This week Samo Burja and Erik Torenberg discuss India as a live player. They cover: India's demographics and the barriers it faces towards industrialization and wealth.
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This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co.
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SPONSOR: HARMONIC
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Recommended Podcast: Company Breakdowns
Each episode of Company Breakdowns dives into S-1s and series B-and-beyond companies, interviewing founders and investors to break down the companies. First episode is on Rubrik - which just IPO'd. Coming up this season: Databricks, Reddit + more,
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LINKS:
Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/
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FOLLOW US ON X:
@eriktorenberg (Erik)
@samoburja (Samo)
@turpentinemedia (Turpentine)
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TIMESTAMPS:
(00:00) Intro
(00:28) Diving Deep into India's Demographics and Future Prospects
(04:07) The Economic and Social Implications of India's Aging Population
(07:23) India's Talent and Labor Force in the Global Context
(10:06) Institutional Barriers and Governance Challenges in India
(14:15) The Geopolitical Landscape: India, China, and Global Dynamics
(19:53) Sponsor: Harmonic
(21:00) If You're Betting On India, You're Betting On a Multipolar World
(27:16) India's Digital and Economic Strategy for the Future
(32:20) Comparing India and China: Leadership and Economic Strategies
(32:33) The Impact of Brain Drain and Language Proficiency
(33:46) Globalization's Influence on Regional Economies
(36:56) India's Potential Partnerships and Geopolitical Strategy
(38:14) The Future of India: Recommendations and Challenges
(45:14) India's Political Economy and the Need for Reform
(52:41) Navigating Globalization: A Skeptical Perspective
(57:37) India's Demographic Dynamics and Education System
(59:55) India's Geopolitical Strategy
(1:01:09) Wrap
