In what can be described as one of my favourite chats, I sat down with Nikesh Arora, CEO of Palo Alto Networks, to discuss where cybersecurity is headed in a post-AI world, why the education system is overrated, and a whole lot more. Full episode drops soon. #NikhilKamath - Investor & Entrepreneur Twitter: https://x.com/nikhilkamathcio LinkedIn:  / nikhilkamathcio  Instagram:  / nikhilkamathcio  Facebook:  / nikhilkamathcio  #NikeshArora - CEO, Palo Alto Networks Twitter: https://x.com/nikesharora LinkedIN:  / nikesh-arora-02894670  Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59 Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

In this candid deep dive, I sit down with Netflix Co-CEO Ted Sarandos to unpack the company’s remarkable journey from a DVD-by-mail service to a global streaming giant. We revisit Netflix's early battle with Blockbuster, the bold pivot to streaming, the company’s plans for India, and how they cracked the code on turning binge-watching into a universal habit.What was interesting for me was how he spots the next phenomenon before the world catches on. For anyone in media, tech, or entrepreneurship, here’s a masterclass in building and scaling in the entertainment space, and a reminder that you don’t always need a long story, just the right one.

#NikhilKamath - Investor & EntrepreneurTwitter: https://x.com/nikhilkamathcioLinkedIn: https://www.linkedin.com/in/nikhilkamathcio/ Instagram: https://www.instagram.com/nikhilkamathcio/ Facebook: https://www.facebook.com/nikhilkamathcio/ #TedSarandos - Co-CEO, NetflixLinkedIN: https://www.linkedin.com/in/tedsarandos/ Instagram: https://www.instagram.com/tedsarandos

Timestamps:

00:00 - Intro

01:32 - Ted’s favourite Indian creator

02:15 - Netflix’s journey, pivots & vision08:34 - Netflix’s hiring culture

11:52 - Ted’s journalism roots14:06 - Ted’s childhood & relationship with money

16:39 - Rapid fire & banter

18:17 - How much of the world is narrative?

19:52 - Competing with Blockbuster

25:13 - Content choices, projections & finding tribes

28:05 - What defines success for Netflix

33:56 - How to best serve your story?

37:15 - Career advice & work cultures in India vs. US

41:02 - Will Netflix produce theatrical movies?

42:20 - Future of the theatre business

45:30 - The next big disruption

47:40 - Can AI create movies?

51:42 - Netflix’s tech & what it’s doing right

57:38 - Competing with other distributors

1:02:39 - Netflix’s streaming strategy

1:03:44 - What happens to conventional TV?

1:05:01 - Why people love true crime

1:06:11 - Why Netflix isn’t betting on live sports broadcasting

1:10:24 - India’s subscription model: why it’s a tough sell

1:13:29 - Will Netflix have an ads-only model?

1:16:58 - Married life

1:18:43 - How important is India for Netflix?

1:21:57 - Adapting to country-specific dynamics

1:24:28 - How Netflix greenlights projects

1:24:53 - A founder’s baggage: filling big shoes

1:28:17 - Validation & leadership

1:32:11 - Indian personality who left a lasting impression on Ted

1:34:11 - Ted’s secret to greenlighting hits

1:41:36 - How diversity contributes to Netflix’s success

1:42:42 - Can Netflix be global & local in India?

1:44:47 - Hollywood vs. Netflix

1:45:49 - Netflix’s role in podcasting’s future

1:47:16 - Youth & attention span

1:48:44 - Netflix’s future in gaming

1:51:56 - Closing thoughts

Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

We often underestimate how complex leading a legacy might be. Success, I think, beyond a certain point is perhaps not as proportional to hard work as much as it becomes about who you are, where you are and the opportunities you create for yourself. 

To me, Authenticity should be transient. The most interesting question of life is why we are, how we are. In this episode of People by WTF, featuring Kumar Birla, we discuss the different nuances of just that, Life and other things.. 

#nikhilkamath Co-founder of Zerodha, True Beacon and Gruhas 

Host of 'WTF is' Podcast & People by WTF 

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_app

Facebook: https://www.facebook.com/nikhilkamathcio/

#KumarBirla - Chairman of the Aditya Birla Group

Time stamps - 

00:00 - Introduction 

2:33 - Chapter 1 - Kumar’s Childhood 

4:00 - Last Interview years ago with Simi Garewal 

5:00 - Creativity in Business 

9:20 - Aspirations and Fears as a child 

15:56 - Birla Generational Distinction 

28:50 - Attachment types

38:00 - “Life is much easier when your need to conform is lower”

44:38 - Kumar’s private life 

50:20 - What does “legacy” mean to Kumar? | Philanthropy side

55:08 - Birla Family’s relationship with Mahatma Gandhi 

1:01:55 - Kumar’s College Life 

1:04:50 - Thoughts on Expressing Extreme Emotions

1:14:49 - Chapter 2 - Life, post becoming a Chartered Accountant

1:21:56 - Early days at the company at 20 | Sacrifices, Hard Work 

1:25:15 - Friends from back in the day 

1:26:40 - Habits | Food & Sports, Varied Interests 

1:36:10 - Thoughts on Social Media 

1:38:30 - Nikhil’s Transient Point of Views 

1:49:40 - Chapter 3 - Taking Over The Reigns 

1:55:20 - New Economic Policy In India 1991 

1:57:15 - Thoughts on Private Equity/ Venture Capitalists 

2:00:50 - Birla’s brands | Paints & Jewelry insights 

2:05:00 - What would Nikhil build with 10 CR?

2:07:38 - Advice to young entrepreneurs

2:10:27 - Time to Pivot in Business | People Management 

2:15:08 - Kumar on Intentional Living 

2:17:20 - Closing Thoughts

#peoplebywtf #wtfiswithnikhilkamath

Life is much simpler if your need to conform is lower. Our next guest needs no introduction.

stay tuned.

#nikhilkamath Co-founder of Zerodha, True Beacon and Gruhas Host of #wtfiswithnikhilkamath 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_app Facebook: https://www.facebook.com/nikhilkamathcio/ #KumarBirla Chairman of the Aditya Birla Group

A lot of us have heard conjectures around A.I., edge cases of the positive and negative side of A.I., and a lot of us are trying to predict what’s next. Most of my understanding of A.I. comes only from viewing what is apparent today.. reinforcement learning spaces like chat gpt becoming a go-to.. 

In this episode of People by WTF, we uncover the basics of this mystery of artificial intelligence with one of the founding fathers of A.I., Yann LeCun. We spoke about popular AI myths and broke down complex concepts that can perhaps help the next generation of builders build in this space. 

To learn more about Machine Learning, we’ve collated some sources for your benefit and growth in this industry. 

(https://www.notion.so/Machine-Learning-Resource-Document-14ba9e22882a8022a878ee25a3738267?pvs=21)

#NikhilKamath Co-founder of Zerodha, True Beacon and Gruhas 

Host of #wtfiswithnikhilkamath 

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_app

Facebook: https://www.facebook.com/nikhilkamathcio/ 

#YannLeCun Professor at NYU, VP & Chief AI Scientist at Meta

Linkedin: https://www.linkedin.com/in/yann-lecun/

Instagram: https://www.instagram.com/yannlecun/

Facebook: https://www.facebook.com/yann.lecun

Twitter: https://x.com/ylecun

**Timestamps:**

00:00 Yann’s Intro

01:50 Difference between an Engineer and a Scientist

03:15 Yann’s interest in AI and Mathematics

04:05 Godfather of AI | Yann’s feelings about it

05:22 Teaching & fame at NYU

06:00 Heroes in Science

07:46 Three problems with the world - Yann’s lens

10:18 What is AI and how did we get here?

13:13 What is intelligence? | The Elephant Analogy 

15:00 AI - perception & understanding

16:20 The two branches of AI - solving & learning

17:30 Emergence of classical computer science | Heuristic programming

20:15 Is A.I. inspired from biology?

26:36 Is building authentic models for finance possible through AI?

28:36 Different parts of A.I | GOFAI, Machine learning 

30:18 What is GOFAI? 

31:14 Different types of Machine Learning

32:22 What is Reinforcement learning?

33:19 What is Self supervised learning? Up & Coming 

35:14 Is AI telling you what you want to hear?

38:00 What is a transformer?

40:24 What is a back propagation algorithm?

42:58 What’s happening in the reinforcement learning space?

48:06 What is a convolutional neural network ?

49:08 What is a Neuron - the Machine Learning perspective

50:00 What is a neural network language model & how does it work?

58:00 The AI tree | LLMs

59:55 The next challenge of AI

1:01:40 - Pictures/ Videos - what's happening there?

01:03:20 LLM’s limited memory | Types of memory

01:04:45 AI’s path to human like learning

01:10:26 What is JEPA ?

01:11:58 How far in the future can you predict through JEPA ?

01:14:10 AI’s future prediction - Utopian or Dystopian ?

01:16:30 The LLM Loop | What needs to change

01:18:50 Building data centers in India - Yann’s thoughts

01:21:09 What should a 25 y/o build in the AI space? | Careers in the AI space

01:26:18 What should an investor invest in | Yann’s future prediction

01:29:13 What happens to human intelligence in an AI world?

01:32:09 What is intelligence? | Final Verdict

01:34:00 The end or just the beginning?

Artificial Intelligence has undeniably transformed our world. Whether it's for better or worse, one thing is certain: it's here to stay. 

I often find myself debating - will AI eventually replicate human intelligence, or will it remain a powerful tool, an execution engine for humanity? The deeper you dive, the clearer it becomes that the reality is far more nuanced than it seems.

So, I decided to go back to the basics to figure out how the concept of A.I. even began & finally understand what the systems are that could potentially define our future.. 

Stay tuned for a masterclass with than #YannLeCun#NikhilKamath Co-founder of Zerodha, True Beacon and Gruhas 

Host of #wtfiswithnikhilkamath 

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_app

Facebook: https://www.facebook.com/nikhilkamathcio/ 

#YannLeCun Professor at NYU, VP & Chief AI Scientist at Meta

Linkedin: https://www.linkedin.com/in/yann-lecun/

Instagram: https://www.instagram.com/yannlecun/

Facebook: https://www.facebook.com/yann.lecun

Twitter: https://x.com/ylecun

India today is a different India, when compared to 10 years ago. A lot of it has to do with The India Stack Journey (a set of open API's & digital public goods). Interesting to note how opportunity to serve at population scale is the theme of these innovations.

In this episode of People by WTF, we sat with Nandan Nilekani to understand the trajectory of building this advanced Digital Public Infrastructure in India, which has made a significant impact in each of our day to day lives.

Time stamps -

00:00 - Introduction

02:40 - India Stack

03:25- Journey of Infosys

06:24 - Imagining India - Digitising the Future

08:15 - Nandan on meeting Rohini

09:40 - Journey of India Stack: Aadhar

13:11 - DPI - Digital Public Infrastructure

15:07 - Online Authentication & KYC

17:15 - Jan Dhan Program

19:00 - E- sign/ Digilocker

20:40 - 2016 - a big digital transformation for India

22:36 - BHIM - Ease of Payments

26:49 - How has UPI changed India’s ecosystem?

30:00 - Nandan on vision with Population Scale

32:50 - Account Aggregation

37:40 - Fast TAG & broad benefits of UPI

40:10 - What should a 25 y/o build on top of India Stack?

42:50 - What is Fee Day & Beckn Protocol?

46:00 - Namma Yatri - Something built on top of Beckn

49:10 - Nandan on Artificial Intelligence

55:40 - What is Finternet?

1:01:20 - Rapid Fire With Nandan

1:04:00 - Advice to 20 y/o with funding

Reading Resources for more information -

https://nksqr.notion.site/Additional-Resources-Nikhil-Kamath-x-Nandan-Nilekani-People-by-WTF-Ep-3-101a9e22882a80dea449edf52c8c1676

#NikhilKamath - Co-founder of Zerodha, True Beacon and Gruhas

Twitter: [https://www.twitter.com/nikhilkamathcio]

LinkedIn: https://www.linkedin.com/in/nikhilkamathcio

Instagram:https://www.instagram.com/nikhilkamathcio

Facebook: https://www.facebook.com/nikhilkamathcio

#NandanNilekani - Co-founder of Infosys, Ex-Chairman of UIDAI

Twitter - https://x.com/nandannilekani

#nikhilkamath #WTFiswithNikhilKamath #PeoplebyWTF

Catching up with an old friend and picking his brain about India's tech future.

#NikhilKamath #NandanNilekani #WTFiswithNikhilKamath #PeoplebyWTF

We all signal a version of ourselves that we think the world should see, but rarely show the sides that make us innately human. I think society misrepresents insecurity as a bad thing.. In my opinion, Insecurity with inaction is a bad thing… insecurity leading to action is a superpower.

In this episode of People by WTF, we have Ranbir Kapoor. While the film industry seems to be all about glamour and box office numbers, I think it is quite interesting to know bits of the other side.

#NikhilKamath Co-founder of Zerodha, True Beacon and Gruhas

Twitter: [https://www.twitter.com/nikhilkamathcio](https://x.com/nikhilkamathcio/)

LinkedIn: https://www.linkedin.com/in/nikhilkamathcio

Instagram:https://www.instagram.com/nikhilkamathcio

Facebook: https://www.facebook.com/nikhilkamathcio

#RanbirKapoor

Episode 1 of ‘People by WTF'; where we have one-on-one conversations with personalities who stand out in various industries! In this 30 min exclusive with Bill Gates, we speak about his experience with India, from his early Microsoft days to his work with The Gates Foundation. We also cover topics such as the role of philanthropy in society, energy transition, the possibilities of AGI, along with its impact on society, money, and jobs. If Bill Gates were a 25-year-old building in India today, what would he do?

#NikhilKamath Co-founder of Zerodha, True Beacon and Gruhas

Twitter: https://www.twitter.com/nikhilkamathcio

LinkedIn: https://www.linkedin.com/in/nikhilkamathcio

Instagram:https://www.instagram.com/nikhilkamathcio

Facebook: https://www.facebook.com/nikhilkamathcio

#BillGates Co-founder of Microsoft , Co-chair The Gates Foundation

Twitter : https://twitter.com/BillGates

Linkedin : https://www.linkedin.com/in/williamhgates/

Instagram : https://www.instagram.com/thisisbillgates/

Facebook : https://www.facebook.com/BillGates/

Youtube: https://www.youtube.com/@billgates

I sat down with Ted Sarandos, Co-CEO of Netflix, for a no-holds-barred chat. From what’s really disrupting the entertainment industry, how Netflix greenlights projects, and India’s potential, we covered it all. Full episode drops soon.

#NikhilKamath - Investor & EntrepreneurTwitter: https://x.com/nikhilkamathcioLinkedIN: https://www.linkedin.com/in/nikhilkamathcio/ Instagram: https://www.instagram.com/nikhilkamathcio/ Facebook: https://www.facebook.com/nikhilkamathcio/ #TedSarandos - Co-CEO, NetflixLinkedIN: https://www.linkedin.com/in/tedsarandos/ Instagram: https://www.instagram.com/tedsarandos

Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Here’s a glimpse into my chat with YouTube CEO Neal Mohan. We talk about the future of the platform to the masks we wear, and what happens when we take them off. Stay tuned for the episode

#NikhilKamath - Investor & EntrepreneurTwitter: https://x.com/nikhilkamathcio LinkedIN: https://www.linkedin.com/in/nikhilkamathcio/ Instagram: https://www.instagram.com/nikhilkamathcio/ Facebook: https://www.facebook.com/nikhilkamathcio/ #NealMohan - CEO, YouTubeTwitter: https://x.com/nealmohan LinkedIN: https://www.linkedin.com/in/neal-mohan/ Instagram: https://www.instagram.com/neal_mohan Facebook: https://www.facebook.com/NealMohanCEO/ Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

In this episode, I speak with YouTube CEO Neal Mohan about what defines the platform today and where it’s headed. We discuss why audiences now trust podcasters over traditional news, and what the next decade of content consumption might look like. For me, this wasn’t just a chat. It was a chance to question the shifting boundaries between passion, talent, identity, and influence. We also dug into how algorithms shape what people see. If you’ve ever wondered what drives YouTube behind the screen, this conversation peels back the curtain.

#NikhilKamath - Investor & EntrepreneurTwitter: https://x.com/nikhilkamathcio LinkedIN: https://www.linkedin.com/in/nikhilkamathcio/Instagram: https://www.instagram.com/nikhilkamathcio/Facebook: https://www.facebook.com/nikhilkamathcio/ #NealMohan - CEO, YouTubeTwitter: https://x.com/nealmohanLinkedIN: https://www.linkedin.com/in/neal-mohan/Instagram: https://www.instagram.com/neal_mohanFacebook: https://www.facebook.com/NealMohanCEO/

00:00 - Intro

01:25 - Defining WAVES’ vision for the creative industry

3:10 - Creators & politics: More linked than ever?

04:50 - Did YouTube shape the US election?

08:49 - Are podcasts replacing traditional news?

13:12 - Defining YouTube

17:21 - The future of content consumption

22:50 - YouTube movie releases: Fighting piracy

24:53 - Influencer vs Entrepreneur

28:19 - Tips to crack YouTube’s algorithm

31:15 - Neal on passion: Input vs output

36:54 - Growing up between cross-cultural content

41:16 - Navigating identity & Indian market

46:33 - Where should investors bet?

50:54 - Building YouTube’s competitor

53:54 - Who owns the most data?

57:16 - Attention spans: Shrinking or growing?

59:05 - Learning: YouTube’s core use case

1:04:37 - Final thoughts: The rise of India’s creator economy

I’ve always been curious to know why people are the way they are. After reading Bill’s memoir, Source Code, it felt more like peeling back layers than simply asking questions. Part 2 of our chat, I got to know him in a way I haven’t before. 

In this episode of People by WTF, Bill talks about the drive and curiosity that keeps him active, playing ‘Crennis’ with Sachin Tendulkar, his childhood, how AI can reshape capitalism, and many more. 

Is success in today’s capitalistic world bred by some form of adversity in childhood? Ten years from now, will a huge population be a boon or a bane from this capitalistic lens?

TIMESTAMPS:

00:00 - Introduction

01:12 - Bill’s frequent visits to India

02:22 - Bill’s memoir Source Code, childhood and family dynamics

07:51 - Success in today’s capitalistic world

09:28 - What's the secret to Bill’s focus?

11:58 - Is vulnerability the new heroic trait?

14:50 - How tough is Bill on himself?

17:33 - Huge population: burden or advantage with AI?

20:55 - What would we do if we didn't have to work?

24:35 - Insights from being the world’s richest

29:05 - Money: Motivation to make it v/s be Altruistic?

34:25 - How Bill relates to the youth

39:15 - Nikhil's attempt to pitch for a job in the A.I world (he's serious)

#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_app

Facebook: https://www.facebook.com/nikhilkamathcio/ 

#BillGates Co-founder of Microsoft , Co-chair The Gates Foundation

Twitter : https://twitter.com/BillGates

Linkedin : https://www.linkedin.com/in/williamhgates/

Instagram : https://www.instagram.com/thisisbillgates/

Facebook : https://www.facebook.com/BillGates/

Youtube: https://www.youtube.com/@billgates

#PeopleByWTF #WTFiswithnikhilkamath #WTFOnline

A conversation that veers from unexpected childhood confessions to what still drives him after decades at the top. Stay tuned for Part 2 of my conversation with Bill Gates.

#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/#BillGates Co-founder of Microsoft , Co-chair The Gates FoundationTwitter : https://twitter.com/BillGatesLinkedin : https://www.linkedin.com/in/williamhgates/Instagram : https://www.instagram.com/thisisbillgates/Facebook : https://www.facebook.com/BillGates/Youtube: https://www.youtube.com/@billgates

Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th #PeopleByWTF #WTFiswithnikhilkamath #WTFOnline

In our previous episodes, we’ve often spoken about the parallels between Business and Politics; be it risk taking abilities, micro vs macro zooming abilities, & most importantly, leadership. 

In this episode, we sit down with Christopher Luxon, Prime Minister of New Zealand, to talk about exactly that. We also talk about the challenges of public scrutiny, and how global dynamics translate in today’s world. 

If the leaders of tomorrow come from unexpected, and more nuanced places, who should we be looking at next? Could entrepreneurs, artists, business minds be the future of politics?

#NikhilKamath Co-founder of Zerodha, True Beacon and Gruhas 

Twitter: ⁠https://x.com/nikhilkamathcio⁠ 

LinkedIn: ⁠https://www.linkedin.com/in/nikhilkamathcio⁠ 

Instagram:⁠https://www.instagram.com/nikhilkamathcio⁠ 

Facebook: ⁠https://www.facebook.com/nikhilkamathcio⁠ 

#ChristopherLuxon Prime Minister of New Zealand 

Twitter: ⁠https://x.com/chrisluxonmp⁠ 

LinkedIn: ⁠https://nz.linkedin.com/in/christopher-luxon-bb701b195⁠ 

Instagram: ⁠https://www.instagram.com/christopherluxon⁠ 

Timestamps: 

00:00 - Introduction 

01:19 - PM Christopher on his Experience with India 

02:38 - Haka in New Zealand’s Parliament 

04:06 - Family & Prioritizing Responsibilities 

06:41 - Transition from Business to Politics 

09:41 - How Business Skills Affect Politics? 

12:39 - Handling with the Highs & Lows 

14:10 - PM Christopher on Dealing with Critique & Social Media 

16:28 - The Role of Money in Politics 

18:57 - Stakeholders vs. Citizens: The Tougher Audience? 

20:06 - New Zealand’s Sheep-to-People Ratio 

22:01 - Growing Investments & Economy in NZ 

23:25 - Parallels in USA & NZ Politics 

26:15 - PM Christopher on Meeting Trump 

28:45 - Journey of Entrepreneurship to Politics 

31:54 - Career Switch from & to Politics 

36:12 - PM Christopher on Anticipated Geopolitical Conditions 

37:09 - The Ideal Political Future

38:09 - In A World Without Fear 

39:40 - Generational Shift in Optimism

From corporate life to politics, cricket heartbreaks, people-to-sheep ratio in New Zealand —this conversation has it all. Stay tuned! #ChristopherLuxon Prime Minister of New Zealand Twitter: https://x.com/chrisluxonmp LinkedIn:  / christopher-luxon-bb701b195  Instagram:  / christopherluxon  Facebook:  / christopherluxon  #NikhilKamath Co-founder of Zerodha and Gruhas Host of ‘WTF is?’ Podcast & ‘People By WTF’ Podcast Twitter: https://x.com/nikhilkamathcio LinkedIn:  / nikhilkamathcio  Instagram:  / nikhilkamathcio  Facebook:  / nikhilkamathcio  Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59#WTFiswithnikhilkamath #PeopleByWTF

Timestamps -

00:00 - Introduction

4:10 - Chapter 1 - Childhood

9:00 - Student Life

15:55 - Chapter 2 - Parallels between Politics & Entrepreneurship

17:36 - Competition in Politics

20:14 - Skills required to enter the field of Politics

30:39 - Importance of Ideology and Idealism

38:02 - Social Media and 'Moti Chamdi' in Politics

44:10 - Anxiety, Setbacks & Risk-Taking Ability

54:31 - Impact of Policymaking

1:01:26 - Stepping out of the Comfort Zone and learning from setbacks

1:15:18 - Personal Relationships

1:20:05 - Politics and Money

1:28:50 - Chapter 3 - Governance and Global Politics

1:31:20 - India's Global Standing in Tech

1:38:09 - India’s Global Marketing and Geopolitics

1:46:38 - Chapter 4 - Conclusion (& some fun)

1:55:00 - Concluding Views and Vision for the Youth

#NarendraModi - Prime Minister of India

Instagram: https://www.instagram.com/narendramodi

LinkedIN: https://in.linkedin.com/in/narendramodi

Facebook: https://www.facebook.com/narendramodi/

Twitter: https://x.com/narendramodi

#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

Facebook: https://www.facebook.com/nikhilkamathcio/

#PeopleByWTF #WTFiswithnikhilkamath

Here’s one of my favourite conversations with Palo Alto Networks’ CEO, Nikesh Arora. This episode is a CxO’s playbook where we deep dived into the mindset, strategy, and decision-making frameworks that have shaped Nikesh’s journey across roles at Google, SoftBank, and now leading one of the world’s top cybersecurity firms. This isn’t just business talk. Learn how to think like a CxO when the rules of the game keep changing.

#NikhilKamath - Investor & Entrepreneur

Twitter: https://x.com/nikhilkamathcio

LinkedIn: https://www.linkedin.com/in/nikhilkamathcio/

Instagram: https://www.instagram.com/nikhilkamathcio/

Facebook: https://www.facebook.com/nikhilkamathcio/

#NikeshArora - CEO, Palo Alto Networks

Twitter: https://x.com/nikesharora

LinkedIn: https://www.linkedin.com/in/nikesh-arora-02894670/

Timestamps:

00:00 - Intro

Chapter 1: Action vs Inaction

01:51 - Nikesh’s Early Years

04:17 - The Real Threats in Cybersecurity

08:13 - What Will Outlast the Disruptions?

Chapter 2: Can We Ever Be Safe Again?

10:31 - Rethinking Safety in a Changing World

12:44 - How to Look at the Cybersecurity Landscape

14:55 - Where AI is Taking the Industry

23:42 - If Interfaces Don’t Matter, What Does?

25:44 - What Happens When AI is Everywhere?

Chapter 3: Money, Meaning, Maslow

32:15 - Why Language Models Are Just the Starting Point

35:57 - Build the Brain or Protect It?

38:33 - What Founders Should Pay Attention To

41:23 - Lessons from the Evolution of Silicon Valley

42:28 - Should India Build Its Own Model?

46:31 - Are AI Bets Overblown?

50:00 - What’s Holding Innovation Back in India?

54:15 - Education as a Social Experience

59:25 - Moving into Tech and Leadership

1:00:08 - Building vs Leading: What to Choose

1:06:38 - Stories from Google & SoftBank

1:16:11 - How Risk Appetite Evolves

1:20:18 - Closing Reflections

Watch 'WTF is' Podcast on Spotify

https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify

https://tinyurl.com/yme92c59

Watch 'WTF Online' on Spotify

https://tinyurl.com/4tjua4th

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

When I was starting out, this is the kind of conversation I wish I had access to. I sat down with Vinod Khosla, one of the sharpest minds in venture, and asked him the questions every young founder has on their mind.

What industries will matter in 2035? Should you build for cities, small towns, or somewhere no one’s looking yet?

Also listeners! Just a heads up that we recorded this episode on July 7, 2025, so some details might have changed since then.

#NikhilKamath - Investor & Entrepreneur

Twitter: https://x.com/nikhilkamathcio

LinkedIn: / nikhilkamathcio 

Instagram: / nikhilkamathcio 

Facebook: / nikhilkamathcio 

#VinodKhosla - Co-founder, Sun Microsystems & Founder, Khosla Ventures

Twitter: https://x.com/vkhosla

LinkedIN: / vinod-khosla-65387416  

Timestamps:

00:00 - Intro

01:10 - Vinod’s Early Life & Tech Fascination

04:43 - What Part of Vinod’s Education Shaped Him Most?

06:17 - Why Certainty is Overrated

09:46 - Investor Mindsets: Skeptic vs Contrarian

13:36 - Identity, Purpose & Persistence

19:47 - What Still Drives Vinod at 70?

27:15 - Why Cities Need Fewer Cars

30:20 - AI: Bad For Big Cities & Good For Small Towns?

32:19 - Vinod’s Best Advice to Young Founders

37:55 - Generalist or Specialist: What’s Better?

43:03 - Post AI World: Free Education & Healthcare?

48:40 - Will AI Make A Free Stanford Education Possible?

55:03 - A Deflated Economy in an AI World

1:00:53 - Why Strategic Entrepreneurs Win

1:05:44 - Speculation vs Adaptation: What Helps You Win?

1:08:25 - Will All Mobility Be Electric?

1:10:09 - Why Passion Matters More Than People Think

1:13:02 - Are We in an AI Bubble?

1:16:48 - What Blockchain is Really Good At

1:20:35 - Will India’s IT Sector Survive the AI Shift?

1:21:51 - Outro

Watch 'WTF is' Podcast on Spotify

https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify

https://tinyurl.com/yme92c59

Watch 'WTF Online' on Spotify

https://tinyurl.com/4tjua4th

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

In this upcoming episode, I sat down with Vinod Khosla, Sun Microsystems Co-founder and Founder of Khosla Ventures to find out where tomorrow’s big bets lie and why contrarian thinking still pays off.

#NikhilKamath - Investor & Entrepreneur

Twitter: https://x.com/nikhilkamathcio

LinkedIn: / nikhilkamathcio 

Instagram: / nikhilkamathcio 

Facebook: / nikhilkamathcio 

#VinodKhosla - Co-founder, Sun Microsystems & Founder, Khosla Ventures

Twitter: https://x.com/vkhosla

LinkedIN: / vinod-khosla-65387416  

Watch 'WTF is' Podcast on Spotify

https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify

https://tinyurl.com/yme92c59

Watch 'WTF Online' on Spotify

https://tinyurl.com/4tjua4th

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

I finally sat down with Sam Altman, CEO of OpenAI, to discuss the launch of GPT-5, its differences, whether we’re inching closer to agent-like AI, what it takes to build a future that’s moving at breakneck speed.

00:00 - Intro

01:13 - What’s New in GPT-5?

02:54 - Sam on First Principles, Careers & Future Industries

05:47 - What’s Possible with GPT-5

07:09 - Building on GPT-5: Skills & Science Applications

10:28 - Mastering Today’s AI Tools

11:37 - Sam’s Self-Perception & Edge at 19

13:42 - Is Humility Still an Advantage?

18:51 - Parenthood & Why He Chose It

21:19 - How Marriage, Religion & Kids Will Evolve

22:20 - Capitalism, Democracy & The Odds of Socialism

25:44 - Does AGI Make Capital Obsolete?

28:25 - Marginal Utility & the Fate of Wrappers

34:15 - Is Contrarian Thinking an Edge?

37:33 - AGI vs. Human Intelligence

38:56 - The Future of Robotics

40:55 - Where the Form Factor is Headed

42:54 - Climate Change & AI in India

#NikhilKamath - Investor & Entrepreneur

Twitter: [https://x.com/nikhilkamathcio](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g)

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#SamAltman - CEO, OpenAI

Twitter: https://x.com/sama

Facebook: https://www.facebook.com/samhaltman/

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Watch 'WTF is' Podcast on Spotify

https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify

https://tinyurl.com/yme92c59

Watch 'WTF Online' on Spotify

https://tinyurl.com/4tjua4th

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

What struck me most in this conversation with AR Rahman was not his mastery but his humility. He talks openly about fear, self-doubt, imposter syndrome, and why he constantly leaves comfort to evolve.

We got into everything, Bombay Dreams, London, Hollywood, Oscars, classical music’s future, AI composition, spiritual surrender, and why consistency matters more than lifestyle.

If you’ve ever wondered how someone stays grounded while being celebrated globally, you should watch this!

Timestamps:

00:00 – Early Life, Bangalore–Chennai Roots

03:17 – Childhood Trauma, Losing His Father & Growing Up in Studios

08:25 – Mother’s Strength, Family Survival & Entering Music Young

10:30 – Playing for Composers, Jingles & Early Experiments

13:30 – Building Panchathan Studio & Mani Ratnam Discovery

24:00 – The 90s Trend Change & Redefining Indian Music

26:36 – Classical Music, Gurus & The Spiritual Side of Art

31:00 – AI, Contrarian Thinking & Beating Predictive Models

34:29 – Talent, Practice, Singing & Evolving at Any Age

40:00 – Global Work: UN, KM Conservatory & Purpose-Driven Projects

43:18 – Fame, Privacy & The Price of Being Recognised

47:15 – Creativity, Tech & DM Collaborations

53:33 – Live Experiences, Theatre & Reinventing Entertainment

56:15 – Meta Glasses & His Passion Project

1:14:12 –His Personal Headspace, Altruism & Religious Beliefs

1:29:40 – Tu Hi Re: The Making, History & Magic Behind the Song

1:35:40 – The Future of Cinema: Immersive Screens, Haptics & Sound

1:43:54 – Final Thoughts: India, Scale, News & What’s On His Mind

 #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_app

Facebook: https://www.facebook.com/nikhilkamathcio/

#arrahman : Indian musical composer and record producer

Twitter - https://x.com/arrahman

Instagram - https://www.instagram.com/arrahman/

Facebook - https://www.facebook.com/arrahman/

Threads - https://www.threads.com/@arrahman

Watch 'WTF is' Podcast on Spotify

https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify

https://tinyurl.com/yme92c59

Watch 'WTF Online' on Spotify

https://tinyurl.com/4tjua4th

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Building the next Uber in India? Dara shares lessons on competition, EVs, quick commerce, and how he helped build Uber through chaos.

Timestamps:

00:00 - Intro

01:22 - Dara’s visits to India

01:58 - Uber’s Indian competitors

04:42 - Growing up in Iran

10:47 - Dara on religion & spirituality

16:40 - From Iran to US

19:54 - Key lesson from Barry Diller

28:05 - How AI can reinvent travel

32:12 - Dara’s vision for fixing travel

34:50 - Decoding taste from data

36:48 - What Uber really represents

38:48 - Selling Uber Eats to Zomato

42:10 - Opportunities in mobility, delivery & quick commerce

44:32 - Authenticity & collaboration

49:26 - David vs. Goliath: Uber’s image strategy

53:29 - Team rivalry: strategy or risk?

55:59 - DoorDash vs. Uber

57:24 - Why India matters to Uber

58:31 - Opportunity vs. TAM

1:01:50 - Why quick commerce hasn’t taken off in the US

1:05:15 - Autonomous vehicles vs. drivers

1:10:02 - AVs & Indian roads

1:12:39 - Data challenges

1:13:29 - Cooking automation & the future of dining

1:17:36 - Building brands without ads

1:20:27 - Labour costs & immigration policies

1:21:03 - China’s incredible EVs

1:24:51 - The EV slowdown

1:26:48 - Will Uber become a super app?

1:29:39 - What would Dara build today?

#NikhilKamath - Investor & Entrepreneur

Twitter: [https://x.com/nikhilkamathcio] (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g)

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#DaraKhosrowshahi -

CEO, Uber Twitter: https://x.com/dkhos LinkedIN: https://www.linkedin.com/in/dara-khosrowshahi-70949862/

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

A long conversation with #ElonMusk about work, consciousness, family, money, AI and how the future might unfold. No script, no performance, just two people thinking out loud. A big thank you to Manoj Ladwa - a close friend of many years and a remarkable connector of India to the world and the world to India. Through India Global Forum, he has built one of the most influential platforms showcasing India’s rise. As I’ve said before, this is India’s decade, and leaders like @ManojLadwa and India Global Forum will be the flag bearers in making that a reality.

Timestamp:

00:00 – Settling in & the first few minutes of conversation

02:00 – On X, text vs video, how people communicate

05:00 – Free speech, balance and how platforms shape thought

07:30 – Collective consciousness & translation across languages

10:30 – Meaning of life, Hitchhiker’s Guide & asking the right questions

13:30 – Individuals vs collectives

16:00 – How progress happens and why teams matter

18:30 – What makes a company worth investing in

20:00 – Work Elon is most excited about across Tesla, SpaceX and xAI

22:00 – Self-driving, real-world AI and Optimus

23:30 – Starlink explained simply

27:00 – Cities, rural life and how AI may change where we live

30:00 – “Working will be optional”: what that means

33:00 – UHI, deflation and the next 20 years36:00 – Marshmallow test & delayed gratification

38:00 – On kids, family and time

40:00 – The letter X

42:00 – Money, energy and the far future

47:00 – AI, debt & what productivity unlocks

50:00 – Simulation theory & probabilities

55:00 – Morality, religion & what makes societies stable

59:00 – Family structure & the future of population

1:03:00 – Nature, nurture & potential

1:07:00 – Should kids still go to college?

1:11:00 – Truth, beauty, curiosity in AI

1:18:00 – Podcasts, content, and how stories are changing

1:23:00 – Language, history, and what remains timeless

#NikhilKamath Entrepreneur & Investor Host of 'WTF is' & 'People By WTF' Podcast

X: 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_app 

Facebook: https://www.facebook.com/nikhilkamathcio/ 

#elonmusk 

X - https://x.com/elonmusk 

Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn 

Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59 

Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th 

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Here’s to delaying gratification. The future belongs to the patient. 

#NikhilKamath Entrepreneur & Investor Host of 'WTF is' & 'People By WTF' Podcast

X: 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_app

Facebook: https://www.facebook.com/nikhilkamathcio/ #elonmusk

X - https://x.com/elonmusk

Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59

Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Elon Musk × Nikhil Kamath — अब हिन्दी में।

आपकी रिक्वेस्ट पर, हमने पूरा एपिसोड हिन्दी में डब किया है ताकि यह बातचीत और भी लोगों तक पहुंच सके।

Timestamps :

00:00 – Settling in

02:08 – On X, text vs video, how people communicate

06:45 – Collective consciousness

09:54 – Meaning of life, Hitchhiker’s Guide to the Galaxy

14:16 – Individuals vs collectives

17:35 – What makes a company worth investing in

20:00 – Work Elon is most excited about across Tesla, SpaceX and xAI

23:35 – Starlink explained simply

29:45 – UHI, and “Working will be optional”: what that means

34:35 – Marshmallow test & delayed gratification

36:13 – The letter X

42:15 – Money, energy and the far future

46:13 – AI, US debt & what productivity unlocks

51:07 – Matrix, Simulation theory & probabilities

56:30 – Morality, religion & GTA

1:01:25 – Elon’s version of the simulation 

1:03:17 – Elon’s Kids, Family structure & Nature vs. Nurture

1:12:33 – Should kids still go to college?

1:14:52 – How to regulate AI

1:20:08 – Language, history, and what remains timeless

1:23:22 — Movies vs podcasts

1:24:33 — Can AI understand human nuance?

1:26:01 — Where would Elon invest?

1:27:52 —David vs Goliath

1:30:03 — Humour, Friendship & Politics

1:37:00 — Politics, influence, and business

1:38:53 — Global trade, tariffs, Free markets

1:41:11 — The relationship between business and government

1:43:21 — DOGE 

1:46:47 — Philanthropy

1:47:39 — H1B & Immigration Laws

1:51:17 — Advice for people building

1:52:00 — Value creation and hard work

1:53:26 — Closing thoughts & gratitude

#NikhilKamath Entrepreneur & Investor

Host of 'WTF is' & 'People By WTF' Podcast 

X: 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_app

Facebook: https://www.facebook.com/nikhilkamathcio/

#elonmusk 

X - https://x.com/elonmusk

Watch 'WTF is' Podcast on Spotify 

https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify 

https://tinyurl.com/yme92c59

Watch 'WTF Online' on Spotify 

https://tinyurl.com/4tjua4th

#WTFiswithnikhilkamath  #PeopleByWTF #WTFOnline

 I sat down with Dario Amodei in Bangalore. He built Claude, but he started as a biologist looking for a tool to cure disease. Today, he's at the helm of an AI revolution that he compares to a tsunami society is actively ignoring. We got into the heavy stuff: why Anthropic secretly withheld a working model before ChatGPT existed, whether AI is on the verge of consciousness, and if outsourcing our thinking is going to make humans measurably stupider. Dario makes the case that coding is a dying skill, critical thinking is our last real edge, and the absurd concentration of power in AI right now is a massive problem—even though he’s one of the people holding it.

#nikhilkamath Co founder of Zerodha and Gruhas

Host of “WTF is” and “People By WTF” Podcast

• Twitter: https://x.com/nikhilkamathcio/
• Instagram: https://www.instagram.com/nikhilkamathcio/
• LinkedIn: https://www.linkedin.com/in/nikhilkamathcio/
• Facebook: https://www.facebook.com/nikhilkamathcio/

#Darioamodei

• LinkedIn: https://www.linkedin.com/in/dario-amodei/
• X: https://x.com/DarioAmodei
• Instagram: https://www.instagram.com/dario.amodei/

Watch “WTF is” Podcast on Spotify

https://tinyurl.com/4nsm4ezn

Watch “People By WTF” Podcast on Spotify

https://tinyurl.com/yme92c59

Watch “WTF Online” on Spotify

https://tinyurl.com/4tjua4th

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline #claude #claudeindia #podcast #anthropic #anthropicclaude #anthropicai #ai #aivideo #claude

Timestamps:

00:00 Introduction

06:13 Scaling laws explained simply

13:27 Trust, humility, and corporate motives

22:44 Using Claude personally, AI knowing you

31:03 Rich people criticizing their own system

37:05 India's role and IT partnerships

44:15 Will AI surpass humans at everything

50:17 Career advice for young Indians

56:38 Open source vs closed AI models

1:02:40 Biotech as the next big bet

Dario Amodei runs a company valued at tens of billions of dollars, building the very AI systems he warns could reshape everything. So I asked him directly: isn't this a bit like rich people saying capitalism is bad? His answer surprised me. We went deep on the economics, the geopolitics, the safety debate, and why the people building AI might actually be the most paranoid about it. A long, honest, no-script conversation about the technology that's about to change all of our lives.

#nikhilkamath Co-founder of Zerodha and Gruhas

Host of 'WTF is' & 'People By WTF' Podcast

• Twitter: https://x.com/nikhilka...
• Instagram: @nikhilkamathcio  
• LinkedIn: https://www.linkedin.c...
• Facebook: @nikhilkamathcio  

#Darioamodei

• LinkedIN- @dario-amodei
• X - https://x.com/DarioAmodei
• Instagram - @dario.amodei  

Watch 'WTF is' Podcast on Spotify

https://tinyurl.com/4n...

Watch 'People by WTF' Podcast on Spotify

https://tinyurl.com/ym...

Watch 'WTF Online' on Spotify

https://tinyurl.com/4t...

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline #claude #claudeindia #podcast #anthropic #anthropicclaude #anthropicai #ai #aivideo #claude

I sat down with Yuval Noah Harari at the World Economic Forum in Davos and we ended up covering everything from why Christianity's core story is essentially "you are loved by an omnipotent God" to why Greenland might just be the world's most expensive real estate play. He walked me through how algorithms were handed the job of managing public conversation and optimised for hate because hate drives engagement, how AI is about to become the new rabbi because it can read every religious text ever written, and why the friendship between Europe and America — built over generations — is being thrown away for a bit of ice. He also told me that the biggest political achievement in human history was governments spending more on healthcare than military for the first time — and that it's being deliberately destroyed.

Footage courtesy: WEF | CC BY-NC-ND 4.0 | Source:  • Davos 2026 Highlights | World Economic For...  [00:00:18 - 00:00:29]

#nikhilkamath Co-founder of Zerodha and Gruhas Host of 'WTF is' & 'People By WTF' Podcast

• Twitter: https://x.com/nikhilkamathcio/
• Instagram:  / nikhilkamathcio
• LinkedIn: https://www.linkedin.com/in/nikhilkam...
• Facebook:  / nikhilkamathcio  

#YuvalNoahHarari @YuvalNoahHarari

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00:00 Introduction

01:31 History, change, and writing books

03:57 Religion as humanity's most powerful fiction

09:33 Geopolitics, power, and losing trust

16:27 Greenland, tariffs, and negotiation tactics

19:53 Democracy's self-correcting mechanism under threat

28:19 AI taking over religion's authority

33:44 Purpose, suffering, and controlling your mind

39:59 Algorithms destroyed the public conversation

48:02 No purpose, just understanding suffering

55:06 Who actually runs the world today

1:02:38 Nobody runs the world alone

1:07:50 Can capitalism survive without human effort

1:14:44 Venezuela, Iran, and rebuilding democracy

1:21:11 Don't believe everything is just power

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Is religion dying, or is it just being replaced by AI? We are living through a dramatic geopolitical shift. The rules we grew up with are being rewritten. I sat down with historian and author Yuval Noah Harari at the World Economic Forum to understand if we are witnessing the end of an era or the beginning of something entirely new. From the "madness" of the US-Europe split to the private conversations between Putin and Xi that nobody talks about, this conversation connects the dots.

Footage courtesy: WEF | CC BY-NC-ND 4.0 |

Source:  • Davos 2026 Highlights | World Economic For...  [00:00:00 - 00:00:12] [00:01:09 - 00:01:17]

#nikhilkamath Co-founder of Zerodha and Gruhas Host of 'WTF is' & 'People By WTF' Podcast

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#YuvalNoahHarari @YuvalNoahHarari

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Chamath Palihapitiya has made and lost billions. He backed Tesla, Bitcoin, and the Golden State Warriors when everyone told him he was insane. Now he's building what he calls a software factory — the machine that makes the machine. We talked about why pain is a prerequisite for scale, why socialism might be closer than any capitalist wants to admit, and why none of the metrics society uses to measure success actually mean anything. This was not a polished conversation.

Chamath Palihapitiya has made and lost billions. He backed Tesla, Bitcoin, and the Golden State Warriors when everyone told him he was insane. Now he's building what he calls a software factory — the machine that makes the machine. We talked about why pain is a prerequisite for scale, why socialism might be closer than any capitalist wants to admit, and why none of the metrics society uses to measure success actually mean anything. This was not a polished conversation.

#nikhilkamath Co-founder of Zerodha and Gruhas

Host of 'WTF is' & 'People By WTF' Podcast

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#chamathpalihapitiya

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#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline #chamath #chamathpalihapitiya #nvidia #software #ai #business #trump #podcast

I sat down with Chamath Palihapitiya. He sold a company to Nvidia for $20 billion, woke up the next morning, saw $13 billion hit the account, and felt nothing. This is a guy who grew up in a home with alcoholism and abuse, immigrated to Canada with nothing, lost billions on SPACs, rebuilt, and now says the whole game is exactly that — a game. We got into the uncomfortable stuff: why pain is the single best predictor of entrepreneurial success, why investing is never a team sport and anyone who says otherwise is losing money, and why Bitcoin has a structural flaw that will permanently cap its ceiling. Chamath makes the case that Trump is the most effective political athlete America has ever seen, that some form of socialism is probably inevitable if we don't fix student debt and housing, and that his next obsession is building the machine that makes the machine — a software factory for the AI era.

00:00 Introduction

06:09 Chamath’s Painful Childhood & Hunger

11:16 What Actually Matters Beyond Success

17:06 Business as a Game, Not Life

22:04 The Machine That Makes Machines

29:11 Trump, Trade & America’s Political Reset

37:30 Investing Lessons: Conviction Over Consensus

43:12 Bitcoin’s Structural Flaws & Limitations

49:56 The Conceptual Stack for AI Investing

55:12 AI Hype, Valuations & Catastrophising

58:26 Socialism’s Inevitable Rise & Boundary Fixes

1:03:48 Building Sovereign Social Media from India

#nikhilkamath Co-founder of Zerodha and Gruhas

Host of 'WTF is' & 'People By WTF' Podcast

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#chamathpalihapitiya

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#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline #chamath #chamathpalihapitiya #nvidia #software #ai #business #trump #podcast

Rishi Sunak says he could not function without his marriage, that losing the most public job in the world taught him that the Gita was right about focusing on dharma and not outcomes, and that the blank canvas at 45 is more exciting than the track that got him there. Akshata Murty says she’s not stuck on being her father’s daughter or her husband’s wife, she is clear on who she is than any title ever made her and the answer to most things lives in balance, somewhere between stoicism and epicureanism. First couple's episode. Full conversation drops soon.

#nikhilkamath Co-founder of Zerodha and Gruhas

Host of 'WTF is' & 'People By WTF' Podcast

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#rishisunak Former PM of the UK

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#akshatamurty Businesswoman and Philanthropist

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#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

One of them says the Gita's line on duty over outcomes is what got him through the most public failure of his life. The other says her identity has never been her father's name or her husband's title. They've been together 20 years and still argue about ice cream flavours. First couple's episode we've ever done.

#nikhilkamath Co-founder of Zerodha and Gruhas

Host of 'WTF is' & 'People By WTF' Podcast

• Twitter: https://x.com/nikhilkamathcio/
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• LinkedIn: https://www.linkedin.com/in/nikhilkamathkamathcio/
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Watch 'WTF is' Podcast on Spotify

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#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Rishi Sunak says patience is a bigger competitive advantage than speed, that every decision that reaches a leader is 50-50 by definition because if it weren't someone else would have made it, that the long term is just a succession of short terms you either survived or got kicked out of, and that the thing he wishes he'd done more of in his career is read fiction — because non-fiction tells you what to do and how to do it but fiction teaches you why and gives you a deeper understanding of people.

Akshata Murty says her identity was never her father's name or her husband's title, that the middle path between stoicism and epicureanism is where the answer almost always lives, and that the validation she chases is impact — not position, not wealth, not the approval of people who've already decided who she is.

First couple's episode we've ever done, and it went places none of us expected.

Timestamps:

00:00 Introduction

06:04 Foundery: India's consumer brand accelerator

12:20 Storytelling as a leadership superpower

18:05 Parents' pharmacy inspired political career

24:04 Educating children in the AI era

30:05 Leaning into human skills over AI

36:17 How Rishi and Akshata decide differently

42:10 Goldman Sachs to Prime Minister journey

48:03 Patience as an underrated competitive advantage

54:15 Entering politics: resilience, patience, service

1:00:06 Staying unapologetically Indian in British politics

1:06:51 Life inside 10 Downing Street

1:12:20 AI sovereignty and global trade tensions

1:18:32 De-globalisation and supply chain resilience

1:24:38 Free trade, tariffs, and level playing fields

1:31:17 Akshata's identity beyond famous family

1:37:53 Validation through impact, not inheritance

1:44:04 Finding balance between desire and austerity

1:50:04 Being kind to yourself after failure

1:56:42 Identity, heritage, and the living bridge

2:03:03 Nostalgic Bangalore food and childhood memories

2:09:05 Why young Indians should enter politics

2:16:03 Education, financial literacy, and compounding

2:22:04 Learning to learn in the AI age

2:29:52 How Rishi and Akshata use AI daily

2:37:09 Can AI truly be creative?

2:44:06 Losing the Prime Ministership: lessons in dharma

2:51:30 Poets versus politicians: who should we hear?

2:58:17 Motivating young people to shape policy

Co-founder of Zerodha and Gruhas

Host of 'WTF is' & 'People By WTF' Podcast

• Twitter: https://x.com/nikhilkamathcio/
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#PeopleByWTF

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Ajay Banga took Mastercard from a $30 billion company to $360 billion, left when he was the frontrunner to run Citibank's 250,000 people, and now controls $120 billion a year as the President of the World Bank Group — the institution that was built after the Second World War to stop poverty from turning into war. He says life is 50% luck but most people leave their luck on the station platform, that India gets under 20 million tourists a year which is insane for a country with beaches, mountains, culture, history, food and what he calls cool people, and that the world is about to have 1.2 billion young people turn 18 with only 400 million jobs waiting for them — and if you don't give them hope, the demographic dividend becomes a freight train. Full episode drops soon.

Nikhil Kamath 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/
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World Bank Group:

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Martin Escobari is the co-president of General Atlantic, one of the largest growth equity funds in the world, and he says entrepreneurs and gangsters have more in common than we admit — so few make it, so many die early, and the ones that survive are almost always wounded in some specific way. He grew up in Bolivia in the 80s through 35,000% inflation, eleven presidents in ten years, and three coups; his family lost everything in a revolution; and he now believes America is converging towards the volatility he escaped, not the other way around. I brought in Arian, a 21-year-old founder who cold emailed Sam Altman from India, and asked Martin to allocate $100 billion across three industries with a blank slate today — AI, healthcare, energy transition, and the rise of the new consumer in the global south. We got into why India hasn't produced a truly global company, why four out of seven frauds in General Atlantic's entire history happened here, why the next generation of Indian founders has to build without shortcuts, and why fiction makes better investors than non-fiction. The most interesting two hours I've spent at a dinner table this year.

Timestamp:

00:00 Introduction

05:14 Engineering a happy life

08:22 Surviving Bolivia's hyperinflation

12:19 Trauma as the engine behind every entrepreneur

20:17 Built-for-turbulence companies and spear fishing the storm

25:31 Is America still worth the journey, and what is wealth for

31:00 Capitalism, communism, and learning to think critically

37:19 Submarino, the IPO crash, and the India that almost was

43:02 Aryan's story: cold-emailing Sam Altman from Mumbai

51:18 The four mega-trends and where to put 100 billion

1:01:53 Why India has never built a global company

1:10:25 How General Atlantic is built: perpetual capital and pooled bets

1:16:14 Manifestation, the 8-second rule, and the checklist for great companies

1:24:23 Failure, dead ends, and the courage to change your mind

1:28:36 The venture-to-IPO value chain, monopolies, and young revolutionaries

#nikhilkamath Co-founder of Zerodha and Gruhas

Host of 'WTF is' & 'People By WTF' Podcast

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#MartinEscobari — Co-President and Head of Global Growth Equity at General Atlantic

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Martin Escobari is the co-president of General Atlantic — one of the largest growth equity funds in the world, with over $5 billion deployed into India. He grew up in Bolivia in the 80s with 35,000% inflation, eleven presidents in ten years, three coups, and a family that lost everything in a revolution.

I sat him down with a few Columbia Business School students and a 21-year-old AI founder named Arian and asked him the questions a 20-year-old and a 40-year-old would each ask differently.

Full episode drops soon.

#nikhilkamath Co-founder of Zerodha and Gruhas

Host of 'WTF is' & 'People By WTF' Podcast

• Twitter: x.com/nikhilkamathcio
• Instagram: instagram.com/nikhilkamathcio
• LinkedIn: linkedin.com/in/nikhilkamathcio
• Facebook: facebook.com/nikhilkamathcio

#MartinEscobari — Co-President and Head of Global Growth Equity at General Atlantic

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• Twitter: x.com/MartinEscobari

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Ajay Banga took Mastercard from a $30 billion company to $360 billion in a decade, was the frontrunner to run Citibank's quarter of a million people, quit to become CEO of a company with 4,000 — and today runs the World Bank Group, a $120 billion-a-year institution that was originally built to rebuild Europe and Japan after the Second World War and now exists to kill poverty by creating jobs. He says 600 million people in Africa have zero electricity and he doesn't mean inadequate electricity he means black none, that 1.2 billion young people in the developing world will turn 18 in the next 15 years with only 400 million jobs projected for them, that if you don't give them hope the demographic dividend stops being a light at the end of the tunnel and becomes a freight train, that the five sectors governments should obsess over are infrastructure and smallholder farming and primary healthcare and tourism and value-added manufacturing, that India gets fewer tourists a year than a country a fraction of its size and cultural weight, that the World Bank financed Japan's bullet trains and France's nuclear plants and helped create HDFC, that every dollar invested in tourism creates more jobs than a dollar in any other sector, that fossil fuels aren't going away but energy security is becoming a national security question, that small AI delivered on a phone to an illiterate farmer matters more to the developing world than large language models, that life is 50% luck but most people leave their luck on the station platform and forget about it, and that the only way to put a nail in the coffin of poverty is to give somebody a job because earnings are not just subsistence — they are hope and optimism and the belief that tomorrow will be better than today

00:00 Introduction

02:26 AJ's career journey across industries

09:00 Consumption patterns and consumer insecurity

15:00 World Bank's five-part structure explained

22:00 Killing poverty through job creation

29:00 Primary healthcare and farmer empowerment

35:00 Wealth concentration versus societal prosperity spread

42:00 Demographic dividend becoming freight train

49:00 Five sectors driving future jobs

56:00 Decency quotient over IQ EQ

1:03:00 Energy security and nuclear opportunities

1:10:00 Forward thinking beats historical grievances

1:17:00 Luck flexibility and taking risks

1:23:00 Closing message on optimism

Nikhil Kamath Entrepreneur & Investor

Host of 'WTF is' & 'People By WTF' Podcast

Twitter: https://x.com/nikhilkamathcio/

Instagram: https://www.instagram.com/nikhilkamathcio/

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LinkedIn: https://www.linkedin.com/company/the-world-bank-group/

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