X @Balaji

To be clear: I don’t think India will ever outdo China in manufacturing.But India is doing way better than expected. And in key areas, outproducing the West.It has the potential to get to a 7/10 in the physical world, and a 10/10 in the digital world. But we’ll see.Jon Levy (@levyuk):@balajis Just listened to your podcast with Peter. Is India going to become the no1 physical and no1 digital? ...