{"id":1349,"date":"2025-12-04T06:54:06","date_gmt":"2025-12-04T06:54:06","guid":{"rendered":"https:\/\/www.vaayushop.com\/blog\/?p=1349"},"modified":"2025-12-04T07:22:05","modified_gmt":"2025-12-04T07:22:05","slug":"decacorns-with-0-revenue-rise-of-agi-labs-bubble-will-burst-or-it-will-be-treasure-hunt","status":"publish","type":"post","link":"https:\/\/www.vaayushop.com\/blog\/decacorns-with-0-revenue-rise-of-agi-labs-bubble-will-burst-or-it-will-be-treasure-hunt\/","title":{"rendered":"Decacorns – with 0 revenue, Rise of AGI Labs: Bubble will burst or it will be Treasure hunt?"},"content":{"rendered":"\n

Silicon Valley now has Startups more specifically AGI Labs which are decacorns at start – 0 Revenue, 0 Product. <\/p>\n\n\n\n

These AGI Labs can’t be equated with normal startup. <\/p>\n\n\n\n

But that’s not as important. More important is what’s the downstream of this? Can we do something to position for this?<\/p>\n\n\n\n

Downstream opportunities of Private AGI Labs<\/h2>\n\n\n\n

This post is about Understanding the logic behind pvt AI labs & then peeling it to build a thesis for where & how to build one in India.<\/p>\n\n\n\n

For last 3 years – I have been proposing a private AGI lab in Pune at much less cost.<\/p>\n\n\n

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But in a world of digital-first commercial banks and nimble fintechs, how do you preserve that personal touch while scaling your services?<\/p>\n<\/blockquote>\n\n\n\n

$9T treasure of AGI Labs<\/h2>\n\n\n\n

I see many inveestors thinking why so much of valuation. Some cry that AI bubble will burst. But there’s the logic behind it.<\/p>\n\n\n

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AGI & Singularity may unlock $90T<\/h2>\n\n\n\n

By 2041-2047 – next wave of AI is said to produce $9T every year. So at 10x valuation – this will be $90T market cap. <\/p>\n\n\n\n

Who can unlock this? There are just a few frontier AI labs that are even in race. Hence the valuation<\/p>\n\n\n\n

Singulartiy is event when humanity merges with AI. Eg. your brain connected with an AI model on a quantum computer somewhere on cloud.<\/p>\n\n\n

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Types of AI Labs, Where new players & Investors can fit<\/h2>\n\n\n\n

You may be wondering that this is only for big shot scientists with billion dollars funding. That’s not quite true. There are various types of AI Labs & downstream applications. <\/p>\n\n\n\n

Quite a few white spaces exist. Our startup has spotted something profound for which India & our team is best suited. <\/p>\n\n\n\n

Layer<\/strong><\/th>Players<\/strong><\/th>Gap<\/strong><\/th><\/tr><\/thead><\/table><\/figure>\n\n\n\n
Frontier AGI Labs<\/strong><\/td>OpenAI, Anthropic, DeepMind, Google DeepMind, Meta FAIR, xAI<\/strong>, SSI<\/strong>, China: Baidu ERNIE, Alibaba Qwen, Tencent Hunyuan, Zhipu AI (GLM)<\/td>No vertical focus (general AGI only)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
Enterprise AI Labs<\/strong><\/td>Salesforce Research, NVIDIA, SAP, Amazon AI, Microsoft Research, China: Huawei Cloud Pangu, Alibaba DAMO Academy, Baidu AI Cloud<\/td>No deep finance reasoning; no domain AGI; focus on horizontal enterprise NLP or cloud infra<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
Academic Labs<\/strong><\/td>Stanford, MIT CSAIL, Berkeley BAIR, CMU, IISc, IIT, China: <\/strong>Tsinghua KEG, Peking University, Shanghai AI Lab, CAS (Chinese Academy of Sciences)<\/td>No application flywheel; no proprietary datasets; no SME liquidity understanding<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
Applied AI Firms<\/strong><\/td>Thinking Machines, Fractal Analytics, BCG Gamma, China: 4Paradigm, iFlytek, SenseTime (applied AI arms), Megvii<\/td>Not frontier research; project-based revenue; no foundational multimodal finance modeling<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
AGI For Finance (New Category)<\/strong><\/td>Vaayu AI Labs \u2014 Financial AGI + Global SME OS + SCF Patent<\/strong><\/td>Entire category is uncontested; legacy labs focus too broad, applied firms too shallow; Chinese labs focus on enterprise\/government AI not SME finance<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Read about Vaayu’s work on AGI<\/a><\/h3>\n\n\n\n

Specific use cases, Frugal Development – AGI For Finance – EV, Treasury & SME Lending use cases<\/h3>\n\n\n\n
\"Agentic<\/figure>\n\n\n\n

We presented same to HDFC for EV<\/p>\n\n\n\n

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And chatGPT of Finance in early 2023 at Citi Bank (AGI For Finance)<\/p>\n\n\n\n

If Valley can take billions of dollars of bet – can we take for couple of million dollars?<\/h2>\n\n\n\n

We have been proposing to Billionaires, Indian top AI researchers, VCs, Founders, ministers – that a pvt AGI Lab for finance be built in frugal budgets. Our thesis is – in our own niche<\/p>\n\n\n\n