“We would be somewhere sitting we'd have been one 50 to 200.”
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 Amit Khatri
AssertionNot checkable as stated
Amit Khatri: Indian founders can build hardware 30% to 40% cheaper than Western peers
“For something what they're producing for a hundred dollar, A similar great quality product Indian entrepreneur could build for, let's say, 30, 40% cheaper than them.”
Amit KhatriApr 26, 2025▶ 2:29:10Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
PredictionOpen · timeframe Apr 2028
Khatri: Non-invasive CGM tech will arrive on wearables in 2-3 years
“So I think in two, three years time, you'll see it there.”
Amit KhatriApr 26, 2025▶ 2:37:45Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
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 KhatriApr 26, 2025▶ 58:55Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
AssertionSupported
Khatri: Noise held over 25% smartwatch market share for 3-4 years
“We would be north of 25% for last three, four years.”
Amit KhatriApr 26, 2025▶ 1:21:12Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
AssertionPartly supported
Khatri: 90% of Bluetooth earphones in India sell for under $25
“And interestingly, 90% devices get sold below 25 dollars, which is sub 2000 rupees.”
Amit KhatriApr 26, 2025▶ 1:28:31Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Insight
Khatri: Hardware differs from fashion because scale requires proprietary tech partnerships
“So I personally think technology works in a very different way. It's not like fashion where you just Create a product and sell at any price point. Technology, you need an access to partners. We were talking about all proper, a lot of proprietary things. So I t…”
Amit KhatriApr 26, 2025▶ 1:29:16Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 60 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.