𝗜'𝗺 𝗜𝗻𝗱𝗶𝗮𝗻. 15 years ago, we were on the verge of becoming a 𝐠𝐥𝐨𝐛𝐚𝐥 𝐭𝐞𝐜𝐡 𝐩𝐨𝐰𝐞𝐫𝐡𝐨𝐮𝐬𝐞. Today, we have the world’s cheapest mobile data, a massive digital economy, and a thriving IT sector. Yet, when it comes to 𝐀𝐈, 𝐝𝐞𝐞𝐩 𝐭𝐞𝐜𝐡, 𝐚𝐧𝐝 𝐛𝐫𝐞𝐚𝐤𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧𝐬, we are nowhere near the top. 𝗪𝗵𝘆? Because while our engineers build billion-dollar solutions for Silicon Valley, Indian startups are 𝐬𝐮𝐟𝐟𝐨𝐜𝐚𝐭𝐢𝐧𝐠 𝐮𝐧𝐝𝐞𝐫 𝐨𝐮𝐭𝐝𝐚𝐭𝐞𝐝 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐢𝐨𝐧𝐬, 𝐞𝐧𝐝𝐥𝐞𝐬𝐬 𝐜𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞, 𝐚𝐧𝐝 𝐚 𝐥𝐚𝐜𝐤 𝐨𝐟 𝐝𝐞𝐞𝐩-𝐭𝐞𝐜𝐡 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭. Meanwhile: 🇺🇸 The US invests billions into AI, biotech, and space tech. 🇨🇳 China aggressively funds its deep-tech startups. But in India? 𝐀 𝐬𝐭𝐚𝐫𝐭𝐮𝐩 𝐟𝐨𝐮𝐧𝐝𝐞𝐫 𝐬𝐩𝐞𝐧𝐝𝐬 𝐦𝐨𝐫𝐞 𝐭𝐢𝐦𝐞 𝐟𝐢𝐠𝐡𝐭𝐢𝐧𝐠 𝐛𝐮𝐫𝐞𝐚𝐮𝐜𝐫𝐚𝐜𝐲 𝐭𝐡𝐚𝐧 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞. 𝗧𝗵𝗲 𝗯𝗿𝘂𝘁𝗮𝗹 𝗿𝗲𝗮𝗹𝗶𝘁𝘆 & 𝗵𝗼𝘄 𝗜𝗻𝗱𝗶𝗮 𝗰𝗮𝗻 𝘀𝘁𝗶𝗹𝗹 𝘄𝗶𝗻 𝘁𝗵𝗲 𝗱𝗲𝗲𝗽-𝘁𝗲𝗰𝗵 𝗿𝗮𝗰𝗲: 𝟭. 𝗜𝗻𝗱𝗶𝗮 𝗜𝘀 𝗟𝗼𝘀𝗶𝗻𝗴 𝗜𝘁𝘀 𝗕𝗲𝘀𝘁 𝗠𝗶𝗻𝗱𝘀 •𝐁𝐫𝐚𝐢𝐧 𝐃𝐫𝐚𝐢𝐧 𝐚𝐭 𝐚 𝐑𝐞𝐜𝐨𝐫𝐝 𝐇𝐢𝐠𝐡 Top Indian engineers aren’t just working for 𝐆𝐨𝐨𝐠𝐥𝐞, 𝐎𝐩𝐞𝐧𝐀𝐈, 𝐚𝐧𝐝 𝐓𝐞𝐬𝐥𝐚—they are leading them. Sundar Pichai (Google) Satya Nadella (Microsoft) Parag Agrawal (Ex-Twitter) Arvind Krishna (IBM) If they had started in India, they 𝐰𝐨𝐮𝐥𝐝’𝐯𝐞 𝐬𝐩𝐞𝐧𝐭 𝐦𝐨𝐫𝐞 𝐭𝐢𝐦𝐞 𝐟𝐢𝐥𝐢𝐧𝐠 𝐩𝐚𝐩𝐞𝐫𝐰𝐨𝐫𝐤 𝐭𝐡𝐚𝐧 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐧𝐠. 𝐓𝐡𝐞 𝐰𝐨𝐫𝐥𝐝’𝐬 𝐛𝐞𝐬𝐭 𝐈𝐧𝐝𝐢𝐚𝐧 𝐞𝐧𝐠𝐢𝐧𝐞𝐞𝐫𝐬 𝐚𝐫𝐞 𝐧𝐨𝐭 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚. That’s our biggest loss. 𝟮. 𝗪𝗲 𝗔𝗿𝗲 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀, 𝗡𝗼𝘁 𝗖𝗿𝗲𝗮𝘁𝗼𝗿𝘀 India is one of the largest tech markets, yet we 𝐢𝐦𝐩𝐨𝐫𝐭: • AI models from OpenAI & Google. • Semiconductors from Taiwan & the US. • Space tech from the West. We build 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝, but we don’t own the 𝐝𝐞𝐞𝐩-𝐭𝐞𝐜𝐡 𝐛𝐚𝐜𝐤𝐛𝐨𝐧𝐞 of the future. The 𝐧𝐞𝐱𝐭 $𝟏𝟎𝐓 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 will be: • 𝗔𝗜 – Automating entire economies. • 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀 – Controlling global supply chains. • 𝗕𝗶𝗼𝘁𝗲𝗰𝗵 – Reversing aging and curing diseases. • 𝗦𝗽𝗮𝗰𝗲 𝗧𝗲𝗰𝗵 – Enabling interplanetary expansion. India is 𝐧𝐨𝐰𝐡𝐞𝐫𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐫𝐚𝐜𝐞. 𝟯. 𝗧𝗵𝗲 𝗨𝗦 & 𝗖𝗵𝗶𝗻𝗮 𝗔𝗿𝗲 𝗠𝗶𝗹𝗲𝘀 𝗔𝗵𝗲𝗮𝗱 𝗨𝗦𝗔 🇺🇸 $52B CHIPS Act to dominate semiconductor manufacturing. $200B AI & deep-tech funding annually. OpenAI, Tesla, SpaceX, DeepMind, Nvidia – All leading in innovation. 𝗖𝗵𝗶𝗻𝗮 🇨🇳 State-backed AI firms like Baidu, Tencent, and Alibaba. 100,000+ AI PhDs funded annually to build the next-gen workforce. Aggressive deep-tech expansion into space, biotech, and semiconductors. While India 𝐝𝐞𝐛𝐚𝐭𝐞𝐬 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐢𝐨𝐧𝐬, the 𝐔𝐒 𝐚𝐧𝐝 𝐂𝐡𝐢𝐧𝐚 𝐟𝐮𝐧𝐝 𝐫𝐞𝐯𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬. 𝟰. 𝗜𝗻𝗱𝗶𝗮’𝘀 𝗗𝗲𝗲𝗽-𝗧𝗲𝗰𝗵 𝗘𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺 𝗜𝘀 𝗕𝗿𝗼𝗸𝗲𝗻 Despite having 𝐰𝐨𝐫𝐥𝐝-𝐜𝐥𝐚𝐬𝐬 𝐭𝐚𝐥𝐞𝐧𝐭, we lack: • Government-backed deep-tech funding. • Fast-track policies for AI, biotech, and semiconductors. • Incentives for founders to take big bets. Our startup ecosystem is optimized for 𝐒𝐚𝐚𝐒 & 𝐈𝐓 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬, but 𝐧𝐨𝐭 𝐟𝐨𝐫 𝐦𝐨𝐨𝐧𝐬𝐡𝐨𝐭 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧. 𝟱. 𝗛𝗼𝘄 𝗜𝗻𝗱𝗶𝗮 𝗖𝗮𝗻 𝗦𝘁𝗶𝗹𝗹 𝗪𝗶𝗻 We need 𝐦𝐚𝐬𝐬𝐢𝐯𝐞 𝐚𝐜𝐭𝐢𝐨𝐧 𝐧𝐨𝐰—not in 10 years. • 𝐂𝐮𝐭 𝐭𝐡𝐞 𝐑𝐞𝐝 𝐓𝐚𝐩𝐞 – Make deep-tech startups exempt from excessive compliance. • $𝟓𝟎𝐁+ 𝐃𝐞𝐞𝐩-𝐓𝐞𝐜𝐡 𝐅𝐮𝐧𝐝 – Back AI, biotech, and semiconductor innovation at scale. • 𝐂𝐫𝐞𝐚𝐭𝐞 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐎𝐩𝐞𝐧𝐀𝐈 & 𝐍𝐯𝐢𝐝𝐢𝐚 – Build national deep-tech champions. • 𝐑𝐞𝐭𝐚𝐢𝐧 𝐓𝐚𝐥𝐞𝐧𝐭 – Make India the best place for innovators, not just service providers. India doesn’t need 𝐚𝐧𝐨𝐭𝐡𝐞𝐫 𝐈𝐓 𝐫𝐞𝐯𝐨𝐥𝐮𝐭𝐢𝐨𝐧. India needs a 𝐃𝐞𝐞𝐩-𝐓𝐞𝐜𝐡 𝐑𝐞𝐯𝐨𝐥𝐮𝐭𝐢𝐨𝐧. The next $𝟏𝟎𝐓 𝐭𝐞𝐜𝐡 𝐠𝐢𝐚𝐧𝐭𝐬 will be built in 𝐀𝐈, 𝐬𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫𝐬, 𝐚𝐧𝐝 𝐛𝐢𝐨𝐭𝐞𝐜𝐡. 𝐖𝐢𝐥𝐥 𝐈𝐧𝐝𝐢𝐚 𝐥𝐞𝐚𝐝—𝐨𝐫 𝐥𝐞𝐭 𝐨𝐭𝐡𝐞𝐫𝐬 𝐭𝐚𝐤𝐞 𝐭𝐡𝐞 𝐩𝐫𝐢𝐳𝐞? I hope you've found this helpful. Follow Vishu Bheda for more detailed insights about indian startup ecosystem!
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