As 2026 begins, we look forward to a year shaped by meaningful innovation.
Wishing everyone a purposeful and productive year ahead, from the BAT VC team.
#BATVC#NewYear2026@manishm
Good to see more of @stockgro's Series B round take shape, with @BITKRAFTVC coming in with a $13M commitment.
Global institutional capital backing an India-first investing platform is a strong signal for where this market is heading.
#BATVC#FinTech#VentureCapital#India
We are proud to continue supporting @stockgro.
“India is one of the most dynamic investing markets in the world right now, with a young, digital-first population that is reshaping how financial products are discovered and used. StockGro sits at the intersection of advisory, community, and technology, and has focused on helping Indians learn, discuss, and act on investment ideas in one place.”
-@cegapereira
Link below.
Congrats to Ajay and the @stockgro team on their Series B.
Strong execution, and a big step forward.
https://t.co/zHUsq1NZx7
#Fintech#BATVC#India@manishm
AI progress still sits on one bottleneck: hardware.
@nvidia's supply pressure and changing buyer behaviour show that the real moat in AI remains compute availability, not model size.
Source: https://t.co/xTYeXTR9oA
#AI#DeepTech#Semiconductors#VentureCapital#TPU@Google
@GoogleIndia and @AccelIndia are partnering to back a new batch of Indian AI startups.
The signal is simple: global capital now sees India as a place where core AI products can be built, not just serviced.
Source: https://t.co/iJnPnSDQB2
#AI#DeepTech#VentureCapital#India
Indian enterprises spent years stuck in AI PoC mode. The new EY-CII data — 47% now running multiple #AI use-cases in production — says that era is over.
The implication: India is finally a first-market for AI-SaaS, not a demo market.
@EY_India@FollowCII#VentureCapital
Gartner now projects global AI spend at ~$1.5T in 2025, stepping toward ~$2T in 2026.
As infra absorbs the early dollars, the next wave of outsized returns will come from applications built on top of that base.
Source: https://t.co/tOWE0qBeSa
#AI#SaaS#DeepTech#VentureCapital
US tech has long paired strategics with #PE to fund heavy infra without taking the whole risk alone.
Seeing @TCS bring in @tpg for a ~$2B AI-data-centre build is India finally running the same playbook — bigger bets, shared risk, faster infra scale-up.
@UPI_NPCI logged 20.7B transactions in October.
At this scale, the real opportunity is in the products that sit on top of these rails.
Source: https://t.co/zXNVC5CLZr
#FinTech#BATVC@EconomicTimes#UPI@NPCI_NPCI
@OpenAI quietly expanded its fine-tuning API.
It’s not flashy, but it matters — most companies don’t need bigger models, they need ones that behave predictably on their own data.
🔗 https://t.co/vuhzNTkMOU
#AI#LLM#BATVC
Patient capital is what creates deep-tech.
With a ₹1 lakh crore fund on the table, India has a shot at owning the stack instead of building it for others.
https://t.co/0M3NpdDRlG
#DeepTech#BATVC#India
@PitchBook's Q3 2025 #SaaS guide shows median enterprise SaaS valuations at ~3.9× EV/Revenue, essentially flat quarter-on-quarter after two years of steady compression.
A small but notable sign of stabilisation in public SaaS multiples.
🔗https://t.co/kipAMllHVR
#VC#BATVC
Glad to experience Chicago’s momentum with my BAT VC partners @moneypost , Ravi Metta, and Bob Potvin. Excited about the city’s potential for globally minded founders & investors, and to deepen our engagement here.
#VentureCapital#Startups#AI
We at @BAT_VC were invited to the World Business Chicago International Gala, a fantastic showcase of Chicago’s global ambition, innovation energy, and civic leadership. Grateful for the warm welcome.
#Chicago#WorldBusinessChicago#Innovation
Sincere appreciation to @chicagosamir, MD of @polskycenter at @UofC for his insights as a tri-sector leader spanning public service, academia, and startup leadership...gave us a true understanding of the innovation engine powering the city. #Chicago#Leadership#PolskyCenter
At #IBF2025 in Baku (Nov 19–20), #Payall joins #banks, #regulators & #innovators to explore how the industry can move beyond complexity, cost & compliance pressure.
Meet Danas Oliškevičius, to access safe, transparent & inclusive #CrossBorderPayments built for banks and #FIs.
88 % of companies use AI—but only ~33 % say they’re scaling it. The differentiator? Redesigning workflows and leadership involvement, says @McKinsey.
https://t.co/GscP2RyqEf
#AI#EnterpriseAI#BATVC