2025 Rewind & 2026 Growth Story: India Is the Only Way | Lightspeed on Young Turks Reloaded

Описание: 2025 marked a defining year for India’s startup ecosystem. As many as 18 companies, including Lenskart, Groww, Meesho, Physics Wallah, among others, hit the bourses, raising over ₹41,000 crores.

On this episode of Young Turks Reloaded, CNBC-TV18's Shereen Bhan sits down with Lightspeed’s Managing Director Anuj Bhargava and Partners Rahul Taneja and Hemant Mohapatra to unpack the inflection points of 2025 and the forces shaping India’s venture landscape in 2026 and beyond.

According to Anuj Bhargava, 2025 was a blockbuster year for Indian capital markets, with over $20 billion raised through IPOs across 100+ mainboard listings - more than any other market globally. And he sees no slowdown ahead. “The pipeline is very healthy. I see no reason why we can’t have a third consecutive $20 billion IPO year.”

Rahul Taneja doubles down with conviction, “There is no option. India is the only way.”
Taneja also weighs in on government intervention in 10-minute delivery, calling it a move toward the “right answer” - one that balances the interests of gig workers, companies, and consumers. However, he is clear: “The 10-minute delivery companies won’t shift tracks and become slow delivery companies after the government’s nudge.”

Turning to A.I., Hemant Mohapatra frames it as the next strategic "natural resource" - one that nations will seek to control, much like energy or critical minerals.

#Lightspeed #IndiaAI #ArtificialIntelligence #AIGeopolitics #AIInfrastructure #futureofai #cnbctv18

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