TheOnePoint

Jan Lozek, co-founder and Managing Director of Future Energy Ventures (FEV) and a former energy-infrastructure leader at RWE and E.ON, sits down with Rohit Yadav in this "AI Meets the Physical World" series episode to walk through where the energy transition actually stands today as an investment thesis. The conversation spans the shift from climate to sovereignty, the divergence between...

We don't have an energy generation problem. We have a delivery problem and every year states throw away terawatt-hours of clean power they can't store. In this "AI Meets the Physical World" series episode, Anurag Kamal, co-founder and CEO of ElectricFish, joins Rohit Yadav to explain how a network of 400 kWh batteries at gas stations could decouple charging speed, and the grid&#3...

Jürgen Mayerhofer, co-founder and CEO of enspired and a 20-year veteran of physical energy markets, sits down with Rohit Yadav in this "AI Meets the Physical World" series episode to unpack where AI-driven energy trading and flexibility optimization actually stand today — across battery storage, the flexibility stack, data scarcity, market culture, hyperscaler and data-center demand, EVs...

Sean Kelly, co-founder and CEO of Amperon and a veteran power-markets trader, sits down with Rohit Yadav in this "AI Meets the Physical World" series episode to walk through where energy forecasting and grid intelligence actually stand today — across AI-driven load growth, weather volatility, the flexibility stack, hyperscaler and utility demand, and the broader grid transformation under...

While most discussions about the energy transition focus on EVs, a broader transformation is underway. Homes are adopting heat pumps and solar, factories are moving away from fossil fuels, data centers are developing their own storage, and AI is accelerating battery innovation from research to manufacturing. Dong-Su Kim, CEO and Board Member of LG Technology Ventures, joins Rohit Yadav in this Phy...

Arvin Ganesan, CEO of Fourth Power and former Head of Global Energy and Environmental Policy at Apple, sits down with Rohit Yadav in this "AI meets the Physical World" Series episode to walk through where the energy storage market actually stands today across long duration storage, lithium-ion, supply chain dynamics, hyperscaler demand, and the broader grid transformation underway. Wheth...

Gareth Evans, Founder and CEO of VECKTA and host of the Renewable Ride podcast, sits down with Rohit Yadav in this episode to break down where the energy market is actually heading — from the aging US grid and rising power costs to the rise of on-site energy systems, the prosumer model, and what climate and energy tech founders need to know in 2026.Whether you are a founder, operator, investor, or...

What does it really take to build in robotics in 2026, when 70 to 80 percent of the investment dollars are flowing into mega rounds and a handful of companies are collecting the majority of the capital? 🤖 Sanjay Aggarwal, Venture Partner at F Prime Capital and author of the 2026 State of Robotics Report, sits down with Rohit Yadav in this Physical AI Series episode to break down where the robotic...

What does it really take to build a scale consumer company in a country where two players control most categories, the cost of capital is high, and a billion consumers each carry world-class aspirations on lower incomes? 🇮🇳 Vivek Gambhir, Venture Partner at Lightspeed India and Chairperson of Imagine Marketing (the parent company of boAT), sits down with Rohit Yadav in this special India Series ep...

What happens when an IIT Delhi grad who started building software in 1998 — back when getting a phone line in India took six to eight months — co-founds Pine Labs, then GlobalLogic, and 25+ years later walks across the table to build a global venture firm investing across India, the US, and Europe? Rajul Garg, founder and Managing Partner of Leo Capital, sits down with Rohit Yadav in this special...

What happens when AI's exploding energy demand meets the next generation of solar technology? In this episode, Rohit Yadav sits down with Scott Wharton, CEO of Tandem PV, to break down the real state of solar in 2026 — from utility-scale deployments to perovskite breakthroughs that could reshape how we power data centers, factories, and entire grids. Scott shares why solar plus batteries is al...

What happens when the former CFO of Myntra and a Flipkart leadership veteran walks away from operating the biggest names in Indian e-commerce to build a venture firm that backs the next generation of Indian consumer brands?  Dipanjan Basu, co-founder and partner at Fireside Ventures, sits down with Rohit Yadav in this special India Series episode to break down nearly a decade of building one of th...

What happens when a country that exported its best deep tech talent for decades suddenly has the markets, the capital, and the geopolitics to commercialize at home? Abhishek Srivastava, Partner at Kae Capital — one of India's leading institutional seed funds managing $250M+ across five funds — sits down with Rohit Yadav in this special India Series episode to break down The India Deep Tech Rep...

What happens when two fresh graduates with zero auto industry experience look at the same technology as every legacy manufacturer — and see a completely different cost structure? Tarun Mehta, Founder & CEO of Ather Energy - India's first smart electric scooter company, now a public unicorn - sits down with Rohit Yadav in this special India Series episode to break down the full arc of build...

What happens when a public markets veteran who advised Nestlé, Unilever, and Aditya Birla on their India strategy decides to bet everything on the disruption of those very companies? 🇮🇳Nikhil Vora, Founder of Sixth Sense Ventures - India's first and largest consumer-only fund - sits down with Rohit Yadav in this special India Series episode to break down three decades of watching, studying, an...

What happens when a country generates $145 billion in startup exits in five years - but still doesn't have enough growth-stage investors to count on two hands? Anand Prasanna, Founder & Managing Partner of Iron Pillar, sits down with Rohit Yadav in this special India Series episode to break down what's really happening beneath the surface of India's tech ecosystem. From the missing...

What does it take to scale a consumer brand from ₹50 crore to ₹500 crore in two years - in a country where the consumer changes every 50 kilometers? 🇮🇳Karan Singla, COO of Sleep Company - one of India's fastest-growing physical consumer product companies - sits down with Rohit Yadav in this special India Series episode to break down the raw, unfiltered operational reality of building a premium...

What does it take to build one of India's most resilient venture firms - in an ecosystem where exits were considered impossible? 🇮🇳Sudhir Sethi, Founder & Chairman of Chiratae Ventures - one of India's oldest homegrown venture capital firms - sits down with Rohit Yadav in this special India Series episode to share the unfiltered story of building a VC firm across 20 years of market cyc...

What does it take to build a billion-dollar beauty brand in a country where everything changes every 100 kilometers? 🇮🇳Manish Taneja, Co-founder & CEO of Purplle - India's leading beauty e-commerce unicorn - sits down with Rohit Yadav in this special India Series episode to share the unfiltered story of building from zero to unicorn status. From surviving 6 months with no cash to using AI to d...

John Rikhtegar of RBCx has been dissecting the venture ecosystem with surgeon-level precision lately. Two of his recent analyses — on GP-LP alignment and VC-backed IPOs — pull back the curtain on where real returns (and misalignments) hide. Takeaways: ▪️ The Alignment Mirage → “Even if you have perfect alignment, it doesn’t guarantee success.” Small funds look better aligned — lower fees, higher c...

The headlines on American manufacturing have it wrong. The story isn’t just about tariffs or reshoring incentives. The real headline is the trillion-dollar number — the annual investment required to double U.S. manufacturing capacity. That’s more than the GDP of Switzerland. This is just one of the highlights from my thought-provoking chat with Aidan Madigan-Curtis from Eclipse (Links at the end)....

For years, the startup promise was simple: Join early. Take less salary. Share in the upside. It sounded like a fair trade — until the fine print appeared. The real challenge? When paper equity meets real-world tax and timing rules. With Andrew Endicott of Gilgamesh Ventures, we explored the hidden complexities of startup compensation — and how perception and structure don’t always align. Founders...

Who doesn’t love a hustle story? Especially in venture capital. This one starts in 2009, with Jared Carmel helping a Facebook employee cash out their stock options. Fast forward: he’s now running Manhattan Venture Partners, a $1.5B secondaries powerhouse — ranked top 5 in the U.S. And here’s the punchline: Venture’s old playbook — fund startups, wait for the IPO, call it liquidity — is broken. The...

I’ve been waiting for this one.  What do - two decades of startup investing, the European moment, democratisation of venture capital, and growth stage opportunity - have in common?  It’s the VC firm redalpine ! The most interesting thing about European venture right now isn’t just the startups being built. It’s the setup investors are staring at. On the surface, the story looks familiar: macro noi...

Ten years ago, investing in US supply chain and manufacturing tech felt like swimming against the tide. Non-consensus, long sales cycles, hardware risk — most VCs stayed away. Today? We’re in the middle of a reindustrialization moment.  And Jackie DiMonte , co-founder of Grid Capital , explained it better than anyone on my recent podcast: Reindustrialization isn’t just a policy slogan. It’s the co...