India, China, and Venture Capital (a16z podcast)

India and China are the two most populous countries on the planet and also tantalizing markets for companies, from startups to conglomerates. But both markets are intensely, densely competitive: there’s a lot of capital, a lot of players, and a lot of people. Do local players really have the home-court advantage here? Can they compete with the global players who have unparalleled execution ability and scale? How does timing and structuring of companies entering those markets matter?

Andreessen Horowitz partners Connie Chan and Anu Hariharan cover these topics and more, from logistics and infrastructure to design and talent as well as domains like e-commerce, payments, and ride-sharing, and the layered sociocultural backdrop of these two countries, on this a16z Podcast.

a16z.com links:

China · e-commerce and m-commerce · India · logistics · payments · regional innovation


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