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15 comments

  1. Baskar B

    I’m asking myself what are the key take aways from this session? Indian is service industry, and they are taking direction to become product company. In my opinion, this is guaranteed to fail: due to lack of vision as none of these companies are managed by one person to control the direction = no one has skin in the game, even if they become successful due to their larger base whatever they add will be peanuts. Success in product is a long game and without a moat, it would be cash burner. So avoid Indian IT companies unless global sentiments make them super cheap to buy for short term.

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