Host Siddharth Ahluwalia discusses India's historical semiconductor trajectory with iVP Semiconductor founder Raja Manickam.
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Siddharth Ahluwalia claims developers ignore enterprise-purchased Copilot, Codex, and Cursor
“Cursor Codex by OpenAI and Copilot by Microsoft, they have all sold to the enterprises. But developers are not using them.”
Opinion
Ahluwalia: Reliance and Adani build semiconductors internally instead of backing startups
“If you see today, if you talk about semiconductor defense Reliance and Adani's of India, They want to do it all themselves and capture the market share rather than investing in new entrepreneurs”
Opinion
Ahluwalia: A $50M ARR founder is revered in India, a nobody in SF
“If you are a 50 mil ARR founder here,
As Pallas said, you will get invited to podcasts, speakers, everywhere.
You'll be a god in this ecosystem.
For example, right?
If you go to Bay Area, at a 50 mil error, you are nobody. A second time founder who sold hi…”
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Ahluwalia: Required software developers per company are shrinking by magnitudes
“The role of a single software developer is increasing, whereas the number of software developers required in a single company is shrinking by magnitudes.”
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Ahluwalia: Apparel firm cut support staff from 16 to 3 using SagePilot
“One of the customers of Sage Pilot, like the 50 crore revenue company based in Jaipur they do clothes clothing, right?
Women's clothing.
And they mentioned that
They have reduced their team of 16 people in customer support and customer lifecycle to three pe…”
Disclosure
Ahluwalia: Second-time founders fail at the same rate as first-time founders
“In our portfolio we see equal number of second-time founder companies not working out, and these are like super second-time founders built fifty million ARR companies. Right. Right. Their company's not working out as equal to first.”