This is big: all access to Mythos and Fable AI models disabled for everyone outside America.
First thoughts:
1. Technology is the ultimate weapon. National sovereignty, national security, all of it is now about technology.
2. Globalization is dead and Bharat must find her own way ahead.
We must keep these two ideas in mind.
What can our government do right now? Ensure that orgs in India embrace smaller models, both Indian and Chinese open source ones. With a bit of effort, we can make them work. Anyway, why pay money to people who don't even want to sell to you?
We must deepen our R&D. Sarvam has been on it and we have been on it but remember that the latest models cost not only huge GPU budgets to train, the GPUs themselves are restricted. So we can't afford the scale of money (of the order of $100+ billion to even get in the game!) and even if we could come up with the money, we can't get all the GPUs. I would not like to ask the government to fund tens of billions of dollars on this anyway - the money has far better uses.
Zoho has been pursuing alternative R&D approaches that are far, far less expensive but by its nature cutting edge R&D takes time and we are patient. I am confident we will get there.
Any remaining people in India who have delusions about globalization should wake up now.
The big opportunity right now if you’re building AI agents is to bridge the AI capability overhang with the customer’s actual workflows and business processes.
The models will continue to get far better, which enables more and more to be automated. but to take advantage of this, most enterprises will need some form of applied solution for making agents effective for them.
The reason coding agents have taken off is that they work within the tools and workflows that engineers are used to. This is going to apply to most categories of knowledge work.
AI agents are only as effective as the data they have access to, the tools they can use, the context they get for the process, and how they’re invoked in a workflow.
The play for anyone building AI agents is to get *very* good at a particular domain (a vertical, job function, or process) and build out the full set of capabilities necessary to make agents successful in that space.
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