US Market

“For a lot of India founders, I will say don't sell in India. U.S. Is the biggest market for almost every industry. Go and start selling from here. Do not even think about starting from India. You will get stuck. You won't be able to make that jump. A lot of fo…”

“Third is to compete in global markets and especially U.S. Market. You can't win on Price or you know any other differentiation other than product. You have to be a phenomenal, phenomenal product to compete with companies, because every industry you pick, every…”

“On the other hand, I think it's absolutely critical to go after the US market as soon as you can. So as soon as you have a product with some form of market fit go after the US market.”

“They grew their business and they were able to saturate the U S market. But they weren't able to go global.”

“We figure about one trillion in the first 10 years to the US market, but also billions of dollars that will be invested into Iran and everything that we need to have done in order to rebuild our country.”

“Braxton Ram combined probably have three percent of the U S markets.”

“Their best way of accessing the U S markets is by just giving the things for free. And so it does make sense. It's a very natural thing to do to build a business in China, which is protected. Then to export the thing for zero.”

“So I do think that in the next 10 years, those who achieve some level of a diversification will be rewarded because I do think there's a little bit of froth in the U.S. Market and the opposite in a lot of the emerging markets.”

“So for pre-screen, we were getting between 30 to 50 cents cost per install in the US market, which is like unheard of.”

“If you want to hit the US, if you want to Crack the US market. Do London first. Because then you're much in a much better shape when you go to, when you go off to America and that could be a very quick process as well.”

“Yeah, yeah, for sure. I think more like 20 plus.”

“Even the US market, remember, has gone through many periods, when the real return on equities has been zero for 10 to 15 years.”

“I think the betas are more interesting than they've been in 15 or 20 years because of not just the entry point, but because of the deglobalization, and you've got a declining correlation of those markets, and the only free lunch we get as allocators is diversi…”

“We are raising 1.5 million dollars. Half a million is already secured, and we are looking for a US based lead because US is our main market.”

“A lot of people say it's harder than you think, where I think it's actually easier than you think. Because I said it's hard, yes, but it's easier than in Europe. People buy faster.”

“I think from an altimeter perspective, we were pretty cautious, and now we're looking at, again, leaning back into markets on some of these down days where it's big risk off, because I think ultimately the president is going to make deals, you know, Besant is …”

“Fourth is getting into the U S market you know, in early 2020, I think that sort of, again, shifted the revenue mix for us and was able to help us, you know, tide over the tech you know, downtrend.”

“Indian Enterprises are not still not using AI as much as I would love them to have. So it's mostly the most of the AI spends are in the US market where the cost of employee is very high and they want to have higher efficiency with AI.”

“The first one was they shifted from services to product, which in these high ACV companies from India, you see that as a actually pretty strong pattern. They start off a bit more servicey, they productize that, and then they go to the US and then they built fr…”

“So to go in there and think that you could just take the UK style and repeat it in the US, it is, is not, it's not gonna fly.”

“Reception of software and the true usage of software of self-serve is extremely high when it comes to US markets. So especially North American markets. So if you're able to crack and build your positioning over here, then you're at a different ballgame altoget…”

“If I were to change certain things, I'll directly start with the U S market even earlier maybe partly with the Asian market itself to reach to the product market fit even faster. And even in terms of the positioning of the product I would have made it like sim…”

“N-twenty-six has failed, Revolut's failed, Monzo's, the first go's failed”

“So there's some delay compared to the U S market for sure. But it's not, I wouldn't say it's very significant It's one year maximum in terms of delay.”

“The friction point of adding a URL, the friction point of adding your payment processor, The friction point of paying a SaaS fee, the friction point of designing your e-commerce store, all of these friction points compared to what they already had were too hig…”

“I think if other automakers don't get it together by 26, it becomes very attractive to move in here.”

“If you have grown up as a company in Europe and you go to the US, you definitely need to throw overboard a lot of the things that you feel that you have learned.”

“Greek yogurt was still fairly new to the U.S. Market, and there weren't a ton of people that could actually manufacture Greek yogurt.”

“The U.S. Market, as a scale of the total market, Is about 10%. So about 35 gigawatts of demand, roughly, and by our best estimate, best guesstimate this year, about 350 gigawatts of build, which is pretty remarkable if you think about it.”

“I still continue to believe that there is no software company to be built unless you can be successful in US. And I hope I'll be wrong soon, and I want to be wrong actually, genuinely on that, but not yet. I don't think in 10 years I have seen that ability to …”

“The biggest driver of multiples today is whether you're profitable or you're not profitable, right? Sentiment has changed.”

“The world is not necessarily integrating any further at the moment. If anything, people are taking a bit of a step back, and we think that's going to make places like Africa even less correlated with the U.S. Markets”

“I mean, since 2008, other than the last 12 months, the US market was just up and to the right. There are a lot of people who are in the middle of their careers who've only seen getting long risk benefit, and those who took the most risk made the most, and it's…”

“Interestingly, we had four term sheets just before COVID had started in March... So it was I think total of about 50, sixty million dollars. And one of them actually, it was not just a term sheet. It was actually a signed shareholder agreement, SHA. So the agr…”

“So obviously if you are selling into a rupee market the valuations become lower than you are selling this in a U S market, for example, right?”

“The fact of the matter is U.S. Market is dominated by small carriers and owner operators, close to somewhere around 600,000 legal entities that are operating trucks.”

“But not, I don't think we're going to do it right now. I think we're going to do it in, in, in, in 23. So we are first going to expand in, in Europe.”

“And you talk to fine folks at Andreessen, they're not trying to go global. They do mostly in primarily US and they will dabble here and there, but primarily focus on the US market because it's operational heavy to scale their model.”

“There are 34 IPOs of major China Chinese tech companies that were scheduled to IPO in U S markets, and they have sort of shut that pipeline down.”

“It's, if it's not yet, it will be as big as the US market, but it really hadn't started yet.”

“It's both a mix of both. I do think one has to, I mean, diversification is the only free lunch in finance. And if you're not diversifying you are taking more volatility, more risk than it's necessary. And having everything tied to India is fine. India is a fas…”

“As soon as we get trading license, We'll add all the products that we have on the Revolut for US market.”

“We own companies that have like 60% heavy down margins. I mean, I'd be hard pressed to find that in the U.S. Market. And they're making money. They're profitable.”

“In a stage where nobody has ventured, it's very difficult to get the venture money because there is no parallel. Today, a lot of investment happened because there's a parallel in US or somewhere it has worked or in a similar market.”

“So the go to market and teams are an area in us where many startups actually flounder. And the problem becomes acute because at that time, you know, you may not have raised too much of capital and us is that way in our market where you need capital. So many ti…”

“I would still imagine that a proper US strategy for a couple of years, if you have to really test and execute, would cost you anywhere between four to five million dollars.”

“And we're really not even touching the US market right now to the election spending.”

“They're only about five percent of products in the U S market that are sold are green products.”

“Companies that start in Europe often have to do it earlier to become relevant, because you really can't be relevant without being very strong in the U.S.”

“They are fanatics about caring for their wardrobe. So they jumped on board quickly. And so did Europe as well, a lot faster than the U.S. Market.”

“The market now in US is 50% in ETFs. They've crossed over.”

“India is is following I think more closely the Chinese market than the US market, you know in terms of business models for sure.”

“But now in the U S we are targeting companies that are paying between 50 K and one million per year.”

“I could say that the plan is to be around 10% of that's 10% of churn of yearly churn. That is of revenue.”

“Whereas you go to the US Market is a lot of active managers in there. And on average, the whole market is paying fees, but not generating alpha.”

“The ecosystem for podcasting and paid for content in China is much greater than even the U.S. Market.”

“At the moment, we spend 25% of our data collection costs in the US market, but we only have six percent of our revenues.”

“Net, net, net, it's 60 plus, but in the U.S. Market, it's 80 plus, right?”

“The Indian market is evolving much more similarly to the Chinese market than the U.S. Market.”

“When I talk to a lot of U.S. Companies thinking about entering the Chinese market, that decision can take one or two years. When I talk to a Chinese entrepreneur who wants to enter the U.S. Market, he can have a team out here in a quarter. So Chinese companies…”