featured insights

The best AI services opportunity isn't cheaper BPO. It's work that never left the building because it depended on judgment nobody had written down. This article looks at where that work lives, where the labor sits, and why founders should sell capacity before replacement.

This article covers the gap between a general-purpose robot and a single-task deployment — why closing the 35 points from a 55% demo to 90% production reliability is site engineering, not research. It also covers why no one currently owns that deployment layer, what a company built to own it actually does, and why we'd price the opportunity as a five-year window rather than a lasting moat.

This article covers what is enabling AI Native Services, where the opportunities are, why unlike BPOs this is a venture bet, and what we believe is India’s right to win.

Every fragmented B2B services market eventually gets its consolidator. MSPs didn't get one for thirty years because the technology to consolidate them didn't exist. It does now.

How does Physical AI actually scale? Physical AI is currently starved for data. To reach its potential, we need a 100x-1000x increase in egocentric training datasets. The company that closes this gap could be one of the most important data businesses of this decade. The moment is here and it’s closing at a rapid pace.

Alok Goyal and Naman Lahoty on contrarian bets, venture cycles, and the discipline required to build in uncertain markets.