AI For Investors

Learn secrets of products, what Bigtech are doing & untold AI roadmaps, beyond obvious gems.

Is AI Moving too fast for you? I often hear Investors say – “Market is changing to fast”; or “We don’t see the differentiator”, “We are going with the guts who has closed some deals”, “Everyday new models are released”.

Well! Are there any choices? To be honest, it will be like Virat Kohli leaving cricket if pitch is too fast. That’s not even a choice – is it?

AI provides unprecedented unlock of wealth & impact. But for that, we have to dive deep.

On the other hand – Going by guts will be like gambling. Investments are not pure gamble per se.

We cover the secrets, trends gathered from talking to experts in Silicon Valley, sometimes insider news, practical experiences.

I am borrowing word “Knowledge Arbitrage” from Vaibhav D of Better Capital. Founders & Investors can bridge this arbitrage by sharing which becomes super powerful leverage.

Artificial General Intelligence

Artificial General Intelligence is the overarching field. There will be several unlocking moments of wealth on the way. You just have to stay in Game. Learn about Vaayu’s work & see where this can lead to.

Join us or take your own path.

Read More about Artificial General Intelligence- a template roadmap.

US-India Skill & wealth comparison

Where will team for AGI come from?

I often hear – India is a poor country. India doesn’t have talent to build it etc etc. Well – Deepseek was built with 200 employees. (That too is too large)

may structure even smaller teams of 20-30 or scope your work lesser.

There are frugal ways to build. Compare India’s wealth vs US as indicator of skillset. I make a case – look beyond obvious. There’ enough.

AGI in India

Sailing Beyond Indus Valley Report

Blume Ventures’ Indus Valley Report doesn’t disappoint— pessimists or optimists alike, it’s a solid pulse check. But I’m taking it further, spinning a rationale that’s both grounded and futuristic. Want to know where the real treasures may be? Let’s sail beyond the Indus Valley.

More topics to come

  1. Looking Beyond LLM & Application Layer
  2. How many & where the next Deepseek moments will come from?
  3. Are AI Agents commoditized? They are not. Only the word is commoditized on internet.
  4. Five different levels of moats, defensibility of positioning
  5. Road to AGI – Starting with $100k all the way to $1B – Where to place

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