India

“And then the other really disturbing thing is that apparently they tested in India and got, you know, customer service requests saying it's not ready for prime time. And it was, you know, still put out.”

“And we're rolling these out right now in mainly Africa and India. And that project is now moving more data to real customers per day than Loon moved in its entire history.”

“Tim Cook makes one iPhone for every seven in India, and his goal is to get from one iPhone to every four in India”

“Half the iPhone sold in the U S were made in India.”

“Apple still is the most vulnerable, but the most promising part of that was the 50% in India.”

“Even the Indian iPhones and whatever is still like most of the components are coming from it from China.”

“I would be very surprised if that is a workable strategy for the U.S. And at some point, I think there's going to be quite a big sort of falling of the scales from the eyes when they realize you can't beat, you certainly can't beat China like that. And I suspe…”

“We have a customer of us in India that is doing smart glasses. They integrated with the digital payment system, so now you can look at a QR code and say, pay this, and it will pay.”

“We estimate that in the next four or five years, by 2030, AI will need the incremental power of the whole of India and the incremental drinking water of the whole of the United States.”