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If the last decade of the evolution of technology was defined by software eating the world, the next decade will likely be defined by software moving the world. Physical AI — software systems that combine intelligence with real-world action for robots — is emerging as the natural evolution of the AI wave. While large language models transformed how machines process text, images, and code, the next leap lies in enabling machines to perceive, decide, and act in physical envir

For decades, India has been the semiconductor industry's back office — providing the engineering muscle for global giants like Intel and Qualcomm while retaining none of the underlying intellectual property. That arrangement is finally changing. Mindgrove Technologies, a fabless chip startup spun out of IIT Madras, has launched the S2401: India's first commercial-grade, high-performance microcontroller. The milestone is more than a product launch. It signals that Indian semic

In a $626 billion global space economy dominated by SpaceX, a new generation of Indian founders is competing on engineering depth — not cost arbitrage. The number is almost misleading. India's share of the $626 billion global space economy sits at roughly two per cent — a figure that understates the country's actual capabilities by a wide margin. This is a nation that reached Mars orbit on the first attempt, landed near the lunar south pole before anyone else, and operates on

The stack reflects a paradigm that shifts training from datasets to emulating the active sensing and innate curiosity of a human infant In the vast assembly floors of global manufacturers — from automakers to semiconductor behemoths, despite the ubiquity of robotic arms in promotional videos, the reality of industrial automation is surprisingly limited. In a typical car assembly plant, as much as 90 percent of tasks remain the preserve of human hands. One vital missing piec

Before we get into the biology, look at what pharma spent money on in the last twelve months. Acquirer Target Deal Value What they were buying Bristol Myers Squibb RayzeBio $4.1B Targeted radionuclide delivery in vivo — payload finds tumour, no cell extraction Novo Nordisk Cardior Pharmaceuticals €1.03B RNA therapeutics platform — non-viral in vivo cardiac delivery Sanofi Inhibrx AATD Program $2.2B In vivo protein replacement — same indication now drawing three gene editors A

We're living through two compounding revolutions that still haven't met. When they do, it will reshape every industry that touches the physical world. Hardware is having its strongest moment in a generation. AI chips, autonomous systems, next-generation semiconductors, defence platforms, avionics — the physical world is being rewired faster than at any point in the last fifty years. At the same time, AI is reinventing how software gets built; at companies like Microsoft, Goog

As we head into 2026, our announcement of a new growth-stage startup fund is but only one of many ways in how India’s deep tech ecosystem is evolving. Companies are emerging from India that are ready to embrace the next phase of growth in commercializing their innovations – including several companies in our own portfolio. More often than not, deep science and tech companies see global markets as opportunities, competing against global companies from advanced economies. Vent

Why Solid-State Transformers Are the Technology India Cannot Afford to Miss One of the most underappreciated engineering achievements in India’s modern history is the unification of its electric grid Five regional grids — Northern, Eastern, Western, North-Eastern, and Southern — historically operated in isolation, each with different frequency profiles and zero power exchange. Unifying them took decades. The final milestone came in 2013 with the 765 kV Solapur–Raichur line li

India's green hydrogen sector has made significant progress, with commissioned plants, operational full-scale factories, and competitive price discovery mechanisms that bring new projects within sight of final investment decisions. In our previous post on this subject, we sought to draw your attention towards the innovative membrane-less electrolyser technologies being developed and commercialised by Newtrace, one of our own portfolio ventures. In this post, we offer our