#20 - Lightspeed India

Bullish:

• $INDIATECH - Indian tech companies are poised to build globally competitive software and world-class technologies, with India becoming a hub for innovation across various sectors.

  • “My view is, like, if we're sitting on this chair, this chair doesn't feel like a Chinese chair. Right? It may be made in China, but doesn't feel like a Chinese chair. In the same way, I think, like, what is a thesis for Indian Internet entrepreneurs? They'll build software that's just globally competitive software that happens to be made by an Indian or even in India, but it is Internet first.”

    Balaji·44:36

  • “India is now coming to a point where people are building real world class first in the world kind of technologies.”

    Hemant·1:53:09

  • “I think, I don't think people age again, I think it's still underpriced. I think we that that story like, this kind of stuff is awesome. This is that's, like, world class.”

    Balaji·1:55:20
• $POCKETFM - PocketFM, described as 'Netflix for audio', is showing significant growth and global success in the audio content market.

  • “It's Netflix for for for audio.”

    Hemant·1:47:32
• $INDIASPACE - India's space tech sector is showing promise due to a strong talent base and young entrepreneurs entering the field.

  • “We have a pretty deep and sophisticated thesis around space tech because the Israel talent base is so strong, and then the young entrepreneurs coming out of the world work and join hands.”

    Hemant·1:50:13
• $INDIADRONES - The Indian drone industry is developing advanced technologies, including VTOL wing blended wing body aircraft.

  • “Drones. Yeah. It's a very interesting space. The company I should check out is called airbound.com. They're building VTOL wing blended wing body.”

    Hemant·1:50:57