Peak XV Partners@peakxvpartners

Where is the next wave of investment opportunity emerging, and what will define the most promising technology businesses of the future?

Our Managing Director GV Ravishankar (@gvravishankar) joined a panel at the Dubai Fintech Summit to discuss where private capital is flowing, the opportunities emerging across global markets, and how Peak XV is thinking about the next generation of technology companies.

A few key takeaways from the discussion 👇

▪️ Deep tech is opening up new opportunities. From semiconductors and space technology to advanced manufacturing, we’re seeing more founders across India and Asia building globally competitive technologies for international markets.

▪️ The economics of AI will continue to change. As models become more powerful and affordable, significant opportunities will emerge for companies leveraging AI to deliver meaningful customer value without heavy infrastructure investments.

▪️ AI is shifting where the bottlenecks lie. As coding agents accelerate software creation, demand is growing for tools that help developers review, test and deploy code. Identifying and investing ahead of these new bottlenecks is an important part of AI investment strategy.

Thank you to the Dubai Fintech Summit for bringing together a great discussion on the future of private capital and technology investing!

STPI@stpiindia

Calling all students, graduates and aspiring technology professionals!

Build your technical capabilities in the rapidly evolving fields of IoT and Embedded Systems with STPI’s 3-Month Certified IoT & Embedded Systems Professional Programme. Develop practical knowledge of electronics, embedded programming and connected technologies through hands-on learning, hardware platforms and capstone projects.

KEY LEARNING AREAS:

🔸 Understand Core Electronics, from Analog Circuits to Digital Logic Design
🔸 Develop programming skills in C and C++
🔸 Explore Data Structures and Problem Solving
🔸 Gain practical knowledge of Embedded C and ARM Cortex-M Architecture
🔸 Learn Embedded Firmware and Driver Development
🔸 Explore Real-Time Operating Systems (FreeRTOS)
🔸 And much more to enhance your technical capabilities and industry readiness!

Prepare for emerging opportunities in Embedded Systems and IoT engineering.

📍 Location: Bengaluru
⏳ Application Deadline: 24 November 2026

🔗 To know more and apply, visit:
https://skillup.stpi.in/public/course_detail?id=6
#STPISKILLUP #STPIIndia #IoT #EmbeddedSystems #CoreElectronics #CProgramming #EmbeddedFirmware #ARM #ESP32 #FreeRTOS #CloudIoT #SkillDevelopment #Upskilling #FutureOfTechnology
@GoI_MeitY @AshwiniVaishnaw @JitinPrasada @SecretaryMEITY @arvindtw @_DigitalIndia @startupindia @NeGD_GoI @stpinext @MSDESkillIndia @CranesVarsity

Anthropic@AnthropicAI

Applications are now open for the Anthropic Residency, a paid, fixed-term research program for academics, technical founders, and staff-level engineers who want to make AI safe and beneficial for everyone. No ML background is required.

Apply by November 22: https://alignment.anthropic.com/2026/anthropic-residency/

Coefficient Giving@coeff_giving

We’re launching a $30 million funding call for work that increases the health impact of existing or late-stage vaccines, with a focus on benefits for people in low- and middle-income countries. 🧵

Kiran Mazumdar-Shaw@kiranshaw

Science advances when talented people are given the environment to do their best work. Biocon is ranked No. 13 in the 2026 Science Careers Top Employers Survey, continuing 15 consecutive years among its Top 20.
Building a culture of respect, responsibility and shared purpose remains fundamental to building great science. https://medicaldialogues.in/news/industry/pharma/biocon-ranks-13th-among-worlds-top-20-biopharma-employers-in-science-magazines-2026-survey-182374

Startup India@startupindia

Startup India, DPIIT in collaboration with Cars24 invites India’s next generation of builders to participate in Cars24’s Grand Startup Challenge!

The challenge invites early stage startups to build solutions across four tracks:

* Lending & Fintech
* Mobility & Road Safety
* Logistics & Supply Chains
* Sovereign AI

A total prize pool of ₹1 Cr is up for grabs.

Applications opened on 9th October 2026 and close on 10 November 2026.

Finale: January 2027, New Delhi

Apply now: https://gsc.cars24.com/

In collaboration with Startup India, DPIIT, MeitY Startup Hub (MSH) and Startup Policy Forum.

@DPIITGoI

#GrandStartupChallenge #StartupIndia #DPIIT #SPF #AI #Innovation #Entrepreneurship #Fintech #Mobility #RoadSafety #Logistics #SupplyChains #SovereignAI #IndianStartups

Rajan AnandanPeak XV Partners and Surge

India’s deep tech moment is clearly here.

A team at IIT Kanpur, advised by Dr Devi Shetty, is developing an artificial heart that could cost a seventh of the current price of the globally leading product.

Mayo Clinic’s Dr Lyle Joyce, who implanted the world’s first total artificial heart in a woman, called it the most promising LVAD project in the world.

This is what India’s lift-off looks like.

Saurabh Srivastava and I tell this story and many more in our book #TheLiftOffNation.

Nikesh Arora@nikesharora

Attacks will accelerate from here on – We are there: Six months ago I said Mythos like capability will be widely available. It’s happening. A critical vulnerability, a social engineering attack that looks innocuous, or daisy chaining publicly available vulnerabilities and conducting a sniper strike is all being witnessed in the wild. Incident responders have never been busier.

Some key points:
– attacks are not becoming more sophisticated, it’s the same attacks, faster and by a lot more people.
– attack path discovery which took trial and error and multiple attempts is now trivial, open source LLMs are here to help
– you are as secure as your supply chain, insecure down or upstream players who have access to your infrastructure could be the next attack path, marketplaces and supply chain is an easier vector

The increase in activity is a result of more people becoming better at hacking due to the ease of being able to attack. Had not contemplated that in my calculus.

Please:
1. Test your infrastructure for accessible vulnerabilities and misconfigurations
2. Fix your code and demand your vendors do.
3. Old infra, or insecure infra at the perimeter needs to be updated first
4. New AI tools, especially coding need a security framework. Your developers will do more with code, new skills, and more automation. Don’t forget the coding models have trained on human code.

Stay safe this Halloween 🙂

Chamath PalihapitiyaCEO, 8090 and Social Capital

He who shapes power, data centers, chips and models into an economically feasible endpoint, disproportionately shapes AI/SI right now.

Why?

Power is THE binding constraint in AI/SI. Few really have it.

Data centers don’t work without power. This is not about promises of power tomorrow. Or forecasted power in 2028. Power TODAY.

Chips can’t operate profitably unless installed in a functional data center. If you can install chips, it’s because you’ve solved the power problem.

Models aren’t economically viable unless run on cost effective infrastructure which requires a functional data center with low input costs and reliable management. This can’t happen without power.

AI/SI ROI doesn’t pencil unless models generate profitable outputs which necessarily needs functional data centers as the critical input. Again, power.

Ergo, he who can shape data centers, chips and models together into a tightly coordinated stack is someone who has solved power.

Solving power allows you to disproportionately shape AI/SI right now.

Vijay Shekhar Sharma@vijayshekhar

Japan govt launches $2.3 trillion AI/chip investment plan. 🤖

🇯🇵 Government + private investment across 14 years.

https://www.japantimes.co.jp/business/2026/06/24/economy/investment-plan-unveiled-14-years/

Peak XV Partners@peakxvpartners

Where is the next wave of investment opportunity emerging, and what will define the most promising technology businesses of the future?

Our Managing Director GV Ravishankar (@gvravishankar) joined a panel at the Dubai Fintech Summit to discuss where private capital is flowing, the opportunities emerging across global markets, and how Peak XV is thinking about the next generation of technology companies.

A few key takeaways from the discussion 👇

▪️ Deep tech is opening up new opportunities. From semiconductors and space technology to advanced manufacturing, we’re seeing more founders across India and Asia building globally competitive technologies for international markets.

▪️ The economics of AI will continue to change. As models become more powerful and affordable, significant opportunities will emerge for companies leveraging AI to deliver meaningful customer value without heavy infrastructure investments.

▪️ AI is shifting where the bottlenecks lie. As coding agents accelerate software creation, demand is growing for tools that help developers review, test and deploy code. Identifying and investing ahead of these new bottlenecks is an important part of AI investment strategy.

Thank you to the Dubai Fintech Summit for bringing together a great discussion on the future of private capital and technology investing!

STPI@stpiindia

Calling all students, graduates and aspiring technology professionals!

Build your technical capabilities in the rapidly evolving fields of IoT and Embedded Systems with STPI’s 3-Month Certified IoT & Embedded Systems Professional Programme. Develop practical knowledge of electronics, embedded programming and connected technologies through hands-on learning, hardware platforms and capstone projects.

KEY LEARNING AREAS:

🔸 Understand Core Electronics, from Analog Circuits to Digital Logic Design
🔸 Develop programming skills in C and C++
🔸 Explore Data Structures and Problem Solving
🔸 Gain practical knowledge of Embedded C and ARM Cortex-M Architecture
🔸 Learn Embedded Firmware and Driver Development
🔸 Explore Real-Time Operating Systems (FreeRTOS)
🔸 And much more to enhance your technical capabilities and industry readiness!

Prepare for emerging opportunities in Embedded Systems and IoT engineering.

📍 Location: Bengaluru
⏳ Application Deadline: 24 November 2026

🔗 To know more and apply, visit:
https://skillup.stpi.in/public/course_detail?id=6
#STPISKILLUP #STPIIndia #IoT #EmbeddedSystems #CoreElectronics #CProgramming #EmbeddedFirmware #ARM #ESP32 #FreeRTOS #CloudIoT #SkillDevelopment #Upskilling #FutureOfTechnology
@GoI_MeitY @AshwiniVaishnaw @JitinPrasada @SecretaryMEITY @arvindtw @_DigitalIndia @startupindia @NeGD_GoI @stpinext @MSDESkillIndia @CranesVarsity

Anthropic@AnthropicAI

Applications are now open for the Anthropic Residency, a paid, fixed-term research program for academics, technical founders, and staff-level engineers who want to make AI safe and beneficial for everyone. No ML background is required.

Apply by November 22: https://alignment.anthropic.com/2026/anthropic-residency/

Coefficient Giving@coeff_giving

We’re launching a $30 million funding call for work that increases the health impact of existing or late-stage vaccines, with a focus on benefits for people in low- and middle-income countries. 🧵

Kiran Mazumdar-Shaw@kiranshaw

Science advances when talented people are given the environment to do their best work. Biocon is ranked No. 13 in the 2026 Science Careers Top Employers Survey, continuing 15 consecutive years among its Top 20.
Building a culture of respect, responsibility and shared purpose remains fundamental to building great science. https://medicaldialogues.in/news/industry/pharma/biocon-ranks-13th-among-worlds-top-20-biopharma-employers-in-science-magazines-2026-survey-182374

Startup India@startupindia

Startup India, DPIIT in collaboration with Cars24 invites India’s next generation of builders to participate in Cars24’s Grand Startup Challenge!

The challenge invites early stage startups to build solutions across four tracks:

* Lending & Fintech
* Mobility & Road Safety
* Logistics & Supply Chains
* Sovereign AI

A total prize pool of ₹1 Cr is up for grabs.

Applications opened on 9th October 2026 and close on 10 November 2026.

Finale: January 2027, New Delhi

Apply now: https://gsc.cars24.com/

In collaboration with Startup India, DPIIT, MeitY Startup Hub (MSH) and Startup Policy Forum.

@DPIITGoI

#GrandStartupChallenge #StartupIndia #DPIIT #SPF #AI #Innovation #Entrepreneurship #Fintech #Mobility #RoadSafety #Logistics #SupplyChains #SovereignAI #IndianStartups

Rajan AnandanPeak XV Partners and Surge

India’s deep tech moment is clearly here.

A team at IIT Kanpur, advised by Dr Devi Shetty, is developing an artificial heart that could cost a seventh of the current price of the globally leading product.

Mayo Clinic’s Dr Lyle Joyce, who implanted the world’s first total artificial heart in a woman, called it the most promising LVAD project in the world.

This is what India’s lift-off looks like.

Saurabh Srivastava and I tell this story and many more in our book #TheLiftOffNation.

Nikesh Arora@nikesharora

Attacks will accelerate from here on – We are there: Six months ago I said Mythos like capability will be widely available. It’s happening. A critical vulnerability, a social engineering attack that looks innocuous, or daisy chaining publicly available vulnerabilities and conducting a sniper strike is all being witnessed in the wild. Incident responders have never been busier.

Some key points:
– attacks are not becoming more sophisticated, it’s the same attacks, faster and by a lot more people.
– attack path discovery which took trial and error and multiple attempts is now trivial, open source LLMs are here to help
– you are as secure as your supply chain, insecure down or upstream players who have access to your infrastructure could be the next attack path, marketplaces and supply chain is an easier vector

The increase in activity is a result of more people becoming better at hacking due to the ease of being able to attack. Had not contemplated that in my calculus.

Please:
1. Test your infrastructure for accessible vulnerabilities and misconfigurations
2. Fix your code and demand your vendors do.
3. Old infra, or insecure infra at the perimeter needs to be updated first
4. New AI tools, especially coding need a security framework. Your developers will do more with code, new skills, and more automation. Don’t forget the coding models have trained on human code.

Stay safe this Halloween 🙂

Chamath PalihapitiyaCEO, 8090 and Social Capital

He who shapes power, data centers, chips and models into an economically feasible endpoint, disproportionately shapes AI/SI right now.

Why?

Power is THE binding constraint in AI/SI. Few really have it.

Data centers don’t work without power. This is not about promises of power tomorrow. Or forecasted power in 2028. Power TODAY.

Chips can’t operate profitably unless installed in a functional data center. If you can install chips, it’s because you’ve solved the power problem.

Models aren’t economically viable unless run on cost effective infrastructure which requires a functional data center with low input costs and reliable management. This can’t happen without power.

AI/SI ROI doesn’t pencil unless models generate profitable outputs which necessarily needs functional data centers as the critical input. Again, power.

Ergo, he who can shape data centers, chips and models together into a tightly coordinated stack is someone who has solved power.

Solving power allows you to disproportionately shape AI/SI right now.

Vijay Shekhar Sharma@vijayshekhar

Japan govt launches $2.3 trillion AI/chip investment plan. 🤖

🇯🇵 Government + private investment across 14 years.

https://www.japantimes.co.jp/business/2026/06/24/economy/investment-plan-unveiled-14-years/