Arun Natarajan

Tracking #StartupIndia for 25+ years. Founder @VentureIndia - #Data on Private Company #Financials #Transactions (#PE #VC #Mergers #Acquisitions) Views personal

[Arun Natarajan @arunontw]

Given the ever rising token cost (esply #Claude) and also Rupee depreciation, I am actually thankful for the US #Fable5 ban. Since it might delay Anthropic from #deprecating the "good enough" Claude version by that much.

Any flaws in this thinking? #IndiaAI

[Puneet Kumar @puneetiitm]

Three lines in a press release just rewrote India's tech strategy.
One: The US declared frontier AI models a national security asset.
Two: it cut off every foreign national, including its own employees abroad.
Three: Fable 5 went dark in India this morning.

This is not about one model. It's the trailer. Chips, compute, models, robotics, drone systems - that we don't build ourselves are only rented. Just like with a rental house, the owner can change their mind at any time and decide to kick you out.

Sovereignty used to mean borders and armies. Now it means semiconductors, foundation models, and the ability to say no.

Sovereign tech will be one of the biggest investment themes in the coming years. The Chinese were smart enough to prioritize this over the last decade; India will need to ramp up rapidly.

[Arun Natarajan @arunontw]

First: "AI is overhyped."
Then: "We need the latest AI."
Finally: "I oppose AI on principle."

🤔 Guess we can't beat the #AIBaiters!

[Venture Intelligence @ventureindia]

Listen to the top brain in the Asset Allocation Models of Indian Family Offices: The Road Ahead at Venture Intelligence PE-VC Conclave Bangalore on Jun 3rd

To register click https://t.co/1wAetRyIq3

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[Venture Intelligence @ventureindia]

Listen to the top brain in The Macro View: The Road Ahead at Venture Intelligence PE-VC Conclave Bangalore on Jun 3rd

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[Venture Intelligence @ventureindia]

Listen to the top brains in the Venture Capital Panel: The Road Ahead at Venture Intelligence PE-VC Conclave Bangalore on Jun 3rd

To register click https://t.co/1wAetRyIq3

For more details https://t.co/i8c3E2bDl2

[Venture Intelligence @ventureindia]

Listen to the top brain in Growth Capital Panel: The Road Ahead at Venture Intelligence PE-VC Conclave Bangalore on Jun 3rd

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[Venture Intelligence @ventureindia]

Listen to the top brains in the Sectors in Focus Panel: The Road Ahead at Venture Intelligence PE-VC Conclave Bangalore on Jun 3rd

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[Venture Intelligence @ventureindia]

Speaker Update: Ashutosh Kumar - Jha from Expert Dojo will speak at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

For speaking and sponsorship opportunity contact [email protected] /[phone]

To register click https://t.co/2xJlbzGIJW

[Venture Intelligence @ventureindia]

Speaker Update: Sanjay Ramakrishnan from @multiplyventure will speak at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

For speaking and sponsorship opportunity contact [email protected] /[phone]

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[Venture Intelligence @ventureindia]

Speaker Update: Abir Seth from @BritishIntInv will speak at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

For speaking and sponsorship opportunity contact [email protected] /[phone]

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[Venture Intelligence @ventureindia]

Speaker Update: Shabarish Seshadrinathan from @Basizofficial will speak at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.
For speaking and sponsorship opportunity contact [email protected] /[phone]
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[Venture Intelligence @ventureindia]

We welcome @Basizofficial on board as our Platinum Partner at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

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[Venture Intelligence @ventureindia]

Speaker Update: Deepa Rekha R from Shardul Amarchand Mangaldas & Co will speak at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

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[Venture Intelligence @ventureindia]

We welcome Shardul Amarchand Mangaldas & Co on board as our Knowledge Partner at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

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[Venture Intelligence @ventureindia]

Speaker Update: @ashish81 from @8roadsventures will speak at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

For speaking and sponsorship opportunity contact [email protected] /[phone]

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[Venture Intelligence @ventureindia]

We welcome Touchstone Partners on board as our Knowledge Partner at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

For speaking and sponsorship opportunity contact [email protected] /[phone]

To register click https://t.co/1wAetRyaAv

[Venture Intelligence @ventureindia]

Speaker Update: Pranay Bagdi from Touchstone Partners will speak at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

For speaking and sponsorship opportunity contact [email protected] /[phone]

To register click https://t.co/1wAetRyaAv

[Venture Intelligence @ventureindia]

Speaker Update: Deepak K Gowda from Ascent Capital will speak at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

For speaking and sponsorship opportunity contact [email protected] /[phone]

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[Venture Intelligence @ventureindia]

We welcome Stakeboat Capital on board as our Gold Partner at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

For speaking and sponsorship opportunity contact [email protected] /[phone]

To register click https://t.co/1wAetRyaAv

[Venture Intelligence @ventureindia]

We welcome AZB & Partners on board as our Knowledge Partner at Venture Intelligence PE-VC Conclave'2026 Bangalore on June 3rd.

For speaking and sponsorship opportunity contact [email protected] /[phone]

To register click https://t.co/2xJlbzHgzu