AI & Software

AI tools, apps and the software shaping how we work.

Illustrative: Bessemer Venture Partners logo.png
AI & Software

Sarvam Is Now Worth $1.5 Billion. Most Indians Have Never Used Anything It's Built

Sarvam's $234 million raise at a $1.5 billion valuation makes it India's newest AI unicorn. The timing — days after Washington restricted foreign access to Anthropic's latest models — explains the valuation better than the product roadmap does.

22 Sept 2026 · 4 min read
Illustrative: General Post Office and Reserve Bank of India, Kolkata, India.jpg
AI & SoftwareDeep Dive

India Is About to Let AI Agents Spend Your Money Without Asking You First

NPCI is preparing to launch a Unified Agent Protocol at the Global Fintech Fest that would let AI agents execute UPI payments without per-transaction approval. It could make India the first country with national infrastructure for agentic payments — and it is being rolled out faster than the accountability questions are being answered.

4 Sept 2026 · 8 min read
Illustrative: COMPUTER ROOM DISCHARGE.JPG
AI & Software

Three AI Companies Gave India Premium Subscriptions for Free. Only One of Them Has Found Out If It Was Worth It

OpenAI, Google and Perplexity have each given away a premium AI subscription to tens of millions of Indians through telecom tie-ups over the past year. Perplexity's deal is the only one whose free window has actually closed — and the revenue data it left behind is the first real evidence of whether this strategy pays for itself.

3 Sept 2026 · 5 min read
Illustrative: Google Gemini Screenshot (2026).png
AI & Software

ChatGPT Just Started Selling Ads in India. Its Two Biggest Rivals Are Making a Point of Not Doing That.

OpenAI began showing ads to ChatGPT's Free and Go users in India this week, its second-largest market. Anthropic has a formal pledge not to, and Google says the same about Gemini — leaving three companies chasing the same Indian user with three different answers to how they get paid.

29 Aug 2026 · 5 min read
AI & Software

Anthropic Just Called India Its Second-Biggest Market. The Number Behind That Claim Is Still a Secret.

Anthropic opened a Bengaluru office this month and named India the second-largest market for its Claude models worldwide, hiring a former Microsoft India chief to run it. The claim is real. The scale behind it isn't disclosed — and that gap matters for reading any AI company's India numbers.

25 Aug 2026 · 5 min read
AI & Software

TCS Cut 23,460 Jobs and Says AI Isn't Why. Infosys Added Headcount at the Same Time.

TCS shed 23,460 employees in FY26 and became the headline case for 'AI is coming for IT jobs.' Its own COO says that's not what happened — and Infosys, running the same AI push, grew its headcount over the same year. The real story is a widening skills gap, not a shrinking sector.

23 Aug 2026 · 5 min read
AI & SoftwareDeep Dive

Why an AI Data Center You'll Never See Sets the Price of Your Next Laptop

Data centers are on track to consume around 70% of the world's memory chips in 2026, up from 20–30% a few years ago. That reallocation, not anything happening in laptops or phones, is why consumer electronics prices are climbing — and why this shortage won't resolve the way past ones did.

19 Aug 2026 · 8 min read
Illustrative: 139 Server Room 01.jpg
AI & Software

India Wants AI Sovereignty. It Doesn't Own a Single Chip Making It Possible.

India is racing toward 100,000 sovereign GPUs and states are pledging thousands of crores to AI startups — while the IT services industry that built India's tech reputation has lost nearly half its market value to the same technology.

18 Aug 2026 · 4 min read
AI & Software

India Stopped Trying to Build a Foundation Model and Started Selling Pipes

Two years ago every Indian AI pitch deck promised a homegrown foundation model. In 2026 the money is going to GPU capacity, cloud layers and services contracts instead. That is not a retreat — it is the first honest read of where the margin is.

13 Aug 2026 · 4 min read