Episode 8 - Cathy Guo on the Inflection Point in Indian Entrepreneurship
Episode description
Cathy Guo is an investor, author, and founder. She currently manages Indian investments for Antler, the world's fastest growing VC firm.
Timestamps:
0:00 Intro
0:48 Cathy's journey from China to India via the West, writing Myth of the Entrepreneur, and who an entrepreneur really is
5:07 Entrepreneurship in India v/s the U.S., and how "mission-focused" companies should think about giving back
9:16 Cathy's perspective on Indian Entrepreneurship today, and how yoga ties into this
12:37 Antler and its vision for early stage investing in India
18:42 The mental models Antler uses to identify investments
23:43 Identifying exceptional people
26:07 What separates a VC business from a traditional business?
28:49 Common characteristics of great founders
32:48 Exciting spaces in India (hint: a big one is crypto)
34:02 What is DeFi?
38:01 Developments in crypto this cycle, and Cathy's work at Dunya Labs
42:01 Opportunities in crypto
44:46 Government intervention in crypto
49:40 How can India benefit from crypto?
53:47 Cathy on her First Principles
59:46 Promises of Immortality
1:02:17 Meditation
1:07:32 What problem would you solve if money was not a constraint?