Transcript
Introduction
Eric
My guest today Sajith Pai, a VC at Blume Ventures. Sajith is one of the leading thinkers on India. And today, he takes us on a journey to understand this massive, fast-growing and challenging market. We cover many of the unique features that define the country, like the lack of trust and low levels of debt. We also talk about segmenting the Indian consumer, the business models that work in India and the incredible rise of the start-up ecosystem. If you want to learn more, I recommend you check out the 10-part Colossus series, Return on India. Please enjoy this episode with Sajith Pai.
Eric
Sajith, I'm excited to do this today. I was always a domestic investor or a global multinational, and India would always come up. And I feel like through my investing career, I think I've been to five India cycles where it's the most hyped investment, everyone's excited. There's so much opportunity. The metrics are prolific, the growth, the size. And I feel like there's just a graveyard of people who tried to harness the Indian investment and failed.