“And again, it's a country play. A company can't build something like this. Country, you know, has to come into it.”
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 Rahul Sharma
PredictionOpen · timeframe Apr 2030
Sharma: Largest AI models will eventually be trainable on a single server
“There will be a time where you will be able to train largest of the models using one single server. You will not need a farm of servers.”
Rahul SharmaApr 26, 2025▶ 1:56:20Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Opinion
Sharma: Smart glasses will be the key hardware form factor to watch
“I seriously feel that this will be the form factor to watch out for. Yes. And there, so if somebody new watching this wants to get into the industry, this is the industry.”
Rahul SharmaApr 26, 2025▶ 1:37:05Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
AssertionSupported
Sharma: China has invested for 20 years without matching TSMC
“Even see, China started their semiconductor program 20 years back. They're still not able to compete on that.”
Rahul SharmaApr 26, 2025▶ 2:17:03Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
What-if
Sharma: Alibaba and Baidu Wouldn't Exist Without China's Protectionism
“So if it was like what we're discussing that, yes, sitting across the table. Okay. If you do this, I do this, then all this, then Google would have been there probably, or Amazon would have been there. I don't think so whether they will be having an Alibaba or…”
Rahul SharmaApr 26, 2025▶ 20:03Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
AssertionPartly supported
Sharma: Micromax Surpassed 25% Market Share in India at Peak
“So when we were doing a three million at that time, our market share was around 20 five percent plus plus.”
Rahul SharmaApr 26, 2025▶ 50:04Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
AssertionContradicted
Sharma: Micromax's current manufacturing revenue exceeds its peak smartphone brand revenue
“Today, our manufacturing is bigger than, you know, the revenue is way more bigger than what we used to do in our brand, which probably not most of the people will know. But we are doing way more better than what we used to do earlier.”
Rahul SharmaApr 26, 2025▶ 1:05:20Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
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