Assertion certainty 4/5 debate potential 2/5

Acharya: US consumer companies are migrating manufacturing from China to India

Amrit Acharya · Zetwerk founder on Pivoting, Funding and Building a Manufacturing Unicorn ft. Amrit Acharya · Oct 4, 2021 · at 20:18

Amrit Acharya, CEO of Zetwerk, describes macroeconomic tailwinds and global supply chain shifts benefiting Indian manufacturing.

0:00 / 0:12exact quote · 12.9s
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“A lot of consumer companies are moving all of their, there is to, Buy everything from China. They're now starting to make, move their manufacturing to India. US companies, which have previously been from China are now buying from India.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Amrit Acharya

Prediction Didn’t hold up
Acharya: Zetwerk has runway to reach $10B revenue in five years
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Amrit Acharya Oct 4, 2021 ▶ 17:34 Zetwerk founder on Pivoting, Funding and Building a Manufacturing Unicorn ft. Amrit Acharya
Assertion Partly supported
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Amrit Acharya Oct 4, 2021 ▶ 6:24 Zetwerk founder on Pivoting, Funding and Building a Manufacturing Unicorn ft. Amrit Acharya
Prediction Didn’t hold up
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“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.”
Amrit Acharya Oct 4, 2021 ▶ 17:26 Zetwerk founder on Pivoting, Funding and Building a Manufacturing Unicorn ft. Amrit Acharya
Assertion Not checkable as stated
Acharya: India built very little new infrastructure over the past decade
“In fact, if you look at the last 10 years of India, there's been very little new infrastructure has come up. Most of what we do is some form of replacement of something that is already broken, or they want to upgrade you know, to meet the latest pollution nor…”
Amrit Acharya Oct 4, 2021 ▶ 19:38 Zetwerk founder on Pivoting, Funding and Building a Manufacturing Unicorn ft. Amrit Acharya
Assertion Not checkable as stated
Acharya: Zetwerk turns down 80% to 90% of customer business
“In fact, we turn down 80 to 90% of business that customers want us to do. So, you know we get billions of dollars of designs every month from customers, and we pick very, very little of that.”
Amrit Acharya Oct 4, 2021 ▶ 23:22 Zetwerk founder on Pivoting, Funding and Building a Manufacturing Unicorn ft. Amrit Acharya
Assertion Supported
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Amrit Acharya Oct 4, 2021 ▶ 2:50 Zetwerk founder on Pivoting, Funding and Building a Manufacturing Unicorn ft. Amrit Acharya
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