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India’s where offshoring from the us is. That maintains demand. India is also still industrializing. Expect India to look more like China - with similar economi

India’s where offshoring from the us is. That maintains demand. India is also still industrializing. Expect India to look more like China - with similar economic pitfalls - in the next few decades. Some companies have already begun pulling from India because of costs and poor performance negating the labor savings. Some companies have figured this out and the non competes create a captive workforce but others are just wasting money trying to emulate.

alephnerd 2y ago
> Expect India to look more like China - with similar economic pitfalls - in the next few decades Pretty much this. The best way to operate in India is to use a mixed Chinese and Israeli mindset tbh. > India’s where offshoring from the us is True, but there is a massive change now from the 2000s where it's just BPO. Literally the crown jewels of enterprise and deep tech and increasingly innovated and designed by the India teams directly (eg. the cybersecurity backbone of a major 5G telco in the US, the Apple mobile chips, Google Pay, etc).
- b800h 2y ago
  > The best way to operate in India is to use a mixed Chinese and Israeli mindset tbh. What do you mean by that?
  - alephnerd 2y ago
    Indians are argumentative and sales driven like Israelis, but you still need to operate the same way you did in China in the 2000s, with local contacts and recognize that you might get scammed if you don't do your due diligence correctly, but if you make good friends with local partners or parties you will get the red carpet and PLIs. Cadre-driven parties like the BJP, DMK, BJD, BRS/TRS, etc are organizationally similar to the CCP but other parties are more loose and disorganized, so having a local partner act as your firewall helps massively by pointing you where to invest, just like in China, where most western companies invested in Guangdong, Zhejiang, etc but ignored Hubei or Guangxi. There's a reason why Israeli, Chinese, Japanese, and Korean companies tend to be fairly successful with their India ventures, because they're used to this kind of an operating model, and most American companies tend to have a first-gen Indian American or Indian educated in America managing operations with India.

alephnerd 2y ago

> Expect India to look more like China - with similar economic pitfalls - in the next few decades Pretty much this. The best way to operate in India is to use a mixed Chinese and Israeli mindset tbh. > India’s where offshoring from the us is True, but there is a massive change now from the 2000s where it's just BPO. Literally the crown jewels of enterprise and deep tech and increasingly innovated and designed by the India teams directly (eg. the cybersecurity backbone of a major 5G telco in the US, the Apple mobile chips, Google Pay, etc).

b800h 2y ago
> The best way to operate in India is to use a mixed Chinese and Israeli mindset tbh. What do you mean by that?
- alephnerd 2y ago
  Indians are argumentative and sales driven like Israelis, but you still need to operate the same way you did in China in the 2000s, with local contacts and recognize that you might get scammed if you don't do your due diligence correctly, but if you make good friends with local partners or parties you will get the red carpet and PLIs. Cadre-driven parties like the BJP, DMK, BJD, BRS/TRS, etc are organizationally similar to the CCP but other parties are more loose and disorganized, so having a local partner act as your firewall helps massively by pointing you where to invest, just like in China, where most western companies invested in Guangdong, Zhejiang, etc but ignored Hubei or Guangxi. There's a reason why Israeli, Chinese, Japanese, and Korean companies tend to be fairly successful with their India ventures, because they're used to this kind of an operating model, and most American companies tend to have a first-gen Indian American or Indian educated in America managing operations with India.