education

“And the third biggest lesson for us was that in India, education is seen as dignified, but care is not. Ah, so care is seen as the helps, helps job.”

“I strongly believe that in the next five, 10 years we should see multiple five billion dollar, ten billion dollar revenue companies coming out of India in education.”

“Education fundamentally is a high margin business. Because at the end of the day, you are selling aspiration. You are selling hope.”

“Certainly in education, I think some assurance of outcomes is, is, is, is, is certainly linking it to outcomes is a moat. If you're able to, for example, for up grad, for example, if they're able to get you two to three interviews that would be a terrific moat…”

“Outcomes are what matter, and the main thing that goes into those outcomes is the intellectual property. It's the faculty, it's the content, it's the curriculum, the pedagogy, and the experiences that the students have.”

“In education, reference has a huge role to play. So as and when we are scaling, the references also scale. So that's a definite thing. So that is why it's important to give a great experience. Because if you do that, one student will actually go and influence …”

“Roti kapda makaan, healthcare, and education, I would say. Those are the five places, five spaces which will always remain evergreen in this country.”

“In education and healthcare, again, these are not commodity or transactional businesses, right? These are businesses of trust. And, ah, funnily, the way a consumer might interpret a higher price is higher quality. So, price undercutting is a very, very bad str…”

“There's no point anymore in teaching students facts or helping them memorize things that, you know, can instantly be looked up on Google, for example. What will become valuable is the ability to think new things, is the ability to be creative.”

“The fundamental law of education is you need 10 years to build something valuable, something that the ecosystem trusts. Students trust, parents trust, and so on. After that, it's great growth. After that, there's no stopping you, as long as the market is large…”

“Financial services will be close to 30%, a little bit less than 30%. Education would be another 30%, including U.S. Because we sell in U.S. Education. Then the healthcare would be about, you know, 10 to 15%.”

“I'm pretty sure we're going to see five to ten billion dollar ARR companies in healthcare, education, defense, and retail. In the next 10 to 15 years that are not going to be head-on competing with the same companies that are competing code generation.”

“And I think a lot of people think of education as a content play. But it is definitely not. Content is the easiest challenge to solve for. The biggest challenge to solve for is engagement and motivation.”