The Neon Show
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Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journey from our startups but lacked the experience of building 1-10 journeys.
Hence was born the Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.
We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.
359 Episodes
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Is the best grocery platform one that decides what it WON’T sell? That is the bet Ayyappan is making with FirstClub. Fewer products. Stricter rules. While most quick commerce apps are trying to deliver orders faster, he is asking a different question. What if consumers need not “faster or cheaper”, but a retail platform where they can trust every item listed on it? A place where you do not have to read every label, check multiple reviews, or wonder if the top result is there because a brand p...
Will smaller AI models win over large language models? Sudarshan Kamath grew up in Mumbai, taught himself AI before most Indian companies were even hiring for it, and bought the domain "smallest.ai" for $100 in 2022, two years before the company existed. Today, he runs Smallest AI, a startup focused on real time voice AI. He started with self-driving cars, training large models and compressing them to run on vehicle hardware in real time. That's where he first saw what small models could do...
What if AI can learn the “why” behind decision making of humans? Ashu Garg and Jaya Gupta recently wrote one of the most discussed articles on AI this year. Their idea drew public responses from Dharmesh Shah, Aaron Levie, and Arvind Jain. Enterprise software has always captured what happened. It records the order, the ticket, and the approval. But it has never captured why it happened. It does not store the reasoning, the exception, or the past decisions that shaped the outcome. Ashu argues ...
Samay Kohli spent 12 years at GreyOrange, scaling it to over $100 million in revenue and a $3 billion valuation at its peak, making it one of the world’s largest warehouse robotics companies. Two years ago, he started again with Budy, this time in the US senior care industry. In this industry, decisions are emotional, sales cycles can run for years, and multiple stakeholders are involved. While the market sits at the intersection of real estate, healthcare, and hospitality, most sales still d...
Do startup valuations today make sense? Umesh Padval, an early investor in Cohere, now valued at about $7 billion shares why Cohere stood out at the time of his investment. He shares what he saw early that made him believe this was not just another AI model company. Umesh is the Founding Managing Partner, Seligman Ventures and previously at Thomvest and Bessemer Venture Partners. He brings experience from investing across multiple tech cycles, from chips to cloud to AI. Umesh talks about how ...
Matt MacInnis spent 6 years as COO at Rippling and now leads as CPO. He joined Rippling in 2019, when there were only 70 people, and has led the company across multiple stages. Before that, Matt was a founder for 9 years, building Inkling after 7 years at Apple. These three chapters of his career shape this conversation. We focus on how to build and operate teams as a company scales. Matt explains how he thinks about speed versus real progress, and which parts of building a company should mov...
This is a special episode from the Neon Fund. In 2025, the US saw $1.8 trillion worth of M&A deals, around 25× more than India. But India’s startup ecosystem is much younger, which makes every acquisition a playbook for founders on process, pricing leverage, and stakeholder management. Neon backed Zenduty in 2020, when the founders had been bootstrapping profitably for two years and were already growing at a pace many VC-backed startups aspire to. Today, founders Ankur Rawal and Vishwa Kr...
Kanwal Rekhi first came to the US in the 1960s. He took his company public on Nasdaq in 1987. As a young Indian in the US, he was laid off from his first three jobs. That experience pushed him towards entrepreneurship. At the time, Indians were known and hired for technical and mathematical skills, not as founders building companies on US soil. But Kanwal and his co-founders decided to bet on themselves. They faced rejection from nearly 50 investors before one VC agreed to invest $2 mil...
Where did the journey of iD Fresh start? It began when a 19-year-old Abdul Nazer decided to run away from home to Bangalore with ₹100 in his pocket. He did any job that came his way: cook, cleaner, conductor and sold anything he could, from clothes and vegetables to spices and peanuts. Along the way, he brought his three brothers to Bangalore. Even with huge losses in business, they never stopped looking for new opportunities. Their first real glimpse of success came from a tea stall run out ...
Best of 3500 Minutes in 45 Minutes 2025 was a great year for The Neon Show. 60 episodes, 72 guests, and thousands of minutes of insightful conversations on everything around building a business. You’ll hear perspectives from Founders scaling companies across the world, sharing the real challenges behind building high-growth startups; Investors on how they spot opportunities and make bold bets; and Ecosystem leaders who have navigated multiple cycles and understand what truly lasts. This episo...
Harish Bhat spent 38 years with the Tata Group, working across businesses that reach millions of Indians every day, including Titan, Tanishq, and Tata Tea. He joins Neon Show for a 3rd time and reflects on what it meant to build inside a 150+ year-old institution. The conversation begins in 1991, the year Ratan Tata took over as Chairman, a role he would hold for 21 years. Harish explains how Ratan Tata prepared Tata Sons at a time when the Indian economy was opening up and competition was ch...
Founders are often seen as superhumans. In this new series, we look at the humans behind the superhuman journey. The thrill of building, the guilt of missing out, the learnings, the failures, and why they still do it and would do it all over again. Arpita is a second-time founder, now building Mysa. Her first startup, Mech Mocha, was acquired by Flipkart. Ananda is the Co-Founder and CTO of Astra Security. They are building in two different spaces, finance and cybersecurity, but the journeys ...
In 1992, Roopa Kudva walked into CRISIL’s CEO Pradeep Shah’s office without an appointment, starting her 23-year career there. She spent over two decades at CRISIL, rising from analyst to CEO. Roopa has spent over 3 decades in leadership roles in India and has witnessed three key phases in India’s growth: the closed economy in the 80s, the post-liberalisation era, and the rise of tech entrepreneurs. She shares bold decisions that defined her journey. Like when she proposed to the then C...
Most conversations in startups begin at zero: what’s the idea, who’s the customer, how big is the market. But the stage before that, when you know you’re ready to be a founder yet the direction is still completely undefined. That strange, uncomfortable, high-potential zone Aditya Agarwal calls “minus one.” In this episode, Aditya and Prateek Mehta breaks down what happens in this “figuring out” stage. The questions people avoid, the habits that matter, and why some of the best companies begi...
If you’re a startup selling to enterprises, understanding how a CIO discovers and evaluates you can change everything. Most founders believe that cold emails and polished decks drive attention, but Karthik Chakkarapani, CIO of Zuora shares that nearly 80% of the startups he evaluates are found through outbound - while researching solutions, through peers, or even on LinkedIn. For many startups, this alone can reshape how they think about go-to-market. How does an enterprise decide whe...
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 exp...
130 IPOs from over 400 startups. IVP is now in its 18th fund, with companies like Perplexity, Glean, Slack, Figma, Twitter, Uber, and Abridge in its portfolio. Somesh Dash, general partner at the 45-year-old firm, has been part of IVP for more than 20 years. We start with something we are both passionate about, building in the US-India corridor. Somesh talks about the group of people who put the silicon in Silicon Valley, the immigrants. From Andy Grove to Elon Musk to Chennai-born Aravind Sr...
When Shreesha Ramdas left Medallia after a $6.5B acquisition he decided it was time to reinvent. At his 4th startup Lumber, before writing a single line of code, he hired a sales person and ran 200+ interviews across the industry to understand the real pain points. The interviews gave Shreesha the insight that though payments were a problem, it was neither big enough nor urgent. But it was very difficult to hire workers, and even more difficult to retain skilled craft workers. In the U....
You rarely meet someone who has built and sold five companies. Sachin Aggarwal is now building his sixth, Stackgen. The depth of lessons from someone who has been through that journey five times and still chooses to build again is simply unmatched. Even after five successful exits, he still builds like a first-time founder. He studies every new domain from scratch, speaks to 60 or 70 people before committing to an idea, and surrounds himself with people who are smarter than him. W...
India is the 2nd largest startup ecosystem now. But, can it be at par with Silicon Valley? With 37 years of experience in the valley, Avanish sahai believes it can. But what made Silicon Valley the ultimate startup ecosystem? It was investors, universities and an environment where people dreamed to come live and work. And, in the last 25 years India has been going through the same transformation. And the changes are nothing short of admirable. Avanish started his career from a Mckinse...
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the episode ends abruptly. is the file corrupted:?
Weirdest episode so far. Siddharth was very patient and asked good questions. The entrepreneur himself wasn't very open and sounded egotistic. Being a user of healthifyme myself disappointed. Was hoping to hear more from the entrepreneur and more expressive answers. :(
Awesome
audio quality is not upto the mark for this particular episode.. you guys should try to refine audio before publishing
Great insights .... thanks again Can you also discuss with VC on “ how one can become VC ?. Also what are process / registration to be done .
amazing sir
thanks for this amzing podcast show
amazing..its totally amazing,helping me a lot
fabulous podcasts..very useful..kindly add the different segments and their timing at the cover photo/description ...for reference you can check play to potential
Agree completely with you Nimish. The narrative on how brands are built will be completely different from now.
High speed internet will be disrupting the Marketing game for all consumer based start-ups in India within 4-5 years. Excited to see how it unfolds ✨