Nikhil Kamath
140 statements across 42 episodes · 56 bullish · 36 bearish · 6 people on the record · first statement Mar 12, 2023 by Nikhil Kamath · across every show →
On the record as a speaker too: Nikhil Kamath's record, appearances and statements → this page counts the times other people say the name.
Everything said about Nikhil Kamath, oldest first
Mar 12, 2023 negative
Apr 20, 2023 bearish
May 7, 2023 neutral
May 7, 2023 negative
Kamath: My funds are wary of investing in wealthy founders
“I didn't realize this for a long time, but very organically you've, at least we formed a filter. By we, I mean different funds I'm a part of. That if somebody was a very entitled guy, if somebody was the son or a daughter of a very rich man, you would have thi…”
May 7, 2023 bullish
Kamath: Within five years people will watch creator channels like Think School for news
“I think the future of information dissemination, even about finance, is going to move from traditional channels to people like them.
Like, I don't think the day is far, five years from now, somebody will not be watching news.
They will be watching Think School…”
May 14, 2023 positive
May 14, 2023 positive
Kamath: Humanity will abandon fossil fuels within 10 years
“Like, if you look at these guys, Bill Gates, like I was mentioning and all that, I think, five, 10 years from now, I don't think we'll be thinking how we're thinking right now. I don't think we'll be going to fossil for energy. 10 years from now, for sure.”
May 14, 2023 neutral
May 14, 2023 bullish
May 14, 2023 positive
Jun 11, 2023 bullish
Kamath: 80% to 90% of Western investors are bullish on India
“Every international investor I talk to today is really critical, especially in America, in the West, in Europe. They're really critical about their own economy, but I would say 80, 90% are sanguine about the prospect of India, and wanting, wanting some form of…”
Jun 11, 2023 negative
Nikhil Kamath: The nuclear family structure restricts organic learning for children
“I feel like the modern construct of a family, husband, wife, child, or non-child, or non-child, is not Is not the best to fester education in the manner that I would dream for it to be. I think if you go back in time before organized religion and many other th…”
Jul 2, 2023
Jul 2, 2023
Nikhil Kamath Has Not Taken A Trading Day Off In 18 Years
“You know, like, since the day I started trading, I'm talking like, 17, 18 years. I think I was sick once. Sick enough not to trade. And I was in the hospital for 10 days or something. I'm talking, what was that, 1213 years ago? Something like that. 1213 years …”
Jul 23, 2023 neutral
Jul 23, 2023 negative
Aug 14, 2023 negative
Sep 2, 2023 neutral
Nikhil Kamath: Charity is not altruistic, it appeases personal morality
“Firstly, I don't believe charity is altruistic. I feel like everything has subtext in context, which I might not be able to speak about in a manner which will be comprehensible by many, many people, including myself in most cases, but I think charity is done. …”
Sep 20, 2023
Sep 20, 2023 negative
Sep 20, 2023 negative
Sep 20, 2023
Sep 20, 2023 positive
Kamath: Planning a non-traditional tech academy without formal degree requirements
“We're planning this center where there's no educational requirement. We'll have our own process to get people in. We will train them with people who voluntarily give time, like all of us and many other friends of mine. We will house them. We will kind of like …”
Oct 7, 2023 positive
Oct 7, 2023 bearish
Kamath: ONDC will considerably compress margins for existing e-commerce platforms
“ONDC, I think, will drive down the margins of platforms.
Considerably.
Because I might not take the arbitrage if the price difference is five percent, but if the price difference is paying 30% on Flipkart versus five percent on ONDC, I think a lot of people by…”
Oct 7, 2023 bullish
Kamath: Co-investing in jewelry brand BlueStone with Ranjan Pai and Sanjeev Bikhchandani
“The one thing like I have a point of contention on, like by the time this comes out, this deal will probably be done, but we're doing Bluestone.
So like me, Ranjan and Sanjeev Bhikshanani are doing it together.”
Oct 28, 2023
Oct 28, 2023 negative
Kamath: Public Markets Overvalue QSR Chains and Undervalue Dine-In Restaurants
“So when I saw QSR chains getting the multiple that they are, while they are just franchisee models, replicating a foreign product in necessarily not an innovative way, I don't think they deserve that valuation. I don't think Dine in restaurants deserve the low…”
Oct 28, 2023 positive
Nov 20, 2023 positive
Kamath: Indian influencer brand spend is ₹1,500–2,000 crore, growing 30–40%
“I think the amount of money brands are spending on purely social media influencers, because you can extrapolate and everybody's an influencer, right? If your profession is social media influencer, like you, for example, I would assume that number is between 15…”
Nov 20, 2023 positive
Kamath: Entrepreneurs must build organic distribution to protect profit margins
“It has become so important, even for people like me an entrepreneur to build distribution because paying for distribution takes away so much of the Delta you might have that a district that a person with distribution brings organically.”
Nov 20, 2023 neutral
Mar 6, 2024 positive
Mar 6, 2024 positive
Mar 6, 2024 negative
Mar 6, 2024 bullish
Mar 6, 2024 positive
Mar 6, 2024 bullish
Kamath reveals he is investing in bootstrapped apparel brand Rare Rabbit
“So we were investing, or we're in the process of investing in Rare Rabbit, and when we started researching the company a bit more, it just didn't make sense. It was stupidly incredible, like Indian, homegrown, Western cloth manufacturer, a company built in the…”
Mar 6, 2024
Kamath: Reinventing Yourself Post-Success Is Harder Than Going Zero to One
“But you know what I feel is a bigger challenge than going from zero to one. Is finding the gumption in you to reinvent yourself after the ecosystem around you has built up your ego into a bubble to come to terms with the fact that you've become complacent fast…”
Mar 6, 2024 positive
Apr 21, 2024 bullish
Jul 3, 2024 bullish
Jul 3, 2024 positive
Kamath: Launching equity-free grants of ₹20-40 lakhs for founders under 25
“We're starting this new fund. It's not actually a fund. It is a grant. It is three times as big as Shark Tank. We don't, in terms of the amount we give out, We don't take any equity in the businesses that we give these grants to. We're just looking at young pe…”
Jul 3, 2024 bullish
Kamath: Holds a 1.7% equity stake in guest Abhishek Khaitan's company
“So we are a very small miniature partner to Abhishek in his business as an equity partner. It's a investment that has done very well for us. We've never spoken about it publicly, but we've spoken like privately many times about it. I think it's 1.7%.”
Jul 27, 2024 positive
Jul 27, 2024 bullish
Jul 27, 2024 bullish
Jul 27, 2024 negative
Jul 27, 2024 positive
Jul 27, 2024 negative
Jul 27, 2024 neutral
Jul 27, 2024
Jul 27, 2024 negative
Kamath: Lifelong commitment conflicts with annual personal evolution
“I feel like I have changed as a person every year in the last 10 years. What I thought I wanted today has been totally different from what I wanted the next year. And I would hate to commit the present version of myself to another person when I know I'm going …”
Jul 27, 2024 neutral
Nikhil Kamath: Meeting idolized mentors in person demystifies the mentor-mentee dynamic
“When I met them in person and they became my friends and I had access to them like I have today. You start seeing that they're a bit like yourself as well. And you realize, okay, I saw this facet, which was exaggerated through that lens, but he has his own fla…”
Jul 27, 2024
Kamath: I went completely bust multiple times trading options early on
“So when you're a trader and you're starting off, like you start with a small amount of money, you trade like mad, right? Like you buy way out of the money options if you don't have enough capital to do trading another way. I'm talking like, 1920 years ago now.…”
Aug 23, 2024
Aug 23, 2024 positive
Aug 23, 2024 bullish
Aug 23, 2024 positive
Aug 23, 2024
Kamath: Entrepreneurs should pick high-tailwind sectors instead of chasing trendy spaces
“Stay away from anything that is cool today. Stay away from the flavor of the season. These tend to be hard, expensive spaces to enter. And pick a sector first, then focus on what company you want to build in, because you want tailwinds in whatever you're tryin…”
Aug 23, 2024 bearish
Kamath: Film investors rarely profit, mostly funding movies for celebrity proximity
“Nobody who puts money into movies generally makes money. The odds are very low. People will fund a movie for the proximity of popular people. And it's like a funnel of money coming in from outside to inside. It gets burnt, and then you have to find a new funne…”
Aug 23, 2024 bearish
Aug 23, 2024 bearish
Aug 23, 2024 positive
Aug 23, 2024 positive
Aug 23, 2024
Aug 23, 2024 negative
Aug 23, 2024 negative
Kamath: Romantic relationships should not be bound by traditional societal rules
“Relationships are wonderful, but I don't see the need to tie what is a wonderful thing with a societal construct with a bunch of rules that I might not agree with. I feel like I can be madly in love with someone, but not want to subject Our relationship to the…”
Oct 11, 2024 neutral
Kamath: Bought a home to avoid the nuisance of forced relocation
“No, so the thing with renting, of all the advantages of renting, I think there is one disadvantage, that you don't have foresight as to when you can move out of the house. Like I had to move out of this house, whereas maybe I would have liked to live for longe…”
Dec 20, 2024 neutral
Kamath: Many Highly Successful People Are Driven By Past Confrontation Or Shame
“And I've said this before, but I find that a lot of very successful people today are building on top of some kind of confrontation, Avoiding confrontation, vicariously viewing confrontation or something shameful that happened.”
Dec 20, 2024 positive
Kamath: Society evolves faster when people can change minds without being judged
“If people were allowed To change their minds more often without judgment is something I think will help humans evolve faster. If I believed in something five years ago, and I changed my mind about it drastically today, the term society would give it is hypocri…”
Dec 20, 2024 positive
Dec 20, 2024
Dec 20, 2024 negative
Birla: Fear quashes personality and has no positive role today
“Fear is something that can really, ah, you know, quash you as a personality. Why would you It's also a very different context, right? I'm talking about, ah, I was 22, so that's about 35 years ago. Parenting was a very different thing then, clearly. In today's …”
Dec 20, 2024 negative
Kamath: Modern Wokeness Is Often Generational Conformity Rather Than Deep Thought
“But I think my generation being woke is also conforming to being woke. I don't think anybody has thought deeply enough about the contrarian viewpoints of the prior generation that we are taking. We are woke today because it's cool to be woke.”
Dec 20, 2024 negative
Dec 20, 2024 positive
Dec 20, 2024 negative
Dec 20, 2024
Dec 20, 2024
Kamath: Nikhil Kamath Considers Emotional Unavailability A Major Personal Flaw
“I don't think I'm very emotionally available. It's a big flaw of mine. I didn't, this is not a self actualization thing that I realized it, but I've had, Multiple people tell me I'm emotionally available. And today I'm at that place where if more than two or t…”
Dec 20, 2024
Feb 2, 2025 positive
Nikhil Kamath: Superintelligence Will Organically Inherit the Human Drive to Survive
“The first part of your statement, don't die is inherently programmed into every living thing. It's in our subconscious. And if our subconscious is getting translated into the super intelligence, because it's building above our consciousness, I would assume org…”
Feb 2, 2025 negative
Kamath: Ubiquitous AGI Brain Chips Will Cause Humans to Rebel Against Algorithms
“Because if there is AGI and there is a chip which thinks better and not just executes for us better or helps us, but things for all of us. It will soon get democratized and we all will have the same chip. We'll again go back to the innate cardinal need for a m…”
Mar 3, 2025
Kamath: Passion and talent are outputs, not inputs
“I think personally that passion and talent are two forms of the same word. We often think passion or talent are inputs. Like if you're passionate about coffee, you get into coffee and then you realize you're talented and you have a good outcome. I feel like pa…”
Mar 3, 2025 positive
Mar 3, 2025 bearish
Mar 3, 2025 bullish
Mar 3, 2025 positive
Mar 23, 2025
Apr 5, 2025 negative
Apr 5, 2025 negative
May 12, 2025 positive
May 24, 2025
Kamath: Passion and talent are outputs of competence, not innate inputs
“The more I think about passion and talent, Neil, in my life it's starting to sound to me more as an output than as an input. I believe I'm passionate or talented at something when I do something and I'm a little bit better at it than my peer group. I was havin…”
Jun 28, 2025 neutral
Kamath: Zerodha's moat is regulatory compliance rather than user interface
“The interface in businesses like us, I agree with you a hundred percent will become irrelevant. If I could use the analogy of say cryptocurrency and the blockchain, I think where people like us come in is we're essentially not a company of interface, but a com…”
Aug 14, 2025 negative
Altman: AI podcast hosts will not be more popular than humans
“Maybe, maybe there can be like an AI podcast host that is much better than you at asking interesting questions and, you know, kind of engaging whatever, and I personally don't
Think that podcast host, that AI podcast host is likely to be more popular than you.”
Aug 29, 2025
Das: Unfair advantage matters more than macroeconomic tailwinds when building startups
“I think so much about building is more about where your unfair advantage is, not where the macro is going. And so I think, you know, take beauty for an example. Like I, I'm sure some of us have friends. I have friends building in beauty often. I think, you kno…”
Sep 3, 2025 neutral
Sep 3, 2025 bullish
Sep 3, 2025 positive
Sep 3, 2025 neutral
Kamath: Consumers subscribe for journalist bias, ensuring media bias will never disappear
“When we subscribe to a media house that I read from a certain journalist, I'm actually subscribing to the bias of that journalist. If you withdraw that bias from that journal, then I might as well read those 20 lines of text. So bias will never go away, I feel…”
Sep 20, 2025 neutral
Sep 20, 2025
Sep 20, 2025
Kamath: WTF podcast takes zero sponsorships and collects guest money for charity
“See our podcast is very like, Non-monetary nature. We don't have advertising or sponsorship or any of that. In fact, I take money from people who are guests and we do a charity project at the end of it. So it's the opposite of a capitalistic venture.”
Sep 20, 2025 neutral
Sep 20, 2025
Kamath: Children of ultra-successful parents are often the unhappiest people
“The unhappiest people I know. Are people who have these really, really large figures as their parents? Because happiness is always relative and you get your validation when you get something beyond what they have. And if you start at that scale, like I could h…”
Dec 20, 2025 bullish
Jan 11, 2026 negative
Jan 28, 2026 positive
Nikhil Kamath: Society wrongly stigmatizes hypocrisy, which is synonymous with change
“I feel like society has wrongly coined hypocrisy as a bad word. Hypocrisy and change are synonymous in a way. I feel like it shouldn't be looked bad upon. Like, if you believe in something today, and you believe in a completely different thing tomorrow, you sh…”
Jan 28, 2026 positive
Nikhil Kamath hosts a secret, camera-free annual summit for young Indian leaders
“Yeah, every year on my birthday, we have this big summit, where we call who we think are the smartest, most relevant people under the age of 45, across the creative field, industry, journalism, a bunch of different industries.
We book a big fancy place.
Hundre…”
Jan 28, 2026 negative
Jan 28, 2026 positive
Jan 28, 2026 bullish
Nikhil Kamath: Energy transition growth will persist regardless of AI hype
“Energy transition has been a big part of our thing. We did last year a whole bunch of Solar panel companies, battery companies, electric vehicles, ah, we're looking at some grid, some companies which improve transformers, make the grid more efficient, new sour…”
Jan 28, 2026
Jan 28, 2026 neutral
Nikhil Kamath is backing a phone manufacturer integrating AI into earphones
“There is a cell phone manufacturer we're investors in. They're making a On the earphones, because they feel like that limitless in all the external things that we are putting on ourselves, are a medium which, you don't want to carry one extra thing, you want t…”
Jan 28, 2026 negative
Jan 28, 2026
Jan 28, 2026 bullish
Mar 2, 2026 negative
Mar 2, 2026 positive
Mar 11, 2026 bullish
Mar 11, 2026 bullish
Mar 11, 2026 positive
May 28, 2026 bearish
May 28, 2026 bullish
Kamath: Biggest upcoming portfolio allocation will be Indian IT and banking
“Strangely enough, my biggest allocation soon will be IT services and banking because of the moats these industries sit on. It's the most counterintuitive thing to invest in, in an AI first world, but for somehow for India, I feel like it makes sense. And I can…”
May 28, 2026 bullish
May 28, 2026 positive
May 28, 2026 neutral
Kamath: Entrepreneurship Mirrors Gangster Life in Survival Odds and Glamorization
“I think there's something similar between an entrepreneur and a gangster. So few of them make it. So many die early. The odds of success are so low. Gangsters are celebrated via Hollywood, Bollywood in my case, and entrepreneurs via podcasts like mine.”
May 28, 2026 bearish
Jun 17, 2026 bearish
Jun 17, 2026 neutral
Jun 25, 2026
Jun 25, 2026
Jun 25, 2026 bearish
Jun 25, 2026 neutral
Jun 25, 2026 positive
Jul 16, 2026 neutral
Jul 16, 2026 neutral
Kamath: Foundry gives 20-25 founders $500,000 each every six months
“I tried to copy Y Combinator and start our own version in India. It's called Foundry. We give about 20, 25 kids half a million dollars each every, ah, every like six months, and they live in a house and try to build consumer companies together.”
Aug 10, 2026 neutral
Sep 9, 2026 bullish