Sailing beyond Indus valley report

Sail to Artificial General Intelligence(AGI)

$9T wealth boom waits as we head to Singularity(AGI, ASI & more), where AI and humans become inseparable. Blume’s Indus Valley Report gives us a ship docking point —but going beyond it grabs one of dozens of big waves where wealth unlocks happen. We need to start now. Read on: how, when, what’s next?

What Indus Valley report by Blume VC tells & what it doesn’t?

Whether you are optimist or pessimist – report won’t disappoint you – just like Indian economy.

If you are pessimist you get a lots of raw ammunition & data to make it point – “We are a poor county similar to Sub-Saharan with a tiny somewhat shiny India1 like Mexico”. (Though that’s reality). It gives lots of backing to founders, investors, LPs to focus on consumer theory, smaller urban public than try to go for bold ideas in AI.

If you are optimist – It gives you hope with Unicorns map & kind of leaves you with a feeling that, we are on same trajectory as China.

But misses it misses something profound – “Rationale Optimist Futuristic” or “High agency view”. Second it doesn’t cover enough of AI, Artificial General Intelligence, Artificial Super Intelligence.

This isn’t a criticism, I am just inviting people to extend & build upon fabulous work by Blume. Sail beyond Indus Valley report to build more.

Why sail beyond Indus Valley?

First VC money in the world was raised by a Sailor —Christopher Columbus. He raised funds from Spain’s crown, betting on uncharted seas for treasure. Today’s VCs, founders face a similar horizon with AI. Since then Europeans & Americans have taken pride in calling themselves “explorers”.

So, tx Sajith Pai from Blume VC for putting a great compass. The role of the eco-system, VCs, founders is to use the compass to sail unchartered waters in lookout for treasures.

But here’s the itch: something’s missing in report, something big.

AGI a $9T treasure!

Let me introduce you the larger theme – Singularity. $9T in productivity, wealth are up for un lock on the road to Singularity.

When humanity & AI become inseparable, indistinguishable & on the way $9T are to be unlocked. There will be several unlocks, waves or inflexion points every 3-5 years. You just have to capture 1.

I cover, why & how to proceed on this sail basing our Indus Valley report. It covers lots of questions that VCs, founders face & debate. Mostly they leave it at – “no one understand what will happen”. “It’s too fast for me to comprehend”. Well! If I am working on AI that’s not even a question for founder of VC. It’s like Kohli saying “I won’t bat because pitch is too fast”.

I cover a rationale optimist & high agency view.

What is Singularity & why the focus must be here!

Imagine your personal Digital Brain 100x more powerful sitting on cloud, directly connected with your biological brain. What would you like to do?

Singularity is when our brains connect with AI models and robots rival humans in daily life—AGI (Artificial General Intelligence) thinks like us, ASI (Artificial Superintelligence) beyond. Slated for 2045, it’s poised to unlock $9 trillion in wealth & a positive impact for entire humanity.

Even today, your enterprise workforce may be augmented with Enterprise Brain (Though not directly connected with biological brain). Our startup has already built sort of very basic version of AI Enterprise brain.

Why it matters – As Peter Thiel says – once the world moves from 0-1, it unlocks a lots of wealth. World is going from 0 to 5 or 0 to 10 right now.

Kurzweil, whom Bill gates calls – “The best person to predict future with AI”. Kurzweil calls it law of “accelerating returns”.

Dozens of unlock moments of exponential could hit every three years— We just need to snag one to make it generational impact?

So 2045 is year of Singularity, 2047 – when India’s demographic golden period ends, $9T wealth unlock – why on earth we shouldn’t be building it?

But data shows we can’t build AGI!.

Data is like knife.

You can use knife to kill someone or chop vegetables to prepare a meal for a loved one

Data can put people in “excuse mode”, action paralysis. Or for high agency founders it can spark action who uses the data as compass to sail

It depends upon what kind of biologically pre-trained brain models (aka value system) the reader is trained on.

I give you latter. I give unique, contrarian view yet grounded in reality, data & actionable insights why & how this is possible.

Rationale optimism & actionable road to AGI.

LLMs are 10yr old technology. There are better unlocks road to Singularity

Tx Blume for giving ground building blocks for India to settle the debate more structurally.

In Blume’s language – Which “India” are we talking in this context?

I think govt must build it for strategic reasons & for India3. For real global market, let’s look beyond it.

There are 10s of Deepseek like moments in making, let’s focus there. Eg. “chatGPT of Finance”

We presented at Citi Bank, a Deepseek like model, our work which started before chatGPT became popular. This could have been Deepseek today.

Foundational Models landscape & white space

There are around 400 frontier AI models in world. I REPEAT – there are only 450 odd. So, this is for founders & investors – who feel bogged down by 1.5M models on Huggigface or internet news. They start to believe all is done. Here’s there segmentation.

Each model has multiple variations, applications, research streams. So there are 100s of streams cum waves which you can capture 1 of those.

Where are more Deepseek like moments going to be on road to AGI?

While VCs and founders chase exponential returns by aping Big Tech’s text and video planet-scale plays, the real gold lies elsewhere. Think alternate data—AGI models for finance. Big Tech’s crowded lane leaves gaps; a DeepSeek moment with less competition will spark from there.

We presented AI Reasoning, Multi AI Agents in July’ 23 – what can be Deepseek in smaller senses. Read more about our work

Going beyond obvious – What it takes to be a world leader in AI?

Just – dare to see the world differently & persistently build the world you imagine

As we approach Singularity, the most remarkable years of humanity 2045’s, AI promises a $9T wealth unlock—a wave of opportunity for the bold.

High Agency > Intelligence – Andrej Karpathy -God of AI

Do you dare to have agency & see world differently?

My next blog, Going Beyond the Obvious: What It Takes to Be an AI Leader, will debunk myths with data—showing how High Agency, not just PhDs or billions, drives impact.

Tech will shift, competition will sway, but fearless founders, teams steer the ship through rocking waves. Just harnessing 1 wave can make a generational impact, as we sail beyond Indus Valley.

Join us, email us or stay tuned—let’s capture this wave together!

What next?

In coming blogs, I cover more topics & build further on Indus Valley report, Data backing

• Roadmap to Singularity, where there are 10s of streams to create Deepseek like moments from India. Read related here till then. Plus some coverage in above
• Why there’s no need for Billions of dollars for India to build AGI. Let’s play to our strengths
• Why to build AGI we need – High Agency > Privilege + Prodigy + Capital
• I cover Frugal Innovation – this builds upon Blume’s assessment of China vs India Talent. I cover why & how there’s space beyond it
• Reject Authority – Why we don’t need to wait like China to build Univ, AI researchers. I show how we have enough talent to start. Read related here till then.
• Think differential, think large. We are preparing for a Global & population scale model

Sign off with Steve Job’s favorite song

In formative years of Jobs, journalists, social systems criticized independent thinking of new rebellious generation. Bob Dylon a rebellious singer said below lines to journalists & experts.

Just like ours generation in India is rebellious to build Singularity & participate at global stage.