20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE

3379.479 - 3402.228 Jeff Wang

I think what they're seeing on the ground, I mean, I've been impressed, for example, by what Zomato has done. The stock price chart there is incredible. And to be able to go from the level of burn that they were doing early on to now really turning that into a profitable business. I think one of the things that we've seen in India is that that brutal level of competition that you saw