India’s HNIs are joining the AI gold rush by subscribing to shares of unlisted tech giants - OpenAI, Anthropic, xAI on secondary marketplaces like Forge Global & Nasdaq Private Markets long before they hit Wall Street. Loved writing this with my favourite colleague Ruchita Sonawane

On a day when web of deals between OpenAI - AMD - OpenAI - NVIDIA, Oracle, Microsoft etc is being talked about... Check out this detailed charticle from today's Eye on AI edition of the Economic Times which captures some of the biggest deals in the world of AI & their background.

🚨🚨Anthropic to expand India operations, invest behind Indic language AI models Anthropic will follow OpenAI and Perplexity in expanding its presence in India, as cofounder and CEO Dario Amodei visits the country. The AI firm behind Claude plans to open a Bengaluru office

BigTech companies continue to accelerate India infra plans despite global protectionist pressures.

First Google, now Meta ! Happy to see in the Economic Times today that Meta is planning to bring its subsea cable project ‘waterworth’ to #Vizag. This will further establish Vizag as India’s AI city and data city.

Spoke with the visionary mathematician, scientist who has many accolades to his name, including the recent Emmy Award for Technology. Tom Leighton, CEO, Akamai Technologies said markets will correct, AI bubble will burst, but those who win will reshape how we engage with the Web.

India’s big data center story is unravelling, with global hyperscalers and Indian conglomerates set to pour in some $50 billion over the next 5-7 years in combined capex, to take the total capacity to 9GW from 1GW fresh estimates by research firms showed. Economic Times ETtech

I was at the Gamma HQ in Rhode Island Street, San Francisco last week. Away from the downtown rush, in a sun-lit workspace, Grant Lee and some 15 odd ppl sat in shared rows. New furniture was still being unboxed as Gamma recently expanded its team from 25 to 52 people.

Interview with India #1 business newspaper

The Homeland Security has received 11,000 comments on its proposed rule to replace H1B lottery with a “wage-weighted” system. - India’s IT body nasscom has called it operationally disruptive and unfair. Could create geographical and sectoral inequalities: A Level 2 wage in New York

my life peaked a few mins ago…Balaji liked my post (╥﹏╥)

India’s new data protection law is projected to unlock a Rs 10,000 crore business opportunity over the next 3 yrs, as enterprises ramp up investments in privacy automation and compliance services. Consent management alone could represent 10% of the opportunity. Global vendors

ET IN THE VALLEY: SF-based Gamma, dubbed the “AI-powered PowerPoint killer”, counts India as its fastest-growing market, clocking 9.5 million users without a single dollar spent on marketing. Founded by a former consultant, the company now competes with Figma and Canva, and

IT companies are rewriting contract clauses to factor in geopolitical risk as a major concern in new deals. Analysts are calling this a state of “permacrisis” - a continuous cycle of geopolitical disruptions one after the other. These risks range from the proposed H-1B visa fee

Superb scoop by arijit barman and Himanshi Lohchab at this hour: AI rewriting rules as TCS does a PE partnership for a data centre play. TPG incoming.