What Was That?!
Claim This Podcastby Nitesh and Vineet
Podcast Authority
Beta
Podcast Overview
<p>What's been going on in the tech and the business world? What's trending, what's recent, what's getting hyped...and what might be behind it? Nitesh and Vineet go deep into one topic each week, to find out.</p>
Language
🇺🇲
Publishing Since
2/17/2025
Unlock The Full Podcast Authority Score Report
See how your podcast performs across key metrics
Podcast Authority
BetaRecommendations available
Unlock the full report to see detailed tips
Recommendations available
Unlock the full report to see detailed tips
Unlock comprehensive insights including:
- • YouTube presence analysis
- • Social media reach metrics
- • RSS compliance scoring
- • Podcast 2.0 features
- • Technical standards
Detailed Analytics
- Complete breakdown of all 19 authority metrics
- Personalized recommendations for each metric
- Industry benchmarks and comparisons
- Technical RSS feed analysis and compliance scoring
Growth Strategies
- Step-by-step action plans for improvement
- Quick wins to boost your score immediately
- Pro tips from successful podcasters
See how your show performs across every key metric
High authority scores make your podcast more attractive to industry leaders and influencers who want to appear on credible shows.
Sponsors look for podcasts with proven authority and engagement. Your score demonstrates your podcast's value to potential partners.
Understanding your strengths and weaknesses helps you make data-driven decisions to expand your listener base effectively.
2 verified contact emails on file for What Was That?!
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
July 6, 2026
AI Just Made Your Laptops and Gaming Consoles Much More Expensive
<p><b>Apple practically doubled its prices overnight. Your PlayStation costs $900. Vineet's SanDisk SSD died and the company won't replace it because the replacement now costs 12,000 rupees more than what he paid. All of this has one cause, and it isn't the tariffs. (Spoiler alert: It's Sam Altman)</b></p><p>Samsung, SK Hynix and Micron control 95% of global DRAM production. They have systematically reallocated their capacity toward high-bandwidth memory for AI accelerators - and every wafer that goes to an AI data center is a wafer that doesn't go to a consumer laptop, a phone, or a console. This is not a temporary blip. It is a structural reset.</p><p></p><p>The margins are pretty awesome for the manufacturers though! Micron at 56% gross margin in Q1 2026. SK Hynix at 79%. Nvidia at 75%. Apple sitting at 47.86% gross margins - and choosing to pass every rupee of cost onto the consumer rather than give bad news to investors.</p><p></p><p>The top comment on The Verge's Apple price hike article: "I'm going to go out on a limb and say I have not had any productivity increases from AI worth the financial burden it has placed upon me and my family."<br /></p><p>Nitesh's take: this will normalise through inflation, not through price drops — in 6-7 months, $800 will just feel like what a laptop costs, the same way everything else does. Vineet's take: it's a choice at every level, Apple to Micron to Sam Altman, and none of them deserve the "we had no choice" framing they're all reaching for.<br /></p><p>Then Nitesh with an update on Varun Beverages - now distributing Asahi's yogurt drink in India, having convinced PepsiCo to let them rent out their cold chain distribution muscle to any beverage brand that wants plug-and-play Indian market access.</p><p></p><hr /><h3>YouTube Timestamps</h3><pre><code>0:00 - Intro: Porsche SUVs, MacBook Pros, and Apple prices doubling overnight 1:44 - Mac Mini: ₹43K to ₹90K. 6:27 - Vineet's main story: AI has broken consumer electronics 10:02 - iPads: base at ₹50K, Air at ₹90K, Pro starting at ₹1.4L 13:50 - Consoles: PS5 up 30%, Xbox up ₹100, $900 PS5 Pro 16:47 - The one man responsible: Sam Altman locked up years of RAM supply 17:14 - Micron's gross margins: 40% → 56% → 67%. SK Hynix: 79%. 18:03 - "These are software margins in hardware manufacturing" 20:25 - Apple at 46.9% gross margins — and choosing to pass costs on 22:05 - iPads are discretionary. Laptops aren't. Volumes will drop. 26:14 - How AI caused this: GPU → SSD → RAM → networking → electrical infrastructure 28:25 - One bit of HBM = three bits of conventional memory foregone 31:52 - It's not the Iran war. It's AI. And consumers are getting nothing in return. 34:14 - Nitesh's prediction: these prices will start feeling normal in 6 months 38:30 - Steam Box: PS5-equivalent specs, north of $1,000, same RAM problem 42:21 - Should you buy a Mac Mini today? 44:54 - Nitesh's sidebar: Varun Beverages + Asahi JV — Calpis is coming to India 47:00 - Varun's new play: distribution-as-a-service for any cold chain beverage brand </code></pre>
June 28, 2026
A Tale of Four IPOs
<p><b>Four companies. Four IPOs. Four completely different stories about what it means to go public in 2025 - and what that tells you about the state of capital markets, quick commerce, and the art of calling yourself a trillionaire.</b></p><p>Nitesh walks through SpaceX, NSE, Jio Platforms, and Zepto all heading to market (almost) simultaneously. We start with the numbers - $75 billion, $60 billion, $150 billion, $6 billion - and work backwards to what each of them actually means.</p><p>SpaceX is the con told in public: 4.2% of shares in the free float, the rest used to calculate a $1.75 trillion valuation that then crossed $2.5 trillion before coming back down to Earth. Musk immediately used the listed company as collateral to acquire Cursor via share swap and is now considering a $20 billion debt raise - one week after the IPO. Every single criticism Hindenburg had of Adani, Musk is doing in the open. Hindenburg no longer exists. Funny that.</p><p>NSE is the straightforward one - a decade-long saga of spectacular bad luck has led up to this IPO. 100% offer for sale. No new capital needed. A literal toll booth on every trade in India regardless of direction, and the most active retail derivatives market in the world feeding it daily. Radhakishan Damani holds a stake worth around 8,000 crores and isn't selling a single share. That should speak volumes.</p><p>Jio Platforms is the Reliance play - fresh issue only, all proceeds go to retiring debt, 2.5% float to start with a path to 25% over three to five years. A nine-year-old company targeting a market cap equivalent to AT&T, which took a hundred years and the merger of dozens of storied companies to build. Nitesh will die on the hill that this is genuinely phenomenal regardless of how it was built.</p><p>Then Zepto - another one with impressive numbers. Revenue from operations at ₹22,624 crores, doubled year-on-year, net loss of ₹6,000 crores. 1,200 dark stores, plans for 1,900 more by 2030. Classic heavy capex upfront story - sweat the assets, hit the breakeven, hockey stick of profit. The ED summoned the founders under FEMA during fundraising, which is a rather unique risk factor to mention in an RHP. Gig worker legislation looming. And ₹1,636 crores in ad revenue, because everything eventually becomes an advertising business.</p><p>We close on the gig worker question properly - Zepto, Blinkit, and the rest calling delivery workers freelancers while tracking their every minute, penalising downtime, and counting waiting time as not their problem. Nitesh: "Clearly you have his entire mental bandwidth for every waking moment." Vineet: "Pick a lane. Either you're a job creator or you're not."</p><p>Vineet's video dies midway, so maybe we should call this 3/4th of an episode?</p><hr /><h3>YouTube Timestamps</h3><pre><code>0:00 - Cold open: Zepto's dark store IPO thesis 0:57 - Intro + Foo Fighters tickets and why aging rock stars come to India 4:23 - The Air India crash report still hasn't come out 6:09 - Boeing: the world's most trustworthy company 9:48 - How a Red Herring Prospectus balances optimism and legal cover 12:01 - The four IPOs: SpaceX, NSE, Jio Platforms, Zepto 13:12 - Jio Platforms: surprise fresh issue, $4B to retire debt, announced at Reliance AGM 19:20 - SpaceX: 4.2% free float, 95% used to calculate a $1.75 trillion valuation 20:57 - India's 25% minimum public float rule 26:34 - "Every criticism Hindenburg had of Adani, Musk is doing in the open" 35:00 - The four IPO sizes compared: SpaceX $75B, Jio $4B, NSE $3B, Zepto $1B 37:00 - Zepto's story: ₹22,624 crore revenue, doubled YoY, ₹6,000 crore loss 39:12 - GMV vs revenue vs net revenue — what is anyone actually counting? 45:59 - Gig worker legislation: what happens to the business model if delivery workers become employees? 50:07 - "Pick a lane: job creator or not?" </code></pre>
June 19, 2026
Zero Clicks, Zero Incentive: What Google's Move to Kill Link Results Means for the Internet
<p>Google is going to Google for you, and tell you the results - rather than pointing you to a webpage. That changes the Internet...a LOT.<br /><br />Two Google stories this week that are really one Google story - about a company that has spent 25 years collecting everything about you, and has finally figured out what to do with it.<br /><br />We open with Amazon Prime putting a "add to cart" button inside TV ads. No friction. See product, want product, own product —-in 15 minutes. Nitesh watched it happen on his Firestick and was genuinely unsettled. We are a cynical, hardened generation and we might be fine. Our parents and our kids are not.<br /><br />Then the main story: Google is deprecating links. AI overviews are replacing search results. 93% of searches are already zero-click. Click-through rates are down 37-47% depending on which study you read. People are still on Google - they're just not going anywhere. Which raises an obvious question: if nobody visits your website anymore, why would anyone write anything on the internet? The incentive structure that built the open web is being quietly dismantled, and the replacement is Google answering your question itself using content it scraped from the people it's now cutting out.<br /><br /><br />Then Google Spark —-their new all-in-one personal assistant. A Verge reporter asked it to plan a weekend trip. It knew his son's age, scheduled nap time, his wife's name and dietary preferences, pulled his concert tickets from a Ticketmaster email, and called his parents by name when offering to arrange childcare. That's both very impressive, and deeply terrifying. The data was always there. Google just finally showed you what they had.<br /><br />We close with Ixigo quietly acquiring a majority stake in Brevistay - the hourly hotel booking platform - for 66 crores. We have no insights to add, just some obvious jokes.<br /><br />Links:<br /><a rel="noopener noreferrer nofollow" href="https://blog.google/products-and-platforms/products/search/original-high-quality-content-search/" target="_blank">https://blog.google/products-and-platforms/products/search/original-high-quality-content-search/</a><br /><a rel="noopener noreferrer nofollow" href="https://www.bain.com/insights/goodbye-clicks-hello-ai-zero-click-search-redefines-marketing/" target="_blank">https://www.bain.com/insights/goodbye-clicks-hello-ai-zero-click-search-redefines-marketing/</a><br /><a rel="noopener noreferrer nofollow" href="https://www.theverge.com/ai-artificial-intelligence/941388/gemini-spark-ai-agent-trip-planning" target="_blank">https://www.theverge.com/ai-artificial-intelligence/941388/gemini-spark-ai-agent-trip-planning</a><br /><br /></p>
28 total episodes available
Deep-dive analytics for What Was That?!
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is What Was That?!?
<p>What's been going on in the tech and the business world? What's trending, what's recent, what's getting hyped...and what might be behind it? Nitesh and Vineet go deep into one topic each week, to find out.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.