INDIAN ECON, POLITICS, SOCIETY + BTC PRICE

[JSRAW]

^^ as per reports and Mittal's own public statements, all the interested parties are waiting for the same and Airtel was first in the line.

Musk just wanted a special treatment and red carpet welcome, which didn't happen and hence the tantrum.

So both Airtel and Jio will collab with Starlink to introduce the services in India? Or Jio is planning to have their own product because when we had such issues some tech youtubers were claiming that Jio have plans to do what Elon did with starlink but we don't even have the basic plan yet that is why Ambani is influencing the government to avoid the introduction of Starlink until the native Jio product is completely ready.

Airtel backed one web is already there and waiting for approval. Reliance also announced that their plan includes 1600 satellites and 20-ish ground stations.

Also, considering our past experience like 1999 kargil war when we were denied gps access ( NavIC was born because of this crisis) so don't think anyone want to depend on US much. Backing local guy makes lot more sense from strategic POV.

Idk what kind of collaboration would happen between all 3 parties, maybe starlink planning to use desis ground stations for their services, can't be sure.

[eaLiTy]

~
Airtel backed one web is already there and waiting for approval. Reliance also announced that their plan includes 1600 satellites and 20-ish ground stations.

If Airtel already has a satellite collaboration and is waiting for government approval, why join with Starlink. I am also a bit confused by Jio's plans to launch its own network, yet collaborate with Starlink. We can only speculate unless the collaboration details are made public.

Also, considering our past experience like 1999 kargil war when we were denied gps access ( NavIC was born because of this crisis) so don't think anyone want to depend on US much. Backing local guy makes lot more sense from strategic POV.

We have good relations with the US now, though historically that was not the case. Russia and Israel have actually stood by India when it mattered, and it is always great if we have our own local option.

Here backing the local does make any difference according to your point as these satellites are not controlled or operated by Indian companies.

Idk what kind of collaboration would happen between all 3 parties, maybe starlink planning to use desis ground stations for their services, can't be sure.

Starlink provides the satellites, while the services and devices will be distributed by Airtel and Jio, though from the reports, Starlink will still have complete control.

Since we already have two private Indian companies sharing the profits, why not bring BSNL into the mix as a strategic move by the government. I don't have high hopes though, but it would be great.

[Cointikka]

@eaLiTy & @JSRAW. Starlink will be the only company in India that will provide satellite internet services to retail consumers, which are meant for people like us. Airtel and Jio's satellite services will be for enterprises, not retail consumers. Starlink needs these two companies because they are the biggest mobile service provider in India. Everything has already been decided, but the problem here is that Starlink is not cheap, whereas 5G internet services in the world are the cheapest in India. I said previously, Elon realized this big gap and wanted to see through his platform whether Indians would buy his internet services.

Recently, I came across a comparison report by Tesla on why Indian's should buy Tesla over other cars. This was done to promote Tesla which is struggling to penetrate one of the biggest car market in the world.

[JSRAW]

^^
Only company, How did you came into this conclusion and with what reasoning? Mota bhai want it's share in a pie, like he usually do. Readymade market hai uske liye so why'd he step away from it.

If tesla and starlink aren't in mood of any kind of investment ( which government wants from tesla etc), don't think they'll capture much market here. Also, everybody knows we are price sensetive market.

[Bitcoin Smith]

If tesla and starlink aren't in mood of any kind of investment ( which government wants from tesla etc), don't think they'll capture much market here. Also, everybody knows we are price sensetive market.

Regarding Tesla, they have a manufacturing unit here already, if I am not wrong, but the problem here is our chaotic traffic, so Tesla Autopilot and other standout features from a regular car are completely useless in our country, so paying that big price tag is not for the regular customers and only for those who want to have it. While Indian brands like Mahindra is trying something that is suitable for Indian roads with reasonable and futuristic options.

Starlink won't get a big market share because the ISP here provides it much cheaper, maybe hill regions and remote areas will attract some customers.

BTW, Jio launched its 3-year 5G unlimited plan for prepaid users at 10K, so it's worth grabbing.

[Munshi Prem Chand]

Our media and babudham are medicore at best, all they do is cheer leading based on who's spanking them less.

Jab woh jeeta, woh bhi aacha tha aur jab woh hara, woh bhi aacha hai. Har situation mein small win for India and political leadership muh fulaye baithe rehti hai phupha ji ki tarah.

Haan bilkul ye to confirm hai. Media toh har baar wahi karta hai. Jeet ho ya haar, hamesha "India ke liye positive" nikaal leta hai. Actual analysis kam spin zyada.
H1B aur immigration pe pressure abhi bhi wahi hai. Midterm se bas thoda time mila hai baaki kuch change nahi hua.

[JSRAW]

If tesla and starlink aren't in mood of any kind of investment ( which government wants from tesla etc), don't think they'll capture much market here. Also, everybody knows we are price sensetive market.

Regarding Tesla, they have a manufacturing unit here already, if I am not wrong, but the problem here is our chaotic traffic, so Tesla Autopilot and other standout features from a regular car are completely useless in our country, so paying that big price tag is not for the regular customers and only for those who want to have it. While Indian brands like Mahindra is trying something that is suitable for Indian roads with reasonable and futuristic options.

Starlink won't get a big market share because the ISP here provides it much cheaper, maybe hill regions and remote areas will attract some customers.

BTW, Jio launched its 3-year 5G unlimited plan for prepaid users at 10K, so it's worth grabbing.

No, they don't manufacture anything here and operate as import only and retail.

There was some talk in 2025 that they are looking for manufacturing plant in India but then random reports popped up about backing out from the commitment due to various reasons, gov denied it.

[Cointikka]

No, they don't manufacture anything here and operate as import only and retail.

There was some talk in 2025 that they are looking for manufacturing plant in India but then random reports popped up about backing out from the commitment due to various reasons, gov denied it.

Since they do not build in India, that is the reason why their cars are so costly in India. They still import the car as a brand and try to sell it in India from China. And then they want to compare their cars for the Indian market in terms of saving money. I am still not able to find that X post that went viral. If anyone can, then post it in this thread, quoting my reply.

BYD and Tesla use the same battery. BTW.. @Bitcoin Smith, Tesla operates way better in traffic-like conditions like ours than BYD. The only problem is that they are using the battery tech of BYD, but BYD yet cannot replace their AI that Tesla uses for automation of their cars.

[Bitcoin Smith]

No, they don't manufacture anything here and operate as import only and retail.

There was some talk in 2025 that they are looking for manufacturing plant in India but then random reports popped up about backing out from the commitment due to various reasons, gov denied it.

Since they do not build in India, that is the reason why their cars are so costly in India. They still import the car as a brand and try to sell it in India from China. And then they want to compare their cars for the Indian market in terms of saving money. I am still not able to find that X post that went viral. If anyone can, then post it in this thread, quoting my reply.

BYD and Tesla use the same battery. BTW.. @Bitcoin Smith, Tesla operates way better in traffic-like conditions like ours than BYD. The only problem is that they are using the battery tech of BYD, but BYD yet cannot replace their AI that Tesla uses for automation of their cars.

Yeah, I remember now and it was Apple that moved their manufacturing unit because of tariffs and other political reasons so I got confused it with tesla. So Tesla price will be atleast due to import tax and GST and cess; that is why the cost is doubled here and then we have road tax and such make it 200 to 250% higher than in the US.

Tesla Autopilot work in India? I watched some videos and it said it doesn't work and almost stalled when it tried running on auto pilot mode.

[JSRAW]

^^ would've been much better if they could've take the Apple's route and slowly moved onto supply chain.

Apple and local vendors did it within 5 years. It started as assembly and then local vendors even managed to add value of 20%-30% local stuff ( which government wanted) so it isn't impossible.

[Cointikka]

Apple and local vendors did it within 5 years. It started as assembly and then local vendors even managed to add value of 20%-30% local stuff ( which government wanted) so it isn't impossible.

Bhai, just wait another 5 years and we will see a rise in local mobile manufacturing companies coming up with the latest model, better than the Chinese and the US mobile giant Apple. These local vendors will be the ones who will come up with a new brand offering cheap hi-tech gadgets at a price that Chinese brands will not be able to compete with desi mobile. This is what the Chinese did in the last 2 decades.

Elon knows this, and that is why he is not shifting his manufacturing to India or Vietnam. For example, I will not be quoting any source here, as you guys can do a Google search. The Vietnamese auto giant VinFast had a mass recruitment of R&D and upper management from employees who were part of Tesla in China and BYD. Still, that car is shit to me when I drove our home grown TATA EV or Mahindra EV and compared it in different specs.

[Bitcoin Smith]

Apple and local vendors did it within 5 years. It started as assembly and then local vendors even managed to add value of 20%-30% local stuff ( which government wanted) so it isn't impossible.

Bhai, just wait another 5 years and we will see a rise in local mobile manufacturing companies coming up with the latest model, better than the Chinese and the US mobile giant Apple. These local vendors will be the ones who will come up with a new brand offering cheap hi-tech gadgets at a price that Chinese brands will not be able to compete with desi mobile. This is what the Chinese did in the last 2 decades.

I doubt we can compete with the Chinese in the electronics market because we lack innovation as well as the infrastructure for that. Do we have any proper Indian smartphone brand?

Most of those who claim to be proudly Indian made are nothing but rebranded or assembled ones from China. We have the market but need companies to take risk or we need better policies from the government to support the startups?

[Munshi Prem Chand]

...

I think 5 Years is too short. You have to remember that manufacturing and branding in India will be completely different to that of China. China has taken years to build their supply chain, R&D and market share. Although we do have companies such as Lava we would struggle to get to the level of Xiaomi, Samsung, Apple.

Tata and Mahindra are nowhere near at the level of VinFast. The auto industry and smartphone industry both have their own challenges. I would prefer them to organically grow rather than compete with global brands within 5 years.

[Cointikka]

I think 5 Years is too short. You have to remember that manufacturing and branding in India will be completely different to that of China. China has taken years to build their supply chain, R&D and market share. Although we do have companies such as Lava we would struggle to get to the level of Xiaomi, Samsung, Apple.

So here is the timeline and the reason why I said another 5 years.
1. 2017 Apple started initial assembly
2. 2019-2022 partners Foxconn & Pegatron expanded their operation
3. 2023-2024 TATA Group acquired Pegatron and Wistron’s facilities.
4. By 2025, Apple scaled up its manufacturing in India significantly.
My question to you is that do you think that from 2017 till 2025, Apple was not using local vendors? I can vouch that they were using a lot of local vendors before scaling up their production in India. It is usual for a big giant to test local vendors and conclude on a few. This is why I said wait for the next 5 years. When the TATA group gets involved, they will create an R&D division, which they will use and also give potential info to these vendors. What they will do is only copy it, as the Chinese vendors did, and then redesign it using AI-based software.

See, after AI came into existence, things are not that similar to what they used to be before. Even Houthi rebels have use Claude to design and develop their rockets to attack Saudi Arabia.

Tata and Mahindra are nowhere near at the level of VinFast. The auto industry and smartphone industry both have their own challenges. I would prefer them to organically grow rather than compete with global brands within 5 years.

I disagree when you say VinFast is far better than TATA EV or Mahindra EV. You need to see the review by MKBHD, plus you need to test-drive it yourself and then test-drive what Indian car brands are producing. The Indian car brands are still evolving in the EV market, but they know what Indians need and what kind of roads we have. They also know what kind of Indian charging network we have. These guys have no clue about it.

Vinfast reminds me of the mistakes that Ford and Harley made when they launched their products in India.

[Ta BTC]

Tata and Mahindra are nowhere near at the level of VinFast. The auto industry and smartphone industry both have their own challenges. I would prefer them to organically grow rather than compete with global brands within 5 years.

I disagree when you say VinFast is far better than TATA EV or Mahindra EV. You need to see the review by MKBHD, plus you need to test-drive it yourself and then test-drive what Indian car brands are producing. The Indian car brands are still evolving in the EV market, but they know what Indians need and what kind of roads we have. They also know what kind of Indian charging network we have. These guys have no clue about it.

It is too early to speculate on who is going to win in the EV race. Suzuki is not showing that much interest on launching EV vehicles from the beginning of EV revolution because Suzuki wants to dominate below 10 Lak segment whereas EV will increase the cost segment toward 14+ Lak. But, TATA and Mahindra have been working on EV to capture the market share and in that Mahindra dominates only in SUV segment but TATA got EV cars in every segment and for every beget range.

This means TATA may dominate in EV vehicles by number of sales.

But, we cannot underestimate Suzuki here as they have mastered the DNA of Indian car market. They may try to capture back the market in EV as well at any time by capitalizing  others' hard work of developing EV infrastructure like charge stations

[Munshi Prem Chand]

...

You're right. Things are moving much quicker and Tata's getting involved which is great, but having manufacturing and building a brand in India are vastly different. While Apple vendors have increased their domestic value addition to above 20%, most high value parts are still imported.

While AI can speed up development, you still need lots of years of engineering expertise and a good component supply chain. Even for Claude, reports say the rocket test didn't go well and they never developed a working weapon.

I'm not saying it can't be done by Indian companies, but just don't underestimate how hard it can be to create a global brand.

[Cointikka]

It is too early to speculate on who is going to win in the EV race. Suzuki is not showing that much interest on launching EV vehicles from the beginning of EV revolution because Suzuki wants to dominate below 10 Lak segment whereas EV will increase the cost segment toward 14+ Lak. But, TATA and Mahindra have been working on EV to capture the market share and in that Mahindra dominates only in SUV segment but TATA got EV cars in every segment and for every beget range.

This means TATA may dominate in EV vehicles by number of sales.

But, we cannot underestimate Suzuki here as they have mastered the DNA of Indian car market. They may try to capture back the market in EV as well at any time by capitalizing  others' hard work of developing EV infrastructure like charge stations

You are forgetting one fact these two Indian companies are already present in the global market. Either through the companies they bought or through their innovation. As I have said earlier just go and take a test ride trhen only you will understand what Indian companies are offering and what global giants are offering. There is so much difference in ergonomics, maneuverability, and efficiency that you will only understand when you drive them and compare them with those giants.

India is no longer the India you guys are thinking of in 2026; it is different, and it has become unique. I recently travelled on the Vande Bharat Express. Oh.. my.. my 130 KM/PH does not show up while you're seated until you look outside the window and the displayed speedometer. It is so smooth even when the food was served, none of the ingredients spilled over, and none of the water.

I say 130 KM/PH was just so smooth and comfortable I cannot explain. The seating chair felt so comfortable that I slept almost all the time while travelling. There was one issue, which was the food it is still shit like before, but the service was fast and efficient.

India is no longer what it was before 2014 it is now very different, and I have experienced most of it due to the day/ night job I have.

[weallbitcoiners]

It is too early to speculate on who is going to win in the EV race. Suzuki is not showing that much interest on launching EV vehicles from the beginning of EV revolution because Suzuki wants to dominate below 10 Lak segment whereas EV will increase the cost segment toward 14+ Lak. But, TATA and Mahindra have been working on EV to capture the market share and in that Mahindra dominates only in SUV segment but TATA got EV cars in every segment and for every beget range.

This means TATA may dominate in EV vehicles by number of sales.

But, we cannot underestimate Suzuki here as they have mastered the DNA of Indian car market. They may try to capture back the market in EV as well at any time by capitalizing  others' hard work of developing EV infrastructure like charge stations

You are forgetting one fact these two Indian companies are already present in the global market. Either through the companies they bought or through their innovation. As I have said earlier just go and take a test ride trhen only you will understand what Indian companies are offering and what global giants are offering. There is so much difference in ergonomics, maneuverability, and efficiency that you will only understand when you drive them and compare them with those giants.

India is no longer the India you guys are thinking of in 2026; it is different, and it has become unique. I recently travelled on the Vande Bharat Express. Oh.. my.. my 130 KM/PH does not show up while you're seated until you look outside the window and the displayed speedometer. It is so smooth even when the food was served, none of the ingredients spilled over, and none of the water.

I say 130 KM/PH was just so smooth and comfortable I cannot explain. The seating chair felt so comfortable that I slept almost all the time while travelling. There was one issue, which was the food it is still shit like before, but the service was fast and efficient.

India is no longer what it was before 2014 it is now very different, and I have experienced most of it due to the day/ night job I have.

I was really surprised with all your views and posts, but your last sentence made my day because this has already been an argument around me for some time.

Better change your mindset also because before 2014 things were also on a good level but recently going much better and aggressively.

[Cointikka]

Better change your mindset also because before 2014 things were also on a good level but recently going much better and aggressively.

Charlie! Chup ho jaa. Least bothered and yet laughing at your economy as an Indian. Your time is out and your livelihood is out if you are still living there, then you will understand.. BTW.. you are out of your motherland in a European country, crying, pissing on yourself & shitting on your motherland. This is the new India that I represent koi problem hai to maa chuda..

Why hide behind an alt? Chuda aslam bubul? for fuc sake, show yourself if you are one father's son

I am asking this because I know the secret...Charlie~!

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