America
part of Americas
17 statements across 13 episodes · 5 bullish · 8 bearish · 13 people on the record · first statement Aug 17, 2019 by Rehan Yar Khan · across every show →
Everything said about America, oldest first
Aug 17, 2019 neutral
Mar 9, 2021 neutral
Dec 6, 2021 negative
American Customers Buy Over Zoom, Removing the Need for Founder Relocation
“You have to be clear on why you want to move to the US, right? It is definitely not for sales. America is a market that does not want to see you in person, right? They're happy to buy products online through Zoom, through, you know, like they, they're absolute…”
Feb 27, 2023 neutral
Nov 3, 2023 bullish
Lunia: Developing nations will be digitized by Indian software over next 20 years
“So I feel that next 20 years, The whole rest of the world, which is not in the developed countries will be digitized by India. The developed countries were digitized by America. Granted the next wave is ours because we are the only talent pool.”
Nov 3, 2023 bullish
Lunia: Non-US markets will surpass America in tech M&A within 10 years
“In SAS particularly, I feel increasingly it's happening in many businesses.
There will be enough MNA opportunities also, because like I said, in 10 years rest of the world becomes a more important MNA market than just pure America.”
Mar 22, 2024 negative
Sanyal argues current US politics reflects a poverty of national aspiration
“Then at some point in time, their aspiration shrank to which gender they wanted to have. And so I can assure you that the politics you are now seeing in in America is a direct reflection of the poverty of their aspirations.”
Sep 7, 2024 bearish
Kumar: India's Labor Force Participation Is 20% Below US and China
“In America, in China, in Brazil, you know, about 65 to 70% of those in the relevant age group are in the labor force. In India, as per ILO definition, only about 45, 47% are there. So we have 20% less people in the labor force as compared to these other countr…”
Dec 20, 2024 neutral
Khalid: India Will Ultimately Have to Distance Itself From US Enemies
“It leads me to my contention that maybe India finally has to make up Will finally have to distance itself from America's professed enemies. You know, that in a sense, in a world that is defined by Washington in binary terms, ah, you can no longer be all things…”
Feb 28, 2025 negative
Indian corporate R&D is $7B compared to $350B in China
“Total industrial R&D, the amount of R&D that Indian companies are doing is seven billion dollars. The total industrial R&D, company R&D that China is doing, three hundred and fifty billion dollars. America almost eight hundred billion dollars.”
Aug 15, 2025 negative
Aug 22, 2025 bearish
Aug 22, 2025 bearish
Sikri: Slow, cautious global de-dollarization is currently underway
“There's a slow de-dollarization which is underway. Very cautious, very careful because nobody wants to get on the wrong side of America. But like India or China or Russia or other countries are trading in their national currencies”
Aug 22, 2025 bearish
Sikri: US consumers will reject price hikes caused by manufacturing reshoring
“And the American consumer will have to pay so much more. Will he or she be willing to pay that? I doubt it. Because don't forget that America has been fed an opium of cheap prices. People are not going to be happy if the prices go up.”
Dec 5, 2025 positive
Agarwal: Average American CS grads lack the advanced math for AI models
“Honestly, you ask the average CS graduate in America to understand, like, you know, matrix, you know, kind of, like, matrix math, advanced linear algebra, kind of, like, to understand, kind of, like, how these actually models work, they would struggle with it.…”
Jan 23, 2026 bullish