India

27 statements across 20 episodes · 7 bullish · 9 bearish · 13 people on the record · first statement May 31, 2021 by Jason Calacanis · said 341 times in 136 episodes since 2020 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (110), Jason Calacanis (69), David Friedberg (64), David Sacks (29), Andrew Ross Sorkin (21), Howard Lutnick (4), Rahm Emanuel (3), Eric Weinstein (3)

tap a year for its mentions
005020100402020202120222023202420252026episodesmentions
020402020202120222023202420252026episodes it came up in
002204402020202120222023202420252026episodesmentions per episode
2026 45 mentions in 21 episodes 2 per episode
2025 72 mentions in 38 episodes 2 per episode
2024 41 mentions in 17 episodes 2 per episode
2023 97 mentions in 25 episodes 4 per episode
2022 30 mentions in 16 episodes 2 per episode
2021 41 mentions in 14 episodes 3 per episode
2020 15 mentions in 5 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about India, oldest first

May 31, 2021 neutral
Assertion Partly supported
Calacanis: India has permanently banned 60 Chinese applications
“I think, 60 apps from China have been banned permanently in India.”
Jason Calacanis May 31, 2021 ▶ 29:06 E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood
Apr 16, 2022 neutral
Opinion
Sacks: China and India are de facto on Russia's side
“China and India are both de facto on Russia's side of this.”
David Sacks Apr 16, 2022 ▶ 8:44 E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
Sep 23, 2022
Prediction Not checkable as stated
Chamath: India and China will abandon Russia if tactical nukes are used
“I think it's been made pretty clear that both India and China will not stand beside Russia if they do something like this. And I think that that is important because they still are the two biggest purchasers of Russian oil.”
Chamath Palihapitiya Sep 23, 2022 ▶ 33:12 E97: SPAC updates, public/private market overview, Putin's end game & more
Feb 24, 2023 negative
Assertion Not checkable as stated
Sacks: U.S. relations with India have deteriorated since the Ukraine war
“India is the biggest democracy in the world, and our relations with them have gone south since this war because they have a friendship with Russia that goes back the wrong way.”
David Sacks Feb 24, 2023 ▶ 1:23:12 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Sep 1, 2023 bearish
Assertion Supported
Calacanis: China is constructing 21 nuclear power plants while US has one
“21 nuclear power plants are being constructed at this moment in China, eight in India. United States only has one, which is kind of an extension.”
Jason Calacanis Sep 1, 2023 ▶ 52:13 E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
Sep 1, 2023
Prediction Not checkable as stated
Sacks: US and India will align security interests against China
“I think India and the U S will pull tighter together in terms of security because of a mutual desire to balance the power of China.”
David Sacks Sep 1, 2023 ▶ 48:57 E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
Sep 1, 2023
Assertion Partly supported
Sacks: Russia supplies 50% of India's oil
“Russia right now is supplying half of India's oil, and India has adamantly refused to play along with the US sanctions.”
David Sacks Sep 1, 2023 ▶ 49:45 E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
Sep 17, 2023 bullish
Assertion Open · timeframe Sep 2033
Dalio: India has highest potential 10-year growth among top 22 economies
“India has the highest potential growth rate.”
Ray Dalio Sep 17, 2023 ▶ 15:36 All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order
Sep 17, 2023 bullish
Prediction Not checkable as stated
Dalio: Neutral nations like India will benefit from US-China conflict
“So as we have this conflict between the United States and China and its allies, Russia, and so on, as we see that line up, countries that are in the middle, like India, are gonna be net beneficiaries of that.”
Ray Dalio Sep 17, 2023 ▶ 16:36 All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order
Sep 18, 2023 bullish
Opinion
Summers: US holds a stronger long-term geopolitical position than China
“But I'd rather be playing the hand of the United States than the hand that Xi Jinping is playing, than the hand that India is playing. Certainly than the hand that societies in Asia where they're only going to be half as many people a century from now are play…”
Larry Summers Sep 18, 2023 ▶ 19:13 All-In Summit: In conversation with Larry Summers
Sep 20, 2023 negative
Opinion
Allison: Modi is undermining India's democracy by oppressing minorities
“Modi is basically undermining the multi-ethnic democracy that Nehru had built by Getting support from the majority by oppressing the minority.”
Graham Allison Sep 20, 2023 ▶ 18:11 All-In Summit: In conversation with Graham Allison
Sep 21, 2023 negative
Disclosure
Armstrong: Coinbase's launch in India was shut down after three days
“I've, we launched, and it got shut down three days later, and we're gonna try to relaunch it again, so we need to get it there in emerging markets, too.”
Brian Armstrong Sep 21, 2023 ▶ 23:14 All-In Summit: In conversation with Brian Armstrong
Nov 3, 2023 bearish
Prediction Not checkable as stated
Friedberg: Regulating US AI will cause the US to fall behind China and India
“If we don't allow our market to develop in the United States, India, and China, and Singapore, and other markets will get well ahead of us in terms of their model development and their capabilities as a nation and their capabilities as an industry.”
David Friedberg Nov 3, 2023 ▶ 50:18 E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
Mar 8, 2024 neutral
Assertion Contradicted
Calacanis: Android smartphones in India now sell for $15 to $25
“They're down to 15 to 25 dollars for these Android phones in India.”
Jason Calacanis Mar 8, 2024 ▶ 1:00:14 E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
Apr 9, 2024
Prediction Not checkable as stated
Ray Dalio: US, China, and India are shifting the global world order
“I think the basic picture in China, ah, the United States, the emergence of India, and so on, is when the world order is going to change in a very profound way.”
Ray Dalio Apr 9, 2024 ▶ 3:07 All-In Summit 2023 Recap
Sep 16, 2024 negative
Prediction Not checkable as stated
Sachs: India will not ally with the U.S. against China
“By the way, I don't believe India is an ally. India is a superpower. India is going to have its own very distinctive interests. Thank you. It's not going to be an ally of the United States. I happen to like India enormously and we're making their policies, but…”
Jeffrey Sachs Sep 16, 2024 ▶ 39:01 Deep State, Hegemony & U.S. Foreign Policy: John Mearsheimer vs. Jeffrey Sachs | All-In Summit
Oct 8, 2024
Prediction Not checkable as stated
Dave Ricks: India's obesity rate projected to reach 30% within 20 years
“India, I think is 11% of the population's obese, but projected to go as much as 30% in the next 20 years.”
Dave Ricks Oct 8, 2024 ▶ 6:03 Dave Ricks, CEO of Eli Lilly | The All-In Interview
Oct 10, 2024 bullish
Prediction Not checkable as stated
Chamath: India is entering a multi-decade economic renaissance
“And I think India's on the verge of that multi-decade kind of renaissance with less regulatory risk on the back end.”
Chamath Palihapitiya Oct 10, 2024 ▶ 17:25 Ingo Uytdehaage, Adyen | All-In Summit 2024
Oct 10, 2024 positive
Disclosure
Uytdehaage: Adyen secured Indian licenses and local data center infrastructure
“We have local data centers now in India. We got all the licenses and we're one of the few international companies, maybe the only one right now that can offer this to international companies that want to go domestic or international companies that want to go c…”
Ingo Uytdehaage Oct 10, 2024 ▶ 16:35 Ingo Uytdehaage, Adyen | All-In Summit 2024
Oct 18, 2024 bullish
Assertion Partly supported
Friedberg: SMRs are currently operating in China, Russia, and India
“There are SMRs operating in China, Russia, and India today. And there's about 65 being built at this moment, right?”
David Friedberg Oct 18, 2024 ▶ 1:03:01 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Mar 20, 2025 negative
Assertion Partly supported
Lutnick: India has a 50% average tariff while the US averages 4%
“India has a 50% tariff on average. 50. We have on average four.”
Howard Lutnick Mar 20, 2025 ▶ 57:58 Howard Lutnick | All-In DC
Apr 26, 2025 bearish
Prediction Held up
Chamath: Apple won't shift iPhone manufacturing to India within 18 months
“Yeah, they should do it, but I'm just saying that's a, it's very smart. It's not gonna get done in 18 months.”
Chamath Palihapitiya Apr 26, 2025 ▶ 29:26 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Apr 26, 2025 positive
Disclosure
Chamath: I negotiated a major Indian rare earth mine with the PMO
“I have a large rare earth mine in India. Yeah, it's one of the largest supplies of rare earths outside the United States. We negotiated that deal with the PMO and they gave us a great deal to compete with the Chinese.”
Chamath Palihapitiya Apr 26, 2025 ▶ 32:46 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Apr 26, 2025 bearish
Disclosure
Chamath: I returned only 50 cents on the dollar in Indian tech
“I've never made money there. I tried my hand at tech investing. Over a decade, I maybe have returned 50 cents on the dollar.”
Chamath Palihapitiya Apr 26, 2025 ▶ 34:06 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Apr 26, 2025 neutral
Prediction Not checkable as stated
Sacks: China will remain top security threat for US and India through 21st century
“Again, their main security threat is China and our main security threat is China. And that's just not going to change for probably the entire 21st century.”
David Sacks Apr 26, 2025 ▶ 33:34 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Dec 22, 2025 neutral
Assertion Supported
Bessent notes 80% to 90% of U.S. pharmaceutical precursors originate overseas
“80, 90% of the precursor chemicals that go into U.S. Pharmaceuticals are made overseas. Majority in China or India.”
Scott Bessent Dec 22, 2025 ▶ 48:52 Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
Jun 9, 2026 neutral
Assertion Not checkable as stated
Friedberg: China is recruiting top scientists from Europe and India
“China's got their own paperclip model now. They're recruiting some of the best scientists from Europe and India, and they're all immigrating to China.”
David Friedberg Jun 9, 2026 ▶ 23:51 Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.