Today’s episode connects India’s new AI success stories, a global capital reset, and real-asset innovations — with founders and investors thinking long-term.
🔥 News Highlights
Google’s AI Futures Fund backs Indian coding startup Emergent — vibe-coding, no-code + AI, 2.5M users, $25M ARR in five months.
Tiger Global steps back with a $2.2B “cautious fund” — shifting to high-conviction, slower-deployment venture investing.
Microsoft to invest $17.5B in India by 2029 — hyperscale data-centres, AI infrastructure expansion and training 20M Indians.
Paramount / Affinity Partners launches a hostile bid for Warner Bros. Discovery — throwing a wrench into the streaming-studio deal frenzy.
🎙️ Guest Segments
1/ Hemant Mohapatra — Partner, Lightspeed IndiaWhy deep-tech from India still matters: from quantum to robotics, and how frontier bets might shape the next decade.
2/ Saket Agarwal — Founder & CEO, OnnivationOn building cross-border startup bridges (US/Israeli ⇢ India); how you vet global founders for “India-ready” scale; what a successful India-market win looks like.
3/ Shiv Parekh — Founder, hBitsWhy fractional real estate / SM-REITs may redefine property investing in India now — and how changing work and housing patterns are reshaping demand.
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