India vs The World in AI — Are We Already Late?

Описание: India is standing at the forefront of a massive AI revolution — and in this episode of the India Opportunity Show, host Shrishti Sahu sits down with investor and AI fund builder Natasha Malpani to decode what’s coming next.

From launching a ₹300 Cr AI-native fund to backing companies from first cheque to IPO, Natasha shares how she’s thinking about India’s role in the global AI ecosystem.

This conversation goes deep into:
The AI stack — from foundational models to agents and applications
Emerging AI business models & opportunities in India
The rise of AI companions, proactive agents & multi-agent systems
What founders get wrong — and the real red flags investors see
Why storytelling + distribution will define winners in the AI era
How AI will reshape jobs, companies, and entire industries

If you’re building, investing, or simply trying to understand where AI is headed — this episode is your blueprint.

📌 AI isn’t just a technology shift. It’s a complete ecosystem rewrite.

Check out Groww: https://app.groww.in/v3cO/txae1mq8

Timestamp:
00:00 - Teaser
02:02 - Focus on AI investments since ChatGPT moment
03:40 - AI-native fund strategy and global Indian diaspora founders
06:47 - AI stack layers: foundational, application, and physical AI
09:56 - India’s role in frontier AI and ecosystem building
15:25 - Portfolio companies using AI for ambient intelligence and learning
19:36 - AI governance, multi-agent orchestration, and security concerns
25:03 - Reimagining existing business models using AI
28:27 - Interdisciplinary background blending science, storytelling, and investing
31:21 - Advice for Indian founders building for India and global markets
34:51 - Silicon Valley Founder vs Indian Founders
38:25 - Importance of storytelling and clear thinking in fundraising
41:58 - Focus on early-stage AI investing and building founder relationships
47:39 - Personalized, high-touch VC approach in a changing industry
51:41 - India AI Summit impact and cross-border investment perspectives
55:05 - Bridging public markets and VC ecosystems for startups
58:25 - Storytelling as a tool to stand out amidst noise
59:00 - Rapid Fire Round
01:03:11 - Closing remarks

About Guest:
Natasha Malpani is an investor and founder of an AI-native venture fund focused on backing globally ambitious startups from India. With a background across science, media, and venture capital, she brings a unique lens to building and investing in the AI-first future.

Connect with us:
👉Apple Podcasts - https://podcasts.apple.com/us/podcast...
👉 Spotify Podcasts - https://open.spotify.com/show/3te7aVf...
👉 Newsletter - https://theindiaopportunity.com/
👉 LinkedIn -   / shrishtii  
👉 X - https://x.com/shrishtie
👉 Instagram -   / theindiaopportunity