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AI
podcast
4
November
,
2025

AI and the Future of India’s IT Giants | Dr. Vishal Sikka | dAIlogues by Stellaris

EXPERT
Dr. Vishal Sikka

Welcome to the first episode of dAIlogues, a new series from Stellaris Venture Partners featuring conversations with industry stalwarts who are shaping the future of AI.

In this episode, Alok Goyal sits down with Dr. Vishal Sikka, a technologist, founder, and one of the most influential thinkers in enterprise software. From creating SAP HANA and leading Infosys’ digital transformation, to now building Vianai, Vishal’s journey captures the evolution of enterprise technology over the last two decades.

Reach Vishal Sikka: https://www.linkedin.com/in/vishal-sikka-869a6b2/

Reach Alok Goyal: https://www.linkedin.com/in/alok-goyal-536557/

Find this episode on Spotify: https://open.spotify.com/episode/1dabEj8wC5ziBumoAdgtet?si=UsO2GpQRSM-mF-5JlgM7aQ

in this conversation, we cover

00:00 Coming up...

01:23 Dr. Vishal Sikka's journey

03:07 What is enterprise-grade AI?

10:39 How do you blend AI with accuracy?

15:11 Do incumbents carry a structural advantage?

18:25 How are enterprise buyers thinking about AI?

22:33 Death of packaged software?

28:10 How should services adapt to AI?

33:32 AI + services opportunity in India

38:29 India's AI advantage?

42:17 Threat of mass unemployment?

49:38 Advice to Indian founders

52:36 Closing thoughts

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