US market

“India is is following I think more closely the Chinese market than the US market, you know in terms of business models for sure.”

“The market now in US is 50% in ETFs. They've crossed over.”

“So the go to market and teams are an area in us where many startups actually flounder. And the problem becomes acute because at that time, you know, you may not have raised too much of capital and us is that way in our market where you need capital. So many ti…”

“I would still imagine that a proper US strategy for a couple of years, if you have to really test and execute, would cost you anywhere between four to five million dollars.”

“In a stage where nobody has ventured, it's very difficult to get the venture money because there is no parallel. Today, a lot of investment happened because there's a parallel in US or somewhere it has worked or in a similar market.”

“It's both a mix of both. I do think one has to, I mean, diversification is the only free lunch in finance. And if you're not diversifying you are taking more volatility, more risk than it's necessary. And having everything tied to India is fine. India is a fas…”

“Interestingly, we had four term sheets just before COVID had started in March... So it was I think total of about 50, sixty million dollars. And one of them actually, it was not just a term sheet. It was actually a signed shareholder agreement, SHA. So the agr…”

“The biggest driver of multiples today is whether you're profitable or you're not profitable, right? Sentiment has changed.”

“I still continue to believe that there is no software company to be built unless you can be successful in US. And I hope I'll be wrong soon, and I want to be wrong actually, genuinely on that, but not yet. I don't think in 10 years I have seen that ability to …”

“The first one was they shifted from services to product, which in these high ACV companies from India, you see that as a actually pretty strong pattern. They start off a bit more servicey, they productize that, and then they go to the US and then they built fr…”

“Indian Enterprises are not still not using AI as much as I would love them to have. So it's mostly the most of the AI spends are in the US market where the cost of employee is very high and they want to have higher efficiency with AI.”

“Fourth is getting into the U S market you know, in early 2020, I think that sort of, again, shifted the revenue mix for us and was able to help us, you know, tide over the tech you know, downtrend.”

“Yeah, yeah, for sure. I think more like 20 plus.”

“For a lot of India founders, I will say don't sell in India. U.S. Is the biggest market for almost every industry. Go and start selling from here. Do not even think about starting from India. You will get stuck. You won't be able to make that jump. A lot of fo…”

“Third is to compete in global markets and especially U.S. Market. You can't win on Price or you know any other differentiation other than product. You have to be a phenomenal, phenomenal product to compete with companies, because every industry you pick, every…”