America

“In India, the CPMs, yeah, in India, the CPMs are way lower... Like India is sub two dollars. But in America, and I think in the Scandinavian countries, it's like, 10, 12 in some cases, 20 dollars, depending on the niche you're in.”

“Every international investor I talk to today is really critical, especially in America, in the West, in Europe. They're really critical about their own economy, but I would say 80, 90% are sanguine about the prospect of India, and wanting, wanting some form of…”

“Because in America, shooters are number one. Battle Royale is number one in, in, in the States as well. It's not true for Japan. Japan RPGs are number one, for whatever reason.”

“India is sort of where, and you know, my dad also says it's like where America maybe was in the eighties or seventies or eighties, where most companies were family businesses. They will slowly transition into, you know, being public. I think your world also ge…”

“One of the reasons you very hard, it's harder as an investor to make money in China than America is not because of anything else that the government's taking your capital. No, no, no. It's because competition is so intense.”

“What's the fundamental problem today in America? It's that you're dominated by seven companies. That I think has become a fundamental issue at many levels in America today.”

“The number of new homes that America builds today is the same as a year, is the same as it was in the 19 fifties and sixties. Even though the population is 50% higher.”

“This is the first time in America's history that the, at least in the last 200 years that I know of, that the incumbent party in the White House lost three times in a row.”

“If I was a regulator in America, I would like, even though I'm a free market person, I think it's become so extreme where you need, this is one area where I would say that almost that acquisitions need to be banned.”

“That's one of the reasons the grievance of people is because over time these gaps have increased a lot more. You know, where you feel that you can't, ah, that social mobility is going on because you can't move from one city to another that easily as you, like,…”

“Some estimates suggest somewhere between 50 to hundred basis points, half a percent to one percent of annual borrowing costs are possibly lower. Because of the fact that America has the world's reserve currency.”

“There's no movement in America to break these companies down.”

“In fact, today, China's debt today is, ah, like consumer debt or the debt of the share of its economy is same level as America, even though America is, you know, a much richer economy and stuff.”

“That was a big, in fact, Philip for gold and for Bitcoin and stuff. The moment America sanctioned Russia, ah, back in, ah, the spring of twenty-twenty-two.”

“If you set up a hedge fund today in America, the cost of doing that has gone up 10 X. Over the last 20 years. The legal costs, the compliance costs, administrative costs. So then the threshold for you to break even has become much higher.”

“America is still the heartbeat of so many really important innovative technologies, medicines, capabilities, culture, and I don't think any of that changes.”