If you got an offer from one of these companies... which one would you like to join ?

Hello everyone, I was scrolling through X and read a lot of comments from developers and builders about Claude Fable's access being revoked and the lack of Indian AI labs working on frontier technology and not deliveries. My thoughts on this - 1. Frontier AI models requires a lot, and I mean a lot of compute to begin with. Sadly, that kind of compute is hard to acquire and also require a lot of money. 2. You need something that is your own, you can't just pick an architecture, train it on a slightly better dataset than your competitors and call it a day. It is true that the data you use to train your model is very important and if your data is better than that is your advantage but how long are you planning data to be your only advantage? You need to get your hands dirty with the architecture and actually make things work internally before announcing to the world that your model after XYZ phase is going to be the next "big thing". 3. Investors, this is something which I have stopped talking about as their perspective isn't going to change. The day the perspective of investing in only the labs led by founders from premier institutes or in revenue generating labs changes, that day would mark the beginning of something fruitful and beautiful. Of course, I am not asking to risk it all, but showing faith, showing trust is very necessary. Do your due diligence, ask for patents, internal benchmarks, but refusing to even consider a lab just by looking at credentials feels wrong. But again, it's their money, their choice. There are so many talented researchers in our country. When we recently conducted interviews, one of the conclusion that we came to was that most of the candidates were doing more than they could as most of the colleges do not compute to provide which hinders them for trying things. India has a lot of potential but potential needs compute and capital to shine.

Folks in India, please listen to this talk about insane sending on AI @NandanNilekani is very right. We need to focus our investments @narendramodi @PMOIndia @AshwiniVaishnaw

To train a GPT class 1T model from scratch - including failed runs, data acq clean rlhf, post-training, team/people will likely req $250M of compute on an aggressive 3-4mo schedule (i.e. more reserved GPUs), $500-600M all-in IF you do a dense one. MoE fp8 will cut costs by 1/10th depending on how many active params you have. If you want SOTA however, the budgets go significantly higher on test-time compute, post-training RL, and data/synthetic generations..and v. high on talent. Maybe $2-4B all-in. After that comes serving the model. The talent is key to get to SOTA/beat it - and then you have to ensure this is useful enough to have inference vol over time - for which the capital will come if there is usage / TAM. So this is not as much about raising $50-60B, or raising it all at once as the OP says - we are investors in mistral, sarvam, reflection and anthropic - and they all scaled capital over time as models got adoption, but the early bottleneck is more on talent GPUs at that scale where you can do interesting things.

Reuters: India’s biggest private employer TCS's Chairman ‌ AI agents could become as numerous as TCS employees. The Chairman said: "Some of the work being done will go to AI agents. That will be the ​nature of the transition that we have to go through ​not only ⁠as a company, as an industry, and as a country" . TCS has already announced 12K job cuts, reported $2.3B in annualised AI revenue, and has an OpenAI data-centre agreement, so this is not just talk from management. TCS has about 600K workers, so Natarajan Chandrasekaran’s claim points to a future where software tasks are handled by hundreds of thousands of digital agents rather than only human engineers. The company expects hiring to fall as AI takes over more coding, testing, support, maintenance, and back-office work, although Chandrasekaran also said new AI-related roles will appear. This hits India’s $315B IT services model hard because firms like TCS and Infosys grew by supplying large teams of lower-cost engineers to global companies. AI weakens that model because one agent can perform repeatable software work at scale, reducing the need to keep expanding human headcount for every new contract. --- IMO, India’s whole $315B tech-services industry was built on sending work to lower-cost human teams, and even recent outsourcing guides still describe offshore BPO as attractive mainly because staff costs are lower than in Europe and the US. If AI agents can do that same repeatable coding, testing, IT support, finance processing, or customer-service work, the buyer no longer needs India as the labor location, because the “worker” can run inside a US or European cloud stack, under local data rules, closer to the company’s own systems. That means the BPO threat is not only job loss at TCS; it is a possible collapse of the old outsourcing bargain, where cost savings came from moving work to cheaper people, while the new bargain may come from replacing the location advantage with software automation, especially when TCS itself says AI agents could match its human workforce --- reuters .com/world/india/indias-tcs-chairman-expects-ai-agents-equal-employee-count-2026-06-09/

SITUATION DETECTED: The city of Rio de Janerio has post-trained a model. Based on Qwen 7/2, Rio 3.5 Open 397B adds SwiReasoning on top of the base Qwen model — a framework that dynamically switches between standard chain-of-thought and latent-space reasoning, guided by entropy-based confidence signals, so the model only "thinks out loud" when it needs to and otherwise reasons silently in hidden space for better token efficiency.

the sad thing about india is that all the boomer entrepreneurs are hardcore supporters of not building a sovereign model but of building infrastructure around these models (haha, sure), because that pockets you the money much more easily - unless anthropic comes and kicks you and says, "we are not going to let anyone use this model." sure you want 1.4 billion people remain a consumer economy because you can smell the money & not the ambition of the country. having almost no r&d expenditure while earning $3b in net profits from a single company makes your country weak, not strong. i hope a new generation of big entrepreneurs will risk it all just for the love of the game.

Stop making loose comments. A foundational model needs 50/60b $ Huge hyper cloud capacity with hundreds of billion $

Indians are blaming Infy/Murthy/Nandan for a lack of home-grown LLM. But that blame is misplaced. Infy/Murthy/Nandan could never start an AI company. They had money and they could have fund something. But that again, is their money and why should they risk it? The real culprit here is Amitabh Kant and other IAS like him. These are the people, why I left India and started two companies in the US. These are the people, why much of Indian talent left to work for US based companies. And these folks did well. Let's say the government gives me $10B and ask me to set up an AI lab in India. Am I qualified to do it? YES. Will I do it? HELL NO And you would ask why? Some would say that I have a cozy life in the US. Some would say, I have deep connection in the US, including family. All of that is correct but does not pin point the reason why I wont start a company in India. The real reason is Babu. Unlike, many In India who think competing for 1000 seats using some bullshit essay writing contest makes Babu some wizard, I have not come across one, I will hire as an analyst. Under no circumstance, I am gonna report to a babu (Happy report to Dharmendra Pradhan or Smriti Irani though). Also, under no circumstances, I will accept a position where I am unable to fire and put an IAS in jail if they reported to me and indulged in some corruption. Till this babu problem is fixed, no NRI would come to India. If I were the CIA or CCP, trying to ensure that India does not gain AI independence, I would make every effort to protect Babu fiefdom.

Today, I am not gonna sleep peacefully. The gap between two civilisations will accelerate to unimaginable levels if one has access to super intelligence and the other doesn’t. As a nation, why can’t we buy 200,000 chips like tomorrow and start training.