Nikhil Kamath Understands Blusmart’s Business Model From Founder, Punit Goyal

Watch the full episode - • Ep# 14 | WTF is Happen...
Listen to the full episode on Spotify - open.spotify.com/episode/0OUT...
Listen to the full episode on Apple Podcasts - podcasts.apple.com/in/podcast...
Nikhil Kamath - Co-founder of Zerodha, True Beacon and Gruhas
Follow Nikhil here:-
Twitter / nikhilkamathcio
Instagram / nikhilkamathcio
Facebook / nikhilkamathcio
Linkedin
Koo www.kooapp.com/profile/Nikhil...
#TarunMehta - CEO, Ather Energy
Instagram: / tarunsmehta
LinkedIn : / tarunsmehta
X : / tarunsmehta
Facebook : / tarunsmehta
KZbin: / @atherenergyelectric
#ChetanMaini - Co-Founder, SUN Mobility
Founder of Reva Electric Car Company Ltd (now Mahindra Electric Mobility Limited)
LinkedIn : / mainichetan
X : / mainichetan
KZbin: / @sunmobility
#PunitKGoyal - Co-Founder, BluSmart
Instagram: / punitkgoyal
LinkedIn : / punitg
X : / blusmartgoyal
KZbin: / @blusmartindia
#SuruchiRao - Co-Founder, Ossus Biorenewables
Instagram: / suruchi.rao
LinkedIn : / suruchirao
X : / succirao
Facebook : / suruchirao
#nikhilkamath #WTFiswithNikhilKamath #EV #climatechange #automobile #charging #subsidy #scooter

[@aakashPotter]

Nikhil pls pls pls let people finish before you interrup them !

[@prithviraj1080]

Yeah

[@RakeshKumar-ov7cs]

exactly. that's what I felt

[@ap9515]

Stop interrupting the guest man

[@amaansiddiqui2376]

Nikhil has a gift of asking questions that a layman would. I see him asking questions that he probably knows the answers to but still asks them so that someone uninformed watching would know the answer as well. Wish more podcasters had this ability.

[@AKM_828]

Also he is so rich... nobody denies him easily...

[@rajatbharti1133]

I think that comes because he is also an investor and hence tries to understand the business model inside out

[@balanmuthu3513]

absolutely , I remember giving presentations in my office and a very senior colleague would ask very basic questions and it would be puzzling, its only after few months i understood its not for him its for the general majority who would attend those meeting, knowing very well they would be too embarassed to ask these in public forum but if not clarified will make the whole exercise pointless.

[@CriticAritraBose]

assumptions should not be made , we never know what billionaires process inside of their skull, do we?

[@SunnyGupta-mo2wk]

Nikhil is way too smart in the room. He is gonna leave behind Joe Rogan. The questions he asks simply tells the very good presence of mind and very high intelligence. All questions are absolutely relevant. Only one thing I want for you. You should have kids. Intelligent people should have kids.

[@drsuraksha]

And after kids leave everything which excites him, and be donkey like all of us. There are enough intelligent populations. Intelligent and having a mindset are two different aspects of life.

[@rohitsharma-ps1sf]

Joe rogan?no one takes him seriously in America 😂

[@adityaprabhuphoto]

Since when is JR some sort of benchmark? 😂

[@SunnyGupta-mo2wk]

@@adityaprabhuphoto he is currently no 1 podcaster

[@divitkarekar5803]

​@@SunnyGupta-mo2wkhe literally interrupted so many times,which even others pointed out and it's annoying, although I'd agree he has asked good questions Stop the unnecessary comparison to JR podcast

[@pranitamorisetty6217]

Why does nikhil interrupt so much?

[@bluepurplepink]

BluSmart will be a big nationwide player soon. In NCR, they have knocked it out of the park with convenience and the quality of drivers. They are always booked up.

[@sandipm1517]

Excellent conversation and knowledge being shared. I am surprised that startup heads are open to answering such detailed questions about their operations! Very impressive! All the best to the channel & the conpanies being showcased!

[@CriticAritraBose]

yaa its only because they are damn sure that no one is going to take the initiative and those who will can anyway find it out

[@harleygaming9525]

Great insights! I would say let him expand his definitions to the core of business workings and please invite more CEOs to learn firsthand workings of the real businesses.

[@chatGPT7]

Nikhil really needs to stop interrupting. Punit couldn't finish even 1 point before getting interrupted.

[@OnlyTHEBestPropertiesofP-nz9zj]

HI nikhil this was one most sought after video as theres a lot of kowledge of IREDA, or EESL or SIDBI which are financing Renewable energy projects. May be you can line up a Solar company too like Gensol which is into Solar business as well and they too work as an SPV, they secure funds from IREDA , SIDBI etc and then work in multiple models like CAPEX , OPEX,

[@abhishekdey9717]

Great Q&A loved it man !

[@TheNikhilbhu]

Interesting, thanks for those questions from Nikhil. :)

[@virajdesai29]

Your KZbin videos are so genuine ❤

[@suryanarayanan8667]

Nikhil podcast and reels are always informative and very clear.

[@nupurjain9807]

is it gensol leases cars for blusmart???

[@jaijoshi1173]

Charging infra is also profitable uptil a certain point, it would eventually require access to multiple types of charging, compatible for all cars or else scaling the model would be difficult.

[@pritambaruah5057]

Huh! A intelligent clip in YT after a long time

[@The-rx3in]

Punit explained really well

[@Bharathraddi]

Nikhil, please please allow people to speak for sometime. U interrupt them very early which is too odd.

[@Sunilzyx81]

Instead of back to back questions which is inappropriate, Explanation of Business Model on Board is Better.

[@kuldeep__singh2]

Bhai konsa mic use krta hai nikhil

[@abhaypathak6992]

Excellent work by nikhil in examining the statements made by the guests

[@aadil.v]

I wish Punit was just more direct and answer the questions, not go round and round being technical. Way to break the flow bud

[@IamSumitKr]

True

[@try650]

Bruh! Yeh sab trade secret khulasa hona ka bad... Woh gar jahka socha ga, nahi jahta toh acha hota .... 😂😂😂

[@varijbangar3517]

My Friend is doing a similar business in Guwahati Assam, With some 50 odd cars till now. Is profitable as Guwahati Assam is the connecting point for the whole north and gives each car probably 260-270 kms a day. The brand name is Smarto.

[@vigu1809]

This will be multibagger

[@rajanluthra1035]

I absolutely loved Nikhil's way of asking questions

[@mstark1203]

Nikhil observation full on peak level

[@erodelp262]

Nikhil is questioning Smart way😊

[@YASHKUMAR-bl4oh]

Mai blu smart mai driver hu . Blu smart customer k liye sabse best option hai lekin hum driver k liye to ye job ek bandhia majdoor jaisi ho gai . Koi sunvaai nahi Naa hi koi sunne wala hai aap business ki kitne aachi aachi baat kar rahe . Shayad itni care apne drivers ki bhi karte to Puri imandaari se hum apni blu smart company ko sport karte . Company ko aage badane k chakkar k mai kahi aap apne drivers ko Naa kho de

[@Seeker3101]

I will meet you one day nikhil Kamath. You are a great human being.❤

[@shashankprasad6403]

Same for me. I want to meet you one day Nikhil, would be a great conversation

[@mayuraggarwal2111]

Wow, one line ans had quite a few lines in it

[@aakashagarwal2602]

Just my 2 cents on the details of the Blusmart Fleet logistics: Most businesses are built on debt so Blusmart is putting 2 lakhs as cash to get the vehicle and then loan of 11,00,000/- on sub 10% interest rate which is quite low for the economics to work and enable them to pay EMI with the car usage on the daily basis. Blusmart cost economics -> Cars charges around 15/16 bucks per km while the operation cost is just 2 rs per km. Loan amount of 11,00,000/- for 5 years at 10% interest rate comes out to be around 23,000/- monthly EMI. Given that cars are driven for 200*30 = 6000 kms every month so cost per km comes out to be another 4 Rs. So, excluding driver and maintenance cost, business seems to have quite high EBIDTA assuming that the 2 rs per km was for charging operation cost. Bottleneck - the cost of charging infra upfront is costly and difficult to create in the first place. It would have difficult for the business economics to work in 2 situations - either Blusmart had to pay full amount to acquire the cars or the loan interest rate is upwards of 18% hurting the EBIDTA.

[@pratapthapa954]

6000 km a day?

[@aakashagarwal2602]

@@pratapthapa954 - 6000 kms a month. so 23000/6000 is approx 4 Rs per km

[@darshandarshan-hs9uo]

Next please ashutosh from shark tank season 2 Gavin Paris

[@dhavalsoni7793]

Ev is problem is that battery is getting degradation after running 200 km

[@tangible959]

Nikhil should wait for the other person to finish their sentences imo, he is a great conversationalist but homie chill let other people speak.

[@mayuraggarwal2111]

Smartest people in the country EV market. No clue on the costs

[@nijanshv]

Why does the host have to interrupt with a tangential question before he gets an answer? Such a difficult podcast to listen to.

[@meramannn]

If I leave out Mr.Maini others seem like they are just running on VC funds. Clarity is missing.

[@sreejikm]

Can you spend some time in fixing zerodha app and web issues making retailers loose money. We will stop using zerodha and jump to some other client if this streak of issues continues

[@mohitsinghpuri5356]

Nikhil does not let the guests speak 😂😂

[@champnik464]

Dhaga khol diya hai bhai ne blusmart ka

[@PranoyShankarDutta]

The white shirt beats around the bush

[@mannuanu]

Nikhil, Please let the people finish before you interrupt them.....

[@imeankahn5045]

Bring him to shark tank

[@Abhishekkumar-yt9ke]

Nikhil sir Blu smart Wale se sab puchna chahte ho😂

[@gurpreetsinghkamboj5696]

Focus on html/structure of the code. More than CSS. Trust me. It will be a better foundation and if foundation is better than building a building will be easy. Bluesmart

[@vssasikumarjonnadula8943]

Why can't he use rupees instead of saying bucks

[@harshanaik3167]

But still Blu smart is more expensive than the usual cabs

[@vikramkarthick1]

No direct answers to any question, not sure how Nikhil contained the conversation

[@anant0089]

Nikhal kamnath should become a doctor now real one !

[@ratanaxis]

for love of god, let the man speak

[@AR-is8mo]

Fucking reality, you don't have to pay from. Your pocket.. Every thing is on debt!!! And how you come in profits!!!

[@maxrusso2697]

Nikhil was like a Viva external examiner during board exams.. What?? How much?? Okay Next Question!! This### That**** 😂😂

[@tharunk8019]

He did not get breathing time..

[@Jusqua]

It’s super annoying how you are constantly interrupting the other person. At least let him finish what he is saying. You are asking to ask again, not to listen. Which doesn’t come off right. I think you should watch Ranveer Allahbadia hosting people and asking questions.

[@harshanaik3167]

No direct answers. Kinda shady. Too many deflections

[@TheGreatOne428]

Blusmart doesn’t seem very smart. He couldn’t a straight answer to Nikhil’s questions

[@smobilel3266]

Ugh

[@truetransport6421]

Baate badi badi he inki.100driver hire karte he usme se sirf 1hi kaam karta he itni penalty lagate he driver ko bina wajah ki driver kaam kar hi nahi pata he Din me 16ghante kaam karwate he or uske baad driver 25000 kama pata he uspe bhi penalty pe penalty laga dete he . Aane wale waqt me inke paas gadiya hi hongi bas driver nahi honge

[@pranabtandon]

Very soon electricity prices will be similar to petrol today, only matter of time,when petrol money dries up for government, they will come after electricity.

[@shishirarora8808]

Why is bluesmart so confused? Speak less and more knowledge.

[@nandkoradiya2494]

Bhai likh ke lele ye bluesmart nahi chalega bohut ghuma ghumake bol rahahe

[@Beingapolymath]

For those saying the host shouldn’t interrupt, the point is not to get the full answer. You go into a VC round, the bare minimum that a VC would do is a background check to understand the person or people behind the brand. The host was trying to understand the level of clarity that the Blu smart team has with their vision. That is what you invest in.

[@suchitranag5198]

May God never bless you Kamath !!!

[@tanumoynandy6166]

EV is in such a nascent stage that the founders aren’t even confident about their business numbers. Tells you ICE is here to stay 😂

[@darshnagar5289]

Atleast they are vouching for change and evolving themselves new found technologies, such businessmen cannot go through traditional routes as they are writing whole new stories both in their business modelling and their purpose service/product side which is truly amazing!

[@rahultiwari.95]

Blusmart sounds like the next BYJU's. A Scam. Why does it take so long to explain your business in simpler terms. Bolna kya chahte ho?

[@Tarunt1]

Please add aidio track in hindi❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤

[@Tarunt1]

Please add aidio track in hindi❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤

[@Tarunt1]

Please add aidio track in hindi❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤