Welcome to this episode of Intelligence Unscripted. Today, we're diving into an engaging discussion with Harshjit Sethi, Managing Director at Peak XV Partners, who brings a wealth of knowledge and expertise in AI investments. This conversation will provide Harsh's unique perspective on the AI thesis, the dynamic between infrastructure and applications in the AI ecosystem, and how these components are shaping the future of technology and business. Join us as we discuss how AI innovations and investment strategies have transformative effects on industries and society at large. 💡 Key Moments in the Conversation: 00:00 Introduction to Harsh Sethi and Peak XV 00:26 Harsh's AI thesis on AI investments 01:37 Reimagining categories using AI 02:01 The innovator's dilemma in the age of AI 03:00 Examples of AI-driven innovation 05:39 AI progress in IT services 07:00 Risks and challenges in AI investments 10:00 The importance of differentiation in AI startups 14:39 Seeding the AI ecosystem 20:39 Future of AI in India: Looking ahead 🌐 Explore more at our website: https://peopleplus.ai/ #Entrepreneurship #AIInvestments #Innovation #StartupFunding