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Venugopal Garre

Venugopal Garre

Aug 5, 2026

5:32
[chuckles]
5:32
Uh, and honestly, some of these industries will, uh, is the barriers of entry are very low in some of these indus-in-industries because beyond a certain stage, there is no moat.
5:42
And you're talking about cloud providers, but look at the amount of money cloud providers make, right? Amazon's success happened only when it moved into cloud.
5:49
Till two thousand and nine, they were not making money in e-commerce.
5:52
So the reality is this, that I never look at technologies, particularly in isolation, and take a call that whether this is something India should do it on its own or not.
6:02
I have a broader concept that if we were to peep into the future There'll be a lot of things which build up on core technologies.
6:10
So if you are not there early stage in semiconductors, if you don't think about the moving up to lower nanometer, if you're not moving up to there, you will not think about trying to build semiconductor equipment.

13 MINS LATER

19:30
Venu?

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