Bay Area

“Like, the more investors who take crazy bets of defining the future, the more India will be able to solve world problems. See, if you want to be a global technology destination, right, if you want Bangalore to replace SFO or Palo Alto is Palo Alto, SFO is SFO,…”

“The sheer number of deals that I've taken calls around, around first time and second time founders in just departmental SaaS. It is huge. I mean, it is almost equal to the number of departmental SaaS deal meetings I've taken from founders in the Bay Area.”

“Bay Area doesn't care so much about as much as revenue as opposed to what sexy thing are you doing today? This is more, let's say Midwest or like more like you go to Chicago or probably even in New York Bay Area. Like today, if you talk SaaS and not AI, what i…”

“If you are a 50 mil ARR founder here, As Pallas said, you will get invited to podcasts, speakers, everywhere. You'll be a god in this ecosystem. For example, right? If you go to Bay Area, at a 50 mil error, you are nobody. A second time founder who sold hi…”

“I would think of building startups which kind of follow startups which are companies which have been very successful and kind of replicate those business models in the ecosystem which I work in so that I can be capital efficient without having to, with a high …”

“I would say too slow. I think there is a lot of risk of issue. And also more around what's possible and what's feasible.”

“And you know, in the Bay Area, if you're bootstrapping your business, people look at you as if like something is wrong with you because it is unheard of. I think like raising money is such a badge of honor instead of like, you know, how you're servicing your c…”

“What you and I both talked about is you see a secular movement of those founders coming to the Bay Area for multiple reasons. One is they want to be closer to the AI wave which surely is the deepest here and the highest here right now, and there is no sign of …”

“If the founders or none of, if the founder or the co-founder is not even close to the innovation circle, innovation area, I feel like they may be cut out from what is going on.”

“In the Bay Area, the cost of that talent, you know, is very expensive. Whereas this talent is in Toronto, which has a great University of Toronto where all the AI researchers coming. The cost in Toronto is low. The churn is less.”

“But AI was a stroke of luck, because again, it happened over here and now it is again the heart of that, and for the next generation, it will be there, but it is not preordained that the generation after that has to be here, and so that is a risk”

“You know, relative to the value that you can create, and the amount of money that is available to a software company, it's still cheap. Bay Area is still cheap. That's why Bay Area still exists, is because relative to that, I mean, if you can actually get to a…”

“The Bay Area has become expensive because of Essentially political dysfunction. I mean, it is basically the failure of the California state and the city governments that it has become so expensive.”

“So, overall, like, listen, investors and capital follows where Entrepreneurs or companies are doing well. So if you build a meaningful company and you're doing well, you can build that anywhere in the world. And as long as you're building it well, like investo…”

“A company like Pantomath, infra company, playing in the AI wave, Has to be built in the Bay Area.”

“I remember in the TOT office in the Bay Area, they have fuel pumps. That they connected to and tested.”

“I think that that has too many other risks because you didn't have to explain why somebody in Detroit is making less than some Bay area and doing the same job. You know, it too, it's a waste of time.”

“I don't think there will ever be a time that the place will make you feel big. Because there's so many amazing things happening in Silicon Valley and Bay Area that no matter what you end up doing, right, you will always feel small, which is, Part of, which is …”

“I think the challenge that India has is that India doesn't have the ecosystem that the Bay Area has, right? In the Bay Area, you had Adobe that passed to Google, who passed to Facebook, who passed to, you know, like, there's just this, like, legacy of learning…”