WTF is with Nikhil Kamath

Three founders leading India’s skincare wave – Bhakti Modi (Tira), Shantanu Deshpande (Bombay Shaving Company), and Diipa Khosla (Inde Wild) join me to share the highs and lows of building beauty and skincare brands and the trends shaping this booming industry. Timestamps: 00:00 - Intro 02:39 - Bhakti’s journey & love story 05:14 - Diipa’s road to Inde Wild 10:34 - Persona’s role in brand building 15:07 - How Shantanu started 20:48 - Valuations & industry secrets 27:30 - Decoding the salon industry 34:58 - How Inde Wild made Champi cool again 38:01 - Market size & shifting narratives 45:14 - Marketing quality & building a community 52:41 - Why fragrance is exploding 1:00:42 - Community’s role in branding 1:08:04 - Cracking the BPC industry 1:22:26 - Omnichannel: A must-have? 1:27:15 - Tariffs, growth & social selling 1:31:00 - Can Indian brands go global? 1:34:51 - Cracking influencer marketing 1:42:15 - Sampling, distribution & minis 1:48:07 - Sustainability: Do founders still care? 1:52:54 - What’s the next wave? 2:04:39 - How the world perceives India 2:09:48 - Tech’s role in customising 2:16:10 - Nikhil’s & Diipa’s tattoos 2:18:14 - Why founders need grit 2:19:47 - Bhakti & Tira’s origin story 2:34:10 - Inside Tira: From concept to customer 2:38:34 - Do celebrity brands work? 2:44:51 - Why Diipa started Inde Wild 2:48:25 - Mass, premium, prestige: Which segment is winning? 3:05:45 - Quick commerce & Tier 2 markets 3:11:11 - Ayurveda: Still a novelty? 3:14:43 - The making of Bombay Shaving Company 3:21:39 - From idea to product: Manufacturing & patents 3:30:14 - Advice to aspiring skincare founders #NikhilKamath - Investor & Entrepreneur Twitter: [https://x.com/nikhilkamathcio] (https://www.youtube.com/redirect?even...) Bhakti Modi - CEO, Tira Instagram: https://www.instagram.com/bhaktim679/... LinkedIn: / bhakti-modi-98a32293  Diipa Khosla - Founder, Inde Wild Instagram: https://www.instagram.com/diipakhosla... LinkedIn: https://in.linkedin.com/in/diipa-khos.... Website: https://india.indewild.com/?utm_campa... Shantanu Deshpande - Founder, Bombay Shaving Company Instagram: https://www.instagram.com/shantanudes... LinkedIn: / shantanudeshpandebsc

Bhakti Modi (Tira), Shantanu Deshpande (Bombay Shaving Company), and Diipa Khosla (Inde Wild) joined forces to answer one question: What should 25-year-old Dilip build next? Bhakti Modi CEO, Tira Instagram: https://www.instagram.com/bhaktim679/... LinkedIn: / bhakti-modi-98a32293  Diipa Khosla Founder, Inde Wild Instagram: https://www.instagram.com/diipakhosla... LinkedIn : https://in.linkedin.com/in/diipa-khos.... Shantanu Deshpande Founder, Bombay Shaving Company Instagram : https://www.instagram.com/shantanudes... LinkedIn : / shantanudeshpandebsc

In this unfiltered conversation, we discuss bad bets, overhyped markets, and where VCs should actually put their money. I sat down with Deedy Das (Principal, Menlo Ventures), Nikunj Kothari (Partner, FPV Ventures), and Niko Bonatsos (Early-Stage Venture Capitalist) to get their hot takes on industries. Timestamps: 00:00 - Intro 00:58 - Deedy’s journey & the Anthropic story 05:10 - Nikunj’s background 11:32 - Niko’s story 13:31 - Sectors to avoid as an investor 23:17 - Today’s hottest sectors 27:31 - Emerging AI trends 38:37 - Declining birth rates + AI’s role 48:19 - Abundance & capitalism 53:19 - Raising kids in an Instagram world 55:39 - No tech: the next big business? 1:00:55 - The future of dating apps 1:06:52 - Key predictions for the next frontier 1:10:14 - Will urbanisation continue? 1:13:51 - Longevity & wellness industry 1:16:01 - Which sector will boom by 2035? 1:25:59 - Rethinking senior living 1:32:52 - Content vs. product: what builds a brand? 1:43:50 - Individual vs. legacy brands 1:47:30 - EVs & mobility: the road ahead 1:58:03 - Opportunities in beauty & luxury 2:02:17 - Where live events are headed 2:06:14 - Climate tech & its impact 2:11:49 - Data centers: the best bet? 2:15:13 - Vices as an industry 2:24:18 - Wrapping it all together 2:29:02 - Legal AI: opportunities & challenges 2:32:29 - India in the global AI race #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) LinkedIN: [](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGNsNjlxS2NyU3VxOUNIQU1VUmczaWNobmtJd3xBQ3Jtc0tsVmczaDdwdkpMZWlNaVdISk1mQUFfbmhZNVB2al9OU1hwbF9rYTFoMFJGN2FKRnFreXFEaXZhRGttd2xLRHBpQVhIS19XaW5wQTZ3UjB6bm5vazVmdUkwSEdsU0MxS1lXYmJvVnhlekVRczc0RmdTRQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fnikhilkamathcio&v=wHQiewz8k9g)https://www.linkedin.com/in/nikhilkamathcio/ Instagram: https://www.instagram.com/nikhilkamathcio/ Facebook: https://www.facebook.com/nikhilkamathcio/ #DeedyDas - Principal, Menlo Ventures Twitter: https://x.com/deedydas LinkedIN: https://www.linkedin.com/in/debarghyadas/ #NikunjKothari - Partner, FPV Ventures Twitter: https://x.com/nikunj LinkedIN: https://www.linkedin.com/in/nikunjk/ #NikoBonatsos - Early-Stage Venture Capitalist Twitter: https://x.com/bonatsos LinkedIN: https://www.linkedin.com/in/bonatsos/

What industries will die out in the next decade? I sat down with three venture capitalists from Silicon Valley to decode. #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) LinkedIN: [](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGNsNjlxS2NyU3VxOUNIQU1VUmczaWNobmtJd3xBQ3Jtc0tsVmczaDdwdkpMZWlNaVdISk1mQUFfbmhZNVB2al9OU1hwbF9rYTFoMFJGN2FKRnFreXFEaXZhRGttd2xLRHBpQVhIS19XaW5wQTZ3UjB6bm5vazVmdUkwSEdsU0MxS1lXYmJvVnhlekVRczc0RmdTRQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fnikhilkamathcio&v=wHQiewz8k9g) https://www.linkedin.com/in/nikhilkamathcio/ Instagram: https://www.instagram.com/nikhilkamathcio/ Facebook: https://www.facebook.com/nikhilkamathcio/ #DeedyDas - Principal, Menlo Ventures Twitter: https://x.com/deedydas LinkedIN: https://www.linkedin.com/in/debarghyadas/ #NikunjKothari - Partner, FPV Ventures Twitter: https://x.com/nikunj LinkedIN: https://www.linkedin.com/in/nikunjk/ #NikoBonatsos - Early-Stage Venture Capitalist Twitter: https://x.com/bonatsos LinkedIN: https://www.linkedin.com/in/bonatsos/