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🇮🇳 India Is Going All-In on AI

(And It’s Not Subtle)

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What we’ll cover today:

🇮🇳 India drops billions to become an AI superpower
💰 OpenAI nears $100B raise at $850B valuation
🤝 Altman vs Amodei gets publicly awkward
🤖 Dreamer to Reloop - 4 tools worth testing
📚 Claude Code, Gemini hacks and AI marketing masterclass

India hosted a major AI summit with OpenAI, Anthropic, Nvidia, Google and global political leaders in attendance. This was about capital and positioning.

  1. India committed $1.1B to a state-backed AI fund and is targeting $200B in AI infrastructure investment. The government is directly funding the ecosystem.

  2. OpenAI and Anthropic are opening offices in India. OpenAI says India has 100M weekly ChatGPT users, making it one of its biggest markets.

  3. Adani pledged $100B for AI data centers by 2035, while OpenAI partnered with Tata to deploy large-scale compute locally.

  4. Indian startups like Sarvam and BharatGen launched large multilingual models, focusing on local language dominance.

If cheap AI compute becomes available in India, what would you build?

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OpenAI is reportedly close to raising over $100B at a valuation above $850B.

  1. The company is being valued around $850B despite still burning cash.

  2. Major investors include Amazon, SoftBank, Nvidia and Microsoft, aligning cloud and chip power behind OpenAI.

  3. OpenAI has started testing ads inside ChatGPT to boost revenue from free users.

  4. Investors appear comfortable with the risk, betting on long-term platform dominance.

Which AI do you use most?

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At India’s AI summit, Prime Minister Modi asked leaders to hold hands in solidarity. Sam Altman and Dario Amodei did not.

  1. The moment highlighted visible tension between the two leading AI labs.

  2. Anthropic recently criticized OpenAI’s decision to test ads in ChatGPT.

  3. Altman publicly pushed back, calling Anthropic dishonest in its framing.

  4. Both companies are expanding aggressively in India and competing for enterprise deals.

Which AI do you use most?

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