Snapshot · Excess Returns
India's equity market has underperformed the broader EM index by almost 90% since approximately September 2024, largely reflecting prior overvaluation and EM's strong AI-driven rally.
Where this was said
At 44:45 · chapter starts 42:00
India offers the best long-term EM ingredients — young population, low credit penetration, pro-business government — but has underperformed EM by ~90% since September 2024 as the anti-AI trade. [1] — Ian Smith "India has everything for long-term growth: young population, low income per capita, low credit penetration, pro-business government. But it…" 44:00
India has everything for long-term growth: young population, low income per capita, low credit penetration, pro-business government. But it's a net energy importer with no AI supply chain exposure — making it the anti-AI trade and punishing it with nearly 90% underperformance vs. EM since September 2024.
Sam built Algrow from zero to $14,000 in monthly revenue within just six months of shipping his first MVP.
Algrow reached over 10,000 users in roughly six months, driven almost entirely by organic Discord community growth.
Sam acquired his first 400 users entirely through Discord communities, without paid advertising or traditional outreach.
Algrow added exactly 480 new paying customers in its most recent month, demonstrating strong ongoing growth.
Sam's Stripe dashboard showed over £10,000 in revenue in the last four weeks, equivalent to roughly $13,000–$14,000 USD.
Sam gave all early users free access so they could show the tool to friends, turning them into live demos and advocates who helped the product spread virally.
By silently screen-sharing his tool in Discord voice chats rather than posting links, Sam attracted curiosity without violating no-self-promo server rules.
Before building Algrow, Sam and two friends made over $10,000 in revenue through affiliate marketing for RizzApp by posting faceless texting story content.
Bhanu grew SiteGPT to $13,000 monthly recurring revenue entirely through organic channels, spending nothing on paid marketing.
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