From 0 to $15M ARR in 3 months | Mukund Jha, CEO of Emergent

Infinite Curiosity Pod with Prateek Joshi

Mukund Jha is CEO of Emergent, an agentic vibe-coding platform. They've raised $23M from Lightspeed, Y Combinator, Together Fund, and Prosus. He was previously the cofounder and CTO of Dunzo, a hugely popular ecommerce company in India.
Mukund's favorite books: The Hard Thing About Hard Things (Author: Ben Horowitz)
(00:01) Intro
(00:07) State of vibe-coding and where we are today
(01:42) Emergent in plain English: what the product delivers
(03:07) From prototype to traction: the first 90 days
(06:03) What changed in the last 24 months (models + infra)
(08:13) Early infra bets that enabled speed
(12:07) Precision vs. control: editing and debugging without code
(14:21) One-click to production: the unglamorous infra behind it
(15:55) Points of failure across prompt → plan → code → test → deploy
(17:53) Models division of labor: planning, codegen, tests, commits
(20:05) What “reasoning” means and how they evaluate it
(22:13) Context & memory strategy (beyond naive RAG)
(24:22) Representing large codebases so agents don’t hallucinate structure
(27:03) Orchestration walkthrough: adding SSO end-to-end
(29:40) Agent coordination protocols (how agents talk)
(31:05) Debugging long-running agents and trace observability
(32:37) Company-building lessons from Dunzo to Emergent
(36:10) Philosophy: offloading decisions to models
(36:57) Rapid Fire Round
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Where to find Mukund Jha:
LinkedIn: https://www.linkedin.com/in/mukund-jha-a1596413/
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekvjoshi