Founder-Market Fit: The Underrated Investment Filter
Founder-Market Fit: The Underrated Investment Filter There is a moment every investor recognizes. A founder walks in, starts talking about their market, and within five minutes, you know, not just that they understand the problem, but that they are built for it. They speak with the fluency of someone who has lived in space for years. They know where the bodies are […]
Why Capital Efficiency Will Matter More Than Capital Raised
Why Capital Efficiency Will Matter More Than Capital Raised Introduction For nearly a decade, startup success was often measured by the size of funding announcements. Larger rounds signaled momentum; valuations reflected optimism, and rapid scaling became the default operating model across the venture ecosystem. But the market has changed. Today, founders, operators, and […]
Security, Sovereignty & Regulation: How Policy Shapes Deeptech Investment in India
Security, Sovereignty & Regulation: How Policy Shapes Deeptech Investment in India Deeptech investing has always lived at the intersection of science and uncertainty. But today, a third dimension has become just as critical as technology and market size: Policy is no longer a background variable in deeptech, it is a core design constraint. As foundation models, autonomous systems, […]
India’s Quantum Policy Isn’t Just Noise — It’s a Deeptech Scaffold
India’s Quantum Policy Isn’t Just Noise — It’s a Deeptech Scaffold Last article we looked at what are the constraints under which Indian Founders have to operate in, when they are trying to build in Quantum. Today, we will look at the policies that the Indian Government has rolled out to overcome some of these […]
Why Are Quantum Startups So Hard to Build in India?
Why Are Quantum Startups So Hard to Build in India? 1. Does India lack scientific talent? No. India has strong talent in physics, mathematics, computer science, and engineering, with institutions like Indian Institute of Science, Tata Institute of Fundamental Research, and the IITs contributing meaningful research. The National Quantum Mission has also signalled growing policy […]
The AI Cyberwar Has Already Started. India Is in the Middle of It.
The AI Cyberwar Has Already Started. India Is in the Middle of It. India processed 18.3 billion digital payment transactions in March 2025 alone. 265 million cyberattacks recorded that same year. Nearly 60% originated from the China-Pakistan axis. Let that sink in. India built one of the most ambitious digital public infrastructures in human history. […]
The Pharmacy of the World Has a Problem. Quantum Biology Might Fix It
The Pharmacy of the World Has a Problem. Quantum Biology Might Fix It India carries 20% of the world’s disease burden. 77 million diabetics. Over 1.4 million new cancer cases every year. Let that sink in. India is the pharmacy of the world. Third largest drug producer by volume. 20% global share in generic exports. […]
The SaaSpocalypse Isn’t Death. It’s Compression.
The SaaSpocalypse Isn’t Death. It’s Compression. The market reaction wasn’t really about product. It was about fear. The idea that AI somehow replaces SaaS is clean and easy to believe, but it misses how real software actually works, especially in a market like India. What AI is truly doing is collapsing the cost and time […]
Starting in India Is the Beginning, not the Constraint
Starting in India Is the Beginning, not the Constraint For a long time, deeptech founders in India were told the same story. Build here, prove something small, and then “go global.” That framing is outdated. Starting in India is no longer the hard part. The real question is whether founders are using India’s structural link […]
The VC Outlook for 2025–2030: Where the Next 100 Unicorns Could Come From
The VC Outlook for 2025–2030: Where the Next 100 Unicorns Could Come From India’s venture capital ecosystem is entering a new phase, one defined not by excess liquidity, but by precision, discipline, and deep technological conviction. After the volatility of 2022–2024, the market is stabilizing with stronger fundamentals. In 2025 alone, India recorded over $60 billion in PE/VC investments across 1,400+ […]