Everything Arjun Vaidya said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Vaidya: Nobody Believed Indian D2C Brands Would Reach ₹1,000 Crores in 2021
“No one in twenty-twenty-one could foresee the scale that e-commerce would get, the growth that e-commerce would get, the ability for Indian brands to reach 1000 plus, like, we're only four years later or three years later from twenty-twenty-one. At that time, …”
Vaidya: Critics said Dr. Vaidya's bastardized Ayurveda with toffee formulations
“When we started launching a hangover product and a chawan brush in toffee form, Some people literally said you're bastardizing the industry. Like this is not what Ayurveda should be.”
Vaidya: Complacency lost India billions on yoga; Ayurveda cannot repeat it
“Like yoga was robbed from India, repackaged and made a multi-billion dollar industry in the US. It's the biggest travesty for us. We lost our own billions of dollars of value because we were Lazy or complacent and can't let the same happen with Ayurveda.”
Vaidya: Unilever and P&G skill sets failed at Dr. Vaidya's
“The skillset fits of the, and excuse me for saying the Unilevers and the PNGs and the records of the world did not work in my organization.”
Vaidya: Blanket VC Sector Pattern Matching Overlooks Superior Founder Execution
“Had I pattern matched and said, oh, hotels is where investors have lost the most money. It's a really hard business. I won't do it. No, someone can out execute somebody else and solve a very complex problem that you may not be able to solve.”
Vaidya: A Startup Exit Is Always a Point-in-Time, Individual Decision
“My answer to that question will always be an exit is a point in time decision. And it is a very individual decision.”
Vaidya: Indian Founders Struggle to Exit Due to Deep Identity Attachment
“There's a deep association for a lot of Indian entrepreneurs of their identity with their business identity. And it's difficult to detach.”
Vaidya: Founders Need Dedicated Insights Teams to Counter Product Attachment
“It's hard to dissociate yourself with products as a founder. And that's why you need to have a good R and D team, a good consumer insights team, a good customer service team to give you those insights because you will always love what you create.”
Vaidya: Family Equity Ownership Drove Decision to Sell Dr. Vaidya's
“My mom, my dad, my brother, all held equity in my business. As a CEO of the business, I would take XY decision. But as a shareholder, when I saw that value outcome being created for my family, I took it.”
Vaidya: Dr. Vaidya's changes Ayurveda's wrapper, not formulations or science
“I'm not changing the formulation. I'm not changing the product. I'm not changing the science. I'm just changing the wrapper around it. I'm not building the LLM. I'm not building chat GPT. I'm building a wrapper around chat GPT. I'm building a wrapper around Ay…”
Vaidya: India's health consciousness is growing but lags far behind West
“I think we're already on a ride towards consciousness. We're very far away from the West.”
Vaidya: Hundreds of Gujarat businesses make $5M–$20M ARR with 25–30% EBITDA
“It's not talked about enough, but there are multiple in our world, five, 10, 15, twenty million dollar ERR businesses doing 25, 30% EBITDA in Gujarat, hundreds of them.”
Vaidya: Lifestyle categories like luggage and jewelry are up-and-coming in India
“Right now I'm most excited about lifestyle. And what do I mean by lifestyle? I mean, luggage, handbags, watches, jewelry. It's a really up and coming segment in India.”
Vaidya: Dr. Vaidya's Hangover Product Made at Most ₹15 Lakh Monthly
“When my company was doing eight crore a month, that, that brand was contributing at max 15 lakhs a month. It's not even my top 10 sellers.”
Vaidya: Dr. Vaidya's generated 100,000 rupees in sales every hour
“I had to make 20 calls. To get this bloody ad account live because every hour I'm selling one lakh rupees.”
Vaidya: Dr. Vaidya's Reached 65% of Indian Postal Codes in Three Years
“One warehouse,
Small team with a dream could reach 65% of India's pin codes in three years.”
Vaidya: Backed 150 startups personally and 14 via V3 Ventures
“Personally, it would be a 150. From the fund, we are now at 14.”
Vaidya: Portfolio company Kuku FM has grown 100x in 2.5 years
“In the evening I could be doing a portfolio review with Cuckoo FM who have grown 100 X in the last two and a half years that I've been an investor in the company.”
Vaidya: Acquirer and Fund Partnership Both Began via Cold LinkedIn DMs
“I sold my company to someone, reached out to me through a cold DM on LinkedIn. I run this fund now, and that relationship was started through a cold DM on LinkedIn.”
Vaidya: I interrupt meetings to answer any family phone call
“Now I pick up every call. If they are calling me, I'll leave this conversation to just check that nothing's gone wrong because, ah, I've seen two circumstances in my family.”
Vaidya: L Catterton Asia Managed Over $1B and Wrote $30M+ Checks
“We were running a fund that invested thirty million plus, it was more than a billion dollar AUM fund.”