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    Technology

    Knuckle Up with Nakul

    Knuckle Up is about the HOW of building iconic companies. Recruiting, culture, intensity, the inner game of being a founder CEO. The stuff that actually separates great companies from good ones. Hosted by Nakul Mandan (GP, Audacious Ventures), each episode goes deep with founders who’ve done it at the highest level. Not highlight reels. Operating playbooks, straight from the best of the best.

    knuckleuphq.substack.com

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    Latest Episodes:
    Behind the curtain of a $4.5b AI-native powerhouse May 19, 2026
    Show notes

    Ashwin Sreenivas spent his childhood in India waking up at 5am and studying until 8:30 at night. History, geography, physics, chemistry, math. Every day, from 4th grade through 12th grade, through the Olympiads and the National Talent Search Exam. He says now, three years into building one of the more successful post-ChatGPT companies in the world, that all of that is precisely why what he does today feels almost easy. "I get to come in here and there's a lot of people and I'm having fun."

    That mode is what Decagon runs on. The company Ashwin co-founded with Jesse Zhang in 2023 is now valued at $4.5 billion, has crossed 450 employees in three years, and works with some of the largest enterprises on the planet. The path there has in some ways been simple: don't theorize about where AI is going, talk to customers until the pain is unmistakable, build for that, ship, repeat. Decagon went from zero to $1 million in ARR with two co-founders and no employees.

    In this conversation, Ashwin walks through what that means in practice. How Decagon operationalizes a single cultural priority: speed, even when it costs coordination. How they hire 450 people without breaking the bar. How AI has reshaped the IC engineer, the AE, and the VP of EPD. And why, after a year of running 6+ days a week, the thing he and Jesse would tell their earlier selves is: go faster.

    Ashwin Sreenivas is the co-founder and CTO of Decagon, the AI customer concierge platform founded in 2023 that serves enterprise customers including Substack, Eventbrite, Duolingo, and Notion and is valued at $4.5 billion. Decagon Labs, the company's in-house model development effort, now powers around 90% of Decagon's model traffic. Before Decagon, Sreenivas co-founded Helia in 2019, an AI startup acquired by Scale AI a year later. He started his career as a strategist at Palantir Technologies in New York. Sreenivas holds a Bachelor's degree (2017) and Master's degree (2019) in Computer Science from Stanford University. Decagon raised $35M in 2024 and has scaled to over 450 employees.

    Where to find Ashwin Sreenivas:

    • Decagon

    • X

    • LinkedIn

    Where to find Nakul:

    • Audacious Ventures

    • X

    • LinkedIn

    Where to find Audacious Ventures:

    • Website

    • LinkedIn

    In this conversation with Ashwin Sreenivas:

    00:00 Who is Ashwin Sreenivas?

    02:10 How did Jesse and Ashwin decide what to work on at Decagon?

    04:19 Why did they reject the top-down market-sizing approach?

    13:16 What does Decagon give up to keep moving fast?

    17:54 Does Decagon expect their team to be 6-days in-office?

    23:33 Why didn't they hire a single employee until $1M in ARR?

    27:12 How do you hire 450 people in three years without breaking the bar?

    31:20 Are Decagon engineers even writing code anymore?

    35:08 How does the IC engineer role change with Claude Code and Cursor?

    36:32 Shipping in two days: how does EPD leadership change?

    40:15 What are the two types of FDE, and which one do most AI companies actually need?

    49:21 How will the human role at Decagon evolve over three years?

    57:15 Why did Decagon build its own models in Decagon Labs?

    1:00:50 What worries Ashwin most about Decagon today?

    1:03:52 How does Ashwin manage his psyche while running this fast?

    1:08:00 What hiccups has Decagon had that no one sees from the outside?

    1:09:50 Quickfire: overrated advice, AI products, books, red flags

    1:12:43 What would Ashwin tell his younger self about Decagon's journey?

    Ashwin's sharpest lines from this conversation...

    On what actually matters:

    "If you build a company doing something that your customers care about, you can mess up everything else in a way and it doesn't really matter."

    On founder market fit:

    "If you pick the right market, the market will pull the problem and product out of the founding team."

    On what Decagon traded for speed:

    "The pace of building has changed so quickly. With AI, there isn't that much time for coordination. You have to give somewhere, and we gave for speed."

    On packing desks tight:

    "I specifically asked our head of workplace to get smaller desks so that people are packed even closer together, so that you can lean over and talk to an exponentially larger number of people."

    On responsibility for AI-generated code:

    "Use all the tools you have available so that you can move faster, but at the end of the day, you are responsible for the code you push and you should be prepared to defend it rather than say, 'oh, the AI agent wrote it.'"

    On hiring red flags:

    "It's not a specific flag, but rather that gut feeling of something's a little off and I'm not sure I want to pull the trigger on this."

    On the normality of “fires”:

    "I guarantee you every fast-growing company, probably without a single exception, they've had a thousand fires internally. Just normal. That's just how it is."

    On the advice he’d give his younger self:

    "Go faster, hire faster, build faster, get out to the biggest customers faster because the need is real, the market pull is real. You just need to go capture as much of it as quickly as you can."


    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit knuckleuphq.substack.com

    $50M ARR With 3 sales reps, no CRO, and one PM | Michael Grinich (CEO, WorkOS) May 07, 2026
    Show notes

    Michael Grinich is a design-obsessed engineer who once spent days in a recording studio with an electronic musician crafting the perfect email notification sound. He now runs WorkOS, the $50M (accelerating) ARR enterprise infrastructure business powering nearly every major AI company you can think of, OpenAI, xAI, Anthropic, Sierra, Cursor. Michael has scaled the seven-year-old company to 100 people with no CRO, no VP of sales, and just three sales reps. In an industry where most CEOs default to hiring more executives, Michael runs WorkOS with senior ICs and a weekly operating cycle. In this episode, he unpacks the philosophy behind it all.

    We also discuss:

    • Why a great startup idea has to look bad first

    • Why Michael subscribes to "Minimum awesome product" over MVP

    • Micro-leadership over micromanagement

    • How to "AI pill" your team

    • Why senior engineers are the most impactful with AI

    • The reverse Peter principle

    Referenced:

    • Billie Jean King

    • Black Swan Farming

    • Brian Chesky

    • Cursor

    • Founder Mode

    • Ivan Zhao

    • Model Context Protocol (MCP)

    • Nat Friedman

    • Paul Graham

    • Peter Principle

    • Seeing Like a State

    • Twilio

    Where to find Michael Grinich:

    • WorkOS

    • X

    • LinkedIn

    Where to find Nakul Mandan:

    • Audacious Ventures

    • X

    • LinkedIn

    Where to find Audacious:

    • Website

    • LinkedIn

    Timestamps:

    00:00 Introduction

    01:33 From design-obsessed founder to enterprise infrastructure

    04:20 Michael’s year off and what made the WorkOS bet obvious

    06:54 Why a great startup idea has to look bad first

    09:46 Minimum awesome product beats MVP

    11:09 The org with no CRO, no VP of sales, and one PM

    13:29 Hiring for curiosity, not credentials

    16:25 The "AI pilled" interview red flag

    18:25 A week is 2% of the year

    26:00 How WorkOS approaches brand

    33:00 The future shape of engineering orgs

    43:20 Why senior engineers benefit most from AI

    44:45 Micro-leadership over micromanagement

    49:10 Tough times in the early days

    59:04 The reverse Peter principle

    1:04:38 Quickfire: red flags, hires too early, and biggest fears

    1:10:30 Michael's advice to their 25-year-old self


    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit knuckleuphq.substack.com

    Nobody knows anything, product market fit is dead, and there's only one moat | Bipul Sinha Apr 30, 2026
    Show notes

    Bipul Sinha grew up in dire circumstances in India, made his way to IIT, and immigrated to the US in search of the American dream. By 40 he had become a successful VC at Lightspeed; he then founded Rubrik, today a $10 billion public company and one of the last decade's fastest-growing enterprise software businesses. Most founders look to mentors for guidance. Bipul's first principle is "nobody knows anything." In this conversation, he shares the mental models that got him here and how he's rebuilding Rubrik for the AI era.

    We also discuss:

    • The "state of intellect vs state of will" mindset shift

    • Why "recruiting is like starting a religion"

    • "Nobody knows anything" and how to use experts expertly

    • "Product market fit is dead" and the S-curve stack

    • "Adhogāmī": only work on what worries you most

    • Why time is the only real moat

    • The "Maximal thinking" framework for dealing with uncertainty

    Referenced:

    • Bhagavad Gita

    • Jiddu Krishnamurti

    • Qasar Younis

    • Upanishads

    • Viktor Frankl

    Where to find Bipul:

    • Rubrik

    • X

    • LinkedIn

    Where to find Nakul:

    • Audacious Ventures

    • X

    • LinkedIn

    Where to find Audacious:

    • Website

    • X

    • LinkedIn

    Timestamps:

    00:00 Intro

    01:47 State of intellect vs state of will

    03:09 Bipul’s maniacal recruiting philosophy

    07:06 Recruiting is like starting a religion

    11:44 Will vs skill: you can teach one but not the other

    14:28 Adhogāmī: fighting mental downward slopes

    16:03 Why Bipul thinks product market fit is dead

    19:25 Nobody knows anything (and what that means for you)

    23:06 Three questions that launched Rubrik’s AI transformation

    32:04 “Either you go AI or you die”

    33:42 There is only one moat

    35:15 When Rubrik’s growth collapsed overnight

    41:28 “Maximal Thinking”: How to succeed amidst uncertainty

    45:12 Quickfire round: red flags, worst VC advice, more

    47:29 Bipul’s advice to his 25-year-old self


    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit knuckleuphq.substack.com

    Battle-tested playbooks for recuriting, reading the market, and adapting to AI Apr 23, 2026
    Show notes

    Qasar Younis grew up on a farm in Pakistan, moved to Detroit as a kid, and worked at General Motors before landing at Google and becoming COO of Y Combinator. He then founded Applied Intuition, today a $15 billion company building AI for the physical world. In an industry where most people look up to tech founders, Qasar looks up to Sam Walton and Warren Buffett. Qasar is an N of 1 founder, and in this conversation, he shares his contrarian approach to company building.

    We discuss:

    * What truly makes a founder

    * The “two exceptional indicators” recruiting bar

    * Why Qasar’s first 10 hires lived in a house together

    * A simple framework for monthly performance reviews

    * The “golden age of small companies”

    * How to operate with speed and intentionality

    Referenced:

    * Andrej Karpathy

    * Applied Intuition

    * Immad Akhund

    * Kickstarter

    * Peter Ludwig

    * 18 Mistakes That Kill Startups

    Where to find Qasar:

    * Website

    * Twitter / X

    * LinkedIn

    * Applied Intuition

    Where to find Nakul:

    * Twitter / X

    * LinkedIn

    Where to find Audacious Ventures:

    * Website

    * Twitter / X

    * LinkedIn

    Timestamps:

    00:00 Intro

    01:19 What really makes someone a founder

    05:26 The company that almost became Kickstarter

    08:12 The most common misread on feedback

    13:40 Why most founders don’t end up with the best team

    19:45 How to pick a co-founder

    23:38 Your first 10 hires are really your first 100

    28:21 The case for hiring slow and firing slow

    33:22 Red, yellow, green: how Applied gives monthly feedback

    35:00 The role that knows what’s actually going on in a company

    40:01 How to operate with speed and intentionality

    42:41 The three things Qasar spends time on

    45:57 How Applied is driving AI adoption

    52:06 The type of engineer Applied is now looking for

    1:01:19 Why this could be the golden age of small companies

    1:09:13 Quickfire: red flags, overrated advice, and superpowers

    1:12:32 Qasar’s advice to his 25-year-old self


    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit knuckleuphq.substack.com

    Frank Slootman on what most CEOs get wrong Apr 14, 2026
    Show notes

    Frank Slootman is the only CEO in history to take three enterprise companies public: Data Domain, ServiceNow, and Snowflake. At their peak, the companies he led were worth over $200 billion combined. His playbook for building high-performance organizations, captured in his book “Amp It Up”, has become required reading for CEOs. In this conversation, Frank opens up about the fear of failure that shaped his early career, why most CEOs tolerate mediocrity for far too long, and the moment he realized Snowflake needed a different kind of leader and chose to step aside.

    We discuss:

    • Why being a CEO is a confrontational job

    • The “drivers vs. passengers” framework

    • Why references matter more than interviews

    • Why culture isn’t about making people feel good

    • How Frank faces his demons “for breakfast”

    • How Data Domain survived year one on $3M and a product nobody believed in

    • Why AI is a dislocation on the scale of the Industrial Revolution

    Referenced:

    • Amp It Up

    • Data Domain

    • Elon Musk

    • Google

    • Intel

    • Peter Thiel

    • Scott McNealy

    • ServiceNow

    • Snowflake

    • Sridhar Ramaswamy

    • Steve Jobs

    Where to find Frank:

    • LinkedIn

    Where to find Nakul:

    • Twitter / X

    • LinkedIn

    Where to find Audacious Ventures:

    • Website

    • Twitter / X

    • LinkedIn

    Timestamps:

    00:49 Introduction

    01:21 Why being a CEO is a confrontational job

    03:51 Great people are hungry for hard feedback

    08:19 Psychographic profiling: how Frank builds compatible teams

    09:52 Drivers vs passengers: how to tell the difference

    12:39 Why back-channel references beat interviews every time

    16:19 “When there’s doubt, there’s no doubt”

    20:42 Inside Frank’s Tuesday operating cadence

    22:27 The “go direct” rule that breaks org chart politics

    26:19 Why bigger goals force better plans

    31:27 Standards are the real culture

    38:17 The email Frank wrote every Monday for years

    41:35 Advice for navigating today’s volatility

    47:25 Facing demons for breakfast at Data Domain

    54:19 Why Frank fired himself as Snowflake CEO

    1:05:19 Coming to Silicon Valley “10 years late”

    1:07:59 Why AI is an industrial-revolution-scale shift

    1:10:01 Frank’s advice to his 25-year-old self


    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit knuckleuphq.substack.com

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