This week Samo Burja and Erik Torenberg discuss India as a live player. They cover: India's demographics and the barriers it faces towards industrialization and wealth.

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Recommended Podcast: Company Breakdowns

Each episode of Company Breakdowns dives into S-1s and series B-and-beyond companies, interviewing founders and investors to break down the companies. First episode is on Rubrik - which just IPO'd. Coming up this season: Databricks, Reddit + more,

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LINKS:

Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/

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FOLLOW US ON X:

@eriktorenberg (Erik)

@samoburja (Samo)

@turpentinemedia (Turpentine)

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TIMESTAMPS:

(00:00) Intro

(00:28) Diving Deep into India's Demographics and Future Prospects

(04:07) The Economic and Social Implications of India's Aging Population

(07:23) India's Talent and Labor Force in the Global Context

(10:06) Institutional Barriers and Governance Challenges in India

(14:15) The Geopolitical Landscape: India, China, and Global Dynamics

(19:53) Sponsor: Harmonic

(21:00) If You're Betting On India, You're Betting On a Multipolar World

(27:16) India's Digital and Economic Strategy for the Future

(32:20) Comparing India and China: Leadership and Economic Strategies

(32:33) The Impact of Brain Drain and Language Proficiency

(33:46) Globalization's Influence on Regional Economies

(36:56) India's Potential Partnerships and Geopolitical Strategy

(38:14) The Future of India: Recommendations and Challenges

(45:14) India's Political Economy and the Need for Reform

(52:41) Navigating Globalization: A Skeptical Perspective

(57:37) India's Demographic Dynamics and Education System

(59:55) India's Geopolitical Strategy

(1:01:09) Wrap