India

100 statements across 37 episodes · 49 bullish · 22 bearish · 37 people on the record · first statement Feb 18, 2025 by Kyle Mounts · said 858 times in 59 episodes since 2025 · across every show →

Mentions by year

brought up most by Abhay Tandon (416), Kristian Marquez (61), Dr. Kushal Sanghvi (22), Arjun Vaidya (22), Ewout De Wit (21), Richa Chadha (18), Rajat Jadhav (18), Belson Coutinho (18)

tap a year for its mentions
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2026 464 mentions in 23 episodes 20 per episode
2025 394 mentions in 36 episodes 11 per episode

every mention, scene by scene, with the transcript →

Everything said about India, oldest first

Feb 18, 2025 negative
Opinion
Mounts: US lags China, Russia, and India in commercial airspace deployment
“The government is unfortunately behind as compared to other parts like China, Russia, India, right? Some of the Countries that just, they can do things faster because the technology exists today, right? Because they own that airspace. They have a little bit mo…”
Kyle Mounts Feb 18, 2025 ▶ 18:30 25 - Investing in the Skies: Aero X Ventures' Kyle Mounts on Aerospace, Drones, and Capital Efficiency
Feb 20, 2025 bearish
Opinion
McDowell: Indian Web3 Market Saturated and Declined in Quality After 2021
“So India was great back in sort of 20, 20, 21, and then it got a bit saturated and the quality dropped like all these speculative hype cycles. The quantity of stuff coming out goes up and the quality drops and you step back a little bit and say, this is a bit …”
James McDowell Feb 20, 2025 ▶ 12:39 26 - Investing in Web3 and Decentralized Blockchain Networks with Arcanum Capital Founding Partner James McDowall
Apr 29, 2025 neutral
Insight
AI Ethics Frameworks Over-Index on Western Norms Over Asian Contexts
“Mostly when we think about ethics, we're thinking from a Western point of view some things that might be acceptable, maybe an Indian context or maybe a Chinese context may not be very similar to what we look from a different aspect.”
Vinayak Hegde Apr 29, 2025 ▶ 31:26 EP7 Nationalistic Interests, Humanitarian Efforts & Future of AI ft Vinayak Hegde
Jun 20, 2025
Disclosure
Hemeraj: BGV invests in pre-Series A to Series A cross-border enterprise startups
“We invest in early stage enterprise companies, primarily pre-series A to series A stages. A lot of our companies are born in innovation hubs such as Israel, France, and India, and we help those companies come over to the U.S. And help them scale up over here.”
Yash Hemeraj Jun 20, 2025 ▶ 1:04 Navigating Early-Stage Enterprise AI Investments with BGV
Jun 27, 2025 negative
Opinion
Srinivasan: Autonomy and ownership culture remain foreign to many Indian workers
“Have an, have a culture of ownership, accountability, where people have, don't need to be managed too much, and that actually is, at some level, a strange culture in India still because folks in many, many parts are still used to being told what to do, and are…”
Vikram Srinivasan Jun 27, 2025 ▶ 24:18 Finding the Needle in the Data Haystack: How AI is Revolutionizing Enterprise Decision-Making
Jul 4, 2025 neutral
Opinion
Vaidya: India's health consciousness is growing but lags far behind West
“I think we're already on a ride towards consciousness. We're very far away from the West.”
Arjun Vaidya Jul 4, 2025 ▶ 43:38 EP11: Reinventing Ayurveda for the Billion User era & D2C investments ft. Arjun Vaidya
Jul 4, 2025 positive
Assertion Not checkable as stated
Vaidya: Dr. Vaidya's Reached 65% of Indian Postal Codes in Three Years
“One warehouse, Small team with a dream could reach 65% of India's pin codes in three years.”
Arjun Vaidya Jul 4, 2025 ▶ 45:13 EP11: Reinventing Ayurveda for the Billion User era & D2C investments ft. Arjun Vaidya
Jul 4, 2025 bullish
Opinion
Vaidya: Lifestyle categories like luggage and jewelry are up-and-coming in India
“Right now I'm most excited about lifestyle. And what do I mean by lifestyle? I mean, luggage, handbags, watches, jewelry. It's a really up and coming segment in India.”
Arjun Vaidya Jul 4, 2025 ▶ 1:10:40 EP11: Reinventing Ayurveda for the Billion User era & D2C investments ft. Arjun Vaidya
Jul 4, 2025 negative
Opinion
Vaidya: Complacency lost India billions on yoga; Ayurveda cannot repeat it
“Like yoga was robbed from India, repackaged and made a multi-billion dollar industry in the US. It's the biggest travesty for us. We lost our own billions of dollars of value because we were Lazy or complacent and can't let the same happen with Ayurveda.”
Arjun Vaidya Jul 4, 2025 ▶ 36:45 EP11: Reinventing Ayurveda for the Billion User era & D2C investments ft. Arjun Vaidya
Jul 7, 2025 bullish
Assertion Supported
Gujral: Five Southeast Asian Markets Match India's Discretionary Spender Pool
“India is not, it's a large country with a lot of people, but the number of people who can spend 10,000 dollars a year on discretionary spend is much smaller number. To take that to Southeast Asia and you take that percentage of people who can spend the same am…”
Arvinder Gujral Jul 7, 2025 ▶ 14:47 Mini: From History to Hashtags: Shifting Sands of Engagement ft. Arvinder Gujral
Jul 7, 2025 positive
Insight
Gujral: Entering Southeast Asia Is Much Cheaper for Indian Startups Than US
“There's a lot of cultural connect between the two markets, Southeast Asia and India. You will find a lot of Indians living and working in these markets as well. So you, for you to create, and it is much cheaper. Then going to the US. So for you to make a marke…”
Arvinder Gujral Jul 7, 2025 ▶ 15:28 Mini: From History to Hashtags: Shifting Sands of Engagement ft. Arvinder Gujral
Jul 7, 2025 bullish
Prediction Not checkable as stated
Developing nations may leapfrog traditional fossil fuels directly to clean energy
“On the other hand, I think we're gonna see parts of the world take a different, you know, technology development roadmap than we did in North America and the U.S., where there's, You know, advancements that leapfrog that. If you go to India and you're driving …”
Sarah Applebaum Jul 7, 2025 ▶ 14:21 Investing in Hard Tech for a Sustainable Future with Pangaea Ventures
Jul 10, 2025 bullish
Prediction Open · timeframe Jul 2055
Africa will have the world's largest student population within 30 years
“If you take a look at, like, where are the world's largest, like, student populations today? Like, the two countries where the world's largest student populations are in India and China. And then, like, you fast forward, like, call it, you know, 20 years or 30…”
Amit Patel Jul 10, 2025 ▶ 30:42 Revolutionizing Education: AI, Lifelong Learning, and Global EdTech Insights with Owl Ventures
Jul 21, 2025
Disclosure
Sundararajan: Cross-border investments target US and Indian markets via dual entities
“For me I have Vige Ventures, which is also one of the ventures I have to invest cross-border in India. So India and US happen to be the two markets that I invest in today through the different entities.”
Sriram Sundararajan Jul 21, 2025 ▶ 5:49 Navigating Startup Success: Insights on Venture Capital, Market Disruption, and Mentorship
Jul 23, 2025 positive
Assertion Supported
Malhotra: Cadbury's AI Campaign Won India's First Cannes Titanium Lion
“I think India won its first ever cons like major cons awards in the, which are the equivalent of Oscars. Yeah. We won Titan lion.”
Ashray Malhotra Jul 23, 2025 ▶ 37:05 EP12: Synthetic Yet Real - The New Age of Personalized Video Content ft Ashray Malhotra
Aug 7, 2025 positive
Assertion Supported
Meta and Google Are Launching Tech and Products Exclusively in India
“So no part of the world, some of those tools and tech and products exist, but Meta is introducing that into India and so is Google.”
Dr. Kushal Sanghvi Aug 7, 2025 ▶ 1:13:48 EP 13: Marketing Mayhem & Post Truth Branding ft. Dr. Kushal Sanghvi
Aug 7, 2025 positive
Assertion Contradicted
Indian Skincare Startup Minimalist Raised Funding Involving a 4,000 Crore Valuation
“And we saw that happening in India, minimalist, picking up a big amount of money for, you know, 4000 crore.”
Dr. Kushal Sanghvi Aug 7, 2025 ▶ 1:04:19 EP 13: Marketing Mayhem & Post Truth Branding ft. Dr. Kushal Sanghvi
Aug 7, 2025 bullish
Assertion Contradicted
Sanghvi Asserts India Possesses the Largest Content Creator Economy Globally
“We're also the largest, I think, content creator economy in the world today.”
Dr. Kushal Sanghvi Aug 7, 2025 ▶ 1:11:32 EP 13: Marketing Mayhem & Post Truth Branding ft. Dr. Kushal Sanghvi
Aug 15, 2025 negative
What-if
Anselm: Osyte could not have been built in Europe, India, or China
“If I were sitting in, say, in, in, in Europe, somewhere in France or in India or China, I don't think I'll be able to do this at all, right? So regardless of how entrepreneurial I am.”
Charles Anselm Aug 15, 2025 ▶ 19:59 Solving Liquidity Challenges & Enhancing Transparency in Private Markets
Aug 26, 2025 positive
Assertion Supported
Rajagopal: India is the world's leading country in digital payments
“Today India is the number one country in digital payments in the world.”
Vijay Rajagopal Aug 26, 2025 ▶ 5:21 EP14: Reimagining Innovation in the world of everyday Finance ft. Vijay Rajagopal
Aug 26, 2025 bullish
Assertion Contradicted
Rajagopal: UPI processes around 25 billion transactions each month
“Just on UPI we process around twenty five billion transactions a month.”
Vijay Rajagopal Aug 26, 2025 ▶ 5:29 EP14: Reimagining Innovation in the world of everyday Finance ft. Vijay Rajagopal
Aug 26, 2025 neutral
Assertion Supported
Rajagopal: India Credit Card Spends Grow While Overall Transaction Share Declines
“So even if you look at India, while absolute credit card volumes and spends have been growing, the share has been declined, right? Because the payment transactions share has been going on the UPI side.”
Vijay Rajagopal Aug 26, 2025 ▶ 47:27 EP14: Reimagining Innovation in the world of everyday Finance ft. Vijay Rajagopal
Aug 26, 2025 neutral
Prediction Not checkable as stated
Rajagopal: Solving India's low credit penetration will take another decade
“Because even today the credit penetration in India is very less. Whereas the need for credit is very high. Right. And that's a real problem that I think will, and that's a real thing that we will take possibly another decade to solve before we say, okay, we ha…”
Vijay Rajagopal Aug 26, 2025 ▶ 50:57 EP14: Reimagining Innovation in the world of everyday Finance ft. Vijay Rajagopal
Aug 26, 2025
Assertion Contradicted
Rajagopal: Amazon was the first to launch a digital wallet in India
“I think we were the first to you know, put out that wallet in the system in Indian system.”
Vijay Rajagopal Aug 26, 2025 ▶ 29:20 EP14: Reimagining Innovation in the world of everyday Finance ft. Vijay Rajagopal
Aug 27, 2025 neutral
Insight
Devillieres: Western factories automate while cheap labor solves Asian operational issues
“Because the factories in the West, the warehouse in the West have a very similar set of issues. But then the factories in China, in India, they have a very different set of problems because the labor cost is not the same. When the labor cost is not the same, l…”
Renan Devillieres Aug 27, 2025 ▶ 4:28 Investing in the Future of AI-Driven Manufacturing with OSS Ventures
Sep 23, 2025
Insight
Every Indian city has a Mumbai, and Mumbai has a village
“And I also, and just to add to that thought process, I've seen a Bombay in every city. So there's a part of, in, and there is a village in every Bombay.”
Amit Banka Sep 23, 2025 ▶ 11:11 Ep15: Boardrooms to BioDiversity: Building with Purpose ft. Amit Banka
Sep 23, 2025 neutral
Assertion Contradicted
India is likely the first country to legally mandate 2% CSR
“India is probably the first country to have two percent mandated”
Abhay Tandon Sep 23, 2025 ▶ 1:01:49 Ep15: Boardrooms to BioDiversity: Building with Purpose ft. Amit Banka
Oct 6, 2025
Insight
Jadhav: US consumer trends take ten years to reach India
“I generally feel the way things work in India is something happens in us. It takes about five years for it to reach Singapore and it takes about like four years more for it to reach India. Right. I'm just sort of culturally, that's how just things move. Right.…”
Rajat Jadhav Oct 6, 2025 ▶ 31:32 Ep16: From Taboo to Trust: Bold Care, Bold Talk ft. Rajat Jadhav
Oct 6, 2025
Assertion Contradicted
Jadhav: The average age for ED and PE in India is 29
“I think the global average is going to be about 35, and the Indian average is actually going to be about 29, 30. It's an extremely young individual who's starting to face these problem statements on average.”
Rajat Jadhav Oct 6, 2025 ▶ 16:11 Ep16: From Taboo to Trust: Bold Care, Bold Talk ft. Rajat Jadhav
Oct 6, 2025
Assertion Partly supported
Jadhav: 90 million Indian men will face ED or PE
“You know, they're going to be about 90 odd million men in the country. Who at some point in their life are going to face E D or P. Ninety million is a crazy stat. It's about two and a half times the number of men facing diabetes.”
Rajat Jadhav Oct 6, 2025 ▶ 6:03 Ep16: From Taboo to Trust: Bold Care, Bold Talk ft. Rajat Jadhav
Oct 6, 2025 bullish
Assertion Not checkable as stated
Jadhav: Bold Care holds 20% to 23% online market share
“Now, you know, we would be about 20 to 23% of the online India market share.”
Rajat Jadhav Oct 6, 2025 ▶ 57:25 Ep16: From Taboo to Trust: Bold Care, Bold Talk ft. Rajat Jadhav
Oct 6, 2025 negative
Assertion Contradicted
Jadhav: Sexual health issues are a top driver of young Indian divorces
“Very big reason for divorces in India. You know, I think there's, it's been a while, but there was a study, I don't remember if it was like a top three or a top five reason, but then it is there, you know, right at the top of, let's say reasons for divorces, y…”
Rajat Jadhav Oct 6, 2025 ▶ 23:26 Ep16: From Taboo to Trust: Bold Care, Bold Talk ft. Rajat Jadhav
Nov 5, 2025 positive
Opinion
Dawber: UK-India Pact Is Deepest FTA India Has Signed With Anyone
“I think it's the deepest FDA that India signed with anybody as well.”
Howard Dawber Nov 5, 2025 ▶ 3:07 Ep1: Global Scale: India London Corridor ft. Howard Dawber, OBE - Dty. Mayor London
Nov 5, 2025 bearish
Assertion Not checkable as stated
Dawber: US VCs require Indian startups to flip to Delaware entities
“It is harder to go straight India, India, US, and whether that's New York or Silicon Valley, it's, it is more difficult. And they are more likely to say, well, actually, if you're going to be serious here, we want you to move the whole business to US, set up a…”
Howard Dawber Nov 5, 2025 ▶ 13:05 Ep1: Global Scale: India London Corridor ft. Howard Dawber, OBE - Dty. Mayor London
Nov 13, 2025 positive
Prediction Not checkable as stated
Ahuja: US H-1B visa constraints will drive tech work to Indian GCCs
“I think, you know, it's obvious that GCCs will benefit because H-one B visas were really people going to work, right? And GCCs represent work coming to people, right? So people happen to be in India and Poland and, you know, Manila or in Vietnam or, you know, …”
Lalit Ahuja Nov 13, 2025 ▶ 49:19 EP1: The GCC Revolution of India ft. Lalit Ahuja
Nov 13, 2025 negative
Opinion
Ahuja: LG and South Korea lacked software DNA in the mid-90s
“LG as a company and South Korea as a country just didn't have the DNA to make that transition, and they were looking towards India to, you know, get the necessary help.”
Lalit Ahuja Nov 13, 2025 ▶ 4:33 EP1: The GCC Revolution of India ft. Lalit Ahuja
Nov 13, 2025 positive
Assertion Partly supported
Ahuja: NDS India operations built a near-global monopoly in broadcast tech
“In early 2000, what NDS did not only in bringing Tata Sky to India and the whole direct to home revolution, but also creating a product company that became almost a global monopoly in technologies and products for the broadcasting industry.”
Lalit Ahuja Nov 13, 2025 ▶ 20:30 EP1: The GCC Revolution of India ft. Lalit Ahuja
Nov 13, 2025 neutral
Prediction Not checkable as stated
Ahuja: Corporate brands will drop GCC acronyms for direct company naming
“And I guess the next iteration, you know, all these prefixes are going to be demised. It's just going to be the company in India.”
Lalit Ahuja Nov 13, 2025 ▶ 12:40 EP1: The GCC Revolution of India ft. Lalit Ahuja
Nov 13, 2025 positive
Opinion
Ahuja: GCCs suit Indian culture due to an emphasis on impact recognition
“I guess in some ways, GCCs are also a very India thing. Okay. And the reason why I say that is this very cultural. We derive that exhilaration that comes with The impact that we can create. We feed on the recognition that goes by doing, you know, truly impactf…”
Lalit Ahuja Nov 13, 2025 ▶ 18:41 EP1: The GCC Revolution of India ft. Lalit Ahuja
Nov 13, 2025 bullish
Prediction Not checkable as stated
Ahuja: Traditional enterprises must rely on Indian GCCs for AI talent
“One is it's so hard to get AI talent globally, specifically in countries like US. Everybody wants AI talent. Meta is hiring, and so is Google, and so is Microsoft, and they'll do anything and pay everything, anything to get people. So therefore, traditional en…”
Lalit Ahuja Nov 13, 2025 ▶ 57:09 EP1: The GCC Revolution of India ft. Lalit Ahuja
Nov 19, 2025 positive
Assertion Partly supported
Gupta: Karnataka Was First Indian State to Issue Tech and GCC Policies
“Before you go to startup, I just want to add one more point is, all the policies of the government of Kananaga, right, from a startup policy to IT policy to ER&D policy to GCC policy to, you know, cybersecurity policy, biotech policy, Two things which you shou…”
Sanjeev Gupta Nov 19, 2025 ▶ 20:15 Karnataka's Billion Dollar Playbook ft. Sanjeev Gupta
Nov 19, 2025 bullish
Disclosure
Karnataka targets a $300 billion contribution to India's digital economy
“Three hundred billion dollars is our explanation target to contribute one trillion dollar digital economy of the country. That means that one third coming from one state,”
Sanjeev Gupta Nov 19, 2025 ▶ 37:00 Karnataka's Billion Dollar Playbook ft. Sanjeev Gupta
Nov 19, 2025 positive
Assertion Supported
Tandan: Karnataka has contributed over $150B in services exports
“It's a powerhouse of a lot of services exports, and it's actually contributed more than one fifty billion dollars in services exports to India at large and globally as well.”
Abhay Tandon Nov 19, 2025 ▶ 2:07 Karnataka's Billion Dollar Playbook ft. Sanjeev Gupta
Nov 26, 2025 negative
Assertion Partly supported
Tandon: 13% of Indian adults suffer from severe, untreated stress
“About 13% of adults in India, Are facing extremely high level of stress. Most of them are untreated.”
Abhay Tandon Nov 26, 2025 ▶ 10:24 Ep3: He Built BigFM & Zee5. Now Healing India! ft. Tarun Katial
Dec 4, 2025 neutral
Insight
Varma: Live pop-culture events in India cannot rely on domestic audience travel
“We understood from the first day that people are not going to travel in India for something like this. You'll have to take it to them.”
Jatin Varma Dec 4, 2025 ▶ 13:55 Ep4: Indian Fandom: COMIC-CONised ft. Jatin Varma ep4
Dec 23, 2025 bullish
Prediction Not checkable as stated
Rai: Digital public infrastructure will be India's biggest strength
“I think our digital public infrastructure is a unique thing that we have created and continue to create... And these DPI's are allowing us to utilize this in many meaningful ways that I think is going to be India's biggest strength.”
Pankaj Rai Dec 23, 2025 ▶ 1:13:59 S2 Ep5: Data to Decisions with AI at Conglomerate Scale ft. Pankaj Rai
Jan 7, 2026 bullish
Prediction Not checkable as stated
Dr. Shubha Vilas: India will teach modern spirituality globally this decade
“A hundred percent.”
Dr. Shubha Vilas Jan 7, 2026 ▶ 58:12 S2EP6: Modern Day Spirituality for High-Output Leaders ft. Dr. Shubha Vilas
Jan 27, 2026 bullish
Opinion
Pinnelli: Quick commerce is the biggest retail innovation and changed Indian consumption
“I think quick commerce is the biggest innovation where, which had changed entire consumption pattern in India, especially the 10 minute delivery from dark stores.”
Malhar Pinnelli Jan 27, 2026 ▶ 49:47 Ep2: From GCC to Global Growth Hub: The 7-Eleven Playbook
Feb 20, 2026 bullish
Prediction Not checkable as stated
De Wit: India could lead the world in electric two-wheelers
“Where we see that India could lead the world is more in two wheeler, electric two wheelers.”
Ewout De Wit Feb 20, 2026 ▶ 45:09 S2E7: Tech, Trade & Trust: India–Netherlands and the Long Game ft. Ewout De Wit
Feb 20, 2026 neutral
Assertion Not checkable as stated
De Wit: Dutch Companies Are Investing in Vietnam, Malaysia, and Thailand
“So, so we see Dutch companies also moving to countries like Vietnam or Malaysia, Thailand. So there's also international competition. It's not only within the States in India, but there's also other countries around that, That vie for investments.”
Ewout De Wit Feb 20, 2026 ▶ 22:46 S2E7: Tech, Trade & Trust: India–Netherlands and the Long Game ft. Ewout De Wit
Feb 20, 2026
Insight
Dutch companies prioritize legal stability over Indian land incentives, says De Wit
“What I see is there's a lot of competition in in offering incentives, incentives in land, in these type of things, while for Dutch companies, it is much more important that there is a, you know, a system in place that, that is relatively stable and that, There…”
Ewout De Wit Feb 20, 2026 ▶ 21:42 S2E7: Tech, Trade & Trust: India–Netherlands and the Long Game ft. Ewout De Wit
Feb 20, 2026 negative
Assertion Supported
De Wit: Indian corporate setup still requires physical paper despite digital push
“Even though India is at the forefront of a digital government, there is still also procedures that require specific paper. It all has to be signed. It cannot be electronically stamped.”
Ewout De Wit Feb 20, 2026 ▶ 24:18 S2E7: Tech, Trade & Trust: India–Netherlands and the Long Game ft. Ewout De Wit
Feb 20, 2026 neutral
Assertion Not checkable as stated
De Wit: Dutch startups avoid India due to complexity, preferring the US
“India is not normally number one in many many Dutch companies' minds. India is a big country, a bit challenging, complex to do business. Especially for Dutch startups that have such limited time and resources. Are we going to put our eggs in the India basket o…”
Ewout De Wit Feb 20, 2026 ▶ 19:20 S2E7: Tech, Trade & Trust: India–Netherlands and the Long Game ft. Ewout De Wit
Feb 20, 2026 positive
Assertion Partly supported
Tandan: India Climbed From 85th to 36th on Global Innovation Index
“I think in 2015, India was ranked around 85th in the world to the recent ranking in 2025 was about 36.”
Abhay Tandon Feb 20, 2026 ▶ 23:17 S2E7: Tech, Trade & Trust: India–Netherlands and the Long Game ft. Ewout De Wit
Mar 19, 2026 neutral
Assertion Contradicted
Tripathi: India is the only surviving pre-Bronze Age culture
“We're the only pre-bronze age culture that is still alive.”
Amish Tripathi Mar 19, 2026 ▶ 7:34 S2E8: Indian Mythology x Gaming: The Age of Bhaarat ft. Amish Tripathi & Mukul Deora
Mar 19, 2026 bullish
Prediction Not checkable as stated
Deora: A hit Indian game will cause global VCs to flood Indian gaming
“If we can do a black with Wukong, with the age of Bharat, it will, every VC will come to India. And there'll be almost like a problem because you know how it is, like everybody has a herd mentality. Like suddenly, every VC in the world will be like, gotta get …”
Mukul Deora Mar 19, 2026 ▶ 1:15:45 S2E8: Indian Mythology x Gaming: The Age of Bhaarat ft. Amish Tripathi & Mukul Deora
Mar 19, 2026 negative
Assertion Contradicted
Tripathi: Most of India's Top 10 Video Games Are Chinese
“The top 10 games in India, most of them are actually Chinese. Many don't know our money is actually going to China.”
Amish Tripathi Mar 19, 2026 ▶ 1:08:41 S2E8: Indian Mythology x Gaming: The Age of Bhaarat ft. Amish Tripathi & Mukul Deora
Mar 19, 2026 positive
Assertion Contradicted
Deora: India has more video game players than any other country
“More gamers than any other country.”
Mukul Deora Mar 19, 2026 ▶ 32:35 S2E8: Indian Mythology x Gaming: The Age of Bhaarat ft. Amish Tripathi & Mukul Deora
Mar 19, 2026 bullish
Prediction Held up
Deora: Reliance Jio will launch cloud gaming to bypass console hardware costs
“I think Jio is also going to launch it in India, because that means that today, anyone with a mobile phone, they just have to buy a little controller. They don't have to spend 50,000 rupees, which is what a PS five cost and have a TV screen with an available s…”
Mukul Deora Mar 19, 2026 ▶ 1:03:03 S2E8: Indian Mythology x Gaming: The Age of Bhaarat ft. Amish Tripathi & Mukul Deora
Apr 1, 2026 positive
Assertion Contradicted
Panigrahi claims Indian clinics are curing Alzheimer's using exosome therapy.
“There are players who do stem cell rejuvenation. They are curing dementia and Alzheimer through exosome therapy or stem cell rejuvenation.”
Subhendu Panigrahi Apr 1, 2026 ▶ 11:10 Ep1: Living to 100: India’s Longevity Moment ft. Subhendu Panigrahi
Apr 6, 2026 positive
Assertion Supported
Tandan: Target Launched Its Accelerator in India Before Minneapolis
“In fact, Target was one of those first examples where I saw that, you know, the Target Accelerator program started in India before it started in Minneapolis, right?”
Abhay Tandon Apr 6, 2026 ▶ 7:58 Ep3 Everyday Care, Global Scale - Inside Kenvue GCC in India ft. Dr. Rajesh Puneyani
Apr 20, 2026 positive
Assertion Not checkable as stated
Chatterjee: Revolut India Is Adding 400 to 500 Waitlist Signups Daily
“Yeah, we're adding about 400 to 500 a day to that as well”
Paroma Chatterjee Apr 20, 2026 ▶ 1:10:07 S2EP9: Building for a Billion - India’s Future with Revolut ft. Paroma Chatterjee
Apr 20, 2026 negative
Assertion Not checkable as stated
Chatterjee: Many global fintechs entering India over 25 years have failed
“So a lot of global fintechs have tried over the last 25 years to dabble their feet in, but for whatever reason a lot of them have not necessarily survived in a meaningful way over time”
Paroma Chatterjee Apr 20, 2026 ▶ 6:23 S2EP9: Building for a Billion - India’s Future with Revolut ft. Paroma Chatterjee
Apr 20, 2026 positive
Assertion Supported
Chatterjee: UPI has surpassed 500 million users in India
“More than five hundred million customers at last.”
Paroma Chatterjee Apr 20, 2026 ▶ 13:32 S2EP9: Building for a Billion - India’s Future with Revolut ft. Paroma Chatterjee
Apr 20, 2026 positive
Assertion Not checkable as stated
Chatterjee: Revolut India has over 450,000 people on its waitlist
“We already have more than four and a half lakh people on the waitlist.”
Paroma Chatterjee Apr 20, 2026 ▶ 24:35 S2EP9: Building for a Billion - India’s Future with Revolut ft. Paroma Chatterjee
Apr 20, 2026
Disclosure
Chatterjee: Revolut India integrates digital wallet accounts with UPI on day one
“This account is integrated with UPI on day one.”
Paroma Chatterjee Apr 20, 2026 ▶ 14:38 S2EP9: Building for a Billion - India’s Future with Revolut ft. Paroma Chatterjee
Apr 20, 2026 bullish
Disclosure
Chatterjee: Revolut's Core Hook in India Will Disrupt Forex
“Even in India, just like Revolut's core DNA overseas, our core hook will be around disrupting Forex.”
Paroma Chatterjee Apr 20, 2026 ▶ 18:20 S2EP9: Building for a Billion - India’s Future with Revolut ft. Paroma Chatterjee
Apr 20, 2026 positive
Assertion Not checkable as stated
Chatterjee: No Indian fintech holds direct licenses while being digital-first
“If you think about it, there is nobody else who has thought of it completely tech or digital first, has taken their own licenses and then interpreted the license in their own way.”
Paroma Chatterjee Apr 20, 2026 ▶ 21:12 S2EP9: Building for a Billion - India’s Future with Revolut ft. Paroma Chatterjee
Apr 20, 2026
Disclosure
Chatterjee: Revolut India offers day-one accounts for kids aged 8 to 18
“So consumers on day one itself can open their kids account for a kid who's between eight to 18 years of age, and give their kids the chance to get introduced to finance, to the entire world of budgeting, saving, spending, with the parent remaining in control a…”
Paroma Chatterjee Apr 20, 2026 ▶ 15:50 S2EP9: Building for a Billion - India’s Future with Revolut ft. Paroma Chatterjee
Apr 20, 2026 bullish
Assertion Not checkable as stated
Chatterjee: Indian consumer spending on international travel is surging rapidly
“The second pattern of spending that we're observing is a lot of spending on travel and international travel in particular, which is supported by other phenomena, like a lot of countries becoming visa free or visa accessible or electronic e-visas would just tak…”
Paroma Chatterjee Apr 20, 2026 ▶ 37:07 S2EP9: Building for a Billion - India’s Future with Revolut ft. Paroma Chatterjee
Apr 20, 2026 positive
Assertion Partly supported
Chatterjee: 85% of Indian Consumers Already Use Digital Financial Apps
“Today in India, we have 85% of consumers already on some digital financial app or the other.”
Paroma Chatterjee Apr 20, 2026 ▶ 17:45 S2EP9: Building for a Billion - India’s Future with Revolut ft. Paroma Chatterjee
Apr 20, 2026
Disclosure
Chatterjee: Revolut refuses to partner with banks for core product deployment
“For core product deployment, Revolue does not look at partnerships. What I meant is a lot of Fintechs you will see getting into partnerships with banks or others to have a quicker go to market. You would see we've been patient over the last two, three years. I…”
Paroma Chatterjee Apr 20, 2026 ▶ 32:33 S2EP9: Building for a Billion - India’s Future with Revolut ft. Paroma Chatterjee
May 14, 2026 positive
Assertion Partly supported
Ranjan: Jio Dropped India's Data Rates From World's Most Expensive to Cheapest
“The fact that India went from the most expensive data rates in the world to the cheapest data rates in the world because of Jio.”
Peeyush Ranjan May 14, 2026 ▶ 5:08 S2 Ep10: How to Learn with the New Rules of AI ft. Peeyush Ranjan
May 14, 2026 negative
Opinion
Ranjan: India's Domestic Deep Tech AI Talent Pool Is Surprisingly Small
“Given the number of Indians who are in the software industry and are in AI, you know, modeling, the number of them who are in the industry / How many of them you would have expected them to be in India is actually relatively lesser.”
Peeyush Ranjan May 14, 2026 ▶ 1:20:06 S2 Ep10: How to Learn with the New Rules of AI ft. Peeyush Ranjan
May 21, 2026 neutral
Assertion Supported
Khanna: Japan is training and recruiting Indian caregivers
“Japan has come in and now is training caregivers from here and taking them to Japan.”
Ishaan Khanna May 21, 2026 ▶ 1:17:27 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 positive
Opinion
Khanna: Senior Living Shifted from Taboo to Aspiration in India
“It took us five, six years to sort of break it, but today where we stand, like you said this has almost become an aspiration. For those who know about what senior living is”
Ishaan Khanna May 21, 2026 ▶ 16:31 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 negative
Opinion
Khanna: India is reacting to aging demographics instead of proactively preparing
“We are responding to an aging population. We are not preparing for an aging population. And I think that's something we need to do.”
Ishaan Khanna May 21, 2026 ▶ 9:30 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026
Assertion Supported
Khanna: 19,500 Indians become senior citizens every day
“The number of Indians becoming senior every day I don't know if the numbers out there, but there are 19,500 seniors become, Indians becoming seniors every day.”
Ishaan Khanna May 21, 2026 ▶ 4:30 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 bearish
Prediction Not checkable as stated
Khanna: India is unprepared for a looming, massive caregiver shortage
“As our world tends to age, we will probably end up in a situation where we won't have enough caregivers. Caregiving is going to be a massive issue. And that's clearly India is not prepared for it. We don't have enough trained caregivers. We don't have enough c…”
Ishaan Khanna May 21, 2026 ▶ 31:07 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 bullish
Prediction Not checkable as stated
Khanna: India will export geriatric caregiving talent globally in a few years
“We will be exporting some of this talent as well. Like, just take for example, tech. We are exporting so much talent in tech. What stops us from being that in a few years from now, where we'll be exporting talent for geriatric caregiving.”
Ishaan Khanna May 21, 2026 ▶ 1:17:32 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026
Assertion Supported
Khanna: Retirement mutual fund investments grew up to 230% over five years
“If you look at retirement mutual funds, investments in them over the last five years have grown up to 230%.”
Ishaan Khanna May 21, 2026 ▶ 5:47 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 bullish
Prediction Partly held up
Khanna: Indian elder care industry will hit $35 billion in a few years
“If you look at it from a dollar value the industry is valued at around 10 to fifteen billion dollars today. Expected to go in a few years to 30, thirty five billion dollars.”
Ishaan Khanna May 21, 2026 ▶ 40:29 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 negative
Assertion Not checkable as stated
Khanna: India lacks enough trained geriatricians to care for seniors
“We don't have enough geriatric specialists in the country. We don't have enough doctors who are trained as geriatricians. To take care of seniors from that medical point of view.”
Ishaan Khanna May 21, 2026 ▶ 34:09 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 bullish
Prediction Not checkable as stated
Khanna predicts India will soon have 300 million senior citizens
“We're talking about very soon being a three hundred million senior rich country.”
Ishaan Khanna May 21, 2026 ▶ 4:47 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 neutral
Prediction Open · timeframe May 2031
Khanna: India Will Have World's Largest Senior Population in Few Years
“We will, whether we like it or not, in a few years have the largest senior population in the world.”
Ishaan Khanna May 21, 2026 ▶ 54:55 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 bullish
Prediction Not checkable as stated
Khanna: India will inevitably become the largest senior care market
“Now coming to India being the largest market, I don't think there's a choice, but it will be the largest market. For two reasons. As we are almost the most populous country in the world, we will have the highest population of seniors, and hence both the privat…”
Ishaan Khanna May 21, 2026 ▶ 1:16:48 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 positive
Insight
Khanna: Indian beliefs around joint families and elder care are changing
“The belief system that, you know, the only successful way a family can operate is joint families. Right. That belief system is changing. Similarly, the belief system that you know, children have to be around, and that's the only way that seniors will be taken …”
Ishaan Khanna May 21, 2026 ▶ 20:42 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026
Assertion Supported
Khanna: India's NPS assets under management stand at 16 lakh crores
“If you look at the NPS assets under management today it's 16 lakh crores.”
Ishaan Khanna May 21, 2026 ▶ 5:38 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 bullish
Assertion Supported
Khanna: India has 20,000 senior homes against a demand of two million
“So when you look at from a senior housing perspective, the view is that in a few years from now, we would need 20 lakh residences for seniors against which we are just at around maybe 18, 20,000 today.”
Ishaan Khanna May 21, 2026 ▶ 40:15 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
May 21, 2026 negative
Assertion Contradicted
Khanna: 200,000 senior citizens die from falls each year in India
“Two lakh seniors die of falls every year in India? Two lakh. Two lakh seniors die of just falls.”
Ishaan Khanna May 21, 2026 ▶ 29:46 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
Jun 2, 2026 bullish
Prediction Not checkable as stated
Port: India will surpass US in engineering talent availability within years
“And I believe that if you look at the stats that in the next couple of years, that you will surpass the US in terms of, A number of graduates and talent availability.”
Dr. Rebecca Port Jun 2, 2026 ▶ 17:59 Ep4: Digital Identity - Agents vs Humans ft. Rebecca Port, Okta
Jun 11, 2026
Assertion Contradicted
Coutinho: No New Airline Had Entered the Indian Market for Over Five Years
“There was, the good part was there was no airline that came in for at least five, six years before, or even longer than that in India.”
Belson Coutinho Jun 11, 2026 ▶ 1:11:27 S2Ep12: Decoding New Age Aviation in India with Akasa ft. Belson Coutinho
Jul 10, 2026 neutral
Disclosure
Carrier links GCCs in India, Mexico, and China under one non-competing program
“In Carrier we have predominantly a program called Content Hubs. So we have India, Mexico, and China under those under under this program, these three GCCs. Important locations, strategic locations and we want to make sure that These GCCs are not competing with…”
Kamal Sharma Jul 10, 2026 ▶ 8:06 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 10, 2026 positive
Disclosure
Sharma: Carrier India Hub Focuses on Deep Tech and Enterprise Skills
“So India is our deep tech center where emerging tech and all traditional enterprise, you know, skill sets we bring on a table.”
Kamal Sharma Jul 10, 2026 ▶ 10:30 EP5: Air Conditioning to AI: Inside Carrier’s GCC Playbook Across India, China & Mexico
Jul 23, 2026 negative
Insight
Chadha: Why 500-crore Bollywood films are riskier than small-budget slates
“The currently, the thing is, oh, you know, we can give 500 crores for a big actors film, and then we'll make thousand crores. More likely to lose that 506 hundred crores, because it doesn't end there. India has a very high exhibitor tax. You're better off inve…”
Richa Chadha Jul 23, 2026 ▶ 31:07 S2Ep13: Stories to Systems: How Richa Chadha is Reimagining Cinema, Business & Impact
Jul 23, 2026 bearish
Prediction Not checkable as stated
Chadha: India will become the world's cancer capital within two years
“Mark my words, in the next two years, India is going to be the cancer capital of the world as well.”
Richa Chadha Jul 23, 2026 ▶ 43:01 S2Ep13: Stories to Systems: How Richa Chadha is Reimagining Cinema, Business & Impact
Jul 23, 2026 negative
Assertion Partly supported
Abhay Tandan states 95 of the 100 hottest global cities are in India
“95 out of hundred highest temperature cities in the world are in India in this summer right now.”
Abhay Tandon Jul 23, 2026 ▶ 45:30 S2Ep13: Stories to Systems: How Richa Chadha is Reimagining Cinema, Business & Impact
Jul 23, 2026 negative
Opinion
Chadha: Indian farmers protest because of low prices, not food scarcity
“The reason the farmers keep protesting is because, I mean, does India have a food scarcity problem? I don't think so. You constantly see visuals of, ah, you know, farmers, ah, destroying their own crop. Matlab, biste ton piyaaz kisi na highway pe pheg diya, gu…”
Richa Chadha Jul 23, 2026 ▶ 39:32 S2Ep13: Stories to Systems: How Richa Chadha is Reimagining Cinema, Business & Impact
Jul 23, 2026 negative
Opinion
Chadha: Western AI data centers draining Indian water is modern colonization
“Again, the West is doing this. It's a new form of colonization. And we will use water from India to cool off data centers, data that they will use in the West.”
Richa Chadha Jul 23, 2026 ▶ 48:04 S2Ep13: Stories to Systems: How Richa Chadha is Reimagining Cinema, Business & Impact
Aug 18, 2026 positive
Opinion
Robinson: Most financial innovation originates in the US, not abroad
“Speaking as an arrogant American, most, most financial innovation comes to the United States. Maybe you could argue about infrastructure, which may come from over in Europe or India, but if you look at financial innovation, it's come here, right?”
Rodney Robinson Aug 18, 2026 ▶ 25:11 Eliminating Payment Friction and Mitigating Fraud with Rodney Robinson of TabaPay
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