U.S.

also referred to as: the u.s.

13 statements across 11 episodes · 3 bullish · 3 bearish · 11 people on the record · first statement Feb 24, 2020 by Hemant Mohapatra · across every show →

Everything said about U.S., oldest first

Feb 24, 2020 negative
Opinion
Mohapatra: India lacks the experienced middle management layer found in US startups
“The middle layer is is where I think India lacks quite a lot, and the U.S. Is very, very, very, has a very, very thick middle layer, which is the VP and the directors, you know, especially in product sales and engineering. There are a lot many more Shelly Sand…”
Hemant Mohapatra Feb 24, 2020 ▶ 28:36 Episode 53 | Hemant Mohapatra, Partner, Lightspeed India Partners
Jul 12, 2020 positive
Insight
Indian EdTechs Capture More Value Via Full-Stack Infrastructure Unlike US Counterparts
“In U.S. The tech companies are catering to a very thin sliver of the market because of the existence of public and private infrastructure of education. In India, the entrepreneurs are creating, are really creating their infrastructure from bottoms up full stac…”
Pratik Poddar Jul 12, 2020 ▶ 49:21 Pratik Poddar, Nexus Ventures on the Growth & Monetization of EdTech Startups in India
Sep 5, 2022 neutral
Assertion Contradicted
Kaniel: Early Asian e-commerce was 90% mobile compared to 20% in US
“We saw in Asia, 90%, 90% is coming from mobile, 90% is coming from mobile application, while in the U.S. It was only only 20.”
Oren Kaniel Sep 5, 2022 ▶ 11:42 The Playbook To Build 2000Cr+ Revenue SaaS Company, Ft. Oren Kaniel, Founder-AppsFlyer
Jan 9, 2023 negative
Insight
Goyal: Pre-Series A Indian startups should avoid hiring US-based GTM teams
“I would argue that if they try to attempt and build a U.S. Go-to-market team with U.S. People, that is a very high-risk strategy. It can work, but I think it's too high-risk a strategy in my opinion.”
Alok Goyal Jan 9, 2023 ▶ 21:51 Top SaaS startups to watch in 2023 with Alok Goyal, Investor in Whatfix, LimeChat, GTM Buddy
Nov 3, 2023 neutral
Assertion Partly supported
Lunia: Starbucks is 10-20% more expensive in India than the US
“Starbucks per cup of coffee is more expensive in dollars than in U.S. Also. Like apparently, 10, 20% more expensive on a dollar basis. Not purchasing power parity. Pure dollar basis. India is expensive.”
Anand Lunia Nov 3, 2023 ▶ 5:42 The India Opportunity, Youth’s BIGGEST Problem & Future of Startups | India Quotient VC on Neon Show
Feb 16, 2024 neutral
Assertion Not checkable as stated
Amazon US had 46 silver jewelry bestsellers compared to India's one
“Amazon has this top hundred best seller in every category. I looked at India top hundred best seller and there was one silver Product and rest all were artificial. And I looked at that similar data for U.S. And for Germany. U.S. Had 46 silver products out of h…”
Ishendra Agarwal Feb 16, 2024 ▶ 17:33 Understanding Indian consumers & breaking down jewellery brands w/ GIVA Founder Ishendra Agarwal
Feb 16, 2024 neutral
Assertion Not checkable as stated
Agarwal: Western consumers spend $100-$200 on everyday fine jewelry
“And then I realized that U.S. And Europe, people just buy fine jewelry at not so high prices. They don't invest 50,001 lakh to buy a jewelry. They just buy it for 10,020 thousand. Unless it is a wedding ring, et cetera, where they would go for an expensive jew…”
Ishendra Agarwal Feb 16, 2024 ▶ 15:24 Understanding Indian consumers & breaking down jewellery brands w/ GIVA Founder Ishendra Agarwal
Sep 13, 2024 neutral
Assertion Supported
Krishna: India's labor productivity is ~$8/hr versus ~$100/hr in US
“Labor productivity in India is like about eight dollars an hour, while in the U.S. It's like some hundred dollars an hour, right?”
Sridhar Krishna Sep 13, 2024 ▶ 15:57 Employment Researcher - “India Needs 20 Million Jobs Yearly For Demographic Advantage!” Sridhar K
Dec 20, 2024 bearish
Prediction Partly held up
Khalid: US Budget Deficit Will Rise to $2 Trillion Next Year
“The U.S. Is 1.8 trillion dollars on, let's say, a 27, 28 trillion dollar economy. The U.S. Is about 6.4%, and soon to rise to as much as two trillion dollars next year.”
Matein Khalid Dec 20, 2024 ▶ 20:52 Global Investor Matein Khalid On World Economy | The Neon Show
Dec 20, 2024 neutral
Prediction Held up
Khalid: Israel Cannot Destroy Iranian Nuclear Facilities Without US Help
“So are they going to escalate before and take out Iran's nuclear facilities? I don't think they can physically do that without help from the U.S.”
Matein Khalid Dec 20, 2024 ▶ 33:20 Global Investor Matein Khalid On World Economy | The Neon Show
Sep 19, 2025 positive
Assertion Partly supported
Garg: India's ChatGPT consumption matches or exceeds US usage
“Today, you're seeing that chat GPT consumption in India is actually simultaneously with the U.S. I think there is as much consumption, perhaps more.”
Ashu Garg Sep 19, 2025 ▶ 16:46 GPT-5 is NOT Your Competitor It's GPT-7 |Ashu Garg, Foundation Capital | Databricks,Turing, Cohesity
Jan 23, 2026
Assertion Partly supported
Rekhi: US produces 75,000 engineers annually versus India's 750,000
“U.S. Produces 75,000 engineers a year. India produces close to three-quarters of a million engineers a year.”
Kanwal Rekhi Jan 23, 2026 ▶ 57:47 Wall Street Rejected This CEO & Then He Did a $200M IPO | Kanwal Rekhi
Feb 13, 2026 positive
Insight
Padval: Cross-border startups work best with founders in both the US and India
“One founder is in India, And one founder is in the U.S. That's the best combination set up from the get-go, even better than trying to set up something and coming here.”
Umesh Padval Feb 13, 2026 ▶ 28:34 Is AI changing EVEN the Top Roles in startups?
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