First Principles

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Part 2: Mukesh Bansal on hiring for loyalty to a mission, "no means not now", writing three books, and compounding sideways

17 Ogo 2026

Where Part 1 followed the companies, Part 2 is about the person behind them. Picking up from Mukesh Bansal's move from one venture to the next, this half gets into how he finds talent ("work with them for six months"), the mental models he runs his life by, and the beliefs underneath them. He ex ...

01:03:28

Part 1: Mukesh Bansal on founder mode in the AI age, the three kinds of professionals in the AI age, and the Haridwar boy who found entrepreneurship in a library

10 Ogo 2026

Mukesh Bansal has founded and left more companies than most people build in a lifetime, and in Part 1 he explains why. He founded Myntra and sold it to Flipkart; he co-founded Cult.fit and turned fitness into a category; and today he runs the AI company Nurix and the Meraki Labs studio. Asked wh ...

00:57:32

Fireside Ventures' Kanwaljit Singh on the decade at Hindustan Lever that gave him consumer, raising half the fund he could have, and keeping a coach in his sixties

27 Jul 2026

1 · Summary Part 2 of 2. Part 1 laid out the bet: a fund built only for Indian consumer brands, back when the idea sounded absurd, and the anti-power-law machine Kanwal Singh built to make it work. This half is the person. The near-decade at Hindustan Lever that gave him his love of consumer, th ...

01:00:20

Fireside Ventures' Kanwal Singh on the consumer-brands bet nobody believed in, why "for a 5x, nobody will call you legendary," and on refusing the one-100x-outlier game

20 Jul 2026

1 · Summary Part 1 of 2. Kanwal Singh is the first venture capitalist to appear on First Principles, and the reason is the bet he made with the fund itself. In 2017, at the peak of the tech boom, he walked away from tech investing to raise a fund only for Indian consumer brands, when almost nobo ...

01:01:40

Part 2: Saahil Goel of Shiprocket on wanting a paisa of every Indian transaction outside the marketplaces, who doesn't survive at Shiprocket, and still playing Pink Floyd on a Fender

13 Jul 2026

Part 2 of 2. In Part 1 we walked the road from 2011 — three companies, an investor ultimatum, and the capital it took to build. Part 2 is the mind. Saahil Goel starts with what, given hindsight, he'd do differently, then the first principles he runs Shiprocket on (distribution beats product), th ...

01:01:55

Part 1: Saahil Goel of Shiprocket on rebuilding the same company three times, the $4 million he was told to take or leave and why in India you sell outcomes, not software

7 Jul 2026

Part 1 of 2. Most people date Shiprocket to 2017; in truth it was born in 2011, and the road there runs through two companies called KartRocket and Craftly. Saahil Goel walks Rohin through the build: Rs 15 lakh of their own money, nearly not being hired by their own first engineers, the hard les ...

01:05:21

Part 2: Impresario's Riyaaz Amlani on digital landlords, doers & divas, and why delivery will never eat dine-in

22 Jun 2026

Part 2 moves from the journey to the operating philosophy. Riyaaz Amlani unpacks his evolving stance on the aggregators — from resistance to "uneasy truce" — and the hard lesson that restaurateurs who send guests to Zomato and Swiggy have only themselves to blame. He argues delivery and dine-in ...

01:03:31

Part 1: Impresario's Riyaaz Amlani on Mocha, "Handmade," four near-deaths and 25 years of building places to be

15 Jun 2026

Part 1 of Rohin Dharmakumar's conversation with Riyaaz Amlani is the origin story: why a returning UCLA grad decided Bombay was missing "places to be," how Mocha became Social, and what it actually takes to keep a restaurant group alive for 25 years in the highest-mortality business there is. Th ...

01:04:18

Part 2: Kuku’s Lal Chand Bisu on the Bathoth-to-Bandra arc, learning from iterations not books, and why nos beat yeses

4 Mei 2026

Part 2 picks up exactly where I left Bisu — on why a 7-year-old audio platform is releasing a theatrical film on May 8. From there, we go everywhere. Bisu's actual journey from a small village in Shekhawati to Bandra. The "full equation" view of metrics. Why saying no requires more work than say ...

01:15:29