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Betting on Netflix, Co-CEOs and India

After Hours

CHAPTER

The Impact of Urbanization on China's Growth

India has a workforce of about 400 million people IT and IT services which we talk about all the time is 2 million people It's literally nothing. The same is even true for manufacturing and manufacturing is 35 million So even if it doubles It's going to be a long and complicated process to get there We don't have that many global successes Indian companies that we can point to That's sort of also true for China when you think about it Yeah, and then of course in the case of China every time they have a company that is globally successful We kill it off.

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