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Gujarat

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 4, 2025 by Arjun Vaidya · said 4 times in 4 episodes since 2025 · across every show →

Mentions by year

brought up most by Preeti Vyas (1), Ewout De Wit (1), Dr. Kushal Sanghvi (1), Arjun Vaidya (1)

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02320252026episodes it came up in
000.51.51320252026episodesmentions per episode
2026 1 mention in 1 episode
2025 3 mentions in 3 episodes 1 per episode

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Everything said about Gujarat, oldest first

Jul 4, 2025 positive
Assertion Not checkable as stated
Vaidya: Hundreds of Gujarat businesses make $5M–$20M ARR with 25–30% EBITDA
“It's not talked about enough, but there are multiple in our world, five, 10, 15, twenty million dollar ERR businesses doing 25, 30% EBITDA in Gujarat, hundreds of them.”
Arjun Vaidya Jul 4, 2025 ▶ 51:36 EP11: Reinventing Ayurveda for the Billion User era & D2C investments ft. Arjun Vaidya
Feb 20, 2026 neutral
Prediction Not checkable as stated
De Wit: Bangalore will lead India chip design while manufacturing goes elsewhere
“I think in semiconductors, you will see something like that with a place like Bangalore, for example, in chip design. Honestly, the talent is already here. It's already happening here. Manufacturing maybe not so much in Karnataka, but maybe more in Gujarat whe…”
Ewout De Wit Feb 20, 2026 ▶ 12:55 S2E7: Tech, Trade & Trust: India–Netherlands and the Long Game ft. Ewout De Wit
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