Everything Bhaktha Keshavachar said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Keshavachar: China's April 2025 rare earth embargo shut down global companies
“They did an embargo on the export of rare earth-based magnets and a few other components in April of 25. So that led to shutting down Several companies all around the world.”
Keshavachar: Rare-earth PMSM is the only deployed efficient motor tech today
“Today the only way to build an efficient motor is using the rare earth-based magnets. It's called PMSM motor. There's no other technology that is deployed”
Keshavachar: Next civilization will be built on rare earths
“I strongly believe that the next civilization, ah, will be built on rare earths. Whoever controls the rare earths will have an upper hand.”
Keshavachar: India lacks battery production capacity and imports every cell
“Ah, the third one is batteries, which India still does not have any production capacity. I know they're all coming up, but as of now, every cell that used in India is imported from outside.”
Keshavachar: Indian deep tech startups must look abroad beyond $10M rounds
“So there is support for pre-seed, seed, pre-series A and series A, whichever way you define it, initial stages, let's say up to ten million dollars rounds. Beyond that, it is harder in India. We have to look outside.”
Keshavachar: Each ton of rare earths generates 2,000 tons of radioactive waste
“Every ton of rare earth minerals extraction generates 2000 tons of radioactive waste.”
Keshavachar: India has not invested in core technologies and remains a net importer
“India as a society, as a country, we have not invested in core technologies. We're a net importer, right?”
Keshavachar: India is far behind on four of five critical technologies
“But all these things will be there. Semiconductors will not go away. Batteries will not go away. Rairs will not go away. AI will not go away. Nuclear will not go away. I think these five technologies are critical. We have one, I think which is nuclear. All the…”
Keshavachar: India has invested roughly $1 billion into rare earth manufacturing
“Now the government has invested approximately a billion dollars into rare earth extraction and manufacturing.”
Keshavachar: India can become a superpower in 20 years through tech sovereignty
“And I think if we get this, all these things right, ah, in the next 20 years, I think we will actually be a the quote-unquote superpower because we can exert our influence.”
Keshavachar: Deep tech startups need conviction in problem, market, and execution above PMF
“I think the conviction is in terms of the problem definition, in terms of the market opportunity, and in terms of that I can actually do this. I think those are the three things that are needed for a deep tech startup. I don't, I did not even mention market si…”
Keshavachar: Heirs of major industrial houses should build deep tech companies
“Especially, I would like to say the second generation, third generation of the big, ah, industrial houses, I think they should do this. That's what I'm trying to say.”
Keshavachar: One ton of ore yields just one gram of rare earths
“If you take one ton of rare earth, you get one gram of rare earth, ah, one gram of rare earth mineral. That is why they are called rare earth. It's extremely difficult to extract.”
China embargoed rare earth processing machinery three years before banning magnets
“The processes and the machinery for extraction And making the final application magnets in our case. Ah, both, ah, China introduced an embargo about three years ago on the export of that machinery. Long before they actually did the embargo on the red earth mag…”
Keshavachar: Japan is better prepared for rare earth bans than other nations
“Japan was the first country that affect, that was affected by this ban, and I believe that they are in a far better position now, because they've diversified, they figured out what to do. They're in a slightly better position than all the other countries now. …”
Keshavachar: Chara pivoted to manufacturing after IP licensing failed with three companies
“We tried to do that licensing thing. We worked with three large companies, did not pan out, to put it bluntly. And that is when we said, no, we have to enter the business. So we became a classic product company. We build the products and sell it to our custome…”
Keshavachar: All deep tech companies are inherently global businesses
“And all the deep tech companies typically, without exception, are worldwide businesses. Because the problems are, ah, same.”
Keshavachar: Apple approached Intel to build the iPhone chip and was rejected
“Apple came to Intel to build the iPhone chip. And Intel said no.”
China holds 50% of rare earth reserves, followed by Brazil and India
“China has close to 50% of the known ore in this world. Then I think it is Brazil. Incidentally, India is the third largest.”
Keshavachar: Chara Tech generated about 1 crore rupees in revenue last year
“Last year, we made a little bit of revenue. We sold a few hundred motors generated about a crore of rupees.”
Keshavachar: Intel acquired DSPC for $2B but never committed to mobile
“Intel made a large acquisition of two billion dollars. Then in the late nineties, acquired a company called DSPC from Israel. We all went to Israel, did due diligence, and with, and I was in that group, ah, and Intel never put the, ah, the mindshare into the m…”
Keshavachar: Intel abandoned its Larrabee GPU project over commercialization doubts
“Intel ran a very large, very famous program called Larrabee and again, lost interest because they could not see the commercialization of that.”