India

23 statements across 8 episodes · 3 bullish · 7 bearish · 7 people on the record · first statement Sep 18, 2015 by Sanjay Bakshi · said 172 times in 38 episodes since 2015 · across every show →

Mentions by year

brought up most by Kunal Shah (73), Balaji Srinivasan (43), Shane Parrish (11), Marshall Goldsmith (4), Sendhil Mullainathan (3), Ravi Gupta (3), Neil Pasricha (3), Patrick Collison (2)

tap a year for its mentions
007531506201520162017201820192020202120222023202420252026episodesmentions
036201520162017201820192020202120222023202420252026episodes it came up in
00133256201520162017201820192020202120222023202420252026episodesmentions per episode
2026 5 mentions in 5 episodes 1 per episode
2025 10 mentions in 6 episodes 2 per episode
2023 9 mentions in 4 episodes 2 per episode
2022 121 mentions in 5 episodes 24 per episode
2021 9 mentions in 5 episodes 2 per episode
2020 4 mentions in 4 episodes 1 per episode
2019 2 mentions in 1 episode
2018 6 mentions in 4 episodes 2 per episode
2017 2 mentions in 2 episodes 1 per episode
2016 1 mention in 1 episode
2015 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about India, oldest first

Sep 18, 2015 bearish
Opinion
Bakshi: India's E-Commerce Sector is a Cash-Burning, Venture-Funded Bubble
“And we're seeing that in India. We have an e-commerce bubble going on. There are three or four players, and they are essentially giving huge discounts to consumers, to purchase their products, and to not go to bricks and mortar stores, and people are doing tha…”
Sanjay Bakshi Sep 18, 2015 ▶ 19:58 #3 Sanjay Bakshi: Why Mental Models
Feb 21, 2018
Assertion Supported
Half of Emotional Expressions Are Universal; 25% Are Culturally Specific
“Across these five different cultures, China, India, Japan, Korea, the U S really different cultural systems. About 50% of any expression that an individual would admit is this universal expression, you know, where if you get embarrassed, you turn your head awa…”
Dacher Keltner Feb 21, 2018 ▶ 14:59 #29 Dacher Keltner: Survival of the Kindest
Jan 19, 2021 negative
Assertion Supported
Jane McGonigal: India Leads the World in Government-Mandated Internet Shutdowns
“The number one place where the government shuts down the internet is a democracy. It's India.”
Jane McGonigal Jan 19, 2021 ▶ 46:30 #101 Jane McGonigal: The Psychology of Gaming
Apr 5, 2022 bullish
Prediction Not checkable as stated
Balaji Srinivasan: India will become a tech and media superpower
“This is why I think if China becomes, has become a tech and manufacturing superpower, I think India becomes a tech and media superpower.”
Balaji Srinivasan Apr 5, 2022 ▶ 2:39:59 Balaji Srinivasan: The Network State
Apr 5, 2022
Insight
Balaji: Global dynamics depend on ascending versus descending trajectories, not wealth
“It's not about the developed world and developing world. It's about the ascending world and descending world. Like that's about rate of growth, not simply about statics. So just to elaborate on that, your Brooklyn woke is actually rich, but in the descending c…”
Balaji Srinivasan Apr 5, 2022 ▶ 1:03:27 Balaji Srinivasan: The Network State
Apr 5, 2022 neutral
Prediction Not checkable as stated
Srinivasan: Geopolitics by 2040 may center on China vs. international Indians
“I think by 2040, there's a chance, I'm not saying a hundred percent, but I think that if the last century ended up at least the second half was USA versus USSR, right? I think this century may end up as being China versus Indians, not India. I think that's whe…”
Balaji Srinivasan Apr 5, 2022 ▶ 2:20:19 Balaji Srinivasan: The Network State
Apr 5, 2022 bullish
Prediction Open · timeframe Apr 2032
Balaji Srinivasan: Web3 services rivaling US tech giants will emerge in India
“I think you're going to see a whole parallel set of services arise that are the peers of the American tech companies, but in web three in India over the next 10 years, I think it's going to be one of the least anticipated things that's going to happen”
Balaji Srinivasan Apr 5, 2022 ▶ 2:17:22 Balaji Srinivasan: The Network State
Jun 28, 2022
Assertion Contradicted
Shah: 80% to 85% of Bollywood revenue comes from 10 to 15 people
“I would say 80, 85% of Bollywood revenue comes from like 10, 15 people.”
Kunal Shah Jun 28, 2022 ▶ 28:09 Kunal Shah: Core Human Motivations
Jun 28, 2022 neutral
Assertion Not checkable as stated
Shah: 80% to 85% of Indian retail investors come from merchant communities
“I would go to the extent of saying that 80, 85% of people who are having more than 200 dollars of investment in any of these assets are people from this community.”
Kunal Shah Jun 28, 2022 ▶ 11:31 Kunal Shah: Core Human Motivations
Jun 28, 2022 bearish
Assertion Contradicted
Shah: No SaaS company makes over $10M ARR from Indian businesses
“I wouldn't be able to find one company that makes more than 10 dollars, ten million dollars annual revenue by selling software to Indian businesses.”
Kunal Shah Jun 28, 2022 ▶ 38:19 Kunal Shah: Core Human Motivations
Jun 28, 2022
Assertion Contradicted
Kunal Shah: 95% of Financial Products in India Are Bought by Men
“Another interesting thing is 95% of all financial products in India are bought by men.”
Kunal Shah Jun 28, 2022 ▶ 33:22 Kunal Shah: Core Human Motivations
Jun 28, 2022 neutral
Assertion Partly supported
Shah: Only 30 to 35 million people in India invest in financial assets
“India has, India is a very large country, but the total number of people who have invested in any kind of asset stock, mutual funds, any of that is around 30,000,030, thirty-five million.”
Kunal Shah Jun 28, 2022 ▶ 11:18 Kunal Shah: Core Human Motivations
Jun 28, 2022
Assertion Contradicted
Shah: Less than 6% of urban Indian women have independent income
“Less than six percent of urban Indian women have financial income of their own.”
Kunal Shah Jun 28, 2022 ▶ 32:59 Kunal Shah: Core Human Motivations
Jun 28, 2022
Assertion Contradicted
Shah: 80% to 83% of Indian suitcases are bought for weddings
“80 to 83% of all suitcases in India are bought for weddings.”
Kunal Shah Jun 28, 2022 ▶ 45:20 Kunal Shah: Core Human Motivations
Jun 28, 2022
Assertion Not checkable as stated
Shah: Indian retail data shows living room margins are 3x bedroom margins
“I asked her to check. Can you check if the gross margin on all products sold for living room Is a lot more than the gross margin of all products sold for the bedroom. And nobody had ever analyzed data like that in retail ever. Because it's like kitchen and sof…”
Kunal Shah Jun 28, 2022 ▶ 1:03:52 Kunal Shah: Core Human Motivations
Jun 28, 2022 negative
Opinion
Shah: India's Maximum Retail Price regulation restricts free market growth
“India has this unique concept called MRP. I don't know if you know about this, but I said this bottle over here, it says that maximum retail price of this bottle is 10 rupees. And even if it's sold in extremely affluent neighborhood or the most poor neighborho…”
Kunal Shah Jun 28, 2022 ▶ 54:23 Kunal Shah: Core Human Motivations
Jun 28, 2022
Assertion Contradicted
Shah is the only Indian unicorn founder with a humanities background
“India has hundred unicorns. I would go on to say that I'm the only founder in the hundred unicorns, which has a humanities background. Everybody else is STEM.”
Kunal Shah Jun 28, 2022 ▶ 43:37 Kunal Shah: Core Human Motivations
Jun 28, 2022 negative
Insight
Shah: Time-saving convenience products struggle to monetize in Asia
“So products that sell convenience and save you your time rarely monetize, which monetize a lot in the Western society, because everybody understands the value of hours.”
Kunal Shah Jun 28, 2022 ▶ 16:52 Kunal Shah: Core Human Motivations
Jun 28, 2022 bearish
Prediction Not checkable as stated
Kunal Shah: India's Per Capita Income Growth Will Never Match China's
“And therefore, a lot of Western markets love to come to India and say, oh, India is the next China. It's not, because our per capita income is never going to beat and grow like China, because before China started becoming affluent, 96% of Chinese urban women w…”
Kunal Shah Jun 28, 2022 ▶ 33:47 Kunal Shah: Core Human Motivations
Jun 28, 2022 bearish
Assertion Not checkable as stated
Shah: Amazon's India GMV matches a small European nation
“The total GMV that Amazon would make in India would easily be done by a small European nation after being here for like maybe seven, eight years that they have spent over here because the people who can spend just do not exist.”
Kunal Shah Jun 28, 2022 ▶ 53:01 Kunal Shah: Core Human Motivations
Dec 27, 2022
Assertion Supported
Shah: India is the world's largest recipient of inward remittances
“India is the largest market which sends money back to India amongst all markets that does remittance. Indians remit the highest amount of money back to their family. Then it comes to Mexico and others.”
Kunal Shah Dec 27, 2022 ▶ 1:11:13 Best of 2022: Conversations of the Year
Apr 1, 2025
Disclosure
Flatt: Brookfield owns a substantial portion of India's telecom towers
“We own all of the telecom towers, not all, but we own a very substantial portion of the telecom towers in India. They deliver all the phone and wireless infrastructure. To many individuals in India, and that was originally built by Reliance Industries Geo. We …”
Bruce Flatt Apr 1, 2025 ▶ 6:49 Bruce Flatt on Value, Discipline, and Durability
Jun 24, 2025 positive
Insight
Nooyi: US students had bandwidth for innovation because daily survival was easier
“I was more in awe of them rather than they don't work so hard. It's just that the working hard part was on stuff that Was made easy in the United States.”
Indra Nooyi Jun 24, 2025 ▶ 7:31 Former PepsiCo CEO Indra Nooyi: Lessons from the Top
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 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.