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First Principles
by The Ken
Today: #32 in Business, India on our combined chart.
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Latest episodes
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Season 3
September 28, 2026 · 14 minSummary I have hosted First Principles for four years and 58 episodes, and I have never once stopped to look at it. This episode is me doing that. There is no guest. It runs about fourteen minutes, and it ends with something I need from…
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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
August 17, 2026 · 1 hr 3 minWhere 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…
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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
August 10, 2026 · 58 minMukesh 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…
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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
July 27, 2026 · 1 hr 0 min1 · 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…
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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
July 20, 2026 · 1 hr 2 min1 · 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…
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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
July 13, 2026 · 1 hr 2 minPart 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…
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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
July 7, 2026 · 1 hr 5 minPart 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…
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Part 2: Impresario's Riyaaz Amlani on digital landlords, doers & divas, and why delivery will never eat dine-in
June 22, 2026 · 1 hr 4 minPart 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…
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Part 1: Impresario's Riyaaz Amlani on Mocha, "Handmade," four near-deaths and 25 years of building places to be
June 15, 2026 · 1 hr 4 minPart 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…
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Part 2: Kuku’s Lal Chand Bisu on the Bathoth-to-Bandra arc, learning from iterations not books, and why nos beat yeses
May 4, 2026 · 1 hr 15 minPart 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"…
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Part 1: Kuku's Lal Chand Bisu on killing three products, ditching the free tier and charging Bharat ₹399 a year
April 27, 2026 · 1 hr 4 minLal Chand Bisu started Kuku in audio in 2018. Almost everyone in the press wrote them off — the louder competitor was getting the headlines, the VCs didn't believe vernacular India would pay, and the assumption was that short-video would…
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Part 2: Curefoods' Ankit Nagori on why Indians only eat healthy Monday to Thursday, focusing on brand over scale, and what drives him now
March 30, 2026 · 1 hr 3 minWelcome back to First Principles. This is Part 2 of our full conversation with Ankit Nagori, founder and CEO of Curefoods. If you have not listened to Part 1, go back and start there. In this half, the conversation slows down a little and…
About the show
First Principles is a weekly interview podcast comprising authentic, candid, and insightful conversations between some of India’s most accomplished founders and business leaders, and Rohin Dharmakumar, The Ken’s CEO & co-founder.
From personal philosophies, mental models and decision making frameworks, to reading habits, parenting styles or personal interests, each episode will delve into what makes each of these leaders unique.