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Lightspeed’s $500M bet on India with 1/3rd in AI Companies | Dev Khare

Is it time for investors to move beyond the valley when analyzing India?

Dev Khare, Partner at Lightspeed agrees.

He shares with us an interesting view on two funding models:

The Silicon valley model begins with raising millions of dollars & going through huge negative cashflow for years. Hopefully building a great product or maybe even creating a new market. And a few years later, comes out with super fast growth & revenue potential of millions & billions of dollars.

Whereas, in the Compounder model companies raise little to no funding in early days. They don’t go to negative cash flow…

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