The Ledger
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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.”
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.”
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…”
Khatri: Noise held over 25% smartwatch market share for 3-4 years
“We would be north of 25% for last three, four years.”
Khatri: Noise generates $150M to $200M in annual revenue
“We would be somewhere sitting we'd have been one 50 to 200.”
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.”
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…”
Khatri: Competing on commodity hardware is an unviable race to the bottom
“No point to fight for a commodity that's a race to bottom. You buy for 20 dollars, sell for 20 dollars, somebody else will sell for 1512, 11. Have your own community, one narrow cohort of users who are selling, and that community should be your evangelist ther…”
Khatri: Samsung is developing non-invasive CGM tech at Bangalore R&D center
“Samsung has a huge R&D center in Bangalore, where they are working on blood pressure and CGM on device where it's non-invasive.”