Every founder needs a curriculum that is beyond MBA textbooks and frameworks. Spotify was kind enough to ask me to curate their 'Unlock Your Startup Dreams playlist' and these are my must-listen picks.

How many markets can truly grow 40X in a matter of years ? AI infrastructure in India looks like one of them. If you want to understand how India's AI ecosystem is being rebuilt from the ground up, then tune into this conversation with one of India's OG tech founders Sharad Sanghi, founder of Neysa and previously founder of Netmagic Solutions (An NTT Communications Company). Fresh of a major fundraise, Sharad Sanghi and the Neysa team are rapidly emerging as an alternative to global hyperscalers. More power to Indian founders building in AI - a clear national imperative.

Sharing ~170 companies building some of the best AI products today. We featured this landscape in the India AI Edge report by Z47 and OpenAI. $1.25B in funding went into Indian AI companies last year, and most of it in early stage rounds.

95% of Indian enterprises have adopted AI. About half are getting real value from it. 💥 Today, Z47 and OpenAI are launching 'The India AI Edge' report, powered by Zinnov.

95% of Indian enterprises (in our survey) are using AI. 1 in 5 can't quantify a single rupee of ROI. Over the last three months, we partnered with OpenAI and Zinnov to study how 100+ Indian enterprises are actually adopting AI and whether they're becoming "AI native"

We get this question a lot from founders and friends — "what are you seeing these days?". It's one of those questions where you go - where do I even begin? So you shrug and say everything 😊

Srikrishnan, Vignesh, Deepak and the Rocketlane team saw early what the market is only now catching up to, that professional services were always critical, but even more so to make AI work at enterprise scale.

Kicked off our new hiking series in the Bay today. It's always a fun time getting the Z47 and DeVC bunch together! We're going to run these monthly. Each hike pairs founders with a different expert to dig into a topic like pricing, AEO, growth playbooks, positioning, and more. Our resident trail guide Sandeep is curating the series and picking the guests. DM him if you want in.

Few institutions have shaped a country’s financial system globally, as steadily and thoughtfully as the Reserve Bank of India (RBI) We recently had the privilege of hosting Mr. Vasudevan P (Executive Director, Reserve Bank of India) for a closed-door “AI in Fintech roundtable” with a select group of AI-first fintech founders.

Wrapped up the AI Impact Summit with a small breakfast with founders + the OpenAI team. Marc Manara and Thomas Jeng gave us some dope on releases and improvements we can expect this year. We heard from a lot of founders that you'd like more technical workshops/ office hour style sessions to happen. Thomas and I will experiment with a few of these sessions in Bangalore soon.

At the NDTV Ind.AI Summit, I framed India’s AI opportunity in two big buckets.

Anthropic hosted their first Dev Day in Bangalore this week and announced a physical presence in the city. We're now one of their most important geographies. The entire day was builder-led and builder-focused — with Dario Amodei (CEO), Rahul Patil (CTO), and Irina Ghose (India head) on stage, sharing what the year's focus is and how builders in India can build on top of that.

Anthropic hosted their first Dev Day in Bangalore this week and announced a physical presence in the city. We're now one of their most important geographies. The entire day was builder-led and builder-focused...

At the NDTV Ind.AI Summit, I framed India’s AI opportunity in two big buckets. 𝐁𝐮𝐜𝐤𝐞𝐭 𝟏: 𝐃𝐏𝐈ᴬᴵ India has already built one of the most sophisticated Digital Public Infrastructure stacks in the world - identity, payments, data rails with consent. No one else in the world has that foundation.

Wrapped up the AI Impact Summit with a small breakfast with founders + the OpenAI team. Marc Manara and Thomas Jeng gave us some dope on releases and improvements we can expect this year.

Few institutions have shaped a country’s financial system globally, as steadily and thoughtfully as the Reserve Bank of India (RBI) We recently had the privilege of hosting Mr. Vasudevan P (Executive Director, Reserve Bank of India) for a closed-door “AI in Fintech roundtable” with a select group of AI-first fintech founders.

Kicked off our new hiking series in the Bay today. It's always a fun time getting the Z47 and DeVC bunch together! We're going to run these monthly. Each hike pairs founders with a different expert to dig into a topic like pricing

Srikrishnan, Vignesh, Deepak and the Rocketlane team saw early what the market is only now catching up to, that professional services were always critical, but even more so to make AI work at enterprise scale.

We get this question a lot from founders and friends — "what are you seeing these days?". It's one of those questions where you go - where do I even begin? So you shrug and say everything 😊 But reading about Shohei Ohtani and the Harada Method got us thinking differently.

95% of Indian enterprises (in our survey) are using AI. 1 in 5 can't quantify a single rupee of ROI. Over the last three months, we partnered with OpenAI and Zinnov to study how 100+ Indian enterprises are actually adopting AI and whether they're becoming "AI native"

95% of Indian enterprises have adopted AI. About half are getting real value from it. 💥 Today, Z47 and OpenAI are launching 'The India AI Edge' report, powered by Zinnov. It came out of 3 months in conversations with 100+ CXOs across India to understand the gap

Sharing ~170 companies building some of the best AI products today. We featured this landscape in the India AI Edge report by Z47 and OpenAI. $1.25B in funding went into Indian AI companies last year, and most of it in early stage rounds.

How many markets can truly grow 40X in a matter of years? AI infrastructure in India looks like one of them. If you want to understand how India's AI ecosystem is being rebuilt from the ground up...

Every founder needs a curriculum that is beyond MBA textbooks and frameworks. Spotify was kind enough to ask me to curate their 'Unlock Your Startup Dreams playlist' and these are my must-listen picks.

Yesterday, the day started with 100+ CTOs and AI builders coming together for our CTO workshop with OpenAI. Wulfie, Nikunj, and Thomas walked us through implementation patterns and best practices with Agent Builder, GPT-5 and the Realtime API. We kicked things off with one simple idea: India’s AI story is entering its slingshot moment. Four drivers:

Startup CTOs, OpenAI engineers, and the Z47 + DeVC team came together this week for a hands-on technical workshop. Wulfie, Thomas, Nikunj and the OpenAI solutions team spent the morning deep-diving into implementation patterns and debugging challenges across Agent Builder, the Realtime API, and GPT-5.

I had a blast bringing this together with the OpenAI team! As India’s AI story gains momentum, we hosted a hands-on CTO Workshop in collaboration with OpenAI. The working session brought together over 90 tech leaders for a dive deep into implementation patterns and production challenges guided by Thomas Jeng, Nikunj Handa, and Wulfie Bain from the OpenAI team.

Anthropic hosted their first Dev Day in Bangalore this week and announced a physical presence in the city. We're now one of their most important geographies. The entire day was builder-led and builder-focused — with Dario Amodei (CEO), Rahul Patil (CTO), and Irina Ghose (India head) on stage, sharing what the year's focus is and how builders in India can build on top of that.

In my 10+ years as an investor, I have had the privilege of meeting some of the boldest founders who have shifted India’s trajectory for the better across manufacturing, deeptech, AI and consumer. As these startups meet global investors who share their vision, I am proud to introduce the first set of companies at ZAlpha 2026.

I’ve had the privilege of working with some of the most talented AI founders in the ecosystem. With ZAlpha around the corner, I’m excited to introduce our portfolio companies that are building some of today’s most sought-after AI products.

Three years ago, being bullish on AI infrastructure for India felt… a little contrarian. Now it feels obvious. Neysa has quietly become one of the backbones of India’s AI ecosystem, and we’ve been lucky to be on the journey as early investors. It’s been genuinely fun to watch how much the ecosystem has leveled up in ~3 years and to see the role Neysa has played in enabling that shift.

On 18th Feb, I’ll be speaking at the NDTV Ind.ai Summit (with Startup Policy Forum) on “Investing in an AI-led era” alongside Ashutosh Sharma, Aakrit Vaish, Manav Garg and Harshjit Sethi. A timely theme as capital, compute, policy and product innovation begin to align around India’s AI moment.

Wrapped up the AI Impact Summit with a small breakfast with founders + the OpenAI team. Marc Manara and Thomas Jeng gave us some dope on releases and improvements we can expect this year. We heard from a lot of founders that you'd like more technical workshops/ office hour style sessions to happen. Thomas and I will experiment with a few of these sessions in Bangalore soon.

Next week, we’re hosting a technical office hours with OpenAI’s engg + solutions team This has been a recurring ask from builders across the last few events Thomas, Rahul and I have hosted.. so we figured we’d run the first session in Bangalore Pls sign up if you’re building with OAI and have a bottleneck, or just want best practices. We’ll work through things like agents + tool calling, model selection/tradeoffs, RAG, evals & monitoring, reliability and latency optimization. P.S. For those who DM’d on my last post, if you shared your email, then this should already be on your calendar Z47 Rahul Mathur Vikram Vaidyanathan | Arjun Sun