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Raghu Reddy

Oct 16, 2026

20:16
Mm.
20:16
Right? Uh, one is of course, you know, product.
20:18
How well do you define it? Uh, who does it cater to? Uh, do you get the right, you know, price, performance, uh, you know, going overall? Number two, how do you, you know, uh, do the GPM for the product? Uh, uh, again, I mean from a brand standpoint, who does it appeal to? Are those customers, you know, actually getting attracted to you as a brand? Are they willing to, you know, come back and pay a premium for your brand? And then finally, you know, uh, just the basics of, you know, inventory management.
20:43
A lot of these things need to, you know, act harmoniously for you to build an enduring business.
20:49
Uh, but my general, uh, philosophy is that, you know, yes, hardware business is copyable.
20:55
People can copy, but anyone who can do everything properly is the guy who deserves to exist for a long period of time.
21:03
And, uh, that's precisely, I mean, we're not sort of betting just on the fact that, you know, we bought the fastest TV.

5 MINS LATER

26:27
Yeah.

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