Venugopal Garre
1
APPEARANCES
1
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
Aug 5, 2026
India's AI dependence is the symptom, not the disease
5:32
5:42
5:52
6:02
6:10

Venugopal GarreGUEST
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.

Venugopal GarreGUEST
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.

Venugopal GarreGUEST
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.

Venugopal GarreGUEST
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.

Venugopal GarreGUEST
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
