United States, every mention
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every year anyone Siddhartha Ahluwalia 1009Rajiv Sikri 63Somesh Dash 56Dev Khare 47Raviteja Dodda 34Sharad Sharma 29Sharath Narayana 25Siddhartha (Siddharth) 24Sanjeev Sanyal 24Matein Khalid 24
Verbatim, from the transcripts: the passages where United States comes up
Why Startups Fails Even After Finding PMF | Prukalpa Sankar, Atlan
- ▶ 5:10 Prukalpa Sankar I remember a very large bank here in the US.
- ▶ 9:55 Prukalpa Sankar And, uh, if you studied the journey of any of those teams, you know, uh, or any phenomenal data team in the world, like, you know, they're, you, most of them are in the US, like, 70% of them are in the US, and then you go to other markets. 2 times in the scene
- ▶ 1:06:42 Siddhartha Ahluwalia So again, coming back to the question, your first advice for founders, trying to, to build for the global market, specifically for the U S market from India is,
The "Kiss of Death" That Kills 90% of Startups | Nikhil Gupta, ArmorCode
- ▶ 0:29 Siddhartha Ahluwalia Hi, this is Siddharth Alualia, your host at Neon Show, and managing partner at Neon Fund, a fund that has invested in the pre-seed stages of some of the best enterprise AI companies between US and India corridor, like Atomic Work, Spot…
- ▶ 5:57 Nikhil Gupta I realized that, you know, technology, and also I moved from there to Chennai, and from Chennai in 97, I came to the U.S. 3 times in the scene
How Tanay Tandon is Building a $100 Billion Healthcare AI Company
- ▶ 0:00 Siddhartha Ahluwalia Can a healthcare experience in the U.S. become like Waymo? 2 times in the scene
- ▶ 4:00 Siddhartha Ahluwalia Let's talk about the U.S. healthcare market. 2 times in the scene
- ▶ 7:01 Siddhartha Ahluwalia So the US healthcare almost spends like a trillion dollars. 2 times in the scene
- ▶ 11:09 Siddhartha Ahluwalia That accelerated the solution, but still entrepreneurs say that healthcare is the, one of the hardest market in the U.S. 2 times in the scene
- ▶ 15:00 Tanay Tandon The, the issue in some ways, though, is if you're a one trick pony, you're not going to get the biggest customers in the country. 3 times in the scene
- ▶ 22:44 Tanay Tandon Let's build the rest of the solution set and bring it to all of the practices in America. 2 times in the scene
- ▶ 25:43 Tanay Tandon And, uh, you know, I really credit our work with HCA, which is one of the largest systems in the country for being willing to work on the hardest problems with us, like co-develop an ambient solution for emergency departments and hospitals… 3 times in the scene
- ▶ 34:21 Siddhartha Ahluwalia And, and you are now trying to expand also outside the US. 2 times in the scene
- ▶ 37:09 Siddhartha Ahluwalia One of the resistance of healthcare systems in the U S of adopting agent technology has been, uh, ultimately if something goes wrong, lives are at stake. 2 times in the scene
- ▶ 44:41 Siddhartha Ahluwalia And, uh, till now the enterprises in the U S have complained that with agents and AI, they haven't seen the cost come down.
- ▶ 48:38 Siddhartha Ahluwalia And, uh, let's say for India now, they're adopting systems, you know, um, so it's obviously learning from the U S 6 times in the scene
The AI Moat Everyone is Ignoring | Phalgun Kompalli, Founder UpGrad and Bodhium Labs
- ▶ 5:34 Phalgun Kompalli Ah, but coming to why I started again, I think for me personally, I moved to the US five years back, as I said, and one of the things that is super exciting is the current wave of
- ▶ 18:44 Siddhartha Ahluwalia And what was different, let's say while operating in India, when the last five years you have operated in the US and sold in the US market, right? 5 times in the scene
Slow Teams Lose PMF in 90 Days | Krishna M, Elevation Capital
- ▶ 0:30 Siddhartha Ahluwalia Do Indian founders, like, really understand infra, what the US market needs?
- ▶ 0:58 Siddhartha Ahluwalia Hi, this is Siddhartha Lawalia, your host at Neon Show and managing partner at Neon Fund, a fund that has invested in some of the best enterprise AI companies between US and your corridor, like Atomic Works, Spot Draft, CloudSec, and many… 3 times in the scene
- ▶ 6:20 Krishna Mehra I mean, nobody calls the Israel US corridor, right? 2 times in the scene
- ▶ 7:19 Siddhartha Ahluwalia Like that's the outcome that people matter in the US, right? 2 times in the scene
- ▶ 14:28 Krishna Mehra When we look at when new SaaS companies were started, the earliest SaaS companies in the US were almost in the early to mid 2000. 2 times in the scene
- ▶ 18:28 Krishna Mehra I don't think founders are like going into a group session talking about playbooks, how to get to the US.
- ▶ 43:31 Siddhartha Ahluwalia And, uh, do Indian founders, like, really understand infra, uh, what the US market needs? 3 times in the scene
- ▶ 47:26 Siddhartha Ahluwalia Healthcare has always been a very difficult market in the US. 2 times in the scene
ChatGPT Killed My $50M ARR Business Overnight | Swapnil Jain Observe Al
- ▶ 0:03 unnamed speaker Observe was one of the top twenty-thirty SaaS companies from India that made it in the US, and then nothing happened. 3 times in the scene
- ▶ 1:11 unnamed speaker Hi, this is Siddharth Alwalia, your host at Neon Show and managing partner at Neon Fund, a fund that has invested in some of the best enterprise AI companies coming from India, building for the US market, like Atomic Work, Spot Draft,…
- ▶ 3:54 unnamed speaker And they would hire all these people, um, about twenty million agents, by the way, globally in US, sorry, in, primarily I would say in India, Southeast, Philippines is a big hub, LATAM is a big hub, and a little bit in the US, to do… 2 times in the scene
- ▶ 5:51 unnamed speaker Observe was one of the, I would say, top twenty-thirty SaaS companies from India that made it in the US.
- ▶ 19:41 unnamed speaker And then now you say, okay, I have to go to US market. 6 times in the scene
- ▶ 23:07 unnamed speaker Uh, will be, uh, it's always going to be US go to market, right? 10 times in the scene
- ▶ 29:16 unnamed speaker Uh, 2019, we started building like a go to market team here in the US. 2 times in the scene
- ▶ 38:39 unnamed speaker Yeah, so we are close to 300 people, uh, with a good split between India and US. 2 times in the scene
- ▶ 59:52 unnamed speaker And I assume they, if it starts the scenario in India, US might be there a thousand companies. 2 times in the scene
- ▶ 1:03:14 unnamed speaker U.S. is the biggest market for almost every industry. 5 times in the scene
The Billion Dollar AI Lab Founder Who Sees The Future First | Karan Goel, Founder & CEO of Cartesia
- ▶ 42:43 Karan Goel Um, you know, obviously US, um, India, uh, Southeast Asia, uh, we have tons of customers that are, you know, building on us and, um, and they're doing like really interesting use cases at scale.
The Man Training GPT, Gemini & Claude Reveals What's Coming Next | Vijay Krishnan, Turing
- ▶ 32:58 Siddhartha Ahluwalia Let's say litigation taking years, for example, in India, or months to years in the US, it might compress to a few days. 4 times in the scene
Money Rules The Top 1% Follow and Others Ignore | Rohit Sarin, Client Associates
- ▶ 18:03 Rohit Sarin Like, as we, you must be kind of an observer of the AI pattern as is happening in the US, about more than seven, fifty billion dollars has been invested in that.
- ▶ 28:56 Siddhartha Ahluwalia And if a founder is building in India and building for the world, uh, US or European market, how should they structure their wealth?
- ▶ 37:10 Rohit Sarin They were the one who first introduced the concept of family office in the U.S. 3 times in the scene
- ▶ 51:58 Rohit Sarin I follow a lot because he's, you know, in a place like America, where people don't really survive in the corporate world, he's been there with the longest time, and continues to steer the institution with long-term values.
The New Rules of Startups Moats with 3x Founder Mahesh Ram ex-Zoom Al
- ▶ 2:04 Mahesh Ram I think it's, um, as, as most things for, as with most founders, I think comes from personal frustration, you know, in the, in the legal and tax space, you know, the idea that before we built the expert systems, it used to take weeks for a…
- ▶ 40:57 Mahesh Ram The questions come from investors, but then, but the customer doesn't even know, they don't know, they're not going to harness, they're not going to take Claude Cowork and build something, you know, in, in the rest of the U S there's so…
- ▶ 42:14 Mahesh Ram So it's up to great founders to take advantage of this and to go out to the hinterlands of the US and Kansas and wherever else is mid flyover country as they call it and, and educate.
- ▶ 46:05 Siddhartha Ahluwalia It's a nonprofit serving Indian founders in the US, right? 2 times in the scene
- ▶ 52:56 unnamed speaker Like at what point of time you shifted from India to the US? 2 times in the scene
The #1 Mistake Killing B2B Startups | Arun Penmetsa, Storm Ventures
- ▶ 1:29 Siddhartha Ahluwalia And you have back some of the great names, uh, across the U.S.
- ▶ 36:54 Siddhartha Ahluwalia And then moved to the US. 5 times in the scene
- ▶ 41:36 Siddhartha Ahluwalia Could go public, uh, in the US market, but that doesn't exist.
We Turned Pre-Seed Into a $10 Billion Category | Gaurav Jain, Afore Capital
- ▶ 8:01 Gaurav Jain I don't know how that is in other parts of the world, but certainly in the U.S.
- ▶ 41:18 Gaurav Jain Um, now that being said, vast majority of our investments are in the U S uh, and within the U S they tend to be around San Francisco, a little bit in New York. 4 times in the scene
- ▶ 51:12 Gaurav Jain A trillion dollars are spent in the US every year on non-social security welfare programs for, for people.
And How Matic Won By Choosing the Most Boring Market in Robotics with Founders Mehul and Navneet
- ▶ 0:52 Siddhartha Ahluwalia I'm your host and managing partner of Neon Fund, a fund that has invested in some of the best enterprise AI companies between US and your corridor, like Atomic Works, Poddraft, CloudSec.
- ▶ 27:09 Mehul Nariyawala In cars, after a hundred years of proven utility, or vehicles, right, and let's assume cars, at least in the United States, 10,000 dollars, 20,000 dollars is the car price point, after a hundred years of utility, still remains considered…
- ▶ 31:08 Siddhartha Ahluwalia So it's only available in the U.S. right now? 2 times in the scene
- ▶ 53:18 Mehul Nariyawala If it doesn't change the plans, it increased the demand, number one, and then it, it sort of increased interest in us as well, because for all practical purposes, we are the only consumer robotics company that is shipping in the United… 3 times in the scene
- ▶ 1:02:01 Mehul Nariyawala I think there is just this, one, at least in America, people are just tired of subscription.
The Hidden Layer Every Al Product Needs Today | Atin Sanyal Founder, Galileo
- ▶ 18:50 Atin Sanyal I remember our first big customer, um, was a very large bank in the US and they had many contact center AI teams.
- ▶ 52:38 Atin Sanyal So I came to the US in.
He Built "GPT For Shopping" And Got 450M+ Users | Naveen Tewari
- ▶ 11:28 Siddhartha Ahluwalia So your friend came from U S and then you started working on M coach. 10 times in the scene
- ▶ 20:10 Naveen Tewari That's the advantage, by the way, that you get, like, because the, the, the, the competitive nature of the market in the US is unforgiving. 4 times in the scene
- ▶ 33:28 Naveen Tewari So everybody was looking for a model that has been proven in the US, and then you bring them to India. 6 times in the scene
How A Tiny Team Beat A $1 Billion Giant | Palash Soni, GoldCast Founder
- ▶ 4:38 Palash Soni Um, and so this plus the whole PM experience sort of taught me that, Hey, maybe, uh, maybe to build an actual like software startup, you need to be in the U S because as we were just chatting about it, there was, there was, there were no…
- ▶ 8:59 Palash Soni Um, we'll, we'll work on this predominantly, but because there was no natural way to work full time in the US, we'll, uh, we'll raise a small round and then go and build it in the second year.
- ▶ 22:51 Siddhartha Ahluwalia And they were blue chip in the US.
- ▶ 27:59 Palash Soni So I hadn't gone, went back to India since I came to the US.
- ▶ 1:07:06 Palash Soni So I have been looking at a bunch of markets right now, but I think some things that interest me are healthcare services in the US.
How 3 Friends From Coimbatore Run Olympics and Super Bowl | The Untold Amagi Story
- ▶ 0:00 Baskar Subramanian Bannagata Road is actually running Olympics for the U.S. 3 times in the scene
- ▶ 1:14 Siddhartha Ahluwalia You guys are building a global streaming infrastructure company, uh, three percent of the revenue comes from US, 20% of the revenue come from Europe, and recently in January,
- ▶ 13:27 Baskar Subramanian One is called FAST, which is the free ad-supported TV as a model, started coming up in the US in 2016, 17 time frame. 3 times in the scene
- ▶ 17:39 Srividya Srinivasan By the time we had gone to, I think, one show, one or two shows in the US, broadcast shows, where people come and look at the technology, and there was a reasonable interest.
- ▶ 20:51 Siddhartha Ahluwalia Six 50 in India and the rest of them are in Europe and the US. 4 times in the scene
- ▶ 33:28 Siddhartha Ahluwalia For a business team, you have to be in US. 5 times in the scene
- ▶ 46:24 Baskar Subramanian So when we started the new part of the business, the first thing we decided that we'll do only one country, which is US.
- ▶ 52:26 Baskar Subramanian Local news in the US is a forty-plus sort of age group, viewership audiences, for example.
- ▶ 1:02:39 Siddhartha Ahluwalia And one single most counterintuitive thing you have learned about the US market. 5 times in the scene
- ▶ 1:17:32 Siddhartha Ahluwalia In very early stage, any advice you would want to give, um, who has just started in Bangalore, planning to move to Bay Area, planning to sell to US market, or people who have some customers in India. 3 times in the scene
How Anjali Sardana Built a $200M Company in 1 Year
- ▶ 35:30 Siddhartha Ahluwalia American investors are truly understanding the Indian problem. 2 times in the scene
Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
- ▶ 1:11 Siddhartha Ahluwalia I'm your host and managing partner of Neon Fund, a fund that has invested at seed stages in some of the best enterprise AI companies coming from India, building for the US market and for the globe, like Atomic Work, Spot Draft, CloudSec.
Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
- ▶ 1:41 Siddhartha Ahluwalia And, uh, you both moved to U.S. together? 4 times in the scene
- ▶ 49:06 Siddhartha Ahluwalia So, yeah, it is said that building a startup in SF versus anywhere else in the US is very different, but it seems like at Wendly, you, you are having a great pace in terms of customers, investors, right?
- ▶ 55:55 Shashank Saxena So, today in the AI wave, I feel that Bay Area is the epicenter, but I feel like when we did Venly, like, you were starting to see all over, like, the rise of the rest of America and the startup ecosystems there were starting to happen.
- ▶ 1:09:40 Shashank Saxena Or if it's in the US, like, developers aren't cheap, like, 8000, 120 dollars an hour,
94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
- ▶ 32:33 Vamshi Ambati It's called Prime Health, uh, out of, uh, in the U.S.
- ▶ 50:16 Vamshi Ambati Really, the first few, I mean, ah, I, I traveled the first one and a half years of, ah, you know, running the, the services firm, I went all across US about, I drove literally 50,000 miles in my car, ah, just going to people and talking to…
India's Answer To China's Control On Global Supply Chain | Bhaktha, Chara Tech
- ▶ 2:37 Bhaktha Keshavachar This led to the closure of companies in the US, ah, in Europe, and some of them really get too near to closure. 2 times in the scene
- ▶ 21:52 Siddhartha Ahluwalia Second companies to public companies in US are taking money from a smaller fund like Neon.
- ▶ 41:57 Siddhartha Ahluwalia Like how US is the largest consumer of software.
- ▶ 44:55 Bhaktha Keshavachar Things we use like Gmail and social media, they are controlled by American companies. 4 times in the scene
- ▶ 50:08 Bhaktha Keshavachar He is a classic US educator.
- ▶ 57:53 Bhaktha Keshavachar I've worked in US for about 11 years and one year in Intel India.
Great Founders Aren't Writing Code. They're Building Its Immune System. | Animesh, PlayerZero
- ▶ 0:53 Dhaat Alwalia I'm your host and managing partner at Neon Fund, a fund that has invested in some of the best enterprise AI companies between US and your corridor, like Atomic Work, SpotGraft, CloudSec.
The “Messy State” of AI & How to Fix It | Ameya, Braintrust CTO
- ▶ 0:55 Siddhartha Ahluwalia Hi, this is Siddharth Alwalia, your host at Neon Show and managing partner at Neon Fund, a fund that invests in pre-seed and seed stages in the best of enterprise AI companies across US-India corridor, like Atomic Work, Spot Draft,…
How Poojan Kumar Used “Discontinuity” to Sell Two Startups | Nutanix ($12B) & Commvault ($4B)
- ▶ 0:47 Siddhartha Ahluwalia Hi, this is Siddharth Alwalia, your host at Neon Show and managing partner at Neon Fund, a fund that has invested in some of the best enterprise AI companies between the US and India corridor, like Atomic Work, Spot Draft, CloudSec.
Why "SaaS Apocalypse" is the Best Filter for Top 1% of Founders | Vignesh Ravikumar, Sierra Ventures
- ▶ 0:52 Vignesh Ravikumar He is a perfect example of why the India-US corridor works well.
- ▶ 1:07 Siddhartha Ahluwalia I'm your host and managing partner at Neon Fund, a fund that has invested in some of the best enterprise AI companies between the US and India corridor, like Atomic Work, CloudSec, and Spot Draft.
- ▶ 11:43 Siddhartha Ahluwalia How has U S India corridor worked for you and what are like some of the Indian companies?
- ▶ 39:50 Vignesh Ravikumar I appreciate it, and we're all looking to do more India, U.S.
How Capillary Built a Culture That Created 50+ Founders | Aneesh Reddy
- ▶ 0:12 Aneesh Reddy US on the other hand is, can you discover what the pain point of that individual is? 2 times in the scene
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