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My intuition tells me it's a combination of:

* They eventually will build one, but Indian consumers are (as of right now) less valuable to them (from an ad targeting perspective) than other geographies e.g. the economic/time/effort investment ROI is better elsewhere in the short term

* SE Asia (and their POPs there) have reasonable connectivity to India, so it might good enough for the time being



That's not quite the answer he gave to this exact question in the video: geopolitics and cost were the major reasons, they want pops there.




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