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We get a lot of companies come say 'this worked in China, the US—this will work in India.' That playbook is over.
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In most cases one can almost always convince oneself that the market's not large enough and we've made that mistake a couple of times.
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When I first started investing in India in 2002, it was very difficult for a founder to convince his family he wanted to start a company. That was taboo.
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I love working with founders that are looking for a partner, not just capital. Capital is a commodity.
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Storytelling is one of the most underrated characteristics of a strong founder.