PODCAST · business
TheOnePoint
by Rohit Yadav
Interviews on niche topics from the startup and venture world. Focused, Explorative, and Limited.
Episodes
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Physical AI, 200 Million Defect Images, 5-8X Better
Aniruddha Banerjee, co-founder and CEO of SwitchOn, sits down with Rohit Yadav to explain why factory floors got automated decades ago while quality inspection stayed manual, and what finally changed. He left Nvidia in San Francisco. His co-founder, who is also his first cousin, left a team...
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AI Models Are Smart. They Still Need Someone to Tell Them They’re Wrong.
Rukesh Reddy, founder of Deccan AI, and Purva Bhandari sit down with Rohit Yadav to explain where the data layer sits in the model building stack, and why it does not disappear as models get smarter. Every model has three ingredients: compute, the engineers writing the algorithms, and the data....
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Why Rooftop Solar Was 15 Percent of India and Should Have Been 60
Anand Jain, founder and CEO of Aerem, sits down with Rohit Yadav to explain why rooftop solar took off almost everywhere except India, and what it took to fix the gap. The economics were never the problem. An MSME pays 8 to 12 rupees a unit and a commercial user 12 to 18, while rooftop solar…
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Your Building Still Runs on Logic Someone Wrote 20 Years Ago
Garima Bharadwaj, co-founder and CTO of Enlite Research, sits down with Rohit Yadav to explain why the buildings going up across India are beautiful on the outside and running on 30 year old control logic on the inside. Cooling that holds 24 degrees regardless of weather, occupancy or machine…
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He Sold Urban Ladder. Now He Is Rebuilding the Air Conditioner.
Ashish Goel, co-founder of Optimist, sits down with Rohit Yadav to explain why the air conditioner in your room is solving the wrong problem. It was invented as a dehumidification device and refined for temperate climates, and on all three variables of thermal comfort it gives an answer built for...
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No Shortcut Around Owning the Hardware | Deep Tech in India
Pranav Pai, Founding Partner of 3one4, sits down with Rohit Yadav to unpack what has actually changed in Indian startup ecosystem over the last decade, and what has not. Ten years of Seed, roughly 10,000 companies pitching in a single year, and a view of deep tech, AI and energy grounded in what...
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200 Machines Run Your Building. One AI Decides How.
Arjun Gupta, founder and CEO of Smart Joules, sits down with Rohit Yadav on TheOnePoint podcast to unpack why buildings, factories and homes waste roughly 20 to 30 percent of the energy they consume, and what it actually takes to fix that in India: performance contracts, cooling as a service, ten...
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The Best Energy Bet Owns Nothing?
Jan Lozek, co-founder and Managing Director of Future Energy Ventures (FEV) and a former energy-infrastructure leader at RWE and E.ON, sits down with Rohit Yadav in this "AI Meets the Physical World" series episode to walk through where the energy transition actually stands today as an investment...
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The Gas Station is Becoming a Power Plant
We don't have an energy generation problem. We have a delivery problem and every year states throw away terawatt-hours of clean power they can't store. In this "AI Meets the Physical World" series episode, Anurag Kamal, co-founder and CEO of ElectricFish, joins Rohit Yadav to explain how a…
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Flexibility, Volatility & the AI-Powered Grid | AI Meets the Physical World
Jürgen Mayerhofer, co-founder and CEO of enspired and a 20-year veteran of physical energy markets, sits down with Rohit Yadav in this "AI Meets the Physical World" series episode to unpack where AI-driven energy trading and flexibility optimization actually stand today — across battery storage,...
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AI Broke the Grid. Now It Has to Save It.
Sean Kelly, co-founder and CEO of Amperon and a veteran power-markets trader, sits down with Rohit Yadav in this "AI Meets the Physical World" series episode to walk through where energy forecasting and grid intelligence actually stand today — across AI-driven load growth, weather volatility, the...
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The Once in a Century Energy Transformation
While most discussions about the energy transition focus on EVs, a broader transformation is underway. Homes are adopting heat pumps and solar, factories are moving away from fossil fuels, data centers are developing their own storage, and AI is accelerating battery innovation from research to...
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The Battery That Runs at 2,400°C
Arvin Ganesan, CEO of Fourth Power and former Head of Global Energy and Environmental Policy at Apple, sits down with Rohit Yadav in this "AI meets the Physical World" Series episode to walk through where the energy storage market actually stands today across long duration storage, lithium-ion,...
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Every Rooftop Could Be a Power Plant: The Rise of the Energy Prosumer
Gareth Evans, Founder and CEO of VECKTA and host of the Renewable Ride podcast, sits down with Rohit Yadav in this episode to break down where the energy market is actually heading — from the aging US grid and rising power costs to the rise of on-site energy systems, the prosumer model, and what...
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Robotics in 2026: Humanoids, Autonomous Vehicles, and the Physical AI Frontier
What does it really take to build in robotics in 2026, when 70 to 80 percent of the investment dollars are flowing into mega rounds and a handful of companies are collecting the majority of the capital? 🤖 Sanjay Aggarwal, Venture Partner at F Prime Capital and author of the 2026 State of…
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India Is Not the Next China. India Is the Next India.
What does it really take to build a scale consumer company in a country where two players control most categories, the cost of capital is high, and a billion consumers each carry world-class aspirations on lower incomes? 🇮🇳 Vivek Gambhir, Venture Partner at Lightspeed India and Chairperson of...
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The Operator-VC Lens on India
What happens when an IIT Delhi grad who started building software in 1998 — back when getting a phone line in India took six to eight months — co-founds Pine Labs, then GlobalLogic, and 25+ years later walks across the table to build a global venture firm investing across India, the US, and…
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The Solar Breakthrough That Could Power the AI Boom
What happens when AI's exploding energy demand meets the next generation of solar technology? In this episode, Rohit Yadav sits down with Scott Wharton, CEO of Tandem PV, to break down the real state of solar in 2026 — from utility-scale deployments to perovskite breakthroughs that could reshape...
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The 10 Shifts Rebuilding Indian Consumer
What happens when the former CFO of Myntra and a Flipkart leadership veteran walks away from operating the biggest names in Indian e-commerce to build a venture firm that backs the next generation of Indian consumer brands? Dipanjan Basu, co-founder and partner at Fireside Ventures, sits down…
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India's Deep Tech Shift: From Exporting Talent to Building Multi-Billion Dollar Companies
What happens when a country that exported its best deep tech talent for decades suddenly has the markets, the capital, and the geopolitics to commercialize at home? Abhishek Srivastava, Partner at Kae Capital — one of India's leading institutional seed funds managing $250M+ across five funds —…
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Zero Revenue to IPO: How Ather Energy Built India's First Smart Electric Scooter
What happens when two fresh graduates with zero auto industry experience look at the same technology as every legacy manufacturer — and see a completely different cost structure? Tarun Mehta, Founder & CEO of Ather Energy - India's first smart electric scooter company, now a public unicorn - sits...
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30 Years of Indian Consumer Markets: Why Legacy Brands Are Losing and Who's Winning
What happens when a public markets veteran who advised Nestlé, Unilever, and Aditya Birla on their India strategy decides to bet everything on the disruption of those very companies? 🇮🇳Nikhil Vora, Founder of Sixth Sense Ventures - India's first and largest consumer-only fund - sits down with...
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Stop Looking for the "Uber of India." Here's What Actually Works.
What happens when a country generates $145 billion in startup exits in five years - but still doesn't have enough growth-stage investors to count on two hands?Anand Prasanna, Founder & Managing Partner of Iron Pillar, sits down with Rohit Yadav in this special India Series episode to break down...
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Scaling at Lightspeed - A Startup Story from the Operations Side
What does it take to scale a consumer brand from ₹50 crore to ₹500 crore in two years - in a country where the consumer changes every 50 kilometers? 🇮🇳Karan Singla, COO of Sleep Company - one of India's fastest-growing physical consumer product companies - sits down with Rohit Yadav in this...
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20 Years of Building India's Venture Ecosystem
What does it take to build one of India's most resilient venture firms - in an ecosystem where exits were considered impossible? 🇮🇳Sudhir Sethi, Founder & Chairman of Chiratae Ventures - one of India's oldest homegrown venture capital firms - sits down with Rohit Yadav in this special India...
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Data Driven Playbook: Behind Purplle's Unicorn Journey
What does it take to build a billion-dollar beauty brand in a country where everything changes every 100 kilometers? 🇮🇳Manish Taneja, Co-founder & CEO of Purplle - India's leading beauty e-commerce unicorn - sits down with Rohit Yadav in this special India Series episode to share the unfiltered...
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Venture Alignment, Power Laws, and the Quiet Math Behind Fund Performance
John Rikhtegar of RBCx has been dissecting the venture ecosystem with surgeon-level precision lately. Two of his recent analyses — on GP-LP alignment and VC-backed IPOs — pull back the curtain on where real returns (and misalignments) hide. Takeaways: ▪️ The Alignment Mirage → “Even if you have...
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Frontiers of HardTech
The headlines on American manufacturing have it wrong. The story isn’t just about tariffs or reshoring incentives. The real headline is the trillion-dollar number — the annual investment required to double U.S. manufacturing capacity. That’s more than the GDP of Switzerland. This is just one of…
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Startup Equity: Reading the Fine Print of the Startup Promise
For years, the startup promise was simple: Join early. Take less salary. Share in the upside. It sounded like a fair trade — until the fine print appeared. The real challenge? When paper equity meets real-world tax and timing rules. With Andrew Endicott of Gilgamesh Ventures, we explored the…
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Secondaries in Venture
Who doesn’t love a hustle story? Especially in venture capital. This one starts in 2009, with Jared Carmel helping a Facebook employee cash out their stock options. Fast forward: he’s now running Manhattan Venture Partners, a $1.5B secondaries powerhouse — ranked top 5 in the U.S. And here’s the...
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Europe’s Venture Moment: Inside redalpine’s Playbook
I’ve been waiting for this one. What do - two decades of startup investing, the European moment, democratisation of venture capital, and growth stage opportunity - have in common? It’s the VC firm redalpine! The most interesting thing about European venture right now isn’t just the startups being...
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The Reindustrialization Moment for the U.S.
Ten years ago, investing in US supply chain and manufacturing tech felt like swimming against the tide. Non-consensus, long sales cycles, hardware risk — most VCs stayed away. Today? We’re in the middle of a reindustrialization moment. And Jackie DiMonte, co-founder of Grid Capital, explained it...
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The Blitzhire Acquisition
The most puzzling thing about Blitzhire acquisitions isn’t that they’re expensive. It’s that they’re deliberately inefficient. Billions flow through structures that make zero financial sense—unless you’re one of a handful of AI giants racing at breakneck speed. Here’s the playbook Villi Iltchev...
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Global Indian Alpha – with Shwetank Verma from Leo Capital
Until recently, “venture capital in India” was shorthand for consumer apps, low-cost data, and billion-user TAM slides. Payments, e-commerce, food delivery. Then came a different kind of story. Leo Capital. In just a few years, it has built four funds and is actively investing across the U.S.,...
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Operator Edge in the New VC Landscape (with Noah Lichtenstein from Crossover VC))
Noah Lichtenstein has a simple but sharp take on venture right now: Capital is commoditized. Edge comes from operators. The irony is hard to ignore. Venture used to pride itself on sourcing the next big thing before anyone else. Now? Most funds are chasing the same deals, and the only real...
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One Trillion in Women-Led Wealth
Lately, I’ve been thinking about what really drives systemic change in venture — not lofty slogans, but the small, structural choices that compound into outsized impact. At Alma Angels, a few patterns keep showing up. They look tactical in the moment, but in hindsight, they’re transformative: ▪️...
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Surviving Series-A Fundraise
Series A used to be the “first real round.” Today it looks more like the old Series B. The shift is measurable. Median Series A round size in the U.S. has climbed into the $15–20M range — nearly double a decade ago. Meanwhile, the so-called jumbo Seed ($5–9M) has taken over the slot Series A once...
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Geopolitics in European Venture (with Henry Palmer from Lightridge)
One of the most surprising “turnaround” stories right now isn’t a brand. It’s a region: Europe. For decades, Europe played the background track in geopolitics — comfortable under Pax Americana, importing cheap energy, outsourcing security, and letting its industrial base thin out. That era ended...
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Rethinking VC Fund-of-Funds with Data, AI, and Algorithms (with Albert Azout from Level Ventures)
For decades, venture capital’s edge came from being in the room. The right dinners, the right syndicates, the right backchannels. But are those edges are eroding!? Companies stay private longer, DPI is suppressed, and capital pools are more crowded than ever. Selection risk is up, liquidity is...
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Indian Startup IPO Dynamics
In 2024, India’s startup IPO market was on fire. Thirteen new-age tech companies — from Swiggy to Ola Electric — went public raising around US$3.4 billion But 2025 looks different. As Anoop Menon (Principal at Chiratae Ventures) told me on TheOnePoint Podcast, the IPO engine has shifted gears.…
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Founder's Stop Reimbursing Your VC's Legal Fees
🔥 Excited to announce the launch of TheOnePoint — Sharp Takes. A new, punchier podcast format that is shorter, sharper, and yet impactful. And in the first episode, we talk about a touchy and overlooked topic – VC’s legal fees 💸Most startup founders don’t realize they’re paying for something…
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Democratization of Venture with Cali Chill from OurCrowd ($2.3 Billion Committed)
I had a fascinating, in-depth conversation with Cali Chill, Chief Investment Officer at OurCrowd, covering a wide arc of the venture capital landscape — from the democratization of VC and how platforms are opening access to world-class deals, to different types of investors, to the geopolitical...
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Geopolitics in Venture Capital
You may not care about geopolitics, but geopolitics cares about you. This hit me hard during my conversation with Larsen Jensen – former Navy SEAL, 2X Olympic medalist, and now Founding GP at Harpoon Ventures. Here's what's happening RIGHT NOW that most are missing: 💡 The Great Awakening…
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Shifting Dynamics of Venture Fund Management
🚀 From €10M to €1.2B+ — What It Takes to Scale a VC Firm (And What Comes Next) If you're Speedinvest, you don't just scale — you reinvent. In our latest episode of TheOnePoint Podcast, I sat down with Daniel Keiper-Knorr, founding partner at Speedinvest. What started as a boutique €10M fund in...
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Indexing Venture Capital with Rob Hodgkinson
Most VCs believe data will transform every industry… except their own. That contradiction sparked something radical. Rob Hodgkinson, MD at SignalRank, isn’t just another investor. He’s part of a quiet revolution—one that's rewriting how we pick winners in venture capital. 📈 Instead of betting on...
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The Rise of IndustrialTech Startups
🚀 Consumer tech is riding the wave. Industrial tech is building the next ocean. While consumer tech saturates, a trillion-dollar opportunity is hiding in plain sight — and it’s in the factories, warehouses, and robotics labs of Europe. In my latest episode of TheOnePoint Podcast, I spoke with...
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The Rise of the Robotics Startups
🧠 “Humanoid robots? Overhyped. AI-powered cobots? Quietly making waves around the world.” That’s just one of the sharp takes from my latest episode of The One Point Podcast, featuring Oliver Kahl from MIG Capital — one of Europe’s leading DeepTech investors. We unpacked the industrial robotics...
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Current Landscape for Emerging VC Managers with Matt Curtolo
🚨Venture capital isn’t broken. But emerging managers need to rethink their playbook. 🎙️ I had a deep, no-BS conversation with Matt Curtolo, a seasoned LP and venture allocator, about the brutal reality of raising a first or second venture fund today — and what emerged was a masterclass in...
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Robotics Startups on the Rise
🚀 From University Halls to Leading the Robotics Revolution 🎙️ Just wrapped up an amazing podcast episode with Albane Dersy, co-founder of Inbolt, and I’m still buzzing from the insights. When most people think of robotics, they think hardware. But Albane flipped the narrative: 👉 “Robotics is…
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ClimateTech Founder Journey with Trine Young from Rodinia Generation
🚀 Building the Future of Fashion, One Shipping Container at a Time 🌍👕 Imagine a world where clothes are manufactured anywhere, anytime, in the exact amount we need—eliminating waste, reducing carbon emissions, and revolutionizing the industry. This isn’t just a dream. This is Rodinia…
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ABOUT THIS SHOW
Interviews on niche topics from the startup and venture world. Focused, Explorative, and Limited.
HOSTED BY
Rohit Yadav
CATEGORIES
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Frequently Asked Questions
How many episodes does TheOnePoint have?
TheOnePoint currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is TheOnePoint about?
Interviews on niche topics from the startup and venture world. Focused, Explorative, and Limited.
How often does TheOnePoint release new episodes?
TheOnePoint has 50 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to TheOnePoint?
You can listen to TheOnePoint on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts TheOnePoint?
TheOnePoint is created and hosted by Rohit Yadav.
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