In the news today:

• Anthropic hits $30B run-rate revenue — up from $9B in Dec 2025

• Claude Mythos

• New Yorker's Sam Altman article

• KreditBee raises $280M, valuation doubles to $1.5B

Ganesh Gopalan, Co-Founder & CEO of Gnani.ai — India's first 5B-parameter voice-to-voice AI model (Inya VoiceOS), 30M+ daily voice interactions, 200+ enterprise clients, IndiaAI Mission, $10M Series B.

Avik Ashar & Devarsh Saraf built Bombay Founders' Club from 6 people to 300+ curated founders in two years — announcing international expansion today. Avik was Principal at Artha Venture Fund & Riverwalk Holdings. Devarsh left New York law to build this.

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On today’s show:

Gaurav Seth, CEO & Co-founder of PierSight Space, on building India's SAR+AIS satellite constellation for persistent ocean monitoring, what the IN-SPACe tech transfer unlocks, and the ₹1,200 Cr national EO constellation play.

Rebhav Bharadwaj, CEO & Co-founder of Dodge AI, on building AI agents that automate SAP ERP maintenance for large enterprises — and what it took to get picked for the Accel + Google AI Futures Fund Atoms Cohort 2026.

For episode 76 of TON, we have:

• OpenAI raises $122B at $852B valuation

• TBPN acquired by OpenAI

• WHOOP raises $575M — Abbott, Mayo Clinic, Ronaldo on the cap table

• Flowmeter by AngelList India Ed. 01 — Seed→Series A now 905 days; 5yr MOIC 3–7.8x

Pratik Sharda (CraftifAI) — agentic AI for embedded software. $3M seed. Automates firmware and edge AI for robotics, drones, and IoT.

Pranit Arora (Univest) — AI stock advisory for Indian retail investors. 5M+ users, ₹130Cr FY26 target. Not just what to buy — but when to exit.

Rishaad Currimjee is the GP of Golden Sparrow — a fund backing India’s deeptech and AI founders at pre-seed, from space-tech and semiconductors to enterprise AI. Fund I returned 5.5× on EtherealX; Fund II just closed its first tranche at $20M. We talk about why he left a 140-year Mauritius family business to build a solo-GP fund in India, and where deeptech is actually going.

Pratyush Rai and Siddhartha Saxena are the IIT Kanpur co-founders of Merlin AI (1M+ users) and Thine — an ambient iPhone AI that learns from your in-person conversations and surfaces what matters, privately. We talk about why they walked away from a product with a million users to build something completely different, and what personal intelligence actually means.

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Vikram Chachra is the Founding Partner of 8i Ventures — the seed fund behind Slice, M2P Fintech, Blue Tokai, and Signzy; Fund II closed at $50M. We talk about what’s still underbuilt for Indian consumers and SMBs, and what the DPI stack has left on the table for founders.

Parth Chadha is the Founder & CEO of STAN — India’s social gaming community with 30M+ downloads, backed by Sony Innovation Fund, Bandai Namco, Square Enix, and Google’s AI Futures Fund. We talk about what keeps a gaming community alive beyond installs, how the Gems model monetises, and when India’s gaming economy starts looking like Korea or Japan.

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Sora is shutting down ($15M/day costs). Bryan Johnson says 5-MeO-DMT beat every longevity protocol he’s tried. A non-biologist built an mRNA vaccine for his dog’s cancer using ChatGPT, Gemini, and Grok — it’s working. And the rupee is almost at 95.

We’re joined by Niyaz Laiq, Partner at Lumikai — India’s first gaming & interactive media VC. Founder, operator, investor. The $13.8B market, microdramas, live commerce, and where the real money in Indian interactive media actually lives.

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This week: IPL sees a $3.4B wave as tech capital enters sports, while Jensen Huang’s “AGI is here” comment sparks debate on what AI can actually do today.

In this episode, Siddharth Shetty of Finternet Lab breaks down building digital public infrastructure at scale, what it takes for systems like Account Aggregator to work, and how Finternet could enable seamless movement of value globally.

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Elon Musk just announced a $25B chip fab — a bold bet on owning the AI supply chain.

In this episode, Natasha Malpani of Boundless Ventures shares a contrarian view: the real value in AI may not sit in models or compute, but in applications and tooling.

A conversation on where the next wave of AI companies will be built.

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Two bets: turning math into a game, and digitising procurement.

Sudhanshu Bhatia (Matiks): 3.5 lakh+ users, building skill-based gaming around mental math.

Gaurav Baheti (Procol): $20B+ procurement managed, now adding AI agents to automate decisions.

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Today’s episode connects three big shifts — edtech consolidation, new VC power, sales in the world of AI and the future of physical logistics.

News:

Unacademy × upGrad merge in a share-swap deal, Peak XV alumni launch Ambition Capital, Travis Kalanick re-emerges with Atoms - betting on industrial robotics over humanoids.

Guest — Rishabh Ladha, EPIC World / ex-SquadStack

Rishabh breaks down what actually drives great enterprise sales, where AI genuinely helps vs where it’s noise, and why India’s GTM motion is still broken for most startups.

Guest — Ankit Kumar, Skye Air Mobility

3.6M autonomous deliveries, 200K/month in one city — we unpack drone logistics at scale, unit economics, regulation (BVLOS), and why India could lead this category globally.

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