Inside India’s Secret AI Boom | Manav Garg, Together Fund скачать в хорошем качестве

Inside India’s Secret AI Boom | Manav Garg, Together Fund

In this episode of the Indian Silicon Valley Podcast, we sit down with Manav Garg – Founder of Eka Software and Co–Founder & Managing Partner at Together Fund – to decode what’s actually happening inside India’s AI ecosystem. From backing breakout infra players like Emergent and Composio to early bets in healthcare, RCM and AI-powered services, Manav has a ringside view into the 10–20 Indian AI companies that are quietly proving global potential. This conversation cuts through the noise and asks: Is India really in the AI game, or are we just spectators to the US–China race? Across this episode, we unpack: Why Emergent, Composio and a handful of Indian AI infra companies are real global contenders How AI BPO, AI-native services, and India-first B2C AI products could define the next decade Where mid-market and enterprise India should actually start with AI (beyond buzzwords) The founder traits that matter in the AI era – hard problems, deep tech, distribution, and “Olympic champion” stamina How Manav’s early grounding in the Gita, philosophy and physics shaped his first-principles lens for building and backing companies How to think about markets when you’re committing the next 10+ years of your life as a founder If you’re an aspiring AI founder, operator, or investor trying to understand where India truly stands – and where the real opportunities are – this is a dense, candid playbook. Timestamps 0:00 – Introduction 3:06 – What makes emergent and composio successful examples in Indian AI? 8:27 – How did the early Indian AI infra companies prove global potential? 12:58 – What sectors in healthcare and RCM excite him as an investor? 17:54 – Why do many Indian founders choose to move to the US? 22:51 – How big is the Indian AI market from a global perspective? 25:55 – What themes in Indian AI will shape the next decade? 26:02 – What are the most attractive B2B AI themes in India? 27:02 – How should founders think beyond traditional SaaS boxes? 32:51 – How is AI being adopted inside India’s largest enterprises? 34:40 – Where should mid-market companies start implementing AI? 37:14 – How are Indian B2C companies using AI at massive scale? 42:48 – What early influences shaped his first-principles thinking? 1:01:22 – What excites him most about spirituality and first-principles? 1:11:22 – How can founder personas differ yet still succeed? 1:12:48 – Is it possible to ride AI “themes,” or should founders stay first-principled? 1:19:30 – How does he balance short-term execution with long-term vision? 1:27:33 – How should founders choose markets when committing 10+ years? 1:27:51 – If he started a company today, what would he build? 1:28:25 – Outro Subscribe to the Indian Silicon Valley Podcast for more deep–dive conversations with India’s top founders, operators and investors. #IndianSiliconValley #ManavGarg #TogetherFund #IndiaAI #AIStartups #SaaS #VentureCapital #StartupIndia #Founders #TechInIndia