#38 The Indian Tech Ecosystem & FJ Labs’ Thesis in the region

This week we are covering the state of the Indian tech ecosystem. We are joined by Luke Skertich, senior associate at FJ Labs, who is leading the charge with our Indian investments.

In this episode, we cover:

• The history of India’s tech ecosystem and the recent explosion in unicorns
• Why we are short term pessimistic, but medium and long term super bullish
• Why we are focusing on Picks and Shovels, Financial Infrastructure, and B2B Marketplaces