The UpstreamLife Vishal Krishna

In this episode with Pavan Sharma, the partner of BCL India, an advisory and audit firm, we decode India by the numbers just as the elections are underway. Please download the report (https://tinyurl.com/yxykv3pv) for you to understand what Pavan is analyzing. All data sources mentioned in the PDF.

We analyze the Centre versus State tax conflicts, climate change, income growth, rise of the middle-class, jobs and the conflicts within youth employability.

Part 1 - Tax bouts, realities of freebies and Consumption.

00:00 - Introduction
02:50 - The heart of the conflict between India States and the Centre.
05:35 - The formula for tax sharing between States - the fair or unfair ask.
08:30 - The opposition narratives when it comes to Tax.
13:00 - The Human Development index, tax incentives for States.
15:25 - No freebies to youth please - differentiate between necessity and needs.
16:33 - The narrative of freebies - where will the money come from.
21:55 - Income Classes in India: the real truth.
24:35 - What do our income classes own - 92 million Indians earn Rs 12 lakh per year and this is growing. This is what capital loves.

Download our analysis: https://bclindia.in/indeco-apr24/

Part 2: 

28:49 - Household consumption and its interesting numbers - India is spending and is typical of a growing economy.
31:40 - Unhealthy nation: falling cereal and vegetable consumption, rise of packaged product consumption.
38:10 - The new billionaires who earn Rs 13 lakhs per day.
41:00 - Indian disparities.
42:12 - Where is India's wealth locked up?
43:20 - Analyzing India can be daunting - different reports, different analysis and the future of wealth creation.
45:38 - Unemployment in India - 45 percent of graduates are unemployed and the need to invest in training or reskilling.
52:22 - Climate change, lack of water and more.
54:30 - Who pays in India to keep things moving?
58:45 - Our energy sustainability
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In this episode theUpStreamLife.com's speak with Zinnov's President, Globalisation Excellence, Nilesh Thakker who talks about how India has become the place for setting global capability centres or some may even call it excellence centres or innovation centres.

00:00 - Introduction.
01:20 - Globalisation is about innovation and leveraging talent.
02:08 - A bit of history, the cost arbitrage era.
05:30 - How Zinnov builds globalisation excellence.
08:30 - Productivity in excellence centres is higher.
10:15 - Looking at business within India.
11:40 - How India became a global product hub?
19:34 - Indian leadership is global.
22:30 - Staying close to the American time zone.
26:16 - IT Services have to add value going forward.
31:14 - The war for talent in India 
38:10 - Nilesh's personal story.
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In this episode we speak to Gagan Agarwal, the co-founder of Planet Electric. Their speciality is to work modular but create a centralised IP for vehicle manufacturing. As an EV OEM in the commercial vehicle industry they have to take on the Mahindras and the Tatas. Check out the podcast to know their aspirations.

00:00 - Introduction.
01:35 - From space to an OEM.
03:46 - Starting up Planet Electric and the modular approach.
10:00 - The economics of Planet Electric'd light weight EV.
16:25 - Second life of an EV.
22:13 - Pricing of the vehicle.
30:00 - Designing a functional vehicle.
35:41 - What would you do with the data generated from the EV?
39:40 - The early supporters of Planet Electric.
44:30 - EV first policy in India.
48:00 - Gagan's inspirations.
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In this podcast we talk about how CIEL-HR became a large business in nine years and is preparing for an IPO.

00:00 - Introduction
01:30 - The business of CIEL-HR
10:25 - Building end to end solutions for modern organisations.
15:55 - Early customers and value propositions.
23:40 - Managing the business in the early days.
27:00 - Going after the EV & manufacturing industry.
33:20 - AI and the HR function.
36:22 - Funding raising and IPO plans.
40:30 - Being in touch with Hindu philosophy.
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In this episode you will discover the skill of the Minus Zero engineering team in building world class software for the automotive world. If the world of AI led driving is real, then Minus Zero is building such technologies from India to the world's best automotive companies. They have already signed a couple of large commercial vehicle companies to use their platform. Discover the thoughts of the co-founder Gagandeep Reehal in taking his business to a market where automobile makers have to stay relevant.

00:00 - Introduction
01:27 - The early days of Minus Zero.
06:40 - The paradigm shift in the automotive world.
10:41 - Democratising the tech for all automotive.
15:45 - LLMs and hallucinations in the automotive world.
20:07 - Why Large Language Models are big in India.
21:10 - Talent for this tech in India
26:37 - Natured inspired AI
34:34 - GPUs in the automotive world
42:52 - Partnering with OEMs
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In this episode Anil Achyuta, Managing Director of TDK Ventures, speaks with Arun Vinayak, the founder of Exponent Energy, a company whose tech has enhanced fast charging capabilities to increase value for commercial vehicle fleets in India. Their 15-mins fast charge technology has allowed them to create an ecosystem for fleet operators exclusive to Exponent. Arun talks about the future of the charging ecosystem in India and why his company is poised for Exponential growth. 

00:00 - Introduction to Exponent Energy by TDK Ventures.
00:40 - The business of Exponent Energy. 
04:00 - The aha moment for Arun and team - fast charging in 15-mins.
07:36 - Belief in the idea & an ecosystem for Commercial Vehicles.
10:53 - Being cell agnostic, working with partners and a data led play.
14:49 - Providing value to Exponent's ecosystem of partners.
17:53 - The benefits of Exponent to the small business.
20:23 - Managing engineers to solve problems.
23:09 - The future in the energy game and the upstream.
28:48 - The importance of story telling for a startup founder.
29:46 - What would Arun change if he has to build Exponent again.
35:21 - The future for Exponent.
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