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Noise

3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Apr 26, 2025 by Amit Khatri · said 7 times in 4 episodes since 2023 · across every show →

Mentions by year

brought up most by Nikhil Kamath (4), Rajan Anandan (1), Aadit Palicha (1)

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2026 1 mention in 1 episode
2025 4 mentions in 1 episode
2023 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Noise, oldest first

Apr 26, 2025 neutral
Insight
Khatri: Hardware supply chains reserve new components exclusively for alpha customers
“So Nikhil, how it happens is all partners, like supply chain partners, screen, battery, or processor, they work with bigger brands, and everybody has an alpha customer on their list. Let's say Huawei would be the alpha customer on their list. So every first te…”
Amit Khatri Apr 26, 2025 ▶ 58:55 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 positive
Assertion Supported
Khatri: Noise held over 25% smartwatch market share for 3-4 years
“We would be north of 25% for last three, four years.”
Amit Khatri Apr 26, 2025 ▶ 1:21:12 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 positive
Assertion Supported
Khatri: Noise generates $150M to $200M in annual revenue
“We would be somewhere sitting we'd have been one 50 to 200.”
Amit Khatri Apr 26, 2025 ▶ 1:21:58 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
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