Huge opportunity for India

..unless either of the two mess up insanely bad We'll probably get to the #3 spot if things go well. But it seems impossible that we'll ever go beyond that. Internal reasons that are very hard to fix:- (1) Our population TFR fell below standard replacement rate in 2023. This means we will not be able to follow the same economic growth trajectory required to reach developed status before population stagnation or declination. This is not a death knell but definitely very VERY bad news. (2) Our blue-collar workforce skill levels are not only subpar but are slowly falling behind the world standards every year. Much of our youth aim to join government orgs like the Army or the Railways which train for the job later, not before. Despite a national shortage of skilled plumbers, electricians etc, our vocational training orgs have been unsuccessful in attracting people towards these careers as well as churning out skilled workers. (3) Our bureaucratic environment is extremely slow with pathetic turnaround times on initiatives. This is not government specific and has always been the case so it seems like this will always be. This is not even a problem unique to India as many other countries have been facing this too but it is still a factor that negatively impacts our growth massively. I wish it was just internal reasons but a large part of it also comes down to both China and US being aggressively great at ensuring their successes:- (1) Chinese manufacturing seems nearly impossible to overcome - not just for India but also for the US. Yes, we might win over some industries and companies like the US, Vietnam, Thailand etc. have been doing but the amount of autocratic control in China allows them to crush competition easily. Case in point - the recent tussle between India and China on solar manufacturing which China won by autocratically lowering their prices. (2) If de-dollarisation succeeds, it will benefit China the most because (contd. in comments)

Pretty sad imo

Incoming!. Every FAANG PM is thinking about and working on integrating Gen AI into their features. This includes PMs and engineers who oversee 1-2 features in the entire product. And will oversell their part in it. For promotions to job switches these guy have to shout ‘I used a lot of Gen AI to change the world’ And then to sell it on LinkedIn for getting likes. The PMs will sound like they were just as visionary as Sam Altman who made GPT in the first place. And the engineers will sound like they coded GPT and will invent AGI themselves while they just integrate 2 APIs. You’ve been warned.

India represents an untapped potential for greater Internet penetration+advancements in Speed compared to other advanced economies. This should ideally unlock greater data generation per capita. This will ideally allow us to map geo-specific patterns across e-commerce/social-networks/OTT/Finance/Healthcare/EdTech etc. Data as a moat may just be real. Think of how you can switch to: (in this order of preference) Data Engineering > ML/AI/Data Science > Analytics Having YOE under your belt when the wave picks up will take you further than anyone else. Image Source: From r/dataisbeautiful on Reddit.

This comparison is going viral, surprised to see our biggest AMC is just 1% of American AMC. To me, they are too big and can literally direct the world markets.

Perplexity AI https://youtube.com/watch?v=FZieYYj0ImE

Because every Santa-Banta startup has started to pitch AI wrappers to me over the last so many month.

Curious to learn about what sectors will see more action in the run up to 2030 where we are slated to become a $5trn economy and lots of companies have done Capex investments across sectors. What specific sectors, companies (listed or startups ) will benefit. Collective logic and name taking might help us all

https://youtu.be/lUp5xKvGzDw?si=GVh3pdYnu2uwpVDS Not sure of the authencity of the video. But look at the scale of use of tech.