First Principles

Part 1 of Rohin Dharmakumar's conversation with Riyaaz Amlani is the origin story: why a returning UCLA grad decided Bombay was missing "places to be," how Mocha became Social, and what it actually takes to keep a restaurant group alive for 25 years in the highest-mortality business there is. The shisha ban, the private-equity money that never arrived, COVID, the marble hustle at age six, and the real engine underneath it all: people.

CHAPTERS
  • 00:00  Intro: 95% fail by year two — and the man who didn't
  • 01:46  Why Mocha in 2001: a city missing "places to be"
  • 03:23  Bombay the "coolest cousin"; South Bombay snobbery moves to Bandra
  • 05:05  The MTV / Gen X generation and a West-facing India
  • 07:47  UCLA, entertainment management, and learning to live culture
  • 11:29  What "Handmade" and "Impresario" mean
  • 14:13  The business today: 80 restaurants, 900 cr, 5,500 people
  • 15:29  Why restaurants die; learning from the community
  • 18:02  People vs processes — and why he keeps returning to people
  • 19:32  Social: the millennial third space and the shisha ban
  • 25:41  The Gen Z puzzle; Saltwater to Bandra Bourn; evolution vs revolution
  • 30:46  Real estate: location vs locality and India's "80 pockets"
  • 32:32  The metric that matters: AOV x covers x table turnaround
  • 35:33  COVID and surviving "mass-extinction events"
  • 39:17  The town hall: the team takes 40% pay to save the company
  • 40:51  What losing a restaurant feels like; the discipline to quit
  • 42:44  Mental model: 4-5 engines to ride economic cycles
  • 46:42  The marble business and hustling from age 12
  • 51:20  Bowling alleys & Phoenix Mills: people buy time together
  • 53:44  Self-rating: 7.5 as a parent, 5 as a CEO
  • 55:15  Building a restaurant vs building an organization
  • 56:15  The HR crisis: severe attrition, talent going abroad
  • 58:44  The one thing he can't delegate: layouts and property selection
  • 1:00:49 Becoming a "boardroom warrior" against his will

 KEY COMPANIES & BRANDS

Impresario Handmade Restaurants; Mocha; Social; Saltwater Cafe/Grill; Bandra Born; Cafe Coffee Day; Phoenix Mills "Bowling Company"; Amoeba; UCLA.

 
KEY CONCEPTS

Third spaces; "handmade" at scale; West-aspirational MTV-generation culture; people vs processes; AOV x covers x table turnaround; frequency as a metric; location vs locality / "80 pockets"; evolution vs revolution; mass-extinction events & resilience; working-capital-negative business; building a restaurant vs building an organization; restaurant-industry attrition; the layouts/property selection he won't delegate.

What is First Principles?

First Principles is a weekly interview podcast comprising authentic, candid, and insightful conversations between some of India’s most accomplished founders and business leaders, and Rohin Dharmakumar, The Ken’s CEO & co-founder.

From personal philosophies, mental models and decision making frameworks, to reading habits, parenting styles or personal interests, each episode will delve into what makes each of these leaders unique.