The Calls
Every prediction date that has already passed, checked against the public record: green held up, red didn't hold up, amber partly held up. Diamonds at the right edge were assessed before their prediction date arrived.
Everyone Jayant Sinha (5)Deepak Garg (5)Krishnamurthy Subramanian (4)Kanwal Rekhi (4)Victor Senpaty (3)Tarun Mehta (3)Somesh Dash (3)Sanjeev Sanyal (3)Raja Manickam (3)Prof. Arun Kumar (3)Matein Khalid (3)Abhishek Goyal (3)
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The record (104) every resolved claim →
Singh: Indian female workforce participation will reach 30-40% in 20-30 years
“There is no doubt next two, three decades, the number will go to 30, 40%. When it happens, beauty, fashion are two categories which will heavily be impacted, right?”
Subramanian: India's population growth will average roughly 0.5% annually
“India's population growth is like, it is likely to be about half a percent on average per annum.”
Kompalli: ChatGPT will eventually launch its own advertising platform
“Then there is ads that ChatGPT will launch, and we don't know if there is some play there.”
Ambati: AI inference market will reach $1.3T-$1.4T by 2030
“The inference market is one of the largest or so the fastest growing CAGR. So what we are seeing is about 94% CAGR. And then, you know, today, I think around 20, 26, we are looking at an eighty billion dollar sort of market. But soon by 2030 it's gonna be a 1.…”
Sinha: Digital payments in India will reach 25% of GDP
“I think today digital payments is like, what, 10, 12% of GDP. It will be, say, 25% GDP, like in private.”
Indian diaspora vote will shift from 70-30 to 60-40 Democrat-Republican
“70% of Indians, Indian diaspora people normally vote Democratic and 30% Republican. I think we'll start seeing a shift now. It'll be more like 60, 40. 60 Democrat, 40 Republican.”
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.”
Kewalramani: India Likely to Maintain Larger Population Than China
“India has a larger population than China and India is likely to remain a larger population than China for the foreseeable future, because China's population decline is now well and truly set in.”
Malhi: AI will soon generate game mechanics and games from text
“It's not gonna be very far away from text. You can create game mechanics and actual games.”
Srikantaiah: Bangalore wastewater reuse will be world's second-largest after Mexico City
“And when all the projects are done, when all the treated wastewater will go to these surrounding districts, it will be the world's second largest project of its kind, next only to that of Mexico City.”
India's digital transacting audience will soon reach 200 to 300 million
“So the hundred million audience, which is there today, transacting audience, will become 200,000,300 million.”
Sanghi: AI data center rack power density will soon reach 130 kW
“I remember when we started net magic, our average density of rack was like six kilowatts per rack. Then it went to 10 kilowatts per hour, then went to 22 kilowatts per hour. Now it's at 40 kilowatts per hour and very soon it will go to 130 kilowatts per hour.”
Khalid: India Will Favor Musk's Starlink Over Domestic Telecoms
“If you give me a sort of a, if I was a betting man, I'd bet that they will probably tilt towards Elon, right?”
Panda: Africa, Europe, and APAC will replicate India's UPI framework
“And this, what we see on, saw on the UBI is going to go back to other countries. I'm sure South African countries or some European countries, some APAC going to inherit and say, hey, this worked in India. Let's just copy the framework.”
Ferrari: Bending Spoons will probably list in the US
“I think we will probably list in the U S because there is really no requirement. You can list in the U S from Italy.”
Quick commerce will cap out at 25 percent of total grocery purchasing
“So these are the two strong use cases, and in my view, this will contribute to about 20 to 25% of the grocery buy, and that's it. Rest of it will continue to be planned and continue to be the way it's working”
Venture-backed tech companies will remain private for 10 to 12 years
“These companies are going to be private for, you know, 10 to 12 years instead of like eight.”
Agarwal: Prompt engineering will be automated by domain-specific bots
“My thinking is that even that will become a bot that will start to prompt based on the domain area that, that I am, that it's able to go and feed that information. So right now, obviously prompt engineering, because then you can get the answer the way that you…”
Pai: India will likely have more tech workers than the US by 2026
“By 20, 25, 26, we probably will have more people working in technology than the United States.”
Pai: India will hit a $5 trillion GDP by 2026
“I think by 2026, which will reach five trillion dollars GDP, the rupee dollar remains the same.”
Lunia: Lendingkart, Sugar, Oakter, and ShareChat are lined up for IPOs
“So hopefully we'll see Lending Cart and Sugar first. There's a company called Okter. It's a home automation. They build these Paytm sound boxes, the profitable company, electronics outsourcing maybe in 18 months, they'll go a little bit later and maybe in 36 m…”
Acharya: Zetwerk has runway to reach $10B revenue in five years
“I see us having a pretty strong runway to even ten billion dollars of revenue in the kind of next, you know, five, five years, kind of time, time horizon.”
Garg: Meta will spend $50B to $70B on AI GPUs
“Look there, Meta will spend well north of fifty billion, I think some number between 50 and seventy billion dollars on the underlying data set, on GPUs, essentially.”
Gupta: Route Mobile will reach $1B revenue in 4-5 years
“If you say with current run rate, probably within four years down the line, I will have a billion dollar revenue or five years down the line. Because we are talking about the numbers which we have achieved year on year basis, and we have seen the growth. If yo…”
Pai: India will overtake Germany and Japan's economies in 2-3 years
“We'll be the third largest economy, because today we are at 3.4 trillion, by March 24, we'll be 3.7 trillion, Germany is 4.3, and Japan is 4.4, so we'll not take it. In the next two, three years, we'll not take it. They're not growing.”
Clifford: EF has two unicorns and expects a dozen more soon
“We have two unicorns so far and we have probably another dozen that I would expect to become unicorns over the next couple of years, you know, that are sort of valued in the mid hundreds of millions.”
Mittersain: In-app purchases will dominate Indian gaming revenue by 2026
“So I think in the next three to five years, you will see in-app being the predominant source of revenues for gaming in India.”
Jhina: Jumbotail will build a $7B-$10B business in five years
“And now we're, you know, looking at expanding, you know, three, four X you know, over this year and over the next five years building a, you know, seven to ten billion dollar business because of the fact that, you know, the model is replicable.”
Jhina: Indian food staples will increasingly become processed as GDP rises
“As, you know, GDP per capita goes up, as the country becomes richer, more and more staples will become, you know, processed, et cetera.”
Radhakrishna: Koo will be more profitable than any Indian social platform
“So I think all of these reasons put together, these have come together now and kind of like, you know, answered why we exist and why we will be more profitable than any other platform that has started off from India.”
Virwani: WeWork India will hit $1 billion in revenue by 2026
“So, yeah, I think within three years.”
Viraj Sheth: Influencer deals will shift toward equity and hybrid compensation
“I feel like then this has been a chatter since a long while that this long form of association will now move on from just cash led deals to equity led deals where a lot of brands will start considering creators as partners in the very true sense of it, where t…”
Ahluwalia: Freshworks could reach $1B ARR within three years
“I think soon, three years down the line, they might be touching the one billion dollar ARR mark.”
Sharma: India's Account Aggregator will hit 50M monthly transactions by December
“In a recent meeting that we had you know many people were convinced that we will end this year in December with a run rate of fifty million transactions. So I told them I'm coming to this podcast. Can I mention it there? They said, yes, you can. So I'm, you kn…”
Sharma: Major Tech Companies Will Announce Global DEPA Adoption Soon
“And some of them are going to announce in the coming months that they will follow our system. DEPA on a global basis, even in jurisdictions that don't require them to follow.”
Bisu: Kuku FM Targets 10M Paid Users Next Year, 50M by 2025
“So our plan is to cross ten million paid users by next year, and then fifty million by twenty-twenty-five.”
Mukherjee: Sugar Cosmetics aims to delay IPO until around 2025
“So yes, I think definitely, but we probably will wait for a couple of years. So maybe 20, 25 or so. And we're not burning us, you know, money. So I, that's what I think the board is aligned to right now.”
Bisu: Kuku FM targets 50 million paid subscribers by 2025
“So our plan is to cross ten million paid users by next year, and then fifty million by twenty-twenty-five. Then hundred million will be our next target.”
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.”
Garg: Zomato will steal market share when Swiggy raises money this year
“They will have to go this year to raise money. And whenever that happens, Zomato will again take market share away.”
Reddy: India will produce a dozen billion-dollar B2B companies by 2025
“I think we'll have a dozen of them by 20, 25.”
Anandan: India is on track to reach 100 unicorns by 2025
“And you know, they, we are very much on track, I think, to you know, have a hundred unicorns in India by twenty-twenty-five.”
India Will Surpass Germany's Nominal GDP Within Two Years
“Now in dollar terms, we will go past Germany in about 18 months to two years time.”
India Will Grant 100,000 Patents Annually Within Two Years
“In one half to two years time, we will be doing a lakh patents a year.”
Khalid: Yoon Impeachment Will Block South Korea's MSCI Developed Upgrade
“The president is going to be impeached. And when the president is impeached, well, you can forget about economic reform. You can forget about South Korea being upgraded by MSCI from emerging market to developed markets.”
Jain Predicts 25 to 30 Indian SaaS US IPOs by 2025
“So I think three to four years, you will see a whole more companies probably I don't know, 25, 30 companies IPO-ing from India in the US.”
Singhal: CoinSwitch aims to reach 100 million users in four years
“The goal of CoinSwitch is to reach hundred million users in the next four years, right? Which is a very audacious goal in a fintech ecosystem, but we believe that through the right investment we can make that happen, right?”
Mobius: The world will not enter a global recession anytime soon
“I don't think the world is going to go into recession anytime soon simply because there's just too much going on, too much growth going on. Of course, you will have downturns from time to time, but these will be temporary. That will not be something that will …”
Lakhamraju predicts the global corporate training market will transition 100% online
“Maybe some of it for very senior leadership will go back offline, but for most of the others, it's going to be a hundred percent online. So the entire corporate trading market is going to go online.”
Viable quick commerce delivery windows will settle between 30 and 90 minutes
“So you will build a model which is within 30 minutes, right? Less than 30 minutes. There'll be some which will go up to 90 minutes. So 30 to 90 is the range you'll find. Less than 30, less than 90.”
Menon claims BigBasket will be the only profitable quick-commerce grocery player
“The only one that's going to build a profitable model today is of us because it's not for us. It's an extension of our business, right? I've got the same DC, same supplier, same everything. My supply chain is just getting more and more loaded, which helps me g…”
Chanchani: Indian startup IPOs will cap out at $4B this year
“So anywhere between so what is said is that for FYI, this particular financial year we'll end up having IPOs around one lakh crore, which is what? About 12 odd billion dollars? Just twelve billion dollars, right? So what does that leave for us? Maybe about, yo…”
Manickam: India's Semicon 2.0 budget will target ecosystem and product companies
“The two point O is going to be announced, you know, the next budget. And there's significant amount of money that is coming. Now they may focus on the ecosystem guys, equipment guys there are chip product companies and so on. May not be as much for the manufac…”
Bijapur predicts SpotDraft will reach $100 million ARR within three years
“In the next three years, we'll be a hundred million dollar ARR company.”
Kapoor: India can produce 10 to 15 billion-dollar fintech companies
“So I think there can be at least 10 to fifteen billion dollar companies in India in the payment, in the fintech space in different, you know, categories”
Subramanian: US fiscal deficit will reach about 8% to 8.5%
“This year, I think their fiscal deficit will be about eight, eight and a half percent.”
Khalid: China Will Barely Manage 4% to 5% Economic Growth in 2024
“I don't think they can barely manage four to five percent this year.”
Reddy: Blume Ventures aims to reach $500M AUM by 2024
“By the fifth fund, which is maybe five years away and that's how far we've thought. So I don't know about 10 years, but five years is what we've thought. I want to be able to have five hundred million under management. That's when, that's 20, 24, right?”
Sharma: Tejas Networks will replace Huawei globally within a year
“What if I tell you that a year from now, it'll be Tejas. And if it is Tejas, then you have to take me out for lunch. And if it is not Tejas, I'll take all of you out for lunch, right? As having lost the bed.”
Gutgutia: Ferns N Petals will complete its IPO within two years
“We should be done with their IPO, which would be happening in the next two years.”
Josh Talks targets reaching two million paid app users within three years
“So you know, in terms of impact, our goal is to get to about two million paid users in the next three years. And that's sort of the target that we are chasing.”
Josh Talks targets ₹33 crore revenue next year and ₹100 crore in three
“In terms of revenue from a three year perspective, we look at it at about a hundred crores, but from next financial year, it's about 33. That's where we sort of see ourselves headed.”
Chadha: Lendingkart Is Profitable and Will IPO in 2–3 Years
“Lending cart is from initially, you know, losing a lot of money because for running for growth is, you know, tremendously profitable now. So then I think that I, I'm very confident I'll see, we'll see an IPO in the next two, three years as well.”
India Will Likely Achieve 7% Full-Year GDP Growth in FY24
“So without the benefit of a global environment that is expanding, we are managing to hit, for the full year, we'll probably hit something like seven percent. That's a really solid growth rate. Easily makes us the fastest growing economy in the world.”
The Moms Co. Targets Over 300 Crore INR Revenue by 2024
“And I think over the next two to three years, we're looking to take that number up over 300.”
Sasi: CloudSEK will grow from 100 to 400 customers within two years
“We are going from a hundred customers to one, we're gonna go from a hundred. To two 50 customers, you know this year, this financial year. From there, we want to go from two 50 to 400 customers the other year. So within two years, we'll grow, we'll reach close…”
Kumar: Upstox to achieve 25% to 30% PAT margin this fiscal year
“No, we're pretty much already that. Right. We're already you know, almost there, but yeah, by the end of the FYI, I think throughout the whole year, we'll, we'll probably be like a 25, 30% path business.”
Sinha: Cashfree will hit $100 million in revenue this financial year
“I think by end of this financial year, we'll be hitting a hundred million dollars of revenue.”
Ahluwalia: $10M startup funding rounds will not return until 2024
“And if the ten million rounds have disappeared in starting 2022, and I think they'll not come back till 2024.”
EaseMyTrip aims to become India's largest travel portal within two years
“We are the second largest travel portal right now. And in the next couple of years, we are looking forward to change the status again.”
Anandan predicts several Indian SaaS unicorns will emerge annually by 2022-2023
“We are probably, you know, we'll probably be at one a year for a few years, but then, you know, somewhere around, 20, 22, 23, we'll start seeing, you know, several SaaS unicorns every year, right?”
Goyal: Late-stage venture funding will collapse in 2023
“I think 2023 is going to be a very hard time. What that means is that as public comms correct, or have corrected, I'm sorry, you will see that the late stage funding is going to go for a toss totally.”
Gupta: Rental prices will not drop, but growth will moderate
“Rentals will not go down, but it will not increase at this pace.”
Khurma: Cuemath will cross $50M in revenue within 12 months
“In terms of the revenue scale, we'll do something over the next 12 months, we'll be, we'll cross fifty million in terms of revenue, so we've been growing very nicely.”
Deshpande targets a ₹350Cr equal-gender revenue split within two years
“I feel that in the next two years, we can build a 300 to three 50 crore equal brand between men and women.”
Poddar: Remote Work Will Accelerate Software Job Creation in India
“And as remote work becomes the becomes a new standard the job, the software jobs in India will actually increase even more.”
Chadha: Wingreens May Reach 500 Crore Revenue in a Couple of Years
“When we first saw it was a three crore a year business. This year they're already on track to be a two 50 crore a year business, and maybe in a couple of years will be a 500 crore a year business.”
Kapoor: Rebel Foods is on track to become India's next unicorn
“The company has attracted top tier institutional investors after a round, and yeah, it's on it's on a good track to be the next unicorn out of the country.”
Singh: Pratilipi Comics will lead all Indian comic publishers by 2023
“In fact, I'm pretty sure, like, I will take, I will give good odds that in the next two years we'll be the largest comic player, like, that's it, like, online, offline, whatever. Both in terms of titles, in terms of revenue, in terms of users, everything.”
Sethi: Rage Coffee is on track for ₹100 crore in 2022 sales
“We are on track this year to achieve a hundred crores in sales.”
Gutgutia: Ferns N Petals will reach close to ₹1,000 crore revenue in 2022
“I mean, if all the verticals put together, we should be close to a thousand crores this year.”
Time to Series B is shrinking due to better founder execution
“So I think my expectation is that the you know, the time, To a series B is, is shrinking you know, from what it used to be because the execution is superior because people are making fewer mistakes, and doing more right things you know, in shorter time frames.”
Mehta: The Whole Truth aims to hit 100 crore INR ARR by year-end 2022
“And hopefully by the exit of this year, we will be at a hundred crore ARR.”
Shivku Predicts Exotel Will Grow Top-Line Revenue by Another 70%
“And we anticipate the growth to continue. We'll likely hopefully grow at another 70% this year as well.”
Bijapur: SpotDraft is on track to reach $5M ARR by December 2022
“Yeah, we are on, on target to hit five million dollars in ERR.”
Nexus VP predicted in 2020 that Druva would IPO by 2022
“Dhruva has grown, grown very big and hopefully like, you know, incoming Coming year or two, we can take the company public.”
Several Indian tech startups will IPO by late 2022
“I think, you know, you will see several companies, several IPOs for companies being built out of India in the coming, you know, let's say, 12 to 24 months.”
Acharya: Zetwerk on track to hit $1B revenue within six months
“I think what we can say that, you know, we are very much on track to cross the billion dollars of revenue. Maybe in the next six months.”
Wakefit is projected to hit 700 crore INR in annual revenue
“Yeah, we expected to hit about 700 crores.”
BetterPlace expects up to 200% year-on-year growth this year
“I think with that we might grow hundred 70 to 200% this year from a numbers perspective.”
HealthifyMe expects to cross $50 million ARR by January 2022
“We are slated to cross fifty million dollars in our annualized run rate revenues by this coming January.”
Singhal expects CoinSwitch to reach 1% of India's population within months
“So I think within a couple of months, we should be able to reach that one percent mark”
Chadha: Flintobox's 2021 Cashflow Will Multiply Its 2020 Revenue Post-Pivot
“So they pivoted and that company over the last you know, I can say that in the last three months, the cashflow that they're generating is probably going to be more than not three months, but let's say this year, the cashflow that they generate will be more tha…”
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