India's AI Boom: VC Perspectives on Hype Versus Reality
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India's AI Boom: VCs Demand Real Innovation Over Hype, Funding Gaps Emerge
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CNBC TV18•27-03-2026, 20:58
India's AI Boom: VCs Demand Real Innovation Over Hype, Funding Gaps Emerge
•Venture capitalists are shifting focus from superficial AI plays to genuine innovation, prioritizing startups with real intellectual property.
•Rahul Agarwalla of SenseAI Partners emphasizes that startups must add value to justify their existence, moving beyond simply building on existing models.
•Vikram Gupta of IvyCap Ventures highlights a significant funding gap for deep tech at Series B, despite ample early-stage capital, potentially hindering founders.
•Investors view AI as a structural shift, with Ritesh Banglani of Stellaris noting its non-deterministic nature could lead AI-native firms to replace traditional enterprise software.
•Karan Mittal of Caret Capital warns against neglecting hardware and infrastructure, despite GenAI attracting most capital, as India's AI ambition requires long-term execution and funding.