Rajat Gupta

AI Data & Product guy and I deeply care about the society and economy.

[Rajat Gupta @rajatpace]

@ClaudeDevs

[Rajat Gupta @rajatpace]

Technology should create access.

But if access becomes controlled by only a few platforms, then the future economy may become less competitive, less local, and more dependent on digital gatekeepers.

#DigitalIndia #IndianEconomy #QuickCommerce #TechEconomy #Competition #Startups #PlatformEconomy #Oligopoly #IndiaTech

[Rajat Gupta @rajatpace]

India is slowly moving toward a monopoly/oligopoly-style digital economy.

As more businesses shift to app-based and digitally powered ecosystems, markets that once had thousands of small players may soon be controlled by only a few large platforms.

#DigitalIndia #IndianEconomy #QuickCommerce #TechEconomy #Competition #Startups #PlatformEconomy #Oligopoly #IndiaTech

[Rajat Gupta @rajatpace]

The real question for India is:

Are we building a digital economy that empowers millions of small businesses?

Or are we building one where every sector eventually gets controlled by a handful of capital-heavy platforms?

#DigitalIndia #IndianEconomy #QuickCommerce #TechEconomy #Competition #Startups #PlatformEconomy #Oligopoly #IndiaTech

[Rajat Gupta @rajatpace]

Funding is the real fuel behind AI momentum. If money didn’t matter, OpenAI, Anthropic, xAI and other big AI players would not be raising billions.

AI capital brings talent, GPUs, chips, compute, research teams, data infrastructure, NVIDIA partnerships, enterprise pilots and distribution.

India must understand this clearly: AI is no longer just a software race. It is an infrastructure, talent, compute and capital race.

If India wants to compete seriously in AI, we must be ready to invest at that scale, not just with announcements, but with real capital behind builders, startups, research labs and AI infrastructure.

OpenAI doesn’t disclose exact talent spend, but look at the scale:

OpenAI + NVIDIA: up to $100B partnership, 10GW AI systems, millions of GPUs.

OpenAI compute commitments: hundreds of billions.

AI talent war: top researchers reportedly getting $100M-style offers.

[Rajat Gupta @rajatpace]

https://t.co/Q2W2tgEGsk

[Rajat Gupta @rajatpace]

AI can put pressure on service-heavy economies.

If global companies automate more work, reduce headcount, or change hiring models, countries dependent mainly on human services may feel the impact deeply.

[Rajat Gupta @rajatpace]

India needs its own technology infrastructure — not just for the sake of building locally, but to be at par with the world’s best.

AI is quickly becoming the backbone of productivity, governance, education, healthcare, manufacturing, and services.

But what happens if tomorrow the world’s most powerful AI models become restricted by geography, regulation, or private access?

A country that depends entirely on foreign AI infrastructure could be left exposed.

For India, this risk is even bigger. We are a labor-intensive economy, and AI adoption is accelerating fast across sectors. That can be a blessing — but only if we control the foundational layer.

India does not need more AI wrappers.

India needs frontier AI models.

The government should launch a dedicated AI infrastructure and model-building fund — measured in billions of dollars — focused on foundational models, compute, talent, datasets, safety, and deployment.

And it must be free from excessive bureaucracy.

If India wants to stay competitive and AI-shock-proof, we need sovereign AI capability at global standards.

This is not optional infrastructure anymore.

It is national resilience.

#AI #India #SovereignAI #Technology #Startups #DigitalIndia #ArtificialIntelligence #india #technology

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Rajat Gupta @rajatpace]

@_RituSingh this is just the start, there is wave of such shift is coming because —->

https://t.co/Q2W2tgEGsk

[Rajat Gupta @rajatpace]

AI can put pressure on service-heavy economies.

If global companies automate more work, reduce headcount, or change hiring models, countries dependent mainly on human services may feel the impact deeply.

[Rajat Gupta @rajatpace]

https://t.co/Q2W2tgEGsk

[Rajat Gupta @rajatpace]

AI can put pressure on service-heavy economies.

If global companies automate more work, reduce headcount, or change hiring models, countries dependent mainly on human services may feel the impact deeply.

[Rajat Gupta @rajatpace]

https://t.co/Q2W2tgEGsk

This is getting started

[Kaz Nejatian @nejatian]

I shared this note earlier today with the entire team at Opendoor.

Today we began to say goodbye to our colleagues in India as we wind down our India operations.

Our customers are in America, and that's where our operational work belongs.

[Rajat Gupta @rajatpace]

If corruption money is recovered in the name of justice, then citizens must know what happens after recovery.

Because without transparency, even recovered corruption money becomes part of another black box.

#Corruption #Transparency #Accountability #India #Governance #PublicMoney #AntiCorruption @narendramodi @PMOIndia @rashtrapatibhvn #india

[Rajat Gupta @rajatpace]

Ever wondered what happens to bribe money seized from corrupt officials?

When agencies recover cash, gold, property, or assets in corruption cases, where does it finally go?

As citizens, we deserve a clear, public answer.

#Corruption #Transparency #Accountability #India #Governance #PublicMoney #AntiCorruption @narendramodi @PMOIndia @rashtrapatibhvn #india

[Rajat Gupta @rajatpace]

India needs transparency here.

Every rupee seized in corruption cases should be trackable through an open public system:

Amount seized
Case status
Court outcome
Final destination of money/assets

This is not curiosity.

This is accountability.

#Corruption #Transparency #Accountability #India #Governance #PublicMoney #AntiCorruption @narendramodi @PMOIndia @rashtrapatibhvn #india