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Z47 Moments episodes
- 225: How this IIT Alum is scaling India's ₹10,000 Cr AI Initiative | Intelligent Indians #AI
India’s AI moment will be defined by architecture.
In our new series Intelligent Indians! we sit down with the builders, policymakers, scientists, and founders shaping India’s AI decade as it unfolds. In the first episode, Avnish Bajaj and Vikram Vaidyanathan sit down with Abhishek Singh, CEO of the IndiaAI Mission, to unpack how India is designing AI as infrastructure, not experimentation.
The conversation goes deep into what Abhishek describes as “DPI to the power of AI” for an ai learner in India extending India’s proven Digital Public Infrastructure (Aadhaar, UPI, DigiLocker, Account Aggregator and more) into the AI era and India AI Mission. The discussion covers how population-scale systems, once thought impossible, are now becoming India’s execution advantage.
This conversation is a must watch for anyone curious about:
1. How affordable compute, open datasets, and India-native foundation models remove first-order constraints
2. The seven pillars shaping of the IndiaAI mission:from compute and data to deployment, trust, and governance
3. Why AI in India must work across languages, income levels, devices, and real-world conditions
4. How the India AI Summit is a milestone in India's longer-term systems build
Chapters
00:00 Trailer
1:57 Introduction
2:36 What is India AI Mission
4:30 Nandan Nilekani's advice
5:03 What is DPI in AI
6:22 7 pillars of Indian AI
10:30 Rs. 65?
12:00 Developing applications that will benefit people
14:20 Knowledge and access to AI
15:25 AI helping Indian farmers
16:48 India's consent architecture
18:54 Where is AI helping?
21:00 DeVc AI founders
22:15 Is data labs a government initiative
23:50 Tools to code faster
25:24 Why is AI failing at production scale
26:16 What is free AI commission
27:41 Should data monetisation be banned
28:31 Is govt doing AI startup financing
31:20 ConclusionAlso watch:
India's secret advantage in AI - https://www.youtube.com/watch?v=qqvInPvPkhQ&t=1430s
AI Committee Report - https://kpmg.com/in/en/insights/2025/08/rbi-free-ai-committee-report-on-framework-for-responsible-and-ethical-enablement-of-artificial-intelligence.html
Follow Z47
Website - https://www.z47.com/
Instagram - https://www.instagram.com/z47.vc/
LinkedIn - https://www.linkedin.com/company/z47-vc/#podcast #podcasts #future #ai #aiindia
30 min - 224: Where will $12 Billion VC capital go in 2026? | India’s Top Investors ExplainFuture Signals is Z47's view on where the next category-defining companies are likely to emerge, and the spaces we’re actively tracking alongside the founders building them.
For Indian startups, 2026 promises to be an inflection year where experiments from previous years create a foundation on which the future is built.
Market-defining investing rarely arrive fully formed. They are assembled, piece by piece, by founders who are willing to do the unglamorous work: shaping behaviour, stitching infrastructure, earning trust before scale shows up in a spreadsheet.
Over the last two decades, we’ve observed India’s technology story unfold in phases. First, we built capability, then scale. And finally, the confidence to build world-class businesses and public-market-ready companies. We are now moving into the next phase, where founders start redefining how value is created: by owning outcomes instead of features, and by building systems that work at population scale and travel globally.
These are the Future Signals that will define 2026 and beyond.
Follow Z47
Website - https://www.z47.com/
Instagram - / z47.vc
LinkedIn - / z47-vc
Chapters
00:00 Introduction
01:49 Are founders creating markets?
05:23 Evolution of AI
7:59 How is AI changing consumer companies?
10:25 Disruption via Agentic AI
12:01 Fin Ops is largest SaaS opportunity
14:28 Speed takes over startups
16:46 AI in Intelligent hardware
18:42 AI in banking and finance
20:48 Consumer companies making AI personal
22:43 The next META/ Binance?
23:59 What does India need?
28:21 Commerce is being re-built
30:03 Indian companies going global
32:47 SaaS products scaling globally
36:11 Manufacturing goes global
38:03 Co-pilots in businesses
41:43 2026 is the year of deployment
#podcast #podcasts #future #ai #aiindia45 min - 223: Trends in Term Sheets: What Founders Need to KnowBetween overprotective term sheets and oversimplified ones lies the real market.
On this episode of #ZeroToInfinity, Avnish Bajaj and Tarun Davda, are joined by Archana Rajaram to weigh in on one of the most misunderstood parts of startup building: the term sheet. As the founder of River Law (formerly Rajaram Legal), Archana’s work has quietly shaped the “market standards” that nearly every Indian SHA now follows.
In this episode, they break down the real-world changes in Indian term sheets post-2021:
from liquidation preferences and reverse vesting to governance, exits, board control, and how AI is already reshaping negotiations. The way a founder negotiates a term sheet often foreshadows how they’ll build their company, handle conflict, and navigate hard decisions later.
Tune in for a rare inside look at venture’s most misunderstood document
01:23 Introduction to the Z47 podcast
02:52 Handshake deals to hyper-detailed clauses: how India’s term sheets have evolved
05:55 Why written guardrails matter, even in trust-based relationships?
08:48 Between one-pagers and legal novels lies the real market standard
10:38 Founders lose leverage the moment they sign without counsel
12:42 What founders miss at incorporation, they pay for at IPO
16:20 You can’t switch from founder-led to board-led overnight
28:02 In India, governance runs through SHAs, not boards
34:07 Every founder’s dilemma: what terms really matter in your term sheet?
37:39 Event of Default: India’s most controversial term and why it exists
49:49 How you negotiate your first term sheet predicts how you’ll scale
59:57 AI may change diligence, but judgment still writes the rules
For more insights, revisit the related Z47 episode:
• The Terms of Term Sheets
• Hard clauses in a term sheet
• From (Z)omato to (A)ther: India’s Tech IPO...
Article: / calculating-liquidation-preference
Follow us on:
Website: https://www.z47.com/
LinkedIn: / z47-vc
X: https://x.com/z47_vc
Instagram: / z47.vc1 hr 9 min - 222: How Emversity Is Bridging Higher Education with Real Industry Skills | Zero to InfinityIn this episode of Zero to Infinity, Rajat Agarwal and Chandrasekhar Venugopal sit down with Vivek Sinha, second-time founder and CEO of Emversity, to unpack one of India’s most urgent and least-discussed problems:
👉 Why are millions of young Indians still unemployable after 16 years of education?
👉 What will it take to build a truly job-ready workforce?
👉 And why might the biggest opportunity in education lie in the “grey-collar” economy, not tech or test prep?
Vivek takes us deep into the realities of India’s higher education system, the failure of legacy institutes to prepare students for real-world roles, and the massive talent gaps in healthcare, hospitality, construction, and manufacturing.
He also breaks down Emversity’s groundbreaking model:
On-the-job learning (not online, not offline)
Industry-backwards curriculum co-designed with employers
Earn-while-you-learn degrees that effectively cost students ₹0
VR simulation labs and real-world skill training
50%+ organic student acquisition driven purely by outcomes
If you care about India’s future workforce, social mobility, or building meaningful businesses at scale, this conversation is a must-watch.
01:47 - Introduction to the Z47 Podcast
02:52 - What really happened to India’s EdTech boom?
03:25 - The three faces of EdTech: daycare, test prep & higher education
06:24 - Intent and Outcomes: the two pillars of real education
10:51 - From disruption to discipline: building an education business that lasts
15:47 - Emversity’s goal: make every student employable, not just enrolled
18:59 - Bridging academia and industry through tech + training
22:43 - Why Emversity bets on India’s grey-collar workforce
27:55 - Earn while you learn: the zero-cost degree model
31:24 - Tech-enabled, execution-driven: how Emversity scales smart
37:27 - The long road ahead: can Emversity educate a million students
40:30 - Changing lives, one job at a time
42:00 - Building India’s next-gen education infrastructure
Follow us on:
Website www.z47.com/
LinkedIn www.linkdin.com/company/z47-vc/
Twitter: https://x.com/z47_cv
Instagram: www.instagram.com/z47.vc/45 min - 220: India’s Secret Advantage in AI: The FDE Revolution70% of enterprise AI projects never reach production. The solution: Forward Deployed Engineers (FDEs).
In this episode, Vikram Vaidyanathan and Rocketlane CEO, Srikrishnan Ganesan unpack the rise of the FDE model, from Palantir’s origins to how AI companies use it today to bridge the gap between prototypes and production.
They discuss why traditional SaaS orgs break in AI, the governance needed to scale FDE teams, and why India is emerging as the global engine room for AI deployment.
A crisp breakdown of the role shaping the future of enterprise AI.
Chapters
00:01:29 - Introduction to the Z47 podcast
00:04:16 - The 70% problem: Why enterprise AI fails to scale
00:05:25 - The origin story: Inside Palantir, where it all began
00:12:43 - Evolving from deployment to GTM engine
00:14:23 - The Vision Selling era: from POCs to production ROI
00:17:09 - What does a great FDE motion look like?
00:18:59 - Building with FDE DNA: How Rocketlane practices what it preaches
00:24:06 - Product, success, or stand-alone: Where should FDEs sit?
00:26:22 - Scaling the FDE model: from speed to structured governance
00:33:38 - Pairing on-site FDEs with India’s 24×7 talent engine
00:34:21 - AI adoption as India’s next big export
00:37:49 - FDEs: The human bridge between AI promise and delivery45 min - 221: How MoEngage Is Powering Global Customer Engagement | Zero to InfinityFrom a small apartment in Bengaluru to powering over 2 billion users across 60+ countries, MoEngage is one of India’s most quietly global success stories. This is more than a startup story — it’s a story about India’s rise as a product nation, and the founders who are reimagining how the world engages with technology.
Raviteja Dodda, Narasimha Reddy and Yashwanth Kumar built a world-class customer engagement platform out of India — long before “SaaS for the world” became a buzzword.
We trace MoEngage’s journey through its toughest pivots, its cultural DNA, and the product decisions that made it indispensable to brands like Airtel, Ola, Nestlé, and Samsung.
In this episode of #ZeroToInfinity, MoEngage co-founders Raviteja Dodda & Narasimha Reddy join Tarun Davda & Pranay Desai of Z47. In a wide-ranging chat, they discuss the MoEngage journey - from initial failures to serving over 2Bn users.1 hr 18 min - 219: The Startup That Can Build Anything756 of 1,009 rows displayedSubmarine parts. Metro casings. Agricultural harvesters. Even bombshell casings for the defence sector.In this episode of the #ZeroToInfinity podcast, Ximkart founder explore how solving the “thinking loop” first makes it possible to deliver parts for any industry, anywhere.Once the right inputs hit the execution loop, size, sector, and material become irrelevant, it’s all just precision manufacturing at scale.35 min
- 218: India’s Role in an AI-First World? | Zero to InfinityThe US innovates. China industrializes. Can India deploy at scale and claim its right to win in AI?
India’s edge has always been its people: engineers, data, and scale. But as LLMs automate language and logic, can that advantage still hold?
In this episode of #ZeroToInfinity, Chandrashekhar Venugopal speaks with Avnish Bajaj and Vikram Vaidyanathan about India’s crossroads in the AI race and what will define the country’s next decade.
The trio unpacks:
The rise of Forward-Deployed Engineers (FDEs): India’s secret weapon in AI deployment
How data, assurance, and governance could become India’s strongest moat
Why AI might finally flip India from back office to frontline
How voice and vernacular interfaces could erase the digital divide
And what government, investors, and founders must do to spark India’s inference leap
With Aadhaar, UPI, and consent layers powering population-scale systems, India has the infrastructure and now the opportunity to lead the world by deploying intelligence at scale.45 min - 217: How Scalekit is Revolutionizing Access Management for Agents | Zero to InfinityIn the near future, less than 10% of access will come from humans, the rest will be agents?
What happens when your next user isn’t human?
In this episode of the #ZeroToInfinity podcast, Pranay Desai sits down with Satya Devarakonda and Ravi Madabhushi, founders of ScaleKit, to decode a fundamental shift in software: the rise of agents as first-class users.
Humans log in and out with predictable patterns. Agents are transient, transactional, and unpredictable, hitting systems hundreds of times a minute. ScaleKit’s modular approach is built for this new reality, where AI agents, not humans, dominate usage.
Satya and Ravi bring rare scar tissue and foresight. From PipeMog in 2013, to FreshID at Freshworks, to now ScaleKit, they’ve spent a decade solving identity and access at scale, and are rethinking it for an agent-first world.
The duo also shares what it means to build again as second-time founders: why distribution matters more than product, what they’ve unlearned from Freshworks, and how agents are evolving from assistants into colleagues who accelerate productivity.31 min - 216: Disruptor, Digitiser, Enabler: AI’s Role in India's Apps | Consumer Trends Part 2Dive deep into the transformative power of AI in India’s consumer app landscape. In this episode of Zero to Infinity, Avnish Bajaj, Chandrasekhar Venugopal aka CV, and Kishan Kashyap break down:
✅ Why ChatGPT is AI’s MS‑DOS moment and what comes after
✅ How token costs dropped 1000x in a year (and why Sam Altman calls it the “new Moore’s Law”)
✅ The Disruptor–Digitizer–Enabler framework for founders building in consumer tech
✅ Why QuickCommerce for “X” (fashion, pharma, events & more) is the next frontier
✅ And why India’s rails: UPI, Aadhaar, WhatsApp—mean everything is aligned for founders
After tracing India’s growing consumer instinct in Part 1, this segment explores what happens when that intuition meets AI and what gets reimagined when UX, infra, and distribution evolve together, not sequentially.
Whether you’re an early‑stage founder, an operator, or just AI‑curious, this conversation will spark ideas on what to build next.27 min
About Z47 Moments
From the publisher's feed
Zero to Infinity, by Z47, is a podcast series dedicated to the founders, startups, and all within the ecosystem through candid conversations on what we think it really takes to survive in this wild startup world. In a world where we are endlessly engulfed with information in all its forms and sizes, this is our attempt to create, curate, and bring to you the insights and reflections that we have had the luxury of having learned the hard way through all the years spent in truly understanding what it takes to build and nurture a startup from ground zero.
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