Building the next Uber in India? Dara shares lessons on competition, EVs, quick commerce, and how he helped build Uber through chaos.

Timestamps:

00:00 - Intro

01:22 - Dara’s visits to India

01:58 - Uber’s Indian competitors

04:42 - Growing up in Iran

10:47 - Dara on religion & spirituality

16:40 - From Iran to US

19:54 - Key lesson from Barry Diller

28:05 - How AI can reinvent travel

32:12 - Dara’s vision for fixing travel

34:50 - Decoding taste from data

36:48 - What Uber really represents

38:48 - Selling Uber Eats to Zomato

42:10 - Opportunities in mobility, delivery & quick commerce

44:32 - Authenticity & collaboration

49:26 - David vs. Goliath: Uber’s image strategy

53:29 - Team rivalry: strategy or risk?

55:59 - DoorDash vs. Uber

57:24 - Why India matters to Uber

58:31 - Opportunity vs. TAM

1:01:50 - Why quick commerce hasn’t taken off in the US

1:05:15 - Autonomous vehicles vs. drivers

1:10:02 - AVs & Indian roads

1:12:39 - Data challenges

1:13:29 - Cooking automation & the future of dining

1:17:36 - Building brands without ads

1:20:27 - Labour costs & immigration policies

1:21:03 - China’s incredible EVs

1:24:51 - The EV slowdown

1:26:48 - Will Uber become a super app?

1:29:39 - What would Dara build today?

#NikhilKamath - Investor & Entrepreneur

Twitter: [https://x.com/nikhilkamathcio] (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g)

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#DaraKhosrowshahi -

CEO, Uber Twitter: https://x.com/dkhos LinkedIN: https://www.linkedin.com/in/dara-khosrowshahi-70949862/

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

I finally sat down with Sam Altman, CEO of OpenAI, to discuss the launch of GPT-5, its differences, whether we’re inching closer to agent-like AI, what it takes to build a future that’s moving at breakneck speed.

00:00 - Intro

01:13 - What’s New in GPT-5?

02:54 - Sam on First Principles, Careers & Future Industries

05:47 - What’s Possible with GPT-5

07:09 - Building on GPT-5: Skills & Science Applications

10:28 - Mastering Today’s AI Tools

11:37 - Sam’s Self-Perception & Edge at 19

13:42 - Is Humility Still an Advantage?

18:51 - Parenthood & Why He Chose It

21:19 - How Marriage, Religion & Kids Will Evolve

22:20 - Capitalism, Democracy & The Odds of Socialism

25:44 - Does AGI Make Capital Obsolete?

28:25 - Marginal Utility & the Fate of Wrappers

34:15 - Is Contrarian Thinking an Edge?

37:33 - AGI vs. Human Intelligence

38:56 - The Future of Robotics

40:55 - Where the Form Factor is Headed

42:54 - Climate Change & AI in India

#NikhilKamath - Investor & Entrepreneur

Twitter: [https://x.com/nikhilkamathcio](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g)

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Instagram: https://www.instagram.com/nikhilkamathcio/

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#SamAltman - CEO, OpenAI

Twitter: https://x.com/sama

Facebook: https://www.facebook.com/samhaltman/

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Watch 'WTF is' Podcast on Spotify

https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify

https://tinyurl.com/yme92c59

Watch 'WTF Online' on Spotify

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#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

When I was starting out, this is the kind of conversation I wish I had access to. I sat down with Vinod Khosla, one of the sharpest minds in venture, and asked him the questions every young founder has on their mind.

What industries will matter in 2035? Should you build for cities, small towns, or somewhere no one’s looking yet?

Also listeners! Just a heads up that we recorded this episode on July 7, 2025, so some details might have changed since then.

#NikhilKamath - Investor & Entrepreneur

Twitter: https://x.com/nikhilkamathcio

LinkedIn: / nikhilkamathcio 

Instagram: / nikhilkamathcio 

Facebook: / nikhilkamathcio 

#VinodKhosla - Co-founder, Sun Microsystems & Founder, Khosla Ventures

Twitter: https://x.com/vkhosla

LinkedIN: / vinod-khosla-65387416  

Timestamps:

00:00 - Intro

01:10 - Vinod’s Early Life & Tech Fascination

04:43 - What Part of Vinod’s Education Shaped Him Most?

06:17 - Why Certainty is Overrated

09:46 - Investor Mindsets: Skeptic vs Contrarian

13:36 - Identity, Purpose & Persistence

19:47 - What Still Drives Vinod at 70?

27:15 - Why Cities Need Fewer Cars

30:20 - AI: Bad For Big Cities & Good For Small Towns?

32:19 - Vinod’s Best Advice to Young Founders

37:55 - Generalist or Specialist: What’s Better?

43:03 - Post AI World: Free Education & Healthcare?

48:40 - Will AI Make A Free Stanford Education Possible?

55:03 - A Deflated Economy in an AI World

1:00:53 - Why Strategic Entrepreneurs Win

1:05:44 - Speculation vs Adaptation: What Helps You Win?

1:08:25 - Will All Mobility Be Electric?

1:10:09 - Why Passion Matters More Than People Think

1:13:02 - Are We in an AI Bubble?

1:16:48 - What Blockchain is Really Good At

1:20:35 - Will India’s IT Sector Survive the AI Shift?

1:21:51 - Outro

Watch 'WTF is' Podcast on Spotify

https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify

https://tinyurl.com/yme92c59

Watch 'WTF Online' on Spotify

https://tinyurl.com/4tjua4th

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

In this upcoming episode, I sat down with Vinod Khosla, Sun Microsystems Co-founder and Founder of Khosla Ventures to find out where tomorrow’s big bets lie and why contrarian thinking still pays off.

#NikhilKamath - Investor & Entrepreneur

Twitter: https://x.com/nikhilkamathcio

LinkedIn: / nikhilkamathcio 

Instagram: / nikhilkamathcio 

Facebook: / nikhilkamathcio 

#VinodKhosla - Co-founder, Sun Microsystems & Founder, Khosla Ventures

Twitter: https://x.com/vkhosla

LinkedIN: / vinod-khosla-65387416  

Watch 'WTF is' Podcast on Spotify

https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify

https://tinyurl.com/yme92c59

Watch 'WTF Online' on Spotify

https://tinyurl.com/4tjua4th

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Here’s one of my favourite conversations with Palo Alto Networks’ CEO, Nikesh Arora. This episode is a CxO’s playbook where we deep dived into the mindset, strategy, and decision-making frameworks that have shaped Nikesh’s journey across roles at Google, SoftBank, and now leading one of the world’s top cybersecurity firms. This isn’t just business talk. Learn how to think like a CxO when the rules of the game keep changing.

#NikhilKamath - Investor & Entrepreneur

Twitter: https://x.com/nikhilkamathcio

LinkedIn: https://www.linkedin.com/in/nikhilkamathcio/

Instagram: https://www.instagram.com/nikhilkamathcio/

Facebook: https://www.facebook.com/nikhilkamathcio/

#NikeshArora - CEO, Palo Alto Networks

Twitter: https://x.com/nikesharora

LinkedIn: https://www.linkedin.com/in/nikesh-arora-02894670/

Timestamps:

00:00 - Intro

Chapter 1: Action vs Inaction

01:51 - Nikesh’s Early Years

04:17 - The Real Threats in Cybersecurity

08:13 - What Will Outlast the Disruptions?

Chapter 2: Can We Ever Be Safe Again?

10:31 - Rethinking Safety in a Changing World

12:44 - How to Look at the Cybersecurity Landscape

14:55 - Where AI is Taking the Industry

23:42 - If Interfaces Don’t Matter, What Does?

25:44 - What Happens When AI is Everywhere?

Chapter 3: Money, Meaning, Maslow

32:15 - Why Language Models Are Just the Starting Point

35:57 - Build the Brain or Protect It?

38:33 - What Founders Should Pay Attention To

41:23 - Lessons from the Evolution of Silicon Valley

42:28 - Should India Build Its Own Model?

46:31 - Are AI Bets Overblown?

50:00 - What’s Holding Innovation Back in India?

54:15 - Education as a Social Experience

59:25 - Moving into Tech and Leadership

1:00:08 - Building vs Leading: What to Choose

1:06:38 - Stories from Google & SoftBank

1:16:11 - How Risk Appetite Evolves

1:20:18 - Closing Reflections

Watch 'WTF is' Podcast on Spotify

https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify

https://tinyurl.com/yme92c59

Watch 'WTF Online' on Spotify

https://tinyurl.com/4tjua4th

#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

In what can be described as one of my favourite chats, I sat down with Nikesh Arora, CEO of Palo Alto Networks, to discuss where cybersecurity is headed in a post-AI world, why the education system is overrated, and a whole lot more. Full episode drops soon. #NikhilKamath - Investor & Entrepreneur Twitter: https://x.com/nikhilkamathcio LinkedIn:  / nikhilkamathcio  Instagram:  / nikhilkamathcio  Facebook:  / nikhilkamathcio  #NikeshArora - CEO, Palo Alto Networks Twitter: https://x.com/nikesharora LinkedIN:  / nikesh-arora-02894670  Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59 Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

In this candid deep dive, I sit down with Netflix Co-CEO Ted Sarandos to unpack the company’s remarkable journey from a DVD-by-mail service to a global streaming giant. We revisit Netflix's early battle with Blockbuster, the bold pivot to streaming, the company’s plans for India, and how they cracked the code on turning binge-watching into a universal habit.What was interesting for me was how he spots the next phenomenon before the world catches on. For anyone in media, tech, or entrepreneurship, here’s a masterclass in building and scaling in the entertainment space, and a reminder that you don’t always need a long story, just the right one.

#NikhilKamath - Investor & EntrepreneurTwitter: https://x.com/nikhilkamathcioLinkedIn: https://www.linkedin.com/in/nikhilkamathcio/ Instagram: https://www.instagram.com/nikhilkamathcio/ Facebook: https://www.facebook.com/nikhilkamathcio/ #TedSarandos - Co-CEO, NetflixLinkedIN: https://www.linkedin.com/in/tedsarandos/ Instagram: https://www.instagram.com/tedsarandos

Timestamps:

00:00 - Intro

01:32 - Ted’s favourite Indian creator

02:15 - Netflix’s journey, pivots & vision08:34 - Netflix’s hiring culture

11:52 - Ted’s journalism roots14:06 - Ted’s childhood & relationship with money

16:39 - Rapid fire & banter

18:17 - How much of the world is narrative?

19:52 - Competing with Blockbuster

25:13 - Content choices, projections & finding tribes

28:05 - What defines success for Netflix

33:56 - How to best serve your story?

37:15 - Career advice & work cultures in India vs. US

41:02 - Will Netflix produce theatrical movies?

42:20 - Future of the theatre business

45:30 - The next big disruption

47:40 - Can AI create movies?

51:42 - Netflix’s tech & what it’s doing right

57:38 - Competing with other distributors

1:02:39 - Netflix’s streaming strategy

1:03:44 - What happens to conventional TV?

1:05:01 - Why people love true crime

1:06:11 - Why Netflix isn’t betting on live sports broadcasting

1:10:24 - India’s subscription model: why it’s a tough sell

1:13:29 - Will Netflix have an ads-only model?

1:16:58 - Married life

1:18:43 - How important is India for Netflix?

1:21:57 - Adapting to country-specific dynamics

1:24:28 - How Netflix greenlights projects

1:24:53 - A founder’s baggage: filling big shoes

1:28:17 - Validation & leadership

1:32:11 - Indian personality who left a lasting impression on Ted

1:34:11 - Ted’s secret to greenlighting hits

1:41:36 - How diversity contributes to Netflix’s success

1:42:42 - Can Netflix be global & local in India?

1:44:47 - Hollywood vs. Netflix

1:45:49 - Netflix’s role in podcasting’s future

1:47:16 - Youth & attention span

1:48:44 - Netflix’s future in gaming

1:51:56 - Closing thoughts

Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

I sat down with Ted Sarandos, Co-CEO of Netflix, for a no-holds-barred chat. From what’s really disrupting the entertainment industry, how Netflix greenlights projects, and India’s potential, we covered it all. Full episode drops soon.

#NikhilKamath - Investor & EntrepreneurTwitter: https://x.com/nikhilkamathcioLinkedIN: https://www.linkedin.com/in/nikhilkamathcio/ Instagram: https://www.instagram.com/nikhilkamathcio/ Facebook: https://www.facebook.com/nikhilkamathcio/ #TedSarandos - Co-CEO, NetflixLinkedIN: https://www.linkedin.com/in/tedsarandos/ Instagram: https://www.instagram.com/tedsarandos

Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4eznWatch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Here’s a glimpse into my chat with YouTube CEO Neal Mohan. We talk about the future of the platform to the masks we wear, and what happens when we take them off. Stay tuned for the episode

#NikhilKamath - Investor & EntrepreneurTwitter: https://x.com/nikhilkamathcio LinkedIN: https://www.linkedin.com/in/nikhilkamathcio/ Instagram: https://www.instagram.com/nikhilkamathcio/ Facebook: https://www.facebook.com/nikhilkamathcio/ #NealMohan - CEO, YouTubeTwitter: https://x.com/nealmohan LinkedIN: https://www.linkedin.com/in/neal-mohan/ Instagram: https://www.instagram.com/neal_mohan Facebook: https://www.facebook.com/NealMohanCEO/ Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn

Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th#WTFiswithnikhilkamath #PeopleByWTF #WTFOnline