Frameworks to Understand India

[00:02:54] - [First question] - What he means by India being a country of contradictions

[00:04:37] - The right framework for segmenting and understanding India’s consumer class

[00:08:24] - Evaluating companies who are primarily attacking India 1 and extrapolating to the other tiers after establishing themselves 

[00:11:09] - Unpacking the idea of building “X” for India and expanding to India-first use-case products and services 

[00:14:33] - Whether or not if it’s possible for a company to build for all Indian consumer classes and ones who’ve done it successfully 

[00:16:55] - Drivers that stand out to him when evaluating the Indian ecosystem 

[00:20:29] - The rate of change in bandwidth, smartphones, and frictionless payment systems

[00:23:32] - Breaking down the concept of leapfrogging and how it applies to India

[00:26:59] - India’s low trust economy and public digital infrastructure 

[00:30:45] - Being a data-challenged country and thinking about the rise of public infrastructure from the outside in 

[00:33:50] - Key phases the Indian startup ecosystem has gone through 

[00:37:14] - How the numbers look in the ecosystem today compared to a few years ago

[00:39:37] - The main sectors in their startup ecosystem and why capital pools behind them 

[00:40:59] - What’s going on in SaaS in India and unique circumstances given their geography

[00:44:12] - Differences for the playbook in launching successful SaaS companies in India compared to the US or other countries 

[00:47:23] - Thoughts about India becoming one of the biggest English speaking countries in the world and the implications of that for their economy 

[00:50:20] - Counterintuitive things about India that most people might not consider 

[00:53:15] - Why he’s long on Indians but neutral on India