why aren't all 10 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Assertion Supported
Prakash: Indians need lower BMI cutoffs than Westerners
“BMI levels in India need to be lower because our fat thresholds are lower, right? Unless in Indian doctors and in have had this now, and where did this data get kind of research in Singapore, right? Because they are putting money into doing this research to se…”
Insight
Prashanth Prakash: 2% to 3% of startups drive 80% of VC returns
“It's usually two to three percent of your portfolio that will return 80%, that will give you 80% of your returns. I mean, it's that skewed.”
Assertion Not checkable as stated
Prashanth Prakash: Global LPs expect a 20% net dollar IRR in India
“Compounded, they would like to see that some, something in the neighborhood of 20% net dollar IRR. Net IRR. After the fees.”
Assertion Contradicted
Prashanth Prakash: Only two Indian startups raised $50M+ external rounds in 2023
“From new externally led rounds, there's been two this year. So it's a tough market.”
Assertion Supported
Prakash: Most stem cell clinical data supports joint and knee treatments
“I think the most data is on stem cell therapy for joints and knees. I think there is some reasonable amount of data for that.”
Opinion
Prashanth Prakash: Indian exports growing to $1.5T is the next major opportunity
“I think the next huge opportunity For Indian entrepreneurs used to take the export market from 700 or eight hundred billion that it is today to one and a half trillion, right?”
Insight
Prashanth Prakash: Building product before deep problem insight causes startup failure
“If somebody is looking to build product ahead of insight and a deeper appreciation for what really the problem is, I think I've seen that as a recipe for disaster in most companies. What they will have is a hundred member tech team. ... Very average product be…”
Insight
Prashanth Prakash: Oversimplifying TAM in pitches reveals lack of proper homework
“Oversimplification of time. Total addressable market, right? Oversimplification. It means that person's homework is like.”
Insight
Prashanth Prakash: 20% to 30% of VC investments return 5x
“And then you will have about 20, 30% that will in our business, you know, give you like a five X which is not bad. Yeah. You know that's so it's over a 10 year period, 11 year period. So it works out to a decent IRR. Right. And then you have about 15, 20% who …”
Assertion Partly supported
Prashanth Prakash: US introduced a 25% tariff on Chinese sustainable materials
“No, no, U.S. Just introduced a 25% tariff for all sustainable material from China.”