Founder - seekaxis.com | Helping Builders with 0-1 Product, Growth and AI
Joined April 2010
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Apr 18
Every major platform is rewriting itself around the idea that agents will shop on behalf of users. Protocols, payment rails, merchant directories. A lot of it is theatre. Some of it is real. Either way, the winners of that shift will be the places that own the intent layer — the part of the stack that actually knows what the person wants and why.
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TurboQuant and now phone cluster computing - Google is becoming Pied Pier IRL
Jun 12
Today on the blog, we discuss a pathway for the second life of phones through the exploration of “phone cluster computing”, which can directly reduce the environmental footprint of computing by avoiding the need for further raw material extraction. More →goo.gle/4aJe5vO
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What if Son of Anton (Fable) discovered the vulnerability itself and reported it to the Gov?
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Jun 13
Sovereign AI
This ban is the perfect push for Open Source Models and AI Platforms.
Governments across the world are going crazy and might start controlling Platform APIs, SaaS, etc. since everything will consume/enable AI in some way.
You build a product powered by one of the providers in US, they randomly decide to block India (among other countries).
The product either loses quality (hence business) or completely stops working if the model dependency was high.
Your primary job becomes hunting for alternatives.
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Jun 13
Strong validation of the Sovereign AI thesis. Every large country needs its own models - open and closed source plus chips, data centers, and cloud.
Indian founders have built their stack on Chinese open-source models. What happens when the next generation stops being open source?
China has every incentive to open-source while behind, then close the gate once everyone depends on it.
The case for India building its own models, both open and closed has never been stronger.
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Jun 13
#Fable
If this was done in India, they would have required DigiLocker/Aadhaar verification for access to the model.
(Just like we did for .in domains)
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Jun 13
Jun 13
This is big: all access to Mythos and Fable AI models disabled for everyone outside America.
First thoughts:
1. Technology is the ultimate weapon. National sovereignty, national security, all of it is now about technology.
2. Globalization is dead and Bharat must find her own way ahead.
We must keep these two ideas in mind.
What can our government do right now? Ensure that orgs in India embrace smaller models, both Indian and Chinese open source ones. With a bit of effort, we can make them work. Anyway, why pay money to people who don't even want to sell to you?
We must deepen our R&D. Sarvam has been on it and we have been on it but remember that the latest models cost not only huge GPU budgets to train, the GPUs themselves are restricted. So we can't afford the scale of money (of the order of $100 billion to even get in the game!) and even if we could come up with the money, we can't get all the GPUs. I would not like to ask the government to fund tens of billions of dollars on this anyway - the money has far better uses.
Zoho has been pursuing alternative R&D approaches that are far, far less expensive but by its nature cutting edge R&D takes time and we are patient. I am confident we will get there.
Any remaining people in India who have delusions about globalization should wake up now.
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Jun 13
Jun 13
The "sovereign AI is real" moment is here. Nation-states will soon start needing citizenship and/or security clearances to work on the next SOTA models the way they do for defense, space, nuclear tech. It is only a matter of time. Talent wars here will be crazy.
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Jun 13
India is the second-largest market globally for both ChatGPT and Anthropic. If they can turn off the access at the press of a button like this, we are absolutely at the mercy of a foreign govt. Geopolitics is getting uglier. Globalisation in the current form is dead. This is a huge wakeup call for India.
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Jun 8
The Siri Demo triggered Siri on my Mac, what if if this happened to the live audience #wwdc
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Jun 6
Jun 5
Sovereign VC for Sovereign AI
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Jun 6
.@HDFC_Bank’s transaction monitoring automated call has been calling UPI, U-P.
Did no one test this before deploying to prod?
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Sovereign AI at population scale isn’t theory anymore, it’s shipping.
Sarvam AI is building a full-stack, “Made in India” AI platform that:
🧠 Trains 100B parameter MoE models efficiently across 4,096 NVIDIA H100 GPUs
⚡ Delivers millisecond-level, multilingual voice inference for Aadhaar
📞 Powers automated KYC, sales, and support across telephony and WhatsApp for brands like Tata Capital and Infosys
By integrating ASR, LLMs, and TTS into low-latency voice agentic workflows, Sarvam is bringing natural, real-time AI interactions to 1.4B Indians in their own languages. 🇮🇳
This feels like a blueprint for how countries can build sovereign AI without compromising on performance or safety.
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Jun 6
Tried @Revolut India.
Minimal banking features, at par with @TheJupiterApp onboarding from years ago.
Excited about the Rewards side 😎
Hoping they expand well in India.
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Jun 5
If you use a Mac and multiple browsers, you will love this
open.substack.com/pub/sj/p/i…
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Jun 5
Sovereign VC for Sovereign AI
Jun 4
India needs sovereign VC as well
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