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PODCAST

The Neon Show

Siddhartha Ahluwalia

Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journey from our startups but lacked the experience of building 1-10 journeys.Hence was born the Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and

business entrepreneurship

All Episodes

57:37

How Trade Wars Reshape Countries and The Future of...

The Neon Show ·

2024/12/22

These farmers lost around $1.72B in a single morning.It was all because of tit-for-tat import taxes.But what really happened and who were these farmers?It all started when Donald Trump walked into the White House in January 2017, promising to take on what he called “unfair trade” with China.March 2018, Trump slapped $50 billion in tariffs on Chinese goods, aiming straight at the heart of China’s industrial ambitions—its "Made in China 2025" strategy. This marked the start of the trade wa...

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53:28

Lessons From 25 Years of Investing with Boris Wertz,...

The Neon Show ·

2024/12/15

In this episode of the NEON Show, Boris Wertz, a renowned venture capitalist and entrepreneur, shares his extensive journey through the tech and investment world over the past 25 years. From founding a company that was acquired by Amazon to becoming an investor and backing emerging fund managers globally, Boris offers a rich and unique perspective on the evolution of venture capital.Timestamp00:00 - Trailer 01:40 - Introduction and background03:17 - Journey as a venture capitalist04:49 -...

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64:14

India's Silent Economic Revolution with Ashok Lahiri,...

The Neon Show ·

2024/12/08

In this episode of the NEON Show, Ashok K. Lahiri, a leading economist and former Chief Economic Advisor, talks about India’s economic journey and the changes in its tax system. Lahiri shares why India has fallen behind some countries, pointing to missed opportunities in education, healthcare, and infrastructure. He also highlights the importance of India’s democracy and federal system in shaping its progress.Check out Ashok K. Lahiri’s book, India in search of glory, https://www.amazon.in/In...

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50:23

Alok Sama, Former SOFTBANK CFO on Working With the...

The Neon Show ·

2024/12/05

The world’s largest tech-focused venture capital fund. And the man behind it is Masayoshi Son, often referred to as Masa.At 16, Masa moved to California, drawn by the entrepreneurial spirit of Silicon Valley.Before he turned 21 years old, Son sold his first company— a multilingual translator bought by Sharp for about $1 million.Masa returned to Japan and founded SoftBank as a software distribution company. In 1995, Masa made one of his first bold investments— a $100 million for a 30% sta...

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73:46

India's Road to $10 Trillion Economy with Subhash...

The Neon Show ·

2024/11/21

Why does 50% of India’s workforce remain in agriculture while the U.S. has just 2%?Despite all those hands in the soil, the sector contributes just 15-18% to the GDP. While countries like the U.S. and Europe shifted quickly from agriculture to industry, India's progress was pretty slow. So, is it too late for India to catch up and move on from agriculture?Although India did build textile mills and steel plants, its industrialization lagged behind faster-growing Asian economies like Japan...

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60:51

How PolicyBazaar Became No. 1: Yashish Dahiya on...

The Neon Show ·

2024/11/15

In India, financial security often seemed just out of reach, especially when it came to insurance. For many, insurance was complex, filled with hidden terms, and often mis-sold.That’s exactly what happened when an engineer-turned-consultant discovered that his father had been duped by insurance agents into purchasing a policy that was both confusing and overpriced.Instead of just shrugging it off, this experience sparked an idea: why not create a platform where people could get straightforwar...

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110:13

The Story Behind India’s High Growth Years with...

The Neon Show ·

2024/11/08

Ever heard of the M Document?Montek Singh Ahluwalia, an economist in govt of India, saw that India needed to make some big changes to keep up. So, he started working on what would become the M Document. The M Document suggested bold reforms. Many government officials thought these ideas were too radical. Then, something unexpected happened: the M Document got into the hands of journalist Ashok Desai, who saw its potential, and gave it the now-famous name, the M Document.Even though ...

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68:56

India’s BEST States Explained with Sanjeev Sanyal,...

The Neon Show ·

2024/11/01

After India’s big economic shift in 1991, each state grew at different rates—but they didn’t all get there at the same speed.Western and southern states saw major benefits, while many in the east and north struggled to keep up. In fact, by 2021-22, the per capita income in the top five states was 3.3 times higher than in the bottom five—a clear sign of the widening divide.So, what does this uneven growth look like?In the 1960s, Uttar Pradesh, Maharashtra, and West Bengal were leading India's ...

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77:22

GEOPOLITICS SPECIAL: Former MEA Secretary On India-US...

The Neon Show ·

2024/10/27

The breakup of the Soviet Union in 1991 was a game-changer for India, shaking up its economy, defence strategy, and foreign relations. For years, the USSR had been India’s largest trading partner, pumping in vital support through the rupee-ruble trade agreement. But then, December 25, 1991, arrived, and the Soviet Union collapsed. While the Soviet Union’s collapse seemed like a disaster at first, it actually pushed India to evolve—fast. In this episode of The NEON Show, a...

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45:58

How Investing Legend Mark Mobius Built a Fortune in...

The Neon Show ·

2024/10/23

From Baker's Son to Global Investment Legend.Mark Mobius is known as a foundational figure in emerging markets investing. He is the chairman of Mobius Emerging Opportunities Fund. Before that, he led the Templeton Emerging Markets Group for over 30 years, during which the group's assets under management grew from $100 million to over $50 billion.In this episode of The NEON Show, Mark shares his rules for wealth creation, why India is his top investment pick, his reasons for pulling investment...

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90:48

India Can be a $55 Trillion Economy by 2047 with...

The Neon Show ·

2024/10/19

In 1947, India gained independence with a per capita of around $2000(adjusted with inflation).But over the next few decades, the govt adopted socialist policies, emphasising self-sufficiency and state-led development. As a result, India’s economy grew at a slower pace of 3.5% per year.In 1991, India introduced a series of reforms— liberalisation, privatisation, and globalisation. India’s growth rate picked up, and by 2023, India’s per capita GDP was back to $2,600, driven by market-friendly p...

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50:27

How 24 July 1991 Changed India | Senior Journalist On...

The Neon Show ·

2024/10/12

How the 1991 crisis got India to rethink its economic approach.By early 1991, India’s reserves were nearly gone.The government took a desperate step—it sent 67,000Kg of gold abroad to secure a loan from the IMF.This was a last-ditch effort to avoid default, but it only bought a little time. But soon, the govt collapsed again, leading to a new election.In June 1991, P.V. Narasimha Rao became Prime Minister, and he chose Manmohan Singh as his Finance Minister— and things changed.Rao and S...

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58:22

BigBasket Co-founder On 10 Min Delivery, Zepto, TATA...

The Neon Show ·

2024/09/29

In the competitive world of online grocery shopping, BigBasket is a name that stands out.But how did they get here?By 2011, smartphones were everywhere, and you could buy almost anything online—except groceries. The co-founders decided to try the grocery game online again, leading to the birth of BigBasket.In 2015, BigBasket pioneered the dark store model, using small, strategically placed warehouses to speed up deliveries and roll out express delivery services. In May 2021, Tata Digital...

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85:32

$2.5 Billion Tech Empire Built On Acquisitions,...

The Neon Show ·

2024/09/21

Every entrepreneur dreams of turning a small startup into a global powerhouse. But how do you do it without following the typical "build a product, get funding, scale it, and exit" playbook? Luca Ferrari, founder and CEO of Bending Spoons, did just that— their journey is anything but conventional.It started in 2013, when their first-ever startup Evertale flopped and left them with just $40,000. After Evertale missed PMF, they pivoted, bootstrapping Bending Spoons by focusing on acquiring digi...

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45:57

Employment Researcher - “India Needs 20 Million Jobs...

The Neon Show ·

2024/09/14

To say that India needs to create more jobs, is a downplay - what we need are 20 million jobs every year. But jobs can’t be created out of the wishing well.We have resources, but not proper skills. We have opportunities, but not proper initiatives to boost on the employment elasticity. We need a shift from Tier 1 to Tier 2 cities. We need a shift of capitals. We need immigration-based jobs for our youths, and we definitely need the women workforce landscape to improve at the earliest. But, wi...

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93:44

Why Is No One Talking About India's Unorganised...

The Neon Show ·

2024/09/08

Over the last decade, we have been getting news updates, social media highlights, and WhatsApp forwards about India being the “fastest growing economy” in the world. IMF, World Bank, and ADB have confirmed this. The question is, in the face of demonetisation, GST, and the drastic shift of focus to the organised sector from the unorganised one, is this data a true reflection of India’s economic reality? Today, Neon talks about these facts with Professor Arun Kumar, a renowned author...

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76:24

Is SaaS Dead? Or There is Too Much SaaS? SaaS Truths...

The Neon Show ·

2024/09/01

SaaS is Dead. There is Too Much SaaS.The two most common proclamations about SaaS these days. But where is the truth?In this episode we analyse the State of SaaS in 2024. We discover new truths and uncover fundamental truths.From where is the money in SaaS to where is the market. From the challenges first time founders face to the mistakes second time founders make. We cover the heavy cost of not understanding brand marketing, why PMF is not a science, IPOs in India, The India SaaS Advantage,...

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51:29

The Tata Blueprint: Lessons From India's First...

The Neon Show ·

2024/08/24

150 Years of Greatness in 50 Minutes.There is much talk about John D Rockefeller and Andrew Carnegie but not much about India’s first business Titan, Jamshedji Tata.In this episode, we sat down with Harish Bhat, Former Brand Custodian of Tata Group, and dive deep into Tata Group and its legendary founder. The founder who kept community at center and nation first, who brought the best to India and built the best in India with fire in his eyes and kindness in his heart. And the giant which neve...

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35:46

From Socialism to IPOs, from Brain Drain to Reverse...

The Neon Show ·

2024/08/16

Success Starts with Belief. And Belief Comes from Actions.Indians and the world are optimistic about India. But what actions has India taken that inspire this belief? And what actions does India need to take to keep up the momentum?From independence to today, India has increased its GDP 40x, its per capita income 8x, its literacy rate 6x, and its electrification 300x, among many other achievements. But the ambition of its people has also grown manifold.In this episode, we talk about India's j...

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51:29

China Is Changing & What It Means For India with The...

The Neon Show ·

2024/08/09

China is the 2nd largest economy. India is on its way to become the 3rd largest economy. Few decades ago both were at the same level. Is there anything for India to learn from China? Or we will have our own unique journey?In this episode of The Neon Show we explore the nuances behind the economic and political landscapes of India and China. From becoming the world’s biggest factory to now shifting to high-end manufacturing. From economic liberalisation to now back to being heavily controlled ...

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