diego Links & Resources Natilus Learn more about Rising Tide Partners Connect with Aleksey & Neal Connect with Aleksey on LinkedIn Connect with Neal Bloom on LinkedIn
In this episode of SparX, Mukesh Bansal takes a hard look at the state of India's deep tech ecosystem. While the world races ahead with AI, semiconductors, and frontier science, India is at a crossroads: will we be creators of technology, or just consumers?Mukesh argues that true deep tech is only possible when rooted in deep science, a culture of research, curiosity, and discovery. He unpacks why India risks being left behind if we don't invest in science the way the US, Europe, and China have, and what it will take for India to build original IP, Nobel-worthy science, and globally competitive deep tech companies.He explores:Why India's dependence on foreign tech poses a strategic risk.The looming threats to IT services and startup ecosystems.How India can move from “Make in India” to “Discover in India, Invent in India, then Make in India.”Lessons from history: how breakthroughs in physics, AI, and the internet all started with curiosity-driven science.What it will take for India to aspire to Nobel Prizes, original IP, and world-class innovation.This is not just about technology, it's about India's future. If you care about Viksit Bharat, scientific ambition, and the next wave of innovation, this video is a must-watch.
Even with the recent increased tariffs on India, many of my clients and students have been seeking out new factory partnerships in this country. For decades, China has been the go-to destination for toy production, and they are indisputably the best at producing high quality goods quickly, but what happens when rising costs, shipping delays, and shifting global policies force toy makers to look elsewhere?That's the exact question that international toy expert and Source 4 India co-founder Joshua Punin has been exploring for the past 16+ years. With firsthand experience helping major brands expand across Asia and deep ties to India's emerging toy manufacturing scene, Joshua has become a powerful voice advocating for alternative sourcing strategies. In this episode of Making It in the Toy Industry, Joshua and I cover:Why a shift in India's import tariffs sparked a nationwide manufacturing movement.The surprising challenges and advantages of producing toys in India.What startup creators need to know before reaching out to Indian factories.Why sourcing outside of China isn't about replacing, it's about expanding your opportunities.How India's skilled labor force, tax incentives, and infrastructure make it one to watch.If you've been curious about what it would really look like to source outside of China, or you've heard whispers about India but didn't know where to start, this episode is your starting point. Hit play to discover new possibilities and learn what it really takes to make that shift.Listen For These Important Moments:[00:19:12] - Discover how policy changes and infrastructure improvements are creating real opportunities for both startups and established brands.[00:25:10] - Not every toy is a perfect fit, save time and money by understanding what India can (and can't) do efficiently right now.[00:27:46] - Get clarity on production expectations so you can plan your launch and scale strategy with confidence.[00:28:44] - Shipping from India could be cheaper and faster than you think, especially if you're selling in Europe or the Middle East.[00:31:19] - Hear what Joshua looks for in potential clients and how to position your startup to be taken seriously by manufacturers.Send The Toy Coach Fan Mail!Support the showPopular Masterclass! How To Make & Sell Your Toy IdeasYour Low-Stress, Start-To-Finish Playful Product Launch In 5 Steps >> https://learn.thetoycoach.com/masterclass
Ashok Atluri founded Zen Technologies in 1993, bootstrapping from Hyderabad at a time when India was importing 70% of its defence equipment and private players contributed just 5% of procurements. It took Zen five years to win its first contract from the Indian Army in 1998.Today, the company builds simulators and anti-drone systems, and has grown its market cap from ₹40 crore to over ₹13,000 crore.Ashok shares that India needs to make it easier for private, self-funded R&D companies to succeed in defense tech and why the focus should be in building technology with India's own IP. We also discuss the policy shifts he has seen in India's defense tech over the last 32 years, and how policies like IDDM and Make-II have reshaped India's defense manufacturing.This is an episode with a founder who has spent over three decades turning India's defence technology from an import-dependent sector into one that can build defense tech with its own IP.0:00 – Trailer 1:18 – Why entering defense tech must be easier 8:48 – Building simulators for the army 10:53 – Zen's entry into anti-drone systems 12:26 – 400x growth in 12 years 13:41 – Policy shifts in defense tech 15:42 – How Indian-owned IP can transform defense? 19:24 – How big is India's defense simulations market? 22:06 – From ₹60 Cr to ₹930 Cr in 4 years 25:27 – How are simulations built for future weapons? 29:15 – India's defense budget (foreign tech vs. local tech) 30:23 – The entry barriers in the 1990s and even today 31:43 – Is doing business with the government harder for some sectors? 36:06 – Surviving 32 years being financially conservative 37:29 – How Indian government is pushing exports in defense tech 40:35 – Zen's anti-drone systems used in Operation Sindhoor 42:31 – Will there be an India–China conflict? 43:15 – Where does China stand in defense tech? 44:08 – How India should back its wealth creators 49:12 – Policies that are enabling Indian defence companies today 49:37 – Parrikar's influence on private sector role in defense tech-------------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
Recorded live at the Professional Asian Pilots Association (PAPA) convention, this episode features two powerful conversations that shine a light on the global and deeply personal sides of aviation. First, Nik speaks with Captain Saurabh Chauksey, a 737 check airman for Air India. Saurabh shares his unique path from flight training in the U.S. to flying for one of India's fastest-growing carriers. He offers insight into India's rapidly expanding aviation sector, what it's like training and operating abroad, and the long stretches away from family that come with flying internationally. You'll also hear how pilots are navigating cross-border credentialing and preparing for potential moves back to the U.S. flight deck. In the second half, Nik speakes with seasoned New York-based air traffic controller Yahay Obeid, whose journey—from JFK ramp agent to tower leader—is as compelling as it is inspiring. Together they discuss the complexities of the ATC profession, building confidence under pressure, and the power of mentorship. You'll also learn about the work being done by AAAP (Arab American Aviation Professionals) to open doors for the next generation of aviators. From tower to tarmac, this episode offers a window into the people, pressures, and possibilities shaping aviation today. What You'll Learn: What it's like to fly for Air India as a 737 captain and check airman How India's pilot training compares with FAA standards What it takes to convert credentials between the U.S. and India How to build confidence and recover from mistakes in high-stakes ATC roles The journey from ramp agent to certified air traffic controller Why communication is critical between pilots and controllers CONNECT WITH US Are you ready to take your preparation to the next level? Don't wait until it's too late. Use the promo code “R4P2025” and save 10% on all our services. Check us out at www.spitfireelite.com! If you want to recommend someone to guest on the show, email Nik at podcast@spitfireelite.com, and if you need a professional pilot resume, go to www.spitfireelite.com/podcast/ for FREE templates! SPONSOR Are you a pilot just coming out of the military and looking for the perfect second home for your family? Look no further! Reach out to Marty and his team by visiting www.tridenthomeloans.com to get the best VA loans available anywhere in the US. Be ready for takeoff anytime with 3D-stretch, stain-repellent, and wrinkle-free aviation uniforms by Flight Uniforms. Just go to www.flightuniform.com and type the code SPITFIREPOD20 to get a special 20% discount on your first order. #Aviation #AviationCareers #aviationcrew #AviationJobs #AviationLeadership #AviationEducation #AviationOpportunities #AviationPodcast #AirlinePilot #AirlineJobs #AirlineInterviewPrep #flying #flyingtips #PilotDevelopment #PilotFinance #pilotcareer #pilottips #pilotcareertips #PilotExperience #pilotcaptain #PilotTraining #PilotSuccess #pilotpodcast #PilotPreparation #Pilotrecruitment #flightschool #aviationschool #pilotcareer #pilotlife #pilot #asianpilot
Australia's Conservative party was on the ascent until Donald Trump took office in January. At the polls this weekend, the dominant concern is who will stand up to the new White House administration. How India's revolution in road-building is transforming rural lives (10:32). And a new sports league for athletes who want more than gold medals (17:19). Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.
Australia's Conservative party was on the ascent until Donald Trump took office in January. At the polls this weekend, the dominant concern is who will stand up to the new White House administration. How India's revolution in road-building is transforming rural lives (10:32). And a new sports league for athletes who want more than gold medals (17:19). Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.
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