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Jayant Mundhra
•

Dexter Capital Advisors • 9m

I find it so crazy, the way the global AI champions are growing in size and scale. Was reading Bloomberg, and came across this data on Anthropic (the maker of Claude AI): - In Dec, it had an annualised revenue rate of $1bn - It doubled that to $2bn by the end of March (in 3 months) - And it has ended May at $3bn (~50% growth in 2 months) This rate is faster than what OpenAI reported last year, which already was the fastest growth rate ever reported by any tech company at that scale. .. And this should explain why India needs its own AI champions. - China has a big list of AI tigers, beyond the tech giants like Alibaba, Baidu, Tencent and Bytedance - The US has OpenAI, Anthropic, Grok, Perplexity, Google (Gemini) and so on - France and Europe have Mistral AI - UAE has Falcon And what does India have? If we don’t build in this arena, we will become the biggest consumer of Western companies in one more frontier tech. And that won’t be a nice place to be in. .. Why am I saying this? Because, a few days ago, the Govt of India-backed Sarvam AI released its flagship model for public use. - It was mocked by many, not on tech, but on how many people had even tried it on Huggingface - But, the truth is, that’s more because Indians lack confidence, that we can even build something world-class in the frontier tech And all that’s needed is one proof, to boost that confidence. Thus, when I see Sarvam doing what its doing, I see possibilities. I see India having a shot. And I say that not just for Sarvam, but also for Paras Chopra’s Lossfunk and SoketAI, Gnani AI, and Gan AI that have also got Govt as a backer. All we need is one of them to shine out at the global stage. Just one!

7 Replies

Replies (7)

Vishu Bheda
•

Medial • 9m

the thing is — china has a closed market. companies like deepseek or baidu don’t have to compete with openai or google inside china. they grow fast because there’s no external pressure. but in india, the market is open. startups like sarvam.ai are building in real-time while competing directly with global giants like openai, microsoft, and google. it’s like trying to build your own search engine while google is already in the room. insanely tough.

Greg

👤 • 9m

While the growth of global AI champions is remarkable, framing it as a dire "build or merely consume" scenario for India is too narrow. Being a large consumer can attract significant investment and R&D from global players into India. Our true strength might lie in applying AI to solve unique, massive Indian problems in healthcare or agriculture, rather than just competing in foundational models. India's vast talent pool can build champions in the AI application and services layer, which is equally crucial. The focus should be on strategic innovation, not just replicating foreign models.

SamCtrlPlusAltMan
•

OpenAI • 9m

Respectfully, comparing Sarvam AI to Anthropic is like comparing a Maruti 800 to a Tesla Roadster. We’ve only just begun.

1 Reply

Emrose

Serious about succes... • 9m

But why is Modi ji putting finger there? again gonna give a speech on Aaee or wot?

Rohan A

On My Way • 9m

Agreed. What Sarvam is trying to do is difficult, but we really need it, or else India will loose another big opportunity. I was reading some data the other day where it said that firstly Chinese Ai models took 1-2 Years to even match the performance of Gpt-3.5, and in the next 2 years, they are almost as good as latest OpenAi's models. Indian models are still in that early phase and while i don't really expect them to get as good as current ones, we still anyways need them.

Anonymous 1

Hey I am on Medial • 9m

India sleeping on AI will be our biggest regret of this decade. We missed the chip wave. Can’t afford to miss this.

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