Infosys

17 statements across 12 episodes · 8 bullish · 5 bearish · 13 people on the record · first statement Aug 17, 2019 by Rehan Yar Khan · said 102 times in 43 episodes since 2019 · across every show →

Mentions by year

brought up most by Siddhartha Ahluwalia (33), T. V. Mohandas Pai (12), Shailesh Ghorpade (6), Saravana Kumar (4), Abhishek Goyal (4), Sanjeev Aggarwal (3), Khadim Batti (3), Bipin Preet Singh (3)

tap a year for its mentions
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081520192020202120222023202420252026episodes it came up in
002.57.551520192020202120222023202420252026episodesmentions per episode
2026 4 mentions in 4 episodes 1 per episode
2025 23 mentions in 15 episodes 2 per episode
2024 17 mentions in 7 episodes 2 per episode
2023 33 mentions in 7 episodes 5 per episode
2022 4 mentions in 2 episodes 2 per episode
2021 5 mentions in 2 episodes 3 per episode
2020 14 mentions in 4 episodes 4 per episode
2019 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Infosys, oldest first

Aug 17, 2019 positive
Assertion Not checkable as stated
Khan: Flipkart has created more millionaires than Infosys
“You've got companies like Flipkart, which have created more millionaires than Infosys has created, for example.”
Rehan Yar Khan Aug 17, 2019 ▶ 8:25 100xEntrepreneur | Episode 7 | Rehan Yar Khan, Managing Partner, Orios Venture Partners
Oct 6, 2019 bearish
Opinion
Building a new Infosys or TCS is incredibly difficult today
“So I do think you have to always keep in mind the sort of the topicality, the times, like for example, you know, like you can't really build a new, I think it's hard to build like a new Infosys or TCS today. You know, there was a time through the eighties, ear…”
Rajul Garg Oct 6, 2019 ▶ 4:48 100x Entrepreneur | Episode 13 | Rajul Garg, Founder and Managing Partner of Leo Capital
Dec 28, 2020 negative
Insight
Big tech enterprise sales experience does not easily translate to startups
“Selling a new age product is, you know, you might have done a lot of selling for companies like, say for example, Infosys or Oracle or whatever, that doesn't mean that you can sell a startup product because at the end of the day, you know you have the backing …”
Shailesh Ghorpade Dec 28, 2020 ▶ 50:52 Shailesh Ghorpade on Exfinity's journey to partner with the best SaaS startups of India
May 11, 2022 neutral
Assertion Supported
Mid-Tier IT Firms Often Trade at Higher Multiples Than Infosys
“You look at IT services, for example, you know, you have the Infosys, TCS, but you have a lot of mid-level IT firms, which actually trade at a higher multiple, right? Than Infosys and TCS, et cetera.”
Bipin Preet Singh May 11, 2022 ▶ 49:26 How did Bipin Preet Singh Build a 540 Crore Fintech Product(Mobikwik), with 120M users?
May 23, 2022 bullish
Insight
India's last major talent export wave was tech via Infosys and TCS
“The last talent revolution that came out of India was probably Infosys TCS, which was Indian tech talent for the world. And I realized that there's a massive, you know, populace of creative population of creative people that could be harnessed into, you know a…”
Anirudh Singla May 23, 2022 ▶ 5:52 How A 23 year Old Created A $8M Yearly Revenue Content Marketplace Business ft. Anirudh Singla
Aug 11, 2023 negative
Opinion
Pai: Modern internet companies fail governance by taking 60 days to report
“So I'm very disappointed at this new internet companies who call themselves internet companies, supposed to have information, Declaring the results of the 45 days, 60 days market. I mean, to me, it's ridiculous. They're supposed to set standards. Not one of th…”
T. V. Mohandas Pai Aug 11, 2023 ▶ 6:25 Infosys Ex-CFO: Nehru Vs PM Modi, India’s Future, Corruption I Mohandas Pai on Neon Show
Aug 11, 2023 positive
Disclosure
Pai: Delivered 99.5% accurate P&L by 3 PM monthly at Infosys
“In fact 1994 when I joined, I said, I'll give you a P&L account with 99.5% accuracy at three o'clock on the last working day. Till the day I left, I should do it.”
T. V. Mohandas Pai Aug 11, 2023 ▶ 31:23 Infosys Ex-CFO: Nehru Vs PM Modi, India’s Future, Corruption I Mohandas Pai on Neon Show
Aug 11, 2023 positive
Assertion Supported
Pai: Infosys set corporate governance benchmarks by reporting results in 10 days
“Most of the things that you see in corporate governance were set by Infosys, and we used to report our results within 1011 days.”
T. V. Mohandas Pai Aug 11, 2023 ▶ 6:18 Infosys Ex-CFO: Nehru Vs PM Modi, India’s Future, Corruption I Mohandas Pai on Neon Show
Aug 11, 2023 neutral
Assertion Not checkable as stated
Pai: 45% of Infosys trainees came from tier-2 and tier-3 colleges
“45% of them used to come from tier two, tier three colleges when I was there.”
T. V. Mohandas Pai Aug 11, 2023 ▶ 51:53 Infosys Ex-CFO: Nehru Vs PM Modi, India’s Future, Corruption I Mohandas Pai on Neon Show
Aug 11, 2023 positive
Assertion Not publicly verifiable
Pai: Over 100 Infosys alumni from his era became corporate CEOs
“So all the people who grew up during that time, there are more than hundred people who become CEOs of small, mid-sized, big companies.”
T. V. Mohandas Pai Aug 11, 2023 ▶ 29:47 Infosys Ex-CFO: Nehru Vs PM Modi, India’s Future, Corruption I Mohandas Pai on Neon Show
Jan 26, 2024 positive
Insight
Kumar: IT Giants Infosys and TCS Built India's Current Tech Talent Pool
“I think we need to thank all this consulting firms like Infosys and TCS and Wipos what they've done in the last 2030 years is what the talent pool, what we are seeing now, right?”
Saravana Kumar Jan 26, 2024 ▶ 12:35 MUST WATCH for Indians Abroad - Remote Work, House Help & More | Kovai.co Founder | Neon Show
Jan 26, 2024 negative
Assertion Partly supported
Ahluwalia: TCS and Infosys Still Pay Freshers 3 Lakhs Annually
“Even today, TCS Infosys pay to freshers who are a 22 to twenty-four-year-old, three lakh rupees per annum.”
Siddhartha Ahluwalia Jan 26, 2024 ▶ 14:11 MUST WATCH for Indians Abroad - Remote Work, House Help & More | Kovai.co Founder | Neon Show
Aug 16, 2024
Assertion Supported
Siddhartha: Wipro, TCS, and Infosys drive $200B in Indian IT exports
“Two hundred billion dollars of IT exports by companies like Wipro, TCS, Infosys, and hundreds of other IT services companies.”
Siddhartha (Siddharth) Aug 16, 2024 ▶ 33:46 $10 Trillion Goal, Reverse Brain Drain & IPO Market I Nansi & Siddhartha On India’s Bright Future
Nov 9, 2024 negative
Assertion Supported
Narayana Murthy Lost Seven Months Importing a Computer by Refusing Bribes
“So Naim Muthi, of course, being a very kind of disciplined, honest, morally correct kind of guy, he said, look, I'm not going to pay any bribe. What do I do? He said, it's very simple. You go back and get another license. Which will actually correct, have the …”
Montek Singh Ahluwalia Nov 9, 2024 ▶ 1:21:00 MONTEK SINGH AHLUWALIA PODCAST: Top Economist Explains India’s High Growth Years On The Neon Show
Mar 21, 2025 bullish
Prediction Not checkable as stated
Bajaj: Hundreds of billions in value will be created in Service-as-a-Software
“I hope again, Indian founders wake up to it because the market cap that was created by Infosys and TCS. Is waiting, and I think TCS must be again, two hundred billion and whatever. That's waiting to be created in this service as a software. And we have an edge…”
Avnish Bajaj Mar 21, 2025 ▶ 1:06:53 10 Unicorns, 5 IPOs, 26 Acquisitions – India’s OG VC, Avnish Bajaj On Why Only Founders Matter
Aug 29, 2025
Assertion Partly supported
Makhija: Infosys had just ₹14 crore in revenue at its 1993 IPO
“Can you imagine at what scale when Infosys went public in 93, at what scale would they be? They had 14 crores in revenue.”
Kapil Makhija Aug 29, 2025 ▶ 22:09 7 Myths About Selling B2B SaaS In India ft Unicommerce Founder Kapil Makhija
Dec 12, 2025 positive
Insight
Kudva: Post-1991 Indian firms shifted from promoter control to widespread stock options
“Until then, I would say most companies were about the promoter, by the promoter, for the promoter. What these new age companies brought in was a culture of openness, a culture where people were more equal, a culture where stock options were more widely distrib…”
Roopa Kudva Dec 12, 2025 ▶ 6:18 For the CEOs of 2026, From One of India's Top Leaders | Roopa Kudva, Ex-CEO Crisil
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