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▲ ramshanker 13 hours ago

Happy to hear India got mentioned by the same executive during that conversation. We are just started buying from them. I went to Semicon India 2026, held in delhi last week. The energy was amazing. Really pleasant. all big names including ASML.

▲roenxi 12 hours ago | parent | next [-]

It's is heartening looking at a country like India and thinking that it only seems to be a little behind China on the same trajectory. The little flashes of news as they start settling in to more interesting and high tech industries. Whatever good or evil comes out of their growing geopolitical power at least that is another billion people with a clear enough path to wealth and prosperity.

▲rayiner 4 hours ago | parent | next [-]

India is more than a little behind China. Which is depressing, considering that the two countries were equal in GDP per capita as recently as 1990: https://m.thewire.in/article/economy/from-1960-to-1990-india...

▲pixelatedindex 2 hours ago | parent [-]

They kinda did that to themselves, but it's slowly changing. My partner's iPhone 16 is made in India. They really do lack waste management infrastructure though, and it's pretty crucial for this type of manufacturing. They should also borrow the regional concentration of industries that China has done, it really does make things more efficient.

▲roenxi 11 minutes ago | parent | next [-]

> They should also borrow the regional concentration of industries that China has done, it really does make things more efficient.

That is actually something of a natural phenomenon (see [0] it is a large topic). Historically when a centre of excellence forms it tends to be a tight geographical region learning how to do work well.

Government policy should be cluster-friendly but as long as policy doesn't get in the way it happens naturally. The incentives on businesses are to form a cluster independently because the cluster in-group outcompetes businesses outside the cluster.

[0] https://en.wikipedia.org/wiki/Economic_geography

▲dlisboa 41 minutes ago | parent | prev [-]

You can't just "borrow" some of the things from China without China politics. Regional concentration there is directly tied with their hukou system. No democratic government is able to implement that system without collapsing.

Most of China development is sui generis and not replicable elsewhere.

▲malshe 10 hours ago | parent | prev | next [-]

> a little behind China on the same trajectory

In my opinion, India is around 30 years behind China. This is unlikely to change for several reasons. However, the primary reason is that no Indian government ever had a manufacturing policy that comes close to China's. The service economy is strong but employs a tiny percentage of the population.

Most of Indian government spending is on welfare followed by endemic corruption. It leaves very little money for nation building.

▲Scoundreller an hour ago | parent | next [-]

For whatever reason, India had quite a lead on pharma manufacturing and still runs carries its own pretty well

▲shash 9 hours ago | parent | prev [-]

Thirty? Try more like 10, and that’s only for the advanced nodes. Everything else, we will have capacity coming online soon enough.

Design, the gap is nonexistent in terms of talent deployed (though we have some way to go to have homegrown product companies). Which puts us roughly where Europe is.

Also consider, a tiny percentage of the Indian population is a ridiculous number of people. Dwarfing pretty much any other country except China.

Your last point on welfare and corruption is also false; 35% of government spend is on interest payments (which is kind of normal for most countries?) and 30% is on infrastructure and other capex. Defence is 8% and central welfare schemes plus co-sponsored schemes with the states are only 26%. The point being, while corruption is definitely a problem, it doesn’t significantly come out of the central budget. And welfare is smaller than infrastructure spending even if it’s quite significant (and it better be, in a country like this).

▲malshe 3 hours ago | parent | next [-]

If India is 10 years behind China, that would mean in 2036 India will be where China is today. What's the chance of that happening?

Only an estimated 6 million Indians work in IT and tech services where the money is. India's working age population is approximately 950 million. India had the golden opportunity to bring manufacturing to India when Western companies wanted to reduce their dependence on China. But it wasted it.

I don't know where you are getting that 30% spending on infrastructue.

▲newsclues 2 hours ago | parent [-]

Indeed look at manufacturing and realize that it takes more than 10 years to change a culture.

▲anukin 4 hours ago | parent | prev [-]

The infrastructure spending is where and how the corruption happen. The cases of bridge collapses in bihar gujarat, the mp 90 degree bridge etc should be obvious cases of corruption.

▲dnautics 4 hours ago | parent [-]

it's not like bridges don't collapse in china. There were two major ones last year.

▲malshe 3 hours ago | parent [-]

The point is to learn good practices from China.

▲maxglute 9 hours ago | parent | prev | next [-]

> another billion people with a clear enough path

The opposite, all historical clear paths i.e. manufacturing/export led model is closed/closing (geopolitics + being automated away). Less clear service export also closing. The growth path that employs 100s of millions and 10s of millions are not available to Indian.

Reality is even PRC with most favorable conditions still left behind ~400m people because there's only so many opportunities. It's one thing to have ~1B who made it supporting ~400m who didn't vs India trending towards 1.7 B... and if they end up with 500m that makes it, and 1.2B that doesn't, then things may get very ugly in terms of governance. Now that 500m middle/upper class is large enough that India will in aggregate "make it" as geopolitical power, as in climb the tech tree, but due to sheer population and opportunities that looks now foreclosed, most of Indian's statistically, simply, won't. And when numerator/denominator of haves/have not too skewed, there's nothing haves can do (redistribute) even if they wanted to, which lbh, they won't. IMO this pretty much baked in dynamic for India for next few generations, unless we discover abundance.

▲insaneirish 11 hours ago | parent | prev | next [-]

> It's is heartening looking at a country like India and thinking that it only seems to be a little behind China on the same trajectory.

Depends on what you mean by "a little behind". Reading Patrick McGee's "Apple in China" (https://en.wikipedia.org/wiki/Apple_in_China) made me think otherwise.

▲kubb 3 hours ago | parent | prev | next [-]

Hope they can solve the whole littering problem somehow.

▲brazukadev 12 hours ago | parent | prev | next [-]

> a little behind China on the same trajectory

I'm hoping for India development but that is quite far from the truth yet.

▲soulofmischief 12 hours ago | parent | prev | next [-]

India's caste system ensures by design that wealth and prosperity will not be evenly distributed.

▲roenxi 12 hours ago | parent | next [-]

I remember when China was poor and everyone was talking about how their communal society guarenteed poverty. Then they started getting wealthy and the story became their communal society was what allowed them to be wealthy. The US is similarly either propelled by or crippled by their individualism depending on whether they've had a good year or not. India will no doubt be similar.

IMO the evidence suggests it is mostly tax policy and whether people are allowed to start and run businesses. Culture is important insofar as it affects those areas of policy. Getting wealthy is literally as simple as being able to create new wealth and keep it, plus lots of time. People don't choose to stay poor unless someone with a gun forces them to be poor.

▲spaqin 12 minutes ago | parent | next [-]

Their communal system hasn't been relevant since the mid 80s when Deng Xiaoping got inspired by Thatcher and opened up the economy. The name remained, though.

▲winter_blue 3 hours ago | parent | prev [-]

> Getting wealthy is literally as simple as being able to create new wealth and keep it, plus lots of time. People don't choose to stay poor unless someone with a gun forces them to be poor.

Yes, that sums it up. The biggest problem is government officials who get in the way of starting or running a business, ask for bribes, and generally make it impossible to do any non-software non-backoffice business work. Plus taxes.

▲Aromasin 12 hours ago | parent | prev | next [-]

You could say the same of the aristocracy of Europe over the last few hundred years, but that has effedtively crumbled. There's remnants of "old money" families that were upper-class, but for the most part the merchant class took control of the system that held them down. It took many generations, but the blue blooded dynasties are a dying breed.

Arguably India has the class system tied to the prevailing religion, but religion too has faded with modernity. Systems have a habit of breaking under strain and time.

▲rayiner 3 hours ago | parent | prev | next [-]

China has a legal caste system in the form of birthplace registration and limits on internal migration.

▲kryogen1c 12 hours ago | parent | prev | next [-]

I think you mean all systems by design do not distribute wealth and prosperity evenly. Thats actually not a thing.

▲brookst 12 hours ago | parent | prev | next [-]

Is it evenly distributed in China or the US?

▲anon291 11 hours ago | parent | prev | next [-]

I am a critic of Indias caste system but China has a state sanctioned caste system while the caste system is condensed by the Indian state and the state takes explicit (many think it over does it) steps to try to mitigate the effects of the caste system

China on the other hand defined your government benefits and the jobs you may get based on where you were born. People born rurally have to fake documents to work illegally in cities.

India has a ton of problems, but china is much worse when it comes to human rights. It's not even right to compare the two countries. India is a flawed somewhat liberal democracy (especially for the region of the world, India is a shining beacon on a hill surrounded by repressive regimes), while China is essentially a dictatorship

▲tancop 8 hours ago | parent | next [-]

The hukou system is nothing like that. It's an internal migration thing that works like moving to another country, you can gain "citizenship" of a different area and live there with full benefits.

It was also designed for a clear purpose (slowing down migration into cities that weren't ready to accept it) and was pretty successful, it just outlived its usefulness and became corrupt. Not the same as something based on ancient class divisions that was probably never that useful in the first place.

People work illegally because getting a stamp legally is hard if you don't have money or contacts in the local administration. Same reason as illegal immigrants anywhere else. The central government has been pushing to raise registration quotas and make the process easier but it's clearly not enough.

▲drTobiasFunke 4 hours ago | parent | prev | next [-]

Well.. caste based discrimination is illegal. But caste based handouts are legal. So a reverse discrimination based on caste is legal and state supported. The only reason caste exists in 2026 is because there are state sponsored incentives if you belong to certain castes.

▲anon291 8 hours ago | parent | prev [-]

Sorry I mean condemned*

▲irishcoffee 12 hours ago | parent | prev | next [-]

I don’t understand why people replying to you are defending a caste system like it’s an ok thing. This site blows my mind sometimes.

▲numpad0 3 hours ago | parent | next [-]

It can be complicated to draw a line between cultural elements worth preserving and crazy religious fantasy that needs to go. Indian caste system, IIUC, is deeply intertwined with their identity and ethics that it cannot be just cut out and removed. It is also partly coming from practical needs just like food related taboos of Middle Eastern religions that would need to be explained for its removal to be justified following the Chesterton's Fence principle.

---

absolute OT trivia that I needed a place to drop: the Indian karma system do not consider beings outside of animal kingdom, e.g. a roadside tree, to be alive and directly involved in the karma and reincarnation and all that, and apparently so did not the original Indian Buddhism. It was originally Chinese, and more prominently Japanese, exposition and localization of Buddhism that changed it up to be the current Studio Ghibli form of it that yes mountains and rivers and 100 year old Italian combat biplanes can all be alive and sentient and that you just ate a carrot is a sort of your original sin and even strictest of vegetarianism is not guilt-free. Your LLM can elaborate on this if necessary...

▲blackoil an hour ago | parent | prev | next [-]

Toxic Nationalism.

▲anon291 11 hours ago | parent | prev | next [-]

I'm from what would have been considered a low caste in India. The moment people mention India, people bring up the caste system as if it's the cause of every issue there or as if other countries don't have similar problems. Unequal wealth distributions are common. While it makes sense for Indian nationals to want their government to do better than other countries and eliminate social inequality (a feat no other country has ever accomplished), outside observers comparing ought to benchmark countries against one another fairly. All countries have social inequality. If India were to eliminate social inequality it would become superior to most countries on the planet. That seems to me a utopian dream, but I understand why someone living there might want that.

For the rest of us, I think we need to be reasonable in our assessments, especially when the other country under discussion is China.

▲irishcoffee 10 hours ago | parent | next [-]

I guess the difference is social mobility in the US exists, a lot of successful founders in the US come from poor beginnings. In India you cannot legally change your caste for your entire life, if I’m not mistaken.

Seems like it isn’t a system worth defending. China has so many issues, it also blows my mind that people around here defend and praise China like they’re doing good things. They aren’t.

▲__rito__ 10 hours ago | parent | next [-]

Caste is mostly irrelevant in India outside of liberal arts department of so-called elite universities.

There are some pockets where this is not true, but they are exceptions.

And those comments aren't defending it.

Upward mobility is available in India, too. But remember that to have "upward mobility", there needs to be place at the top. For a country which has been under hundreds of years of regressive colonial rulers, there is not much place at the top.

Global wealth is much more in the US than in India right now, so it is not wise to compare rags-to-riches of the US with those of India.

India's government jobs, elite engineering and medical seats have a legal 50%+ quota for "lower" castes people. Did you know that? So, I am saying, 50%+ students graduating ALL elite engineering and law and medical and nursing schools, etc. are from these "lower" castes. Did you know that?

▲irishcoffee 10 hours ago | parent | next [-]

An yet legally, you are born and die in a bucket you have no say in whatsoever. From the outside looking in, seems wrong. Not dissimilar to Brave New World in some aspects.

▲__rito__ 9 hours ago | parent | next [-]

What if it becomes irrelevant?

I have always been taught that greatness is in work (karma), and not in birth (janma), and honestly I have seen it practiced.

A "lower" caste High School teacher gets visibly much more respect in our society than a random priest from "higher" caste.

▲irishcoffee 9 hours ago | parent [-]

Your counterpoint is “what if” ? What if a caste system didn’t exist?

▲shash 9 hours ago | parent | prev | next [-]

Actually, legally, caste doesn’t exist. It’s been abolished, except for schemes for socially eradicating it (which are controversial but conceptually no different from any other affirmative action).

Not to say it isn’t a problem. But race is still a problem elsewhere too.

▲dd8601fn 3 hours ago | parent [-]

Racial discrimination is bad and we should say that out loud, too.

▲anon291 8 hours ago | parent | prev [-]

There is no bucket. There is affirmative action. If you can prove you're a part of a group for which affirmative action has been granted they'll give you a certificate saying you're part of that group. This is in no way tying you to that group. It's just a scheme to give affirmative action.

This is like saying America's racial quotas (or former ones) put you in a 'bucket'. Caste is essentially race / genetics. You are not bucketed, it is simply a reality of your ancestry. Of course you can't change it.. you cannot change your genetics. This is a ridiculous goal post.

▲eldaisfish 10 hours ago | parent | prev [-]

This is complete and utter horseshit.

Caste is very much alive in India and this sort of blanket denialism reeks of upper caste privilege.

If caste is all that irrelevant, please go ahead with changing your surname to an obviously lower caste one. We will see how quickly you come crawling back to your so called “irrelevant” caste privilege.

▲__rito__ 9 hours ago | parent | next [-]

Why do you assume I am so called higher caste? My caste is under a bucket in India called "Other Backward Classes".

Honestly the caste never comes up. In almost any conversation. And I also grew up far away from megacities.

I only heard a couple of priests blabber about the glory of their caste, but they were piss poor and had nothing else to be proud of. And they were bad as priests as well. That is, you wouldn't call them if you care about pure Sanskrit pronunciation, carefulness and seriousness during rituals, etc.

▲conmod278 8 hours ago | parent | prev [-]

Reservation in education institutions and government job which is used to solve caste system are just doing Eugenics in disguise. Only gene pool of rich lower caste people benefit.

The people who suffered are dead. The people who committed discrimination are dead. Yet the whole nation has to accomodate. Reservation must be done on Pro-Rata basis. If one state like Kerela is advanced, doesn't do caste discrimination and another like Bihar is very much into it. Then only Bihar state should reservation, not whole of India.

▲anukin 3 hours ago | parent [-]

Reservation is one of the easiest way to play vote bank politics. It does not benefit anyone other than the politicians and the rich lower caste people.

▲malshe 10 hours ago | parent | prev | next [-]

If Indians could change their caste officially, everybody would be lower caste. In fact there are often protests and agitations by members of certain upper castes to label them lower caste. See this for an example: https://en.wikipedia.org/wiki/Maratha_reservation_agitation

▲anon291 8 hours ago | parent | prev [-]

It's a catch 22. India tracks caste because they're trying to get rid of it. America doesn't track race or social status or whatever. Legal status means nothing really. Especially in urban India, it's becoming very irrelevant what your background is. Are there bigoted regressive people? Yeah of course, but I mean... Those are everywhere. Are there more in India than elsewhere? Probably, compared to urban western nations. But India is like a century behind on social progress id estimate. Still ahead of China where your status is literally tied to your place of birth though.

As for changing caste... You only need to reference it if you're seeking government benefit. If you don't care about it, stop keeping track, and don't share it with your kids... They'll never know and just get assigned general or whatever they call it. Of course, since caste is literally genetic, anyone doing a genetic test will quickly figure it out. However a gene test is not enough for seeking caste benefit status if I understand correctly, so this is as erased as you can get

▲ 11 hours ago | parent | prev [-]
[deleted]
▲mitxela 11 hours ago | parent | prev | next [-]

Could be because they're used to it. Every country has a caste system of some sort.

▲irishcoffee 8 hours ago | parent [-]

“Of some sort” is doing a lot of heavy lifting. How many countries have a legal caste system?

Comparing the lack of a legal caste system because “of some sort” to a legal framework is quite the leap.

▲mitxela 8 hours ago | parent [-]

The USA, for example, has one based on money and connections.

▲Danox 2 hours ago | parent | next [-]

But India has a problem. India is one-third size of the United States or China, and they have 1.4 billion people and growing 2 billion or 2.3 billion is not going to work.

▲Scoundreller an hour ago | parent [-]

Bangladesh is already at ~3x the population density as India

https://en.wikipedia.org/wiki/List_of_countries_and_dependen...

▲CoastalCoder 3 hours ago | parent | prev | next [-]

It's a civil hierarchy, but I doubt that's what GP meant by "caste system".

▲jiggawatts 3 hours ago | parent | prev [-]

The USA has historically had a two tier system enshrined in law: one for "whites" and one for "coloreds". (There are two sets of bathrooms in the Whitehouse!) Just because the laws were technically repealed, doesn't mean that the system evaporated overnight.

Coloreds are still hugely overrepresented in the criminal "justice" system, they're still much poorer on average, are still disenfranchised en-masse through gerrymandering and voter ID requirements that accept shooters' club membership cards but not ID cards poorer blacks might possess, etc.

For all intents and purposes, the USA has a caste system that has evolved from an earlier system that was apartheid in all but name.

▲drTobiasFunke 4 hours ago | parent | prev [-]

Nobody is defending caste system. Its bad, and its already illegal as it should be. People are just calling out the hypocrisy when its implied that this kind of stratification is unique to India and unheard of elsewhere. I mean, the west had literal human slaves ffs.

▲mitxela 11 hours ago | parent | prev [-]

Isn't every country like that?

▲gosub100 4 hours ago | parent | prev [-]

with generations of parents forcing thier children to either be doctors or engineers, I would have expected India to lead the world in both of those categories.

▲maxglute 9 hours ago | parent | prev [-]

TBH India going to sanctioned if they ever make meaningful inroad. Outsourcing some IV design to Bengaluru, Hyderabad, prune is not the same as if India wants to start stepping on leading edge fabrication money printing toes. But short/medium term, western semi projected to have 100,000s talent shortage so India probably best hope for western semi to stay staffed. VS PRC who is brrrting out enough talent for entire indigenous vertical semis supply chain.