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The gap between what the market thinks about emerging market tech and what's actually happening is where all the money is.
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After 15 years at Tiger, I wanted to invest my own way. Smaller fund, fewer positions, deeper relationships with founders.
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Flipkart was a billion-dollar bet in a country where most investors wouldn't put a million. That's where the returns were.
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The best opportunities are in markets where great entrepreneurs meet massive populations coming online for the first time.
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I don't do 50 deals a year. I do 5. But I go deep on every single one.