Understanding India from The West

[00:02:40] - [First question] - The Cowboy, JIO and Growth phases of India’s startup ecosystem

[00:06:08] - Moving from basic infrastructure to a creative hub for entrepreneurs 

[00:10:54] - How we should appropriately think about India 

[00:14:44] - Startups are seen as the solution for building a great country in India

[00:17:37] - Thinking about the size of the opportunity set that sits beneath each of India’s innovation archetypes

[00:19:45] - Characteristics of companies that are building natively for India

[00:23:22] - Why differentiate between India’s consumers using the english and hindi word for India

[00:25:37] - How to build successful companies depending on which Indian consumer you’re addressing 

[00:28:49] - Reacting to the US statement that Indians make great employees but not leaders

[00:32:47] - Why the west erroneously refers to India as the developing world 

[00:34:36] - What the US ecosystem can learn from India

[00:36:20] - Bullish factors about India that the rest of the world doesn’t understand

[00:39:17] - The bear case for India that people may not be aware of 

[00:41:36] - What will have to go right or wrong in the future to elevate or hurt India’s success