Basic utilities need reinventing with AI. Eg spellcheck on iOS is a disaster. Every other sentence needs a correction. Is there a keyboard out there that elegantly solves for Apple’s constraints/sandboxing and applies historical context, on-device LLM etc?

Looking forward to the discussion with @harshilmathur and @snowmaker. For AI/ consumer / finserv / media companies in the US that want to enable payments from customers in India, @Razorpay is a great way to improve monetization.

Mission India! Awesome evening here, high energy. ⚡️⚡️

We're excited to double down on @Triomicsinc's Series B as they continue to expand their oncology-specific AI platform for cancer centers. Oncology breakthroughs are keeping patients alive longer, but patient histories are growing into dense, multi-year records that take clinicians a long time to navigate. Triomics helps oncologists and administrative staff cut through that complexity. Starting with clinical trial matching, the platform has since expanded to include verifiable patient summaries that surface key information directly inside the tools clinicians already use, reducing appointment prep time without adding new workflows. Congratulations to @k__sarim, @hrituraj1997, and the team! More about the fundraise: techcrunch.com/2026/05/27/tr… @dkhare @BaggaRohil

Spent time with @pratykumar tonight. Good conversation on sovereign AI and what @SarvamAI is building for and in India. See you Thursday in SF! @ravirajjain @MohapatraHemant @lightspeedvp @LightspeedIndia

AI in India is different yet additive and expansive to what is going in AI in the US. If you are an AI researcher and want to learn more about this, join us here in San Francisco for this conversation with @pratykumar, founder of India’s sovereign AI platform @SarvamAI. Luma link in @MohapatraHemant’s post below.

Speaking tomorrow at Stanford about the opportunity to build deep tech in India. If you want to train models, build products, create population scale impact, or are just curious what we are up to then RSVP and show up - sarvam.ai/events/stanford-gs…

At @acceldataio’s Autonomous conference today with Rohit and Ashwin here in San Francisco. T-Mobile, Verizon, Barclays, Merck, Pfizer, Qualcomm in the room. All of them hitting the same wall: agentic AI doesn’t work in Fortune 500 enterprises if the underlying data — spread across on-prem, cloud, and hybrid — isn’t compute-ready at petabyte scale. You still need a control/compute plane that runs compute and data workloads across your entire legacy and modern data stacks as well as within any agentic harness like Claude or Codex. That’s exactly what Acceldata’s AI-native data runtime is. Proud to be an investor in this category leader in enterprise data & AI platforms. go.acceldata.io/autonomous26

Half life of your product wedge = weeks. What will you own in 18 months that nobody else can vibe code.

Beautiful view from Old Delhi of Jama Masjid tonight. Then on from here to San Francisco in a few hours.

Enjoying Thums Up in Delhi 😊

Portkey is being acquired by Palo Alto Networks — just three years after founding. Congrats Rohit, Ayush and the whole @PortkeyAI team! Another proof point for the US-India corridor — world-class AI infrastructure built by India-origin founders for a global market. A win for the Bangalore and San Francisco startup ecosystems. I first met Rohit in Pune in 2012. Watched him build his first company which got acquired by Freshworks and go deep on LLMs at Pepper. When they mentioned they wanted to solve this problem in AI production systems that they had identified, we were right there to back them at the concept stage - more on the Lightspeed thesis here: lnkd.in/gzSuxGeE. Congrats again Rohit and Ayush and wishing you all the best in your journey ahead! @jumbld @LightspeedIndia

We are doubling down on @oolka_ai in their Series A as they bridge the gap between India’s robust credit infrastructure and the consumer’s need for real financial clarity. While credit tracking has been the norm, Oolka is shifting to agentic finance, moving beyond static data to deliver contextual guidance for a new generation navigating their financial lifecycle. Read more about the fundraise: inc42.com/buzz/credit-manage… @youkaey @kumarharsha2212 @PriyalMotw89880

Loving the lightning and crazy sheets of rain right now in Bangalore. Less traffic here in Indiranagar and Domlur, ironically.

The U.S. healthcare system loses billions to administrative inefficiency every year. Coral is fixing that by breaking this healthcare bottleneck at scale. Despite operating in a challenging environment with legacy systems and fragmented workflows, Coral is delivering real outcomes. In less than a year, it has reached millions in revenue and helped some of the largest U.S. customers dramatically reduce patient intake times and first-pass denials. We have been alongside the Coral team from the beginning, and we are proud to double down as they continue to push the operational transformation that U.S. healthcare urgently needs. Read more about the investment: forbes.com/sites/davidprosse… @ajshrihari @dkhare @BaggaRohil

@PocketFM_App has now crossed $400M ARR. The first $200M took 6 years, the next came in just 12 months. AI changed everything for us. When we started Pocket FM, the idea was to build a new entertainment format - bingeable, bite-sized audio series. We built this category in India, then scaled it to the US and Europe and today it’s part of mainstream entertainment across 20 countries. While building Pocket, we reimagined the entertainment playbook by pivoting to an AI-native storytelling system. At the core of this AI-native engine is our fiction writing co-pilot, trained on billions of minutes of engagement data. It enables creators to go from a raw idea to a fully dramatized series in minutes, while allowing us to rapidly identify potential blockbusters and adapt stories across languages and cultures almost instantly. Content creation has exploded on Pocket - 300,000 creators are now producing 80,000 hours of content every month and this isn’t low-effort content; it’s storytelling people keep coming back to every day. AI isn’t replacing creativity, it’s unlocking it. One creator story recently stuck with me, a first-time creator from Hyderabad whose show found an audience in the US and he made ~$50,000 (₹50 lakh) in a single month. This is democratization of storytelling. Feels like this is just Episode 1. Many more cliffhangers ahead. P.S. We are now free cash flow positive, at ~5% EBITDA.

Helpful case study on how to become relevant again *and* grow durably. Useful for saas companies founded pre AI.

Super interesting analysis on enduring founder talent pools.

Good to catch up on your visit to SF, @vaibhavbetter! So much flux in this India-US corridor.