Vinay Nair

Managing Partner @NairVentures | Venture capital and private equity investor by profession, working towards building an integrated startup ecosystem in India

[Vinay Nair @vnynyr]

Finally got around to watching Made In India: A Titan Story this weekend and, wow! what a story...

Seeing how they turned a bold dream into such an iconic brand is so much more than just a business story; it’s a masterclass in grit.

[Vinay Nair @vnynyr]

A Bengali is refusing to resign.

A Tamilian is still waiting for his appointment letter.

Meanwhile, the Malayali has both the resignation letter and the appointment letter…

…but still can’t decide whom to appoint.

Indian democracy is not for beginners. 🇮🇳

[Vinay Nair @vnynyr]

@Disney And video generation isn't going away...

...the market will still be there in 2027, with cheaper compute, clearer regulation, and a stronger balance sheet. Walking away and re-entering on your own terms is a strategy.

[Vinay Nair @vnynyr]

#Sora wasn't "killed." It was contained.

💰 The dumb move: Keep #funding Sora out of ego, ride the hype cycle, let "killing it" feel like failure.

💡 The smart move: Recognise a technically impressive but economically broken product, and reallocate before it bleeds you dry.

[Vinay Nair @vnynyr]

The @Disney deal bought time, not immunity.

Shutting down before a landmark lawsuit or regulatory action means #OpenAI avoided becoming the poster child for AI content liability.

Heading into an IPO, that would have been catastrophic.

[Vinay Nair @vnynyr]

#IranIsraelWar isn’t isolated to borders, oil markets, supply chains, aviation, and investor risk appetites are all reacting in real time.

The ability to see beyond the immediate conflict and into the strategic realignments it accelerates is essential for founders and investors

[Vinay Nair @vnynyr]

As an OP, I would like to iterate that the pun intended in the above post was supposed to be sarcastic and this is not a real fact or event.

[Vinay Nair @vnynyr]

Air traffic over #Iran looking like Bangalore Outer Ring Road at 6 pm.

Meanwhile,
Air India #AI121, just aura farming at 35,000 ft., no chill!

[Vinay Nair @vnynyr]

#Karnataka government banning social media for kids under 16, draws a line between childhood and the algorithm. If governments are stepping in to protect children from attention seeking algorithms, it simply means one fact: the platforms never solved the problem themselves!!!

[Vinay Nair @vnynyr]

Any instability around the Strait of #Hormuz immediately pressures oil supply expectations. Even the threat of disruption can spike crude prices.

[Vinay Nair @vnynyr]

US–Israel military action against Iran is now a defining global story, regional retaliation and economic ripple effects are already here.

Diplomacy must lead before escalation does.

[Vinay Nair @vnynyr]

Maharashtra has become the first Indian state to cross a $500B economy. India’s entire GDP was ~$500B in 2002.

With the country’s largest startup base and the deepest capital markets, Maharashtra is structurally positioned to be India’s first $1T state in the next decade.

[Vinay Nair @vnynyr]

Watching @grok's recent behaviour on X reinforces a simple lesson from capital allocation: unchecked capability without governance becomes risk very quickly

For #AI , safeguards aren’t constraints—they’re prerequisites for durability, especially in jurisdictions like #India

[Vinay Nair @vnynyr]

For New Zealand, access to India’s growing middle class is a major opportunity for exporters.

This is one of India’s fastest-concluded FTAs, reflecting strong political will on both sides—and it aligns with India’s broader strategy to diversify export destinations.

#TradePolicy

[Vinay Nair @vnynyr]

@NairVentures India has won the renewable capacity race.

It is now at risk of losing the system race.

#ClimateEconomics #EnergyTransition

[Vinay Nair @vnynyr]

@RajeevRC_X Kerala lags critically on jobs and investment, hindering its economic potential. Youth unemployment at ~30% dwarfs India’s 10%, despite top literacy.

Therefore, migrating out of state becomes a major relief for Kerala’s students, as we see today!

[Vinay Nair @vnynyr]

@RajeevRC_X Thank you @RajeevRC_X for highlighting this point.

Kerala tops India in literacy (93.9% , 2011 census), but literacy isn’t education.

ASER (Annual Status of Education Report) repeatedly shows that shows many students in Classes 8–10 struggle with basic reading & arithmetic.

[Vinay Nair @vnynyr]

Vande Mataram is a monumental national symbol, the remaining stanzas should be preserved academically, culturally, and musically — but not imposed in official settings.

This honours literary heritage while upholding secular inclusivity. #VandeMataram150

[Vinay Nair @vnynyr]

#VandeMataramDebate must acknowledge history, sentiment, and constitutional pluralism simultaneously.

Any outcome that honours only one dimension while dismissing another will remain politically charged and socially incomplete.