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
Insight
Khan: Seed funds will never become very large in AUM
“So we are a seed fund and seed funds, as you know, will never become very large in AUM. Some of the most successful seed funds in America are yet 152 hundred million dollars, two hundred and fifty million dollars at most.”
Rehan Yar Khan Aug 17, 2019 ▶ 6:39 100xEntrepreneur | Episode 7 | Rehan Yar Khan, Managing Partner, Orios Venture Partners
Mar 9, 2021 neutral
Opinion
Venkatachalam: Indian public market gains are driven by low US interest rates
“Investing, you know, personal capital in the public market, which now looks great, but actually it's just a function of low interest rates in America, you know, pumping money into India.”
Arun Venkatachalam Mar 9, 2021 ▶ 48:15 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
Dec 6, 2021 negative
Insight
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…”
Anand Jain Dec 6, 2021 ▶ 19:26 SaaS from India to the US: Myths Debunked ft Anand Jain, Co-founder, CleverTap
Feb 27, 2023 neutral
Assertion Contradicted
Sacheti: About 40% of jewelry sold in America is made in India
“About 40% of jewelry sold in America is made in India.”
Mithun Sacheti Feb 27, 2023 ▶ 38:03 Building CaratLane to a 17000 Crore company and selling it to TATA with Founder Mithun Sacheti
Nov 3, 2023 bullish
Prediction Not checkable as stated
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.”
Anand Lunia Nov 3, 2023 ▶ 33:30 The India Opportunity, Youth’s BIGGEST Problem & Future of Startups | India Quotient VC on Neon Show
Nov 3, 2023 bullish
Prediction Not checkable as stated
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.”
Anand Lunia Nov 3, 2023 ▶ 1:32:03 The India Opportunity, Youth’s BIGGEST Problem & Future of Startups | India Quotient VC on Neon Show
Mar 22, 2024 negative
Opinion
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.”
Sanjeev Sanyal Mar 22, 2024 ▶ 13:08 Sanjeev Sanyal UNFILTERED - Kolkata’s Downfall, Bihar’s UPSC Craze & The Indian Dream I Neon Show
Sep 7, 2024 bearish
Assertion Contradicted
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…”
Prof. Arun Kumar Sep 7, 2024 ▶ 24:14 Why Is No One Talking About India's Unorganised Sector? Economist Arun Kumar Explains | Neon Show
Dec 20, 2024 neutral
Prediction Not checkable as stated
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…”
Matein Khalid Dec 20, 2024 ▶ 27:34 Global Investor Matein Khalid On World Economy | The Neon Show
Feb 28, 2025 negative
Assertion Supported
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.”
Jayant Sinha Feb 28, 2025 ▶ 1:15:25 Digi Yatra, AQI, UDAN Scheme, And India's Net Zero Goals | Jayant Sinha | The Neon Show Podcast
Aug 15, 2025 negative
Opinion
China is incapable of indigenous tech innovation and relies on IP theft
“Because why these guys are incapable of creating new technologies, Chinese. They have to keep stealing forever from China, from America.”
Ashok Atluri Aug 15, 2025 ▶ 44:04 From 70% Imports to 65% Made in India, India Now Sells Defense Tech to 85+ Countries | Ashok Atluri
Aug 22, 2025 bearish
Assertion Supported
Sikri: US workers cost at least 10x more than Bangalore workers
“Your worker in Bangalore will be satisfied with X amount of money, which the worker in America will require five or 10 X. 10 X, at least.”
Rajiv Sikri Aug 22, 2025 ▶ 13:44 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Aug 22, 2025 bearish
Assertion Not checkable as stated
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”
Rajiv Sikri Aug 22, 2025 ▶ 2:25 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Aug 22, 2025 bearish
Prediction Not checkable as stated
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.”
Rajiv Sikri Aug 22, 2025 ▶ 13:55 Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
Dec 5, 2025 positive
Opinion
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.…”
Aditya Agarwal Dec 5, 2025 ▶ 49:16 From -1 to 0: How Founders Navigate the Earliest Stage with Aditya Agarwal & Prateek Mehta | SPC
Jan 23, 2026 bullish
Prediction Open · timeframe Jan 2056
Rekhi predicts India will match US wealth within 25 to 30 years
“India is going to be now as rich as America. Eventually, we got our economics right. We have our politics right. So it's a matter of time. Whether it's 25 more years, 30 more years, you know, India is growing much faster than the US.”
Kanwal Rekhi Jan 23, 2026 ▶ 56:47 Wall Street Rejected This CEO & Then He Did a $200M IPO | Kanwal Rekhi
Jan 23, 2026 bullish
Prediction Open · timeframe Dec 2035
Rekhi predicts China could overtake the US economically by 2035
“China will overtake America by 2035. Yeah. If they turn, transhold, you know, may or may not happen, but if they turn, transhold, you know, China will be better than U.S.”
Kanwal Rekhi Jan 23, 2026 ▶ 58:20 Wall Street Rejected This CEO & Then He Did a $200M IPO | Kanwal Rekhi
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