Inside the minds of India's AI growth Investors 2026 скачать в хорошем качестве

Inside the minds of India's AI growth Investors 2026

Hey for those of you who doesnt know me , i am Saurav, i am an early stage investor at Capria Ventures where i focus on investing in AI startups in India. I also host this podcast / community - Moonshot projects to help AI / Deeptech founders build large companies from scratch. You can reach me at -   / sauravgopal   or mail me at - sauravg@capria.vc If you're a founder planning to raise $10–30M in growth capital over the next 12–24 months, this episode is for you. Only a handful of funds in India can write cheques at that stage. So it’s important to understand how they actually think about backing companies. In this episode of Moonshot Projects, I sat down with: Sai (Partner, SIG) — he talks about his search for non-linear advantage in companies. Anagh (VP, Accel) — he explains why he looks for “unbounded markets” created at the bleeding edge of technology. Shubham (VP, WestBridge) — he talks about identifying large markets capable of producing category leaders. We go deep into questions founders often struggle with: Where India actually has leverage in AI The breakout themes investors are tracking Whether TAM and gross margins really matter in fundraise What undeniable product-market fit looks like at growth stage Whether it’s worth building relationships with growth investors early I had a lot of fun recording this and learned a lot, i am sure you will too 00:00:00 Promo 00:01:45 Intro 00:04:00 Sai’s Intro & his search for nonlinear advantage 00:08:27 Subham’s Intro & his search for large markets 00:10:42 Anagh’s Intro & his search for unbounded markets 00:15:06 What does unbounded markets look like 00:17:35 TAM doesn't matter ? 00:21:50 Top AI breakout themes from India 00:29:33 Gross margin as an indicator of competition 00:32:44 What china is doing well 00:33:45 What Sai finds exciting In India 00:35:33 What is Moat in AI services 00:39:03 Undeniable PMF has become table stakes 00:41:18 Why vertical SaaS for SMB is exciting 00:45:44 Whats breaking out globally in AI and why 00:50:15 Should you build early relationships with growth investors 00:59:33 Cyclicality in growth stage investing 01:02:26 How to test if investor is actually interested 01:03:40 What is leverage for funds / investors 01:10:46 Outro