India

4 statements across 3 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Sep 1, 2025 by Patrick McGee · said 42 times in 21 episodes since 2024 · across every show →

Mentions by year

brought up most by Hemant Taneja (12), Mark Bhargava (3), Samir Vasavada (2), Qasar Younis (2), Patrick McGee (2), Jason Fiedler (2), Jack Sharky (2), Drew Oetting (2)

tap a year for its mentions
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0510202420252026episodes it came up in
001.352.510202420252026episodesmentions per episode
2026 22 mentions in 10 episodes 2 per episode
2025 16 mentions in 9 episodes 2 per episode
2024 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about India, oldest first

Sep 1, 2025 bearish
Opinion
McGee: Apple Cannot Move Manufacturing to India or the US
“I don't think they can move to India. They certainly can't move to the US. Their production plants are basically encircled by Chinese competitors that they themselves created, and they're in a position where they can't make any good moves.”
Patrick McGee Sep 1, 2025 ▶ 19:09 Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea
Dec 5, 2025 bearish
Prediction Not checkable as stated
Bhargava: AI labor displacement will hit foreign outsourcing hubs hardest
“What we're seeing a lot of is you add AI technology to American companies. They're now much more efficient. They don't need to outsource a lot of these more repetitive tasks. So I think the area that will be hit the hardest is probably abroad in places like In…”
Mark Bhargava Dec 5, 2025 ▶ 34:18 Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
Apr 20, 2026 bullish
Prediction Not checkable as stated
Taneja: Global Geopolitics Will Cause Defense Primes to Emerge Everywhere
“The geopolitics is going to force supply chains to shift. Does Europe really want to buy American defense products? Maybe some countries will, but the biggest ones won't. They want to create resilience. Does India really want to rely on Russia or America for t…”
Hemant Taneja Apr 20, 2026 ▶ 40:02 General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja · Sourcery with Molly O'Shea
Apr 20, 2026 bullish
Disclosure
General Catalyst Commits to Investing $5B in India Over Five Years
“The commitment that Neeraj and I made was to invest Five billion over the next five years in India's resilience opportunity”
Hemant Taneja Apr 20, 2026 ▶ 41:59 General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja · Sourcery with Molly O'Shea
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