Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
The Indus Valley Annual Report
01:41 • 6min
The Fundamental Difference Between India One and India Two
07:37 • 2min
The Supply Side Misunderstanding of M2
09:21 • 6min
The Sashitization of Startups
15:08 • 5min
The High Number of Cash on Delivery Transactions in India
20:15 • 3min
The Deep Cracks and Fault Lines in India
23:21 • 4min
The Importance of Human Capital in the Startup World
27:39 • 5min
The Future of AI in India
32:48 • 4min
Manufacturing Growth by Stealth
36:58 • 6min
The Importance of a Positive Service Experience
42:39 • 4min
The Rise of the India Stack
46:54 • 4min
The Open Credit Enablement Network in India
50:45 • 4min
The Future of SaaS
54:26 • 4min
The Indian Venture Capital Scene Is Not Investing in Early Stage Ideas as Much as One Would Like
58:13 • 5min
The Uncharitableness of the Indian Venture Scene
01:02:52 • 5min
The Challenges of Incentives in a Venture Fund
01:07:26 • 4min
The Impact of US Monetary Policy on the Indian Startup Ecosystem
01:11:21 • 4min
The Future of India
01:15:38 • 2min