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Startups & Venture·August 28, 2026·1 min read

Lightspeed's Mohapatra on India's AI Startups

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Global funds spotlighting India’s AI startups underscores a shift from pure cost arbitrage to IP and product origination in-market. If you’re building in or selling into India, assume local AI-native competitors will emerge quickly—partnership and distribution strategy needs to account for that.