First Principles
Episodes
Fireside Ventures' Kanwaljit Singh on the decade at Hindustan Lever that gave him consumer, raising half the fund he could have, and keeping a coach in his sixties
In this interview with Fireside Ventures’ Kamal Singh, he details his career from Hindustan Unilever to Intel, shaping his consumer-focused investing philosophy.
Fireside Ventures' Kanwal Singh on the consumer-brands bet nobody believed in, why "for a 5x, nobody will call you legendary," and on refusing the one-100x-outlier game
Kamal Singh, founder of Fireside Ventures, discusses his pivot from tech VC to backing Indian consumer brands.
Part 2: Saahil Goel of Shiprocket on wanting a paisa of every Indian transaction outside the marketplaces, who doesn't survive at Shiprocket, and still playing Pink Floyd on a Fender
In this episode, Sahel Goel discusses ShipRocket’s first principles, emphasizing distribution and data as key moats.
Part 1: Saahil Goel of Shiprocket on rebuilding the same company three times, the $4 million he was told to take or leave and why in India you sell outcomes, not software
Sahil Goyal recounts Shiprocket’s origins, tracing its evolution from 2011 ventures Cartrocket and Craftly to its current form.