Krishna Yadappanavar

The next frontier of AI isn't just about choosing the right model. It's about building moats through implementation. Across the Emergence Capital portfolio, companies like Bland and Federato are scaling faster by embedding Forward-Deployed Engineers. These engineers bridge the gap between AI and reality, ensuring real results in production. Read more from my colleagues Gordon and Kyle on why FDEs are the key to unlocking AI's full value. https://lnkd.in/gcsRRGX2

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From our PearX S25 cohort, meet Pravāh, the AI-native operating system for the electric grid When Mohak Mangal, Dhruv Suri, and Aman Gupta looked at the strain on the U.S. electric grid, they saw a system pushed to its limits. Exploding demand and unpredictable supply have made blackouts increasingly common. This costs the economy more than $150B a year, a number that could 10x in the next five years. Mohak Mangal and team founded Pravāh to help fix it. Their platform helps utilities and grid operators make real-time decisions on load, generation, and congestion, reducing blackout risks, optimizing power procurement, and bringing much-needed stability to the backbone of modern life. We’re proud to support the Pravāh team as they take on one of the toughest and most important infrastructure challenges of our time.

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India just committed $1.1B to a state-backed AI venture fund. Blackstone took a majority stake in an AI compute startup for $600M. Every major AI CEO is in Delhi this week. Everyone's racing to own AI infrastructure. But most are buying the wrong layer. GPUs and compute are first-order infrastructure. Necessary, but commoditizing fast. The second-order infrastructure — the layer that controls how AI actually touches customers, enforces compliance, and compounds data — that's where durable value lives. Compute is the highway. We're building the toll booths. While $2B+ flows into GPU farms this week, the real moat is being built quietly: AI systems that own the customer engagement layer for entire industries. Which layer of AI infrastructure are you betting on? #SecondOrderThinking https://lnkd.in/esPXVG8P

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Here is a framework for nations to work with revolutions such as #AI and #Quantum. First you have your people learn, then dabble and become early/late adopters (hopefully not laggards!), then become effective technical users and finally value creators. It is only then that the economy benefits from your investment, and you create sustainable job growth. While #India is a key market for #Quantum with millions thirsting to learn and actually do things with this technology, there are still large gaps between: 1. Where Quantum Computing is today Vs where it needs to be for mass adoption [Quantum Sensing on the other hand is ready for prime time and GPS compromising incidents are only increasing] 2. The specialist work being done Vs the ability to hire millions of generalists 3. What it costs to tap into the technology Vs perception of what it should cost as a commodity 4. The talent it takes to produce world class indigenous technology Vs the talent that actually exists on the ground 5... Each of these gaps will close over time. In the lead-up and as a first step, India first needs to learn enough about this technology, ideally from the very best, and spread awareness. The starting point of this journey should ideally not be from dull videos or low quality social media content, but from hands-on practical learning that is delivered through high quality polished content. Such practical training effectively complements all the theoretical content you learn in universities. Q-CTRL's Black Opal product is the world's leading interactive learning tool that gives you just enough fundamentals (think 101) required to program a quantum computer. With over 28,000 users worldwide and success across the UK (Tamil Nadu adopted it last year as part of the naanmudhalvan program). And now, we have expanded our presence in India through a network of local resellers. We encourage Indian companies, governments and universities to work with us either directly or through our contacts. https://lnkd.in/gjJWHYB3 We also look forward to aligning with AICTE standards and to make our content even more relevant to India. Waseem Shiraz, Shobhit Gupta, Nagendra Nagaraja, Reena Dayal, Anil Prabhakar, Kamakoti Veezhinathan, Ajai Chowdhry, Harshan Budke, Sunil Gupta, Arindam Ghosh, Ravi Puvvala Dr M Jayaprakasan, ISDS., National Skill Development Corporation, MindTech, Kquanta Research, RV College Of Engineering, Sanjay Chittore, Uttkrist Innovations Private Limited, Subu Gupta, AICTE QRDLab - Quantum Computing in India, IBM DRDO, Ministry of Defence, Govt. of India, Ashutosh Sharma, Urbasi Sinha, Bloq Quantum LTIMindtree, Tata Consultancy Services Abhay Karandikar, NPTEL, National Quantum Mission, Eltech, Andhra Pradesh Information Technology Academy ITE and C Department Government of AP, Jayesh Ranjan, CDAC Bangalore, Kaushalya The skill University

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India is not behind on talent. It is behind on risk appetite. Building LLMs or foundational AI infra is not about capability. It is about capital. Not just any capital, but capital that is comfortable with long timelines, unclear outcomes, and massive burn. Most of India’s funding still chases near-term traction. SaaS, fintech, consumer. Sectors where returns are easier to model. But AI infra does not play by those rules. It demands belief before proof. The Middle East launching a sovereign fund to accelerate AI through public private bets is not just money. That is intent. India will not build foundational AI by hoping startups will figure it out alone. It needs conviction at the system level. And a willingness to back uncertainty at scale.

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