Today my guest is Sajith Pai, who is a partner at Blume Ventures and he is a longtime media executive turned VC. At Blume, Sajith supports investments in media, ed tech and ecommerce, while simultaneously helping Blume building a research and knowledge platform.


We spoke about the 2024 Indus Valley Annual Report (https://blume.vc/reports/indusvalley...) . written by Sajith and his coauthors, Anurag Pagaria, Nachammai Savithiri both at Blume Ventures; the many countries that make up the country of India; bifurcated between India1, 2, and 3; gross fixed capital formation, fintechs, the consumption led boom that India is experiencing, the space industry, and much more.


Recorded June 25th, 2024.


Read a full transcript (https://www.mercatus.org/ideasofindia...)  enhanced with helpful links.


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Timestamps


(00:00:00) Intro (00:09:16) Private Consumption and Fixed Capital Formation


(00:14:15) Gross Fixed Capital Formation (00:22:39) Regime Uncertainty (00:26:51) The Indian Consumer (00:35:10) Bottlenecks and Reforms (00:42:18) Mutual Funds Savings Model (00:47:33) Path from Seed to IPO (00:55:40) India's Foreign Investors


(01:00:57) India's Fintechs


(01:11:09) Space Tech in India


(01:17:36) What's on Pai's Bookshelf?


(01:23:39) Outro