Z47 Moments

Z47

Zero to Infinity, by Z47, is a podcast series dedicated to the founders, startups, and all within the ecosystem through candid conversations on what we think it really takes to survive in this wild startup world. In a world where we are endlessly engulfed with information in all its forms and sizes, this is our attempt to create, curate, and bring to you the insights and reflections that we have had the luxury of having learned the hard way through all the years spent in truly understanding what it takes to build and nurture a startup from ground zero.

  1. How Country Delight grew its revenue to ₹200 Cr a month | Chakradhar Gade | Unstarted

    1 day ago

    How Country Delight grew its revenue to ₹200 Cr a month | Chakradhar Gade | Unstarted

    Chakradhar Gade had the résumé everyone's supposed to want: engineering, CFA, a hedge fund, and felt like he'd lost himself inside it. So he walked away to sell milk. This is the story of how a finance guy who once mapped "the IRR of a cow" learned that the spreadsheet was a lie, lost all his money proving it, and rebuilt Country Delight from first principles, one customer relationship at a time.Avnish Bajaj and Chakradhar get into the questions most founders sit with alone:   1. What do you do when a successful career leaves you with "a huge loss of identity"? 2. Should you bootstrap and survive, or raise aggressively and run? 3. How long does it really take to learn a business you've never been in? 4. How do you tell real customer love apart from people just being nice to you? 5. When the model that "looked very beautiful in Excel" collapses, what replaces it? A conversation about chasing meaning over status, why bootstrapping bought six years of depth, and why, in Chakri's words, "there's no downside" to starting. Chapters  0:00 Welcome & introducing Chakradhar Gade1:35 Growing up in Guntur, Infosys & chasing meaning4:43 From MBA to Wall Street — why he chose finance7:33 The decision to quit New York and become a doodhwala12:05 The IRR of a cow (and why Excel lied)14:51 Bootstrap or raise? The real answer17:00 Raising from friends & family without ruining relationships21:02 From ₹80 lakhs to ₹200 crores a month23:01 The milkman model & month 60 retention32:34 Final advice: take more risks, there is no downside

    35 min
  2. What sports taught the Head of Spotify India about building a business | Unstarted

    18 Jun

    What sports taught the Head of Spotify India about building a business | Unstarted

    Can you be a founder without ever founding anything? Amarjeet Batra has spent 25 years building other people's companies, first Baazee, eBay, OLX, and now Spotify India, and never once thought of himself as an employee. He's what Avnish calls "professionally unstarted": a founder from within. Avnish and Amarjeet get into the questions most operators never say out loud:   1. If you have the skills, the confidence, and the network, but not the one big idea, what do you actually do with that?  2. Is raising a fund a solution, or a responsibility you take on before you've found the problem? 3. Why would you choose 1% of a billion-dollar company over 100% of a ten-million-dollar one?  4. How do you build a category when ten players already exist and you've arrived last?  5. When is a difficult problem worth solving, and when does the market simply not care enough to pay? 6. This is a conversation about range over specialisation, ownership without a cap table, and why some of the most entrepreneurial people you'll meet never start a company of their own. Chapters 00:00  Cold open01:30 The professionally unstarted founder02:55 Baazi, the born-again moment05:10 Why I broke every rule of specialization08:30 The eBay epiphany: time to do something bigger09:43 China, and the scale that humbled me18:26 The power of moving last20:05  Building the category nobody built21:15 Is there still a marketplace to win?22:56 Disruption, distribution, and the AI shift23:58  Q: How do you actually scale an events business?26:15 Q: (cont.) Why your event might be the wrong product28:14 Q: Should we build a place to apprentice under founders?31:32 How to actually reach a busy operator34:20 Q: Difficult problem, or one nobody will pay for?35:09 Problem-first, and the willingness-to-pay test36:37 Vitamin or painkiller39:01 Play-front music: a business model flips41:09 Why success looks overnight

    44 min
  3. PhonePe CTO on how they are using AI at scale | Rahul Chari | Intelligent Indians

    16 Jun

    PhonePe CTO on how they are using AI at scale | Rahul Chari | Intelligent Indians

    What does it actually take to build AI for 70 crore users? Vikram sits down with Rahul Chowdhury -  co-founder and CTO of PhonePeto talk about how India's most scaled fintech is approaching AI. Not with hype or a top-down mandate, but with a quiet, deliberate, engineering-first philosophy that started four years ago with a small team focused on making developers happier. Rahul shares the inside story of PhonePe's AI journey from building their own LLM gateway and Agent Hub, to launching AI search with Microsoft, to betting on on-device models for privacy and cost. And it ends with the biggest idea of all: India's DPI stack has spent a decade making data AI-ready.  The opportunity now is to use it to build the bank branch of one — truly personalized financial products for every Indian. If you're a founder, engineer, or product leader trying to understand where India's AI story is really headed, don't miss this. What you'll learn 🔹 Why PhonePe avoided output metrics in year one of AI and why it worked 🔹 How to build an AI culture without a top-down mandate 🔹 What an LLM gateway is and why every scaled company needs one 🔹 Why on-device models are the right bet for consumer AI in India 🔹 How DPDP will reshape how companies think about AI and data 🔹 Why India's role in global AI is in applied AI — not foundational models 🔹 How DPI × AI creates the opportunity for hyper-personalized financial products Chapters 0:00 Intro & who is Rahul Chowdhury02:30 PhonePe's AI journey: tinkerers to transformers06:00 The DevX team: why developer happiness came first10:00 Don't rush into AI — the engineering first mindset14:30 Building the LLM gateway & data stack18:00 Agent Hub: PhonePe's internal marketplace of agents22:00 AI Search with Microsoft & on-device models26:00 Why India needs edge models, not foundational ones30:00 DPI × AI: the bank branch of one34:00 Conclusion

    49 min
  4. Got Rejected from 100 banks and then built a $7.5 Billion company | Razorpay Story | Harshil Mathur

    11 Jun

    Got Rejected from 100 banks and then built a $7.5 Billion company | Razorpay Story | Harshil Mathur

    Harshil Mathur started Razorpay after quitting the highest-paying job on his campus, a role his whole family had just celebrated, because he walked in on day one and realised he was a guy who wanted to sit and code, not step onto an oil field. Then he spent a decade away from that: walking into bank after bank getting laughed out of the room, surviving the grind no funding can fast-track, and the night Yes Bank froze with customer money stuck inside it. This is the founder story, lived experience as an edge, why the rejections compounded in his favour, why the grind always comes, and the values that made the hard calls simple. And then the thing that pulled him back: agentic AI. "It went from being an assistant to an execution engine." Six years after he last wrote real code, Harshil locked himself in a room, asked "if I were to start Razorpay today, how would I build it?" — and rebuilt everything. The second half is an operator's view of what that shift actually changes:  1. Why AI magnifies an org's weaknesses instead of fixing them2. Why an agent with no plan drifts exactly like a company with no plan3. How Razorpay flipped its leadership hackathon and the bet behind Agent Studio4. Hosted by Avnish Bajaj with Vikram Vaidyanathan this is a conversation about building, walking away from it, and being pulled back, and what that says about where AI is headed. Chapters 00:00 Introduction02:15 Growing up in Jaipur & coding since 6th grade05:30 IIT Roorkee, SDS Labs & building without permission10:45 Quitting a $100,000 Schlumberger job in 6 months14:20 The Facebook comment that sparked Razorpay18:00 100 banker rejections & how rejections compound24:10 Getting into YC with zero expectations35:30 Yes Bank freezes — one decision defines the culture40:00 Going back to coding after 6 years — AI changes everything52:00 Rebuilding Razorpay from scratch with AI agents Follow Z47 Website - https://www.z47.com/Instagram - https://www.instagram.com/z47.vc/LinkedIn - https://www.linkedin.com/company/z47-vc/

    1hr 6min
  5. 23 years old and raised $45M in series B to build Pronto | Anjali Sardana | Unstarted

    4 Jun

    23 years old and raised $45M in series B to build Pronto | Anjali Sardana | Unstarted

    Anjali Sardana grew up in northern Virginia, studied biology at Georgetown, worked at Bain Capital — and then, without telling her parents, flew to India and founded Pronto: a platform building the world's largest labor organization network, starting with home services. In this episode of Unstarted, Anjali breaks down how she picked an operations business over a product business (and why), why she sees India's informal labor market as a trillion-dollar opportunity, and the founder mindset that got her through the messy, chaotic, sleep-deprived early days. She also gets brutally honest about faking confidence, hiring missionaries not mercenaries, and why she thinks most human limitations are completely made up. Chapters 0:00 Intro — Meet Anjali Sardana1:20 Growing up in Virginia, studying biology at Georgetown3:10 The evolution framework that shaped her business thinking5:00 Product vs. operations vs. distribution — how she chose8:30 Why India? The labor-market thesis12:00 Moving to India with zero experience — and hiding it from her parents15:40 Fake it till you make it: raising a seed round at Bain Capital19:15 Running pilots, vibe-coding the app, and getting the first bookings24:00 The Kapil story — recruiting 30 workers in one afternoon28:00 Operating 24/7 with 5 people, sleeping in shifts31:30 Building culture: missionaries vs. mercenaries36:00 Urgency as a core value — actions beget information39:30 Conviction vs. market signals — how to balance both

    36 min
  6. He built India's #1 Data Centre and is now building its AI backbone | Sharad Sanghi, CEO - Neysa

    2 Jun

    He built India's #1 Data Centre and is now building its AI backbone | Sharad Sanghi, CEO - Neysa

    India's GPU footprint is on track to grow 40x by 2030, from ~50,000 today to a couple of million.  That number is bigger than any public forecast. Sharad Sanghi has the unusual standing to make it: he built Netmagic into India's most significant datacenter business, and he's now running Neysa, the only neo cloud in India that Semi Analysis has rated, backed by Blackstone.In this episode of Intelligent Indians, Rajinder Balaraman and Sharad cover: 1. Why neo clouds exist as a category, and what hyperscalers structurally can't do for one market  2. The ITQ case study: how to define ROI before infrastructure  3. The three infra mistakes that quietly cost AI teams 10x their compute spend  4. Why power, not GPUs, is the real bottleneck, and why 50% of India's data centre capacity sits in one city  5. What  India's AI Mission could actually unlock in the next phase If you're building AI infrastructure in India, tracking the space as an investor, or working on policy in the area, this is the operator view.  From someone whose entire balance sheet depends on getting the call right. Chapters  00:00 India's AI Moment The Big Picture02:00 Welcome Introducing Sharath of Neysa03:30 How He Built India's First Data Centre with NetMagic06:00 How ChatGPT Sparked the Idea for Neysa18:00 India is 2nd Largest AI Consumer 21:00 50,000 GPUs Today. 2 Million by 2028 24:30 Neysa vs AWS, GCP, Azure 28:00 Why Indian Banks Are Early AI Adopters31:30 Financial Services, Healthcare, Manufacturing 35:00 PhonePe, Perfios, Hungama - Real AI Use Cases in India38:30 Why Most AI Projects Stay in Pilot and Never Reach Production52:30 GPU Obsolescence Risk — How Neysa Manages It55:00 Healthcare, Education, Agriculture — Where Founders Should Build58:30 IIT Bombay and the Bharat Gyan Project1:01:00 Why India Needs to Keep Its AI Talent at Home1:04:00 Why He Refused to Flip the Company Outside India1:06:30 What It Takes to Make India the AI Research Capital of the World

    37 min
  7. Building a brand that is used by 20% of India's D2C Market | Chirag Taneja, CEO - GoKwik | Unstarted

    28 May

    Building a brand that is used by 20% of India's D2C Market | Chirag Taneja, CEO - GoKwik | Unstarted

    Chirag Taneja built GoKwik into 1 in 5 D2C checkouts in India. But the path there was a series of bets that didn't work, jobs that didn't last, and one moment in 2020 where the suitcases for Canada were packed and waiting in his living room.In Episode 12 of Unstarted, Chirag sits down with Avnish Bajaj to talk about what it actually means to keep tinkering, and when tinkering becomes the thing that holds you back.They get into:  1. What's really important to start a business: idea, capital, or knowledge? 2. Why choosing the right problem matters more than solving any problem 3. The Canada PR that almost happened (and the suitcases that are still in his house) 4. Probabilistic thinking, and why "generate choices" beats "make decisions" 5. Should you have a co-founder you don't already know? 6. How he thinks about ESOPs, the size of the pie Unstarted is a Z47 series. For founders, by founders. New episode every Thursday. Chapters  00:18 From the shop floor to a 1-in-5 D2C company01:35 A banker father, a single parent, and "play with intent"03:15 Why he chose Delhi College over IIT Delhi Civil05:30 The first Asian team to build a Formula race car06:25 The Maruti bet that landed him on the shop floor07:10 Q: Idea, capital, or knowledge — what matters most?08:50 How Bombay Shaving Company became the foundation of GoKwik09:35 The right problem matters more than the right solution10:55 Payments were broken in 2005. They were still broken in 2017.11:50 Pick your game: badminton or golf?13:20 The Canada PR, the suitcases, and the trip that never happened15:25 Generate choices before you make decisions17:50 When the tinkerer turns on himself19:15 Why "what worked then" stops working at 1-to-1022:45 Q: When should you have a co-founder?24:45 Why arranged co-founders are too risky28:30 Closing

    35 min

Ratings & Reviews

4.7
out of 5
18 Ratings

About

Zero to Infinity, by Z47, is a podcast series dedicated to the founders, startups, and all within the ecosystem through candid conversations on what we think it really takes to survive in this wild startup world. In a world where we are endlessly engulfed with information in all its forms and sizes, this is our attempt to create, curate, and bring to you the insights and reflections that we have had the luxury of having learned the hard way through all the years spent in truly understanding what it takes to build and nurture a startup from ground zero.

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