WTF is with Nikhil Kamath
Claim This Podcastby Nikhil Kamath
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<p>"WTF is" is a podcast series where Nikhil Kamath hosts friends and industry experts and holds casual yet intellectually stimulating conversations. The podcast covers a broad range of topics of particular current relevance, including technology, social media, renewable energy, electric vehicles, philosophy, gaming, psychology and more.</p>
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Publishing Since
3/14/2023
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Recent Episodes
June 23, 2026
We Gave 25 Strangers ₹4 Crore Each To Build 20 New Brands | The Foundery
<p><span style="color: rgb(34, 34, 34);">So we ran an experiment. We call it The Foundery. Sixty days ago, twenty-five people we'd never met moved into a house in Alibaug — each one handed a new-age consumer brand, four crores, and ninety days to build a real business with us. Not a college, not an accelerator: a place where we become your co-founders and build the company alongside you. In this first conversation, Nikhil Kamath, Kishore Biyani and Ronnie Screwvala get into why we built it, what we're risking, and what happens if none of it works.</span></p><p><br></p><p>#nikhilkamath Co-founder of Zerodha and Gruhas</p><p>Host of 'WTF is' & 'People By WTF' Podcast</p><ul><li>Twitter: <a href="https://x.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a></li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li>LinkedIn: <span style="color: rgb(34, 34, 34);">https://www.linkedin.com/in/nikhilkamathcio</span></li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul><p><br></p><p>The Foundery is a venture builder that forges entrepreneurs into co-founders and builds companies with them from the ground up.</p><ul><li>Website: <a href="https://www.thefoundery.in/?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.thefoundery.in/</a></li></ul><p><br></p><p>Kishore Biyani – Founder & CEO of Future Group</p><p><br></p><p>Ronnie Screwvala – Co-Founder & Chairperson of upGrad, Founder of UTV Group</p><ul><li>LinkedIn: <a href="https://www.linkedin.com/in/ronniescrewvala/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/ronniescrewvala/</a></li></ul><p><br></p><p>Watch 'WTF is' Podcast on Spotify</p><p><a href="https://tinyurl.com/4nsm4ezn?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a></p><p><br></p><p>Watch 'People by WTF' Podcast on Spotify</p><p><a href="https://tinyurl.com/yme92c59?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a></p><p><br></p><p>Watch 'WTF Online' on Spotify</p><p><a href="https://tinyurl.com/4tjua4th?utm_source=chatgpt.com" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a></p><p><br></p><p>#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline</p>
June 17, 2026
Why One New Drug Takes Ten Years To Make | Mankind x Dr. Reddy's | WTF is Pharma?
<p><span style="color: rgb(13, 13, 13);">I got two of the biggest names in Indian pharma into one room, Rajeev Juneja of Mankind and GV Prasad of Dr. Reddy's, who'd somehow never actually met before this, and what came out was part masterclass and part origin story, from why being relentlessly contrarian beat following the herd, to how a college dropout from Meerut turned everything he hated about a medical store into a pharma giant, to why a chemical engineer who says he owes his career to his marriage spent decades chasing one original molecule, and somewhere in between we got into why India makes the world's generics instead of discovering its own drugs, what it really takes in time and money to bring a single drug to market, why GV thinks the AI-will-cure-everything story is overstated, where GLP-1s go next, and the one thing they'd tell a 25-year-old trying to build in pharma.</span></p><p><br></p><p><strong style="color: rgb(13, 13, 13);">Timestamps:</strong></p><p>00:00 Introduction</p><p>04:27 Rajeev Juneja's path from medical-store apprentice to building Mankind</p><p>10:11 Mankind's contrarian OTC and bottom-up market strategy</p><p>16:23 G.V. Prasad on science and the Dr. Reddy's lineage</p><p>23:06 Segmenting the industry and how generic drugs are made</p><p>29:15 Why drug purity standards are shared but enforcement differs</p><p>36:40 Why India is the pharmacy of the world by volume, not revenue</p><p>41:00 How margins are split across the pharma value chain</p><p>45:17 Whether online pharmacy and consumer brands are real openings</p><p>53:15 Whether hospital roll-up valuations are justified</p><p>59:10 Tariffs, Jan Aushadhi and drug price controls</p><p>1:03:21 How China built a pharma-innovation ecosystem in a decade</p><p>1:10:02 Long-horizon governance and removing entrepreneurial fear</p><p>1:15:40 China's incentives, talent and leverage over the US</p><p>1:22:01 Why the Ayush and wellness market outgrows pharma</p><p>1:25:05 The evidence, quality and standardisation debate around Ayurveda</p><p>1:35:13 The sexual-wellness opportunity and the stigma problem</p><p>1:40:26 The fertility, IVF and egg-freezing opportunity</p><p>1:43:45 The API narrative debate and how a drug is synthesised</p><p>1:50:54 Biologics, monoclonal antibodies and vaccines explained</p><p>1:55:57 Stem cells and peptides, separating therapy from hype</p><p>2:00:06 The semaglutide story and how GLP-1 works</p><p>2:05:01 Mankind's ethical-selling philosophy on GLP-1</p><p>2:08:06 Why India leads in small molecules but lags in biologics</p><p>2:15:07 Where a young founder can enter the GLP-1 wave</p><p>2:23:38 The yin and yang of innovators and generics</p><p>2:29:05 Diagnostics, CDMO and the China-plus-one opportunity</p><p>2:37:18 Applying AI to pharma and the expired-medicine problem</p><p>2:43:01 Why founders should never copy a set formula</p><p>2:45:30 Succession, home diagnostics and the microfluidics frontier</p><p><span style="color: rgb(13, 13, 13);"> </span></p><p><span style="color: rgb(13, 13, 13);">#nikhilkamath Co-founder of Zerodha and Gruhas </span></p><p><span style="color: rgb(13, 13, 13);">Host of 'WTF is' & 'People By WTF' Podcast </span></p><ul><li><span style="color: rgb(13, 13, 13);">Twitter: </span><a href="https://x.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a><span style="color: rgb(13, 13, 13);"> </span></li><li><span style="color: rgb(13, 13, 13);">Instagram: </span><a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li><span style="color: rgb(13, 13, 13);">LinkedIn: </span><a href="https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app</a></li><li><span style="color: rgb(13, 13, 13);">Facebook: </span><a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul><p><br></p><p><span style="color: rgb(13, 13, 13);">Rajeev Juneja-Vice Chairman & Managing Director at Mankind Pharma Ltd</span></p><ul><li><span style="color: rgb(13, 13, 13);">LinkedIN- </span><a href="https://www.linkedin.com/in/rajeev-juneja-27882a24b/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/rajeev-juneja-27882a24b/</a></li></ul><p><br></p><p><span style="color: rgb(13, 13, 13);">G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy's</span></p><ul><li><span style="color: rgb(13, 13, 13);">Linkedin-</span><a href="https://www.linkedin.com/in/gvprasadster/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/gvprasadster/</a></li></ul><p><br></p><p><span style="color: rgb(13, 13, 13);">Watch 'WTF is' Podcast on Spotify </span></p><p><a href="https://tinyurl.com/4nsm4ezn" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a></p><p><br></p><p><span style="color: rgb(13, 13, 13);">Watch 'People by WTF' Podcast on Spotify </span></p><p><a href="https://tinyurl.com/yme92c59" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a></p><p><br></p><p><span style="color: rgb(13, 13, 13);">Watch 'WTF Online' on Spotify </span></p><p><a href="https://tinyurl.com/4tjua4th" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a></p><p><br></p><p><span style="color: rgb(13, 13, 13);">#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline</span></p>
June 11, 2026
Generics, Ozempic & The Fear Holding India Back | WTF is Pharma? | Trailer
<p><span style="color: rgb(13, 13, 13);">I always assumed India was becoming the pharmacy of the world, until this conversation made me sit with the sharper truth that we're the generic pharmacy of the world, and from there we got into whether China really killed our API industry or whether Indians still quietly lead it, why a drug like semaglutide turns into a miracle and a problem the second everyone wants it, the side effects nobody wants to talk about, the ethics of running a prescription-driven business, whether the global enthusiasm around Indian hospitals is actually justified, and why fear might be the single biggest thing holding Indian entrepreneurship back.</span></p><p><br></p><p>#nikhilkamath Co-founder of Zerodha and Gruhas</p><p>Host of 'WTF is' & 'People By WTF' Podcast</p><ul><li>Twitter: <a href="https://x.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://x.com/nikhilkamathcio/</a></li><li>Instagram: <a href="https://www.instagram.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.instagram.com/nikhilkamathcio/</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/nikhilkamathcio" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/nikhilkamathcio</a></li><li>Facebook: <a href="https://www.facebook.com/nikhilkamathcio/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.facebook.com/nikhilkamathcio/</a></li></ul><p><br></p><p>Rajeev Juneja-Vice Chairman & Managing Director at Mankind Pharma Ltd</p><ul><li>LinkedIn: <a href="https://www.linkedin.com/in/rajeev-juneja-27882a24b/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/rajeev-juneja-27882a24b/</a></li></ul><p><br></p><p>G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy's</p><ul><li>LinkedIn: <a href="https://www.linkedin.com/in/gvprasadster/" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://www.linkedin.com/in/gvprasadster/</a></li></ul><p><br></p><p>Watch 'WTF is' Podcast on Spotify</p><p><a href="https://tinyurl.com/4nsm4ezn" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4nsm4ezn</a></p><p><br></p><p>Watch 'People by WTF' Podcast on Spotify</p><p><a href="https://tinyurl.com/yme92c59" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/yme92c59</a></p><p><br></p><p>Watch 'WTF Online' on Spotify</p><p><a href="https://tinyurl.com/4tjua4th" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);">https://tinyurl.com/4tjua4th</a></p><p><br></p><p>#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline</p>
50 total episodes available
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B Dayananda
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MN Anucheth
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Amit Khatri
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Rahul Reddy
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Matt Chitharanjan
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Aneesh Bhasin
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Adithya Kidambi
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Nithin Kamath
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Bryan Johnson
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- What is WTF is with Nikhil Kamath?
<p>"WTF is" is a podcast series where Nikhil Kamath hosts friends and industry experts and holds casual yet intellectually stimulating conversations. The podcast covers a broad range of topics of particular current relevance, including technology, social media, renewable energy, electric vehicles, philosophy, gaming, psychology and more.</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.
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Yes, this podcast regularly features guests.
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