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Sequoia heats up early-stage startup investments in India and Southeast Asia


On a recent winter morning in New Delhi, Rajan Anandan and Pieter Kemps were pacing on the floor of a five-star hotel, quizzing a group of over two dozen young startup founders about their goals. One founder set eyes on getting the most downloads in the mobile gaming category. Another pledged to reach an annual recurring revenue of $100 million in a few years.
“When you think about how big you want to get, don’t think about $100 million or $200 million in revenue,” Anandan told the gathering, now fully silent.
“Doesn’t matter what company you’re building; that’s not thinking big enough at all. There’s no enduring company on the planet that is a $100 million reve …

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