United States
also referred to as: the u s · the us · u s · us · usa
153 statements across 95 episodes · 52 bullish · 33 bearish · 91 people on the record · first statement Jul 15, 2019 by Pankaj Bansal · said 2,820 times in 310 episodes since 2019 · across every show →
Mentions by year
brought up most by Siddhartha Ahluwalia (1009), Rajiv Sikri (63), Somesh Dash (56), Dev Khare (47), Raviteja Dodda (34), Sharad Sharma (29), Sharath Narayana (25), Siddhartha (Siddharth) (24)
tap a year for its mentions
2026 438 mentions in 40 episodes 11 per episode
- Wall Street Rejected This CEO & Then He Did a $200M IPO | Kanwal Rekhi
- How Capillary Built a Culture That Created 50+ Founders | Aneesh Reddy
- ChatGPT Killed My $50M ARR Business Overnight | Swapnil Jain Observe Al
- Where SMALL models will Win | Sudarshan kamath, Smallest ai
- How Tanay Tandon is Building a $100 Billion Healthcare AI Company
- How 3 Friends From Coimbatore Run Olympics and Super Bowl | The Untold Amagi Story
- How Buyers Discover Startups, From a 10-Year Founder Journey to an EXIT | Ankur & Vishwa, Zenduty
- He Built "GPT For Shopping" And Got 450M+ Users | Naveen Tewari
- 32 more episodes that year, every mention in 2026 →
2025 742 mentions in 56 episodes 13 per episode
- Lightspeed’s $500M Bet On India With 1/3rd In AI Companies | Dev Khare | Neon Show
- 2X SaaS Founder: How To Sell Global Tech Products From India | Sharath Narayana | Neon Show
- Is China Behind Pakistan's Military Moves? | US Tariffs Hitting India’s Economy w/ Rajiv Sikri
- Ola, Flipkart & Swiggy use This $800 Million Software to Send Notifications | Raviteja, MoEngage
- What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
- WHAT Will Decide The Next Superpower? | Raja Manickam | iVP Semiconductor
- How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
- Why Finding Your ‘Rapido Bet’ and Surviving Your ‘Meesho Miss is the Best Job | Pratik & Brij
- 48 more episodes that year, every mention in 2025 →
2024 651 mentions in 50 episodes 13 per episode
- Rajiv Sikri Former MEA Secretary On India-US Relations, Pakistan's Decline & Bangladesh
- Global Investor Matein Khalid On World Economy | The Neon Show
- Indian SaaS, AI Wave, IPO & Best Country For Co. Registration | 2024 Insights With SaaS Founder
- VC MASTERCLASS - B2B SAAS, Quick Commerce, Peter Thiel And India’s Decade I Arjun Sethi I Neon Show
- Dear Indians, Watch This Before Moving To America - Varun Mayya’s Brutally Honest Career Advice
- Former CEA: "INDIA WILL BECOME A $55 Trillion Economy By 2047" | KV Subramanian Proves On Neon Show
- $10 Trillion Goal, Reverse Brain Drain & IPO Market I Nansi & Siddhartha On India’s Bright Future
- Reverse Brain Drain, Reality Of Venture Capital And India’s Next 10 Year Explained By Top Indian VCs
- 42 more episodes that year, every mention in 2024 →
2023 302 mentions in 34 episodes 9 per episode
- American Venture Capitalist Explains India’s BRIGHT FUTURE by 2030 | Bhaskar Ghosh | Neon Show
- Top SaaS startups to watch in 2023 with Alok Goyal, Investor in Whatfix, LimeChat, GTM Buddy
- BHARAT’s Decade, Stock Market & IPL Sponsorship - Upstox Co-founder & CEO Ravi Kumar on Neon Show
- The India Opportunity, Youth’s BIGGEST Problem & Future of Startups | India Quotient VC on Neon Show
- From TaxiForSure to Koo: The Entrepreneurial Journey of Aprameya Radhakrishna
- Selling His Company To A US Public Company (Nutanix) And Now Building Atomicwork, Vijay Rayapati
- UPI Struggle Story, India vs The World, BRAIN DRAIN Challenge I Sharad Sharma I iSPIRT I Neon Show
- Watch This BEFORE Renting Out Your Property In India! | SEBI Manager Deepak Shenoy on The Neon Show
- 26 more episodes that year, every mention in 2023 →
2022 216 mentions in 40 episodes 5 per episode
- How to Scale from $1M to $1B & Protecting Enterprises Cloud Data Ft. Jaspreet Singh, Founder: Druva
- Scaling From 0 to 120Cr+ Revenue Playbook For SaaS-Entrepreneurs in India Ft. Yamini Bhat, CEO-Vymo
- Rajesh Jain On The Country’s First Dot-Com Acquisition For $115M!
- The Process & Preparation of IPO Ft. Tracxn Technologies Founders Neha Singh & Abhishek Goyal
- The Playbook To Build 2000Cr+ Revenue SaaS Company, Ft. Oren Kaniel, Founder-AppsFlyer
- HOW They're Competing With ADOBE! ft. Satej Sirur, Founder @Rocketiumapp
- The Joys of COMPOUNDING with Gautam Baid!
- Is India's Real Estate Industry Doomed? | NoBroker IITian Founder on The Neon Show
- 32 more episodes that year, every mention in 2022 →
2021 147 mentions in 35 episodes 4 per episode
- SaaS from India to the US: Myths Debunked ft Anand Jain, Co-founder, CleverTap
- Zetwerk founder on Pivoting, Funding and Building a Manufacturing Unicorn ft. Amrit Acharya
- Brand Building, fundraising by the founder of Bombay Shaving Company, Ex- McKinsey, IIM
- Backing the best D2C companies with Debt & Equity Funding | Ashvin Chadha, Anicut Capital
- Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead
- Inside the mind of Pravin Agarwala, Co-Founder, BetterPlace | 100x Entrepreneur Podcast
- Bhaskar Majumdar, Founder of Unicorn India Ventures on his unconventional bets in Investing
- Inside the mind of Krishna Kumar, Founder, CropIn- the largest Agritech SaaS startup of India
- 27 more episodes that year, every mention in 2021 →
2020 257 mentions in 38 episodes 7 per episode
- Episode 53 | Hemant Mohapatra, Partner, Lightspeed India Partners
- Somesh Dash, IVP on learnings from the crisis of 2002 & 2008 and investing in resilient companies
- Shailesh Ghorpade on Exfinity's journey to partner with the best SaaS startups of India
- Inside the mind of Ashwini Asokan, Founder & CEO, Mad Street Den
- Naren Gupta on the journey of Nexus Venture Partners
- Episode 50 | Sameer Brij Verma, Nexus Venture Partners
- Understanding Exits and Investing in High Growth Startups with Dhruv Kapoor, Sistema Asia Capital
- Inside the mind of Shripriya Mahesh, Founding Partner, Spero Ventures
- 30 more episodes that year, every mention in 2020 →
2019 67 mentions in 17 episodes 4 per episode
- 100x Entrepreneur | Episode 8 | Sandeep Aneja, Founder and Managing Partner, Kaizen Private Equity
- 100xEntrepreneur | Episode 14 | Karthik Reddy, Co-Founder and Managing Partner of Blume Ventures
- 100x Entrepreneur | Episode 19 | Kunal Khattar, Founder and Managing Partner of AdvantEdge Founders
- 50 Unicorns and 19 IPOs, Rajan Anandan from Peak XV on investing in CRED, Meesho, Groww & Mamaearth
- 100xEntrepreneur | Episode 6 | Girish Shivani, Co-founder and Partner at Yournest Venture Fund
- 100x Entrepreneur | Episode 13 | Rajul Garg, Founder and Managing Partner of Leo Capital
- The most common mistakes founders make ? w/ Sarbvir Singh, Waterbridge Ventures
- 100xEntrepreneur | Episode 7 | Rehan Yar Khan, Managing Partner, Orios Venture Partners
- 9 more episodes that year, every mention in 2019 →
Everything said about United States, oldest first
Jul 15, 2019 neutral
Sep 7, 2019 positive
Aneja: India is more forgiving of children's learning differences than the US
“Unlike the U.S. Where each child is put into a cookie cutter
And it pre-defines position.
In India, each child who is unique may be considered a naughty or mischievous child for a while before they are put into a category of dyspraxia, dyslexia, Asperger, auti…”
Jan 7, 2020 bullish
Kapoor: Fosun RZ manages 10 Indian startups, targeting 20 to 30
“In India over the last two and a half years to three years, we have built a portfolio of about 10 companies so far, and we look to further build this portfolio into 20 to 30 companies and in, in China, RZ has more than 60 companies that are invested in, in US …”
Jan 27, 2020 neutral
India has under 10,000 cardiologists and graduates just 250 annually
“India has less than 10,000 cardiologists. For 1.3 billion people, which unfortunately is going to be the, you know, heart attack capital of the world. That is, to achieve even the same depth as the US does, right, of penetration, we would need 10 times this nu…”
Feb 24, 2020 positive
Mohapatra: Indian founders now build for global markets from day zero
“A lot of the founders now, they have evolved to think about world on a, the globe on a local scale, right? So, they think about, they used to think about India as the first market, now they think about India plus Southeast Asia as the first market, or they thi…”
Mar 2, 2020 positive
Helion's early legal outsourcing bet grew at 100% CAGR for six years
“So we invested very early on in a legal services company, LPOs as they were called back then, and again this company was sitting in Gurgaon delivering work around litigation in the US, and it was growing at, you know, a compounded average growth rate of a hund…”
Mar 29, 2020
Jun 14, 2020 neutral
Quona Capital targets global emerging markets, avoiding the US and Europe
“If you look at our focus, we are very deliberately focused on global emerging markets. You know, as, which, as I mentioned in India, Southeast Asia, Africa, Latin America, and GCC, we do not really invest in the US or Europe.”
Jun 29, 2020 bullish
Dash: Faith-based, community-oriented subscription services will expand in US and India
“I do fundamentally believe in both the Indian and US ecosystems that there's going to be more faith-based, community-oriented subscription services that supplement a lot of the ad-based models or commerce-based models That we saw the last 10 to 15 years.”
Aug 30, 2020
Sep 20, 2020 bullish
Oct 5, 2020 neutral
Nov 17, 2020 negative
Vijayan: US car buyers spend four to eight hours at dealerships
“In this industry, if you think about, if you take a dealer, when you walk into a dealer in the US, even if you have done all your homework and know exactly which car you're going to buy, they will make you sit anywhere between four to six to eight hours in the…”
Dec 7, 2020
Dec 28, 2020 positive
Jan 4, 2021
Mar 3, 2021
Rastogi: Over 50% of Locus revenue originates outside of India
“And today we have customers, teams, and offices present across Jakarta, Ho Chi Minh Berlin, UK, US, and of course, India. And we have customers in, you know, another 20 countries. So with more than 50% of our revenue today coming, you know, from outside our ho…”
Mar 3, 2021
Mar 9, 2021 neutral
Venkatachalam: Most Indian VCs are generalists unlike US and Israeli investors
“Most VC guys in India, I'd say, you know, there are a lot of generalists in this space. I don't think there are too many specialists, as you may see in other parts of the world, especially, you know, in Israel or the US.”
Mar 15, 2021 neutral
Khandelwal: Large Indian B2B SaaS Companies Must Target US and Europe
“If you want to become a large, big powerhouse of a software company out of India, ah, still you need to take, tackle the topic, ah, and have this, ah, go to market feature, the U.S. And, as well, in, in Europe, in the foreign part of your, the game plan, rathe…”
Mar 15, 2021 neutral
India's lack of infrastructure startups is ecosystem-driven, not a skills gap
“I think it's not about capabilities. It's not about the skills or capabilities. It's about the ecosystem, which is there or exists, the problem exists or not there. And that's why it is a lot more easier when you are based in the US where you have a lot of thi…”
Apr 19, 2021 bullish
Indian SaaS startups will scale to $100M in revenue within three years
“And in US, I think there are companies which can grow from zero to hundred million revenue in three years. And I expect a lot of those companies to come out of India as well in coming times. So the speed will become very different than what it is today.”
Apr 25, 2021 positive
BetterPlace would be a unicorn today if its clients were American
“If I work with 20 lakh people, and if I do the same thing in US with 20 lakh people, I will be valued more than a billion dollars already, right? Because the size of the company and the multiple that you can get, right? Here it will be lesser.”
May 16, 2021 positive
WhiteHat Jr expanded to the US unusually early in its lifecycle
“So in Whitehead Junior, for example, I chose to go to the U S very early into the journey into the company. Typically people would like build a company. Spend many years, then eventually go to the US, then go, like, I was so clear that that anything we can cre…”
Aug 16, 2021
Rajdip Gupta: US customers generate about 40% of Route Mobile's revenue
“Maximum amount of revenue comes from a company based out of US, which is about 40% of the revenue. Then we have another market which is Africa, then Asia, then Middle East. Latim we are still building up, but we do have a very good interest in Latin America ma…”
Oct 4, 2021
Oct 4, 2021
Nov 1, 2021 positive
Dec 6, 2021 bullish
Dec 6, 2021 negative
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…”
Mar 7, 2022 neutral
Mar 7, 2022 bullish
Sirur: US revenue will surpass India as Rocketium's largest market by 2024
“So we think by the end of this year, we should be closer to 20% from the US and sometime by 2024, the ratio should have flipped because by then we should have figured out a few more ways of go to market, which are not relying only on our sales team to start th…”
May 9, 2022
Mehta: 18-20% of US CPG is online versus 7-8% in India
“In terms of market size, if you look at a country like the US, for example, has about, broadly speaking, 18 to 20% of their CPG commerce, and CPG is consumer products, or FMCG as we call it in India, fast moving consumer goods commerce. In the US, 18 to 20% ha…”
May 16, 2022 neutral
Jul 25, 2022
Jul 25, 2022
Sep 5, 2022 neutral
Oct 25, 2022 neutral
Nov 7, 2022 neutral
Indian enterprises buy horizontally while US buyers prefer best-of-breed software
“For example, a market like India still buys horizontally. That, Hey, can you up? Right. So like a lot of horizontal buying still happens in India while the US still buys very vertically best of breed, which must integrate well.”
Nov 7, 2022 neutral
SaaS companies should avoid geographic expansion until reaching $100M ARR
“You have to either choose a US or choose Southeast Asia. You can't do both because if your product market fit is good, the best company will still take the biggest market pretty quickly, right? So being in two different markets actually doesn't help because th…”
Nov 7, 2022 negative
Jaspreet Singh: Indian product-market fit falsely indicates US success
“Often time, like it, even that may sound harsh, like often time a product market in India is a bad news. It's a false indicator of success. At least as of today, I think India or many markets are not easily replicable to the US. So the learnings you have to un…”
Dec 19, 2022
Dec 26, 2022 positive
Dec 26, 2022 neutral
Cuemath US 1:1 classes cost $25/hour versus 5,000 rupees in India
“So, one is to one classes in the US today cost about 25 dollars an hour, which is 200 dollars a month, which is, in Indian rupees, about 16,000 rupees a month. In India, the price point, ah, for a one is to one class would be something like 5000 rupees. Ah, fo…”
Jan 23, 2023 neutral
Flatheads Paused India Operations While UAE and US Inventory Sold Autonomously
“We had some limited inventories in India, and we had inventories in UAE and US, which were selling on autopilot. So that is something that was going on. We said, let it continue. Eventually, this episode will air. So at that time, we'll see what happens. Until…”
Apr 3, 2023 bullish
Apr 3, 2023 bullish
Apr 3, 2023 bearish
Jul 28, 2023 bullish
Singh: India remains prime investment destination over US, Europe, and China
“So I think abhi even like people are saying access to capital come ho gaya hai, but phir bhi agar koi jage hai invest karne ki te toh, that's probably still India. Because you know, the whole, all the hopes on China are not playing out as well. US, Europe, two…”
Aug 11, 2023 bullish
Aug 11, 2023 bearish
Aug 22, 2023 positive
Verma: Indians work much harder and hold higher aspirations than Americans
“The kind of level of hard work that you see in, in the Indian context versus say a developed economy. I can safely say that compared to my time in the US also, people, people work much harder. People have, Much, much higher aspiration.”
Aug 22, 2023 neutral
Nov 10, 2023 negative
Nov 17, 2023
Dec 1, 2023 negative
Bagaria: India's female workforce participation is 20% versus 60% in China
“Women participation in the Indian workforce is really dismal. Ok, we are at 20% overall and 15% in urban India. Compare that to USA, which is at 55%, China, which is at 60%. Ok, and male participation rates in India are 80%.”
Dec 9, 2023 positive
Feb 23, 2024 neutral
Feb 23, 2024
Mar 22, 2024 negative
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.”
Apr 13, 2024 negative
Mayya: US capitalism is under attack and entrepreneurs are vilified
“Plus there's a proper attack on capitalism in the US. People are not happy with Elon Musk. Like somebody like an Elon Musk should be celebrated. Somebody like a you know, like a Jeff Bezos should be celebrated, but instead they're being constantly attacked.”
Apr 13, 2024 bearish
Mayya: Why I refuse to move to the United States
“I don't think that's wise for any economy, and activism doesn't create new capital, right, and you don't have disposable income, people's lives don't get better, so they've forgotten what made them successful, so I would not go to the US for these reasons. I'm…”
May 11, 2024 neutral
Jun 14, 2024 negative
Ganesh: US defensive medicine drives up insurance payouts and premiums
“The doctors are practicing, especially in the U S defensive medicine, they don't want to be told, oh, you didn't do all these checks by somebody who sues them. They just throw everything at it and insurance will pay cost of insurance goes up.”
Jun 23, 2024 bearish
Swami: US returnees to India face disadvantages due to local leapfrogging
“Today, I think what people are realizing is they're actually out of touch with India and India is growing in a very, what worked in the US is not necessarily experience that will translate to India. Right? So they're coming to India now and they're actually, w…”
Jul 5, 2024
Churchill's venture portfolio is 90% US and 10% Israel
“In our portfolio, we're in the U.S., so we're about 90% U.S., 10% Israel. And in the US predominantly, probably 70% California, even in California out of the 70% that we have in California, probably 70% in the Bay Area and maybe 30% in LA, an increasingly grow…”
Jul 12, 2024 positive
Jul 20, 2024 neutral
Garg: Indian SaaS needs founder relocation and local hires for US sales
“When an Indian company is expanding there, first of all, one of the, we believe that one of the founders needs to be there to really do that. You can't, and you also need to hire some people from the ecosystem who bring along some relationships with you and yo…”
Jul 20, 2024 neutral
Garg: SaaS can reach $5M–$10M ARR via PLG without big sales engines
“If you take about SaaS, if you are operating in the US customer base in US, if again, your product solves a basic need by PLG motion or some, you know, very early sales without building a huge sales engine, you can reach that, you know, 5,000,007, at times, te…”
Jul 20, 2024 negative
Garg: Indian SaaS startups still lack a clear US sales playbook
“The art of selling is still to be figured out. I think for, I think SaaS from India has still not seen that type. There are a few success stories, obviously Freshworks, some of the Postman, some of these have been good stories for the ecosystem, but SAS India …”
Jul 26, 2024 positive
Aug 2, 2024 bullish
Clifford: Top global startups will build locally and scale GTM via US
“Many of the best companies globally over the next decade will be headquartered in the founders home country. They might have the technical team there, the engineering team there. But they're gonna be doing go to market through the US. I strongly believe that.”
Aug 31, 2024 neutral
Bijapur: Indian SaaS startups compete against US incumbents mainly on pricing
“My belief is whatever you're building here as SaaS, there is some competitor in the US who's built a
product that is sort of replaceable to what you're doing.
Now, when you go to market, your product is clearly, let's say, 3040, 50% of that more mature, more …”
Aug 31, 2024 negative
Sep 7, 2024 negative
Kumar: Without the Black Economy, India's GDP Would Be $26 Trillion
“So I've shown in a paper in 2005, That because of the low investment productivity, because you are doing this digging holes and filling holes, the low investment productivity means India has been losing five percent rate of growth since the mid seventies when …”
Sep 20, 2024 negative
Ferrari: Europe and Italy Greet Success With Suspicion Rather Than Celebration
“In the US, people who succeed, they tend to be applauded. In Europe, Italy, particularly, people who succeed, the first reaction tends to be is there something fishy behind it? Like, that's, there's no reason for it, but that's what a lot of people will start …”
Sep 20, 2024 bullish
Sep 20, 2024 negative
Ferrari: Cultural Pragmatism and Aggression Give US Startups an Advantage Over Europe
“I feel Europeans tend to be more traditional in nature, more risk averse, more process and bureaucracy oriented Americans are more pragmatic, more entrepreneurial, more innovative, more aggressive with the good and the bad that comes with it. And when it comes…”
Oct 19, 2024 bullish
Indian career salaries will multiply 100x compared to 10x in the US
“Salaries in dollar terms in the US will multiply about, let's say, you know, if I even round it off and actually I'm more conservative, you know, over the course of an average career, 10 times salary multiplication would actually be, you know, would be somethi…”
Oct 19, 2024 bullish
Oct 23, 2024 bullish
Mobius: Emerging markets grow at double the rate of developed nations
“No, because the US is not growing at seven percent like India and like other countries. The great thing about emerging countries, emerging markets, Is that they're growing at a fast pace, double that of the US and developed countries.”
Oct 26, 2024 bearish
Oct 26, 2024 neutral
Oct 26, 2024 positive
Oct 26, 2024 negative
Sikri: US sees a peaceful, dominant India as a long-term threat
“America wants to remain number one. And they do not want Any country to become a regional hegemon. Now, if India has good relations with all its neighbors, particularly big ones like Bangladesh and Pakistan, then in course of time, India will be at peace with …”
Oct 26, 2024
Oct 26, 2024 positive
Sikri: 1998 nuclear tests forced US to stop ignoring India
“And I think that it was really the nuclear tests of 1998 when we came and declared nuclear power. Which changed the U.S. Perceptions for us. Of us. Because now the United States could no longer ignore India, and our economy had also started to pick up.”
Oct 26, 2024 negative
Sikri: Pushing China and Russia together is a major US strategic mistake
“Well, now the Americans have brought China and Russia much closer, which I think is a strategic mistake from American point of view, because Chinese American thinkers like Brzezinski and others, and earlier also have all argued that you don't want Eurasia to b…”
Oct 26, 2024 neutral
Oct 26, 2024 negative
Oct 26, 2024 negative
Dec 13, 2024 positive
Wertz: A reverse brain drain from North America is powering Indian startups
“What you're seeing is just the reverse brain drain of people that Indian people that have studied in the US, have worked in the US or Canada for that matter. And I know going back to India to build startups again and kind of bring lots of learnings and lesson …”
Dec 20, 2024
Dec 20, 2024 negative
Jan 31, 2025
Education Is India's #2 Discretionary Spend, But #7 in the US
“In India, Next to grocery. I mean, house expenses are not considered. Assume you're living in house. Next to grocery, education is where the parents have the maximum propensity to spend their discretionary money on. Second, same thing in US. It is seventh prop…”
Jan 31, 2025 neutral
Mar 15, 2025 neutral
Sharma: US AI regulation focuses on foundation models over apps
“The US, which has tried to control AI and its dissipation you know, Sam Altman's statement was just a manifestation of that. And the GPU diffusion order is a manifestation of that said, look, ultimately all these apps will have only a few models. Oh, you know,…”
Mar 15, 2025 bearish
Mar 15, 2025 negative
Mar 21, 2025 bullish
Mar 28, 2025 neutral
Khare: US-Expanding Indian Startups Always Churn Their First VP of Sales
“It'll take you one or two years of wandering around in the US to figure out the exact wedge. You know that one of your founders will have to move there. You know that you will churn through your first VP sales. You, there are these things that are kind of like…”
Mar 28, 2025 neutral
Khare: Founders Must Move to the US to Win American Markets
“A lot of these companies, if you look at these ones, they're hybrid India-US, Where the founders have moved to the US and tapped into that market. I think it's hard to build a software company that's gonna win in the US where the founders are only in India.”
Mar 28, 2025 bullish
Mar 28, 2025 bearish
Apr 11, 2025 positive
Apr 28, 2025 positive
Batti: Whatfix US leadership starts at 5:30 AM for India overlap
“And in us we pushed as much as possible people to start early, right? Like my CRO is in office at five-thirty AM. My co-founder Vara is in office at six-thirty AM. And we asked everybody to open up the calendar at seven AM. So at least we get solid four to fiv…”
Apr 28, 2025 positive
May 16, 2025 neutral
May 23, 2025 bullish
May 23, 2025 positive
Jun 20, 2025 negative
Jun 20, 2025 neutral
Manickam: Western and Japanese Chipmakers Won't Build Low-Cost Microcontrollers
“You look at, you know, US or European countries or even Japanese companies for the matter, right? They need to have, you know, 55% gross margin and net margins about 40% or so, right? They have certain criteria, right? And they will not be interested in, you k…”
Jun 20, 2025 neutral
Manickam: Asian fab engineers work seven days weekly unlike US workforce
“A Korean engineer or a Taiwanese engineer, you know, will work seven days a week, right? To get the process done and so on, right? Whereas in the US, you know there is you know, much more restrictions on labor and stuff like that.”
Jun 20, 2025 neutral
Jun 20, 2025 bullish
Jul 11, 2025 bullish
Jul 18, 2025 positive
Rajeev: Tech workers achieve higher productivity when living near family in Kerala
“If they are working in, ah, United States, other parts, sometime they are called from their mother or father will come, they are not well, then they are not in a good mental position to write the program. If in Kerala they can go home and sitting with their pa…”
Jul 25, 2025
Aug 22, 2025
Aug 22, 2025 positive
Aug 22, 2025 neutral
Sep 5, 2025 bullish
Oct 10, 2025 neutral
Dodda: MoEngage US pricing is 2.4x to 3x higher than in India
“So broadly, I think it's typically like, two to three X. Okay. 2.4 to three X. Got it. In terms of the, if you take the similar metrics that's an average, and it can be even, there are obviously customers in, in the US will pay, who can pay like four X and so …”
Oct 24, 2025 neutral
Oct 31, 2025 neutral
Oct 31, 2025 bullish
Hotel supply growth plateaued in the US but is booming in APAC
“When we talk about supply, which is building out more tourist attractions and more hotels, so clearly that in, in the US, Has stabilized. So there isn't net new growth in supply as much. And it's actually slowed down a little bit in Europe. It's kind of simila…”
Oct 31, 2025 bullish
Inbound US travel slows as APAC travel demand booms
“Demand domestically in the US is I would say static, but internationally, there has been a slowdown in terms of traffic into the US because of this whole tariff situation, et cetera. Europe is, again, holding steady and again, even from a demand perspective, i…”
Nov 4, 2025 negative
Bhushan: Building a cutting-edge AI company requires being in the US
“If you have to build a company in AI, it's very difficult to build out of India because you are constantly not sure if you are in the local maxima or the global maxima. Right. Are you at the cutting edge of tech, understanding, implementation? So you have to b…”
Nov 4, 2025 neutral
Poddar: Nexus's Best SaaS Founders Historically Relocated To The US
“And by the way, this was true. Even with SaaS. Ah, this was true even with 10 years back, 15 years back with SaaS. That's right. That the best founders, which we invested in, would eventually go to US, and the follow-on rounds would happen in the US market.”
Nov 4, 2025 bullish
Poddar: The India-US Startup Corridor Model Will Continue In AI
“So it was just, I think it will happen in AI as well, and that is okay. In fact, many companies that we have invested in US where there was limited India angle, There as well, ah, just helping them build the India team, helping them get India, ah, distribution…”
Nov 4, 2025
Poddar: Nexus advises cross-border enterprise startups that one founder must move to the US
“Our advice to founders, by the way, who are operating in that India-US corridor and selling to US enterprises, good to start from India, good to build in India to begin with, but one founder has to move to US.”
Nov 7, 2025 positive
Nov 18, 2025 bullish
Nov 21, 2025 neutral
Nov 28, 2025 neutral
Jan 23, 2026 negative
Rekhi: 1970s US tech stereotyped Indians as unfit for management
“By mid seventies, 75, 76, Both universities and industry were starting to see, you know, that Indians are pretty good in what they do. But again, a new Brand start to emerge. You know, these guys from India, you know, they have this mathematical gene, you know…”
Feb 21, 2026
Kohli: US Has 30,000 to 40,000 Senior Living Facilities
“There are probably 30 to 40,000 senior living facilities, and this is like, you know, at the minimum lower end, but usually about one and a half percent of, you know, like the seniors who are eligible in that age end up moving into those facilities, right?”
Mar 6, 2026 bullish
Mar 6, 2026 bearish
Apr 23, 2026
Apr 23, 2026
Reddy: US Enterprise Buyers Reject 5x ROI Pitches Lacking Pain-Point Alignment
“US on the other hand is, can you discover what the pain point of that individual is? US is a very consultative sales model. So, unless I have a pain point, even if you're coming to me and saying, you know, you will make three X the margins or five X the margin…”
Apr 23, 2026 bullish
Apr 23, 2026
Apr 23, 2026 negative
Jun 26, 2026
Jul 3, 2026 negative
Jul 3, 2026 positive
Jul 3, 2026 positive
Jul 21, 2026
Penmetsa: Mid-market and enterprise software startups must establish US presence
“I think in general, you have to be in the market you're selling in. So it is rare, I think, that a team can be fully based, let's say in India, and then sell into the US. You can maybe for some kind of products, but in general, if you, as you get to like mid-s…”
Jul 31, 2026 bullish
Aug 14, 2026 negative
Jain: Indian SaaS startups cannot enter the US by just hiring reps
“And a lot of times what founders end up doing is they say, okay, it's so easy. I just hired two sales rep in the US. And I'm like, never, it's never, ever going to work because it's not just about your sales. Your entire company is meant and built For Indian n…”
Aug 27, 2026 neutral
Kompalli: US education market is far more enterprise-heavy than India's
“In India, for example, Upgrad, Was a predominantly direct-to-consumer company. We eventually did build a strong enterprise business, but it remains a fairly strong direct-to-consumer company, right? Here, we obviously also do direct-to-consumer, but we also re…”
Aug 27, 2026 neutral
Kompalli: US learners resent direct phone follow-ups, unlike Indian students
“For an up-grad student in India, they would appreciate if we called them and said, hey, look, you've not logged in for five days. Are you missing something? Can we help you with something? And they appreciated the follow-up. Here, if we called somebody, they w…”