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Why Is Alphabet Spending $180B on AI Infrastructure? | Omnivore & Vivek Sinha
Today’s episode unpacks Alphabet’s record $180B AI CapEx call, India’s new deep tech startup category, and founders building real impact in agritech and applied learning.
🗞️ News Highlights
• Alphabet Q4 & CapEx: Alphabet crossed $400B annual revenue and plans $175–185B CapEx in 2026, signaling the largest AI infrastructure bet ever and putting Bangalore at the heart of expansion.
• India’s Startup Definition: The government launched a Deep Tech Startup category with 20-year recognition and a ₹300cr turnover cap to better support long-gestation deep tech firms.
• Claude vs ChatGPT: OpenAI is exploring ads for ChatGPT while Anthropic’s Claude rejects them — highlighting diverging bets on scale vs premium user experience.
🎙️ Guest Segments
Mark Kahn — Managing Partner, Omnivore
On why he backed agritech before infrastructure existed, how real agritech companies create value, and what founders get wrong about precision tech, margins, and impact.
Vivek Sinha — Founder & CEO, Emversity
Why he pivoted from online to on-job learning, how partnerships with corporates and campuses structure outcomes, how placement and internships work, and what Emversity learned from past efforts at scale.
🎧 Watch, subscribe, and join our WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_t
Follow us:
X → https://x.com/OfflineOnAir
Instagram → https://www.instagram.com/theofflinenetwork
LinkedIn → https://www.linkedin.com/company/offlineonair
Website → https://www.theoffline.network
#TheOfflineNetwork #IndiaTech #Startups #AI #CapEx #Alphabet #DeepTech #Agritech #Education #Omnivore #Emversity
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By The Offline NetworkToday’s episode unpacks Alphabet’s record $180B AI CapEx call, India’s new deep tech startup category, and founders building real impact in agritech and applied learning.
🗞️ News Highlights
• Alphabet Q4 & CapEx: Alphabet crossed $400B annual revenue and plans $175–185B CapEx in 2026, signaling the largest AI infrastructure bet ever and putting Bangalore at the heart of expansion.
• India’s Startup Definition: The government launched a Deep Tech Startup category with 20-year recognition and a ₹300cr turnover cap to better support long-gestation deep tech firms.
• Claude vs ChatGPT: OpenAI is exploring ads for ChatGPT while Anthropic’s Claude rejects them — highlighting diverging bets on scale vs premium user experience.
🎙️ Guest Segments
Mark Kahn — Managing Partner, Omnivore
On why he backed agritech before infrastructure existed, how real agritech companies create value, and what founders get wrong about precision tech, margins, and impact.
Vivek Sinha — Founder & CEO, Emversity
Why he pivoted from online to on-job learning, how partnerships with corporates and campuses structure outcomes, how placement and internships work, and what Emversity learned from past efforts at scale.
🎧 Watch, subscribe, and join our WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_t
Follow us:
X → https://x.com/OfflineOnAir
Instagram → https://www.instagram.com/theofflinenetwork
LinkedIn → https://www.linkedin.com/company/offlineonair
Website → https://www.theoffline.network
#TheOfflineNetwork #IndiaTech #Startups #AI #CapEx #Alphabet #DeepTech #Agritech #Education #Omnivore #Emversity