Vasu Eda

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Vasu Eda

Vasu Eda

@VasuEda

Author of Get Job Ready (Penguin). Researching India’s innovation economy and youth employability. Book in progress: Innovation and the Future of India.

Inscrit le Mart 2009
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Vasu Eda
Vasu Eda@VasuEda·
India’s AI Mission has ambition and funding but lacks the institutional architecture to deliver on it. It needs a dedicated body, staffed by technical experts, anchored to the PMO, not another coordination committee. My latest in The Print: theprint.in/opinion/indias… @ThePrintIndia
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Vasu Eda
Vasu Eda@VasuEda·
@nyknicks Congratulations dudes! Amazing game and season!
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NBA
NBA@NBA·
FOR THE FIRST TIME IN 53 YEARS, THE KNICKS ARE NBA CHAMPIONS 🏆 New York defeats San Antonio 4-1 in the NBA Finals, capturing their third championship in franchise history!
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Jake Fleshner
Jake Fleshner@JakeFleshner·
Pitch me your company in 2 words Angel invested in 40+ companies and always looking for more
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Vasu Eda
Vasu Eda@VasuEda·
A country the size of India cannot solve capability gaps by opening offices in Dubai or Singapore. This also assumes there is only one way to participate in AI: replicating OpenAI. India has a tendency to chase whatever is hot globally rather than ask where its own bottlenecks and advantages lie. The harder question is not where to locate the office. It’s how to build the institutions, organizations, and markets that can create, absorb, and deploy AI at scale. That’s where enduring capability comes from.
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Rishabh Mukherjee
Rishabh Mukherjee@rishabhm·
Indian firms can get GPUs, which is not a problem (for now), but talent is a big, big problem. Indian companies just do not have it in them to pay people multi-million dollar compensation. An equally difficult problem is to convince such people to work in India. I feel that even if Silicon Valley-level comp was on offer, most people in that league would baulk at the idea of living in Indian cities. The solution is to open an office in Dubai or Singapore. That could also open the door to non Indian talent. A $10B spend is possible if 3-4 Indian ITES companies combine forces.
Hemant Mohapatra@MohapatraHemant

To train a GPT class 1T model from scratch - including failed runs, data acq+clean+rlhf, post-training, team/people will likely req $250M of compute on an aggressive 3-4mo schedule (i.e. more reserved GPUs), $500-600M all-in IF you do a dense one. MoE + fp8 will cut costs by 1/10th depending on how many active params you have. If you want SOTA however, the budgets go significantly higher on test-time compute, post-training RL, and data/synthetic generations..and v. high on talent. Maybe $2-4B all-in. After that comes serving the model. The talent is key to get to SOTA/beat it - and then you have to ensure this is useful enough to have inference vol over time - for which the capital will come if there is usage / TAM. So this is not as much about raising $50-60B, or raising it all at once as the OP says - we are investors in mistral, sarvam, reflection and anthropic - and they all scaled capital over time as models got adoption, but the early bottleneck is more on talent + GPUs at that scale where you can do interesting things.

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Vasu Eda
Vasu Eda@VasuEda·
Government can be an early anchor adopter through PSUs, banks, and public systems. But there is a structural limit: it can seed and fund adoption, but it cannot be the main engine of diffusion across the economy. If government is both the primary funder and primary customer, you risk building a system that works in pilots and procurement, but does not fully diffuse into private-sector productivity. Real AI impact comes when the private sector reworks operations at scale—manufacturers, hospitals, logistics, and firms integrating it into core workflows and decision-making. Regulation can help domestic ecosystems, but it cannot replace adoption economics.
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Umesh Patil
Umesh Patil@umeshgeeta·
@VasuEda @MohapatraHemant @TVMohandasPai No doubt Gov will be a major adopter, followed by public-sector financial institutions. If GOI puts in enough regulatory 'moat' to protect against predatory (already paid) foreign models, there is a path... even if it is narrow.
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Hemant Mohapatra
Hemant Mohapatra@MohapatraHemant·
To train a GPT class 1T model from scratch - including failed runs, data acq+clean+rlhf, post-training, team/people will likely req $250M of compute on an aggressive 3-4mo schedule (i.e. more reserved GPUs), $500-600M all-in IF you do a dense one. MoE + fp8 will cut costs by 1/10th depending on how many active params you have. If you want SOTA however, the budgets go significantly higher on test-time compute, post-training RL, and data/synthetic generations..and v. high on talent. Maybe $2-4B all-in. After that comes serving the model. The talent is key to get to SOTA/beat it - and then you have to ensure this is useful enough to have inference vol over time - for which the capital will come if there is usage / TAM. So this is not as much about raising $50-60B, or raising it all at once as the OP says - we are investors in mistral, sarvam, reflection and anthropic - and they all scaled capital over time as models got adoption, but the early bottleneck is more on talent + GPUs at that scale where you can do interesting things.
Mohandas Pai@TVMohandasPai

Stop making loose comments. A foundational model needs 50/60b $ Huge hyper cloud capacity with hundreds of billion $

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Harsh Goenka
Harsh Goenka@hvgoenka·
Capitalism, simply put: If you bake better bread, more people choose you. You earn more, rivals raise their game, and the customer gets the best loaf. Competition and choice rewards excellence.
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Nitin Pai
Nitin Pai@acorn·
Corruption is pollution.
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Vasu Eda
Vasu Eda@VasuEda·
India’s innovation challenge is often framed as a shortage of breakthroughs. In reality, it is a shortage of capability-building systems. Nations produce breakthroughs only after decades of building the underlying capabilities that make them possible. Consider engineering education. Over the past decade, students have increasingly gravitated toward computer science, while mechanical, manufacturing, materials, and production engineering have lost ground, yet these are the disciplines that underpin industrial capability.
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Swarajya
Swarajya@SwarajyaMag·
Every few months, India falls in love with a new sector. Semiconductors are the future. Then green hydrogen. Then drones. Then electric vehicles. - Policy announcements with billion-dollar incentives. - States competing for factories. - Television debates buzzing with the word “ecosystem”. But industrial success is not a reality show where governments pick winners and wait for applause. Industrial policy works best when governments look beyond the excitement of emerging sectors and: - start obsessing over the plumbing underneath them - start focussing on building durable national capability In the piece below, @anujg argues — India’s Industrial Future Depends on the Boring Stuff swarajyamag.com/commentary/ind…
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Vasu Eda
Vasu Eda@VasuEda·
@ShashiTharoor @IndianExpress An important point. The world's most successful countries, from Korea to China, have been relentless benchmarkers. Progress begins when criticism is viewed as information rather than an affront.
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Shashi Tharoor
Shashi Tharoor@ShashiTharoor·
My latest #TharoorThink column in the @IndianExpress looks at a cultural phenomenon more and more foreigners are noticing: the reflexive desire of the argumentative Indian for victory, rather than learning, in every conversational engagement. I ask why this is so and why it needs to change
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Vasu Eda retweeté
NVIDIA Newsroom
NVIDIA Newsroom@nvidianewsroom·
NVIDIA CEO Jensen Huang reflects on the American dream in the inaugural episode of @HooverInst’s Only in America. In conversation with @CondoleezzaRice, he shares how risk-taking, second chances, and the freedom to build fuel America’s role as a global engine of innovation.
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Vasu Eda
Vasu Eda@VasuEda·
@IITHyderabad A timely initiative to strengthen industry academia linkages and foster a more innovation driven ecosystem
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IIT Hyderabad
IIT Hyderabad@IITHyderabad·
Product-Based PhD at IIT Hyderabad | A Call to Industry for Innovation & Viksit Bharat Prof. B. S. Murty, Director, IIT Hyderabad, shares a visionary initiative — Product-Based PhD programmes that focus on developing innovative products and processes through strong industry-academia collaboration. By enabling researchers to create solutions with real-world applications, IIT Hyderabad aims to accelerate innovation, entrepreneurship, and technology commercialization for a stronger and more self-reliant India. 🎥 Watch the full video: youtu.be/f1fGX6zYDUM We invite industries to partner with us in shaping the future of research and innovation. @IITHyderabad #ProductBasedPhD #Innovation #IndustryAcademiaPartnership #ResearchToImpact #Entrepreneurship #Technology #ViksitBharat #FutureOfResearch #MakeInIndia @EduMinOfIndia @paniitindia @paniit_usa @PanIIT1
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Vasu Eda
Vasu Eda@VasuEda·
According to the Azim Premji University State of Working India 2026 report, nearly 40% of graduates aged 15–25 are jobless (and it’s been stuck at 35–40% for 40 years). 11 million out of 63 million young graduates (20–29) are unemployed. Someone needs to sit those families down, the ones who took on debt to finance their kids’ education, and explain how India is in a “great position” with lower debt than some peers… while spending just 0.64% of GDP on R&D. Prudence looks different when your child’s future is the collateral.
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Mihir Vora
Mihir Vora@theMihirV·
Indian economy is not on steroids. India has been growing prudently. We are one of the few countries to not increase the debt/GDP since 2008 financial crisis. Government, corporates and households have all been conservative about debt Which means that in times of crisis, we still have capacity to take on debt for growth if needed. We still have bullets left to fire - which can’t be said for many other countries
Michael A. Arouet@MichaelAArouet

China didn’t build an economic miracle. It built the world’s biggest debt experiment. And experiments don’t last forever When growth is fueled by borrowing, every vacant illuminated skyscraper, highway, and ghost city comes with a bill. How long can they keep the illusion alive?

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Vasu Eda
Vasu Eda@VasuEda·
@elonmusk One of the best features of Korea’s growth story was its expectation of nothing less than global competitiveness. Firms were encouraged, and often pressured, to compete with the world’s best. Then the chips were allowed to fall where they may. The results speak for themselves.
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Elon Musk
Elon Musk@elonmusk·
🇰🇷🇰🇷 Korea is Awesome 🇰🇷🇰🇷
X Freeze@XFreeze

For the first time ever, an imported vehicle became the best-selling car in South Korea and it’s the Tesla Model Y Not just the best-selling EV The best-selling vehicle overall Historic moment in Hyundai and Kia’s home market 🇰🇷 May sales: • Tesla Model Y: 8,762 • Kia Sorento: 7,836 • Hyundai Grandeur: 5,183 Tesla as a brand sold 10,866 cars in Korea last month, more than BMW and Mercedes-Benz combined Even crazier: roughly one in three imported cars sold in Korea this year has been a Tesla Tesla has now been the No. 1 import brand in Korea for four straight months No imported model had ever done this before A Tesla did

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Vasu Eda
Vasu Eda@VasuEda·
One lesson from China may be that great companies are rarely engineered from the top down. Hyper-competitive local ecosystems, ambitious founders, and room for experimentation created thousands of contenders. The state often backed success, but success usually had to be demonstrated first. Products and results spoke louder than plans.
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Swarajya
Swarajya@SwarajyaMag·
India's industrial policy gets many things right — targeted incentives, production-linked rewards and long-term strategic focus. Yet one critical question remains. Are we building tomorrow's champions—or mainly backing firms that are already champions today? 🧵
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Vasu Eda
Vasu Eda@VasuEda·
One of the most important lessons for Viksit Bharat may be that national progress is ultimately experienced locally. When local governments are entrusted with authority, accountability, and adequate financial resources, and when communities become active partners in delivery, public services can improve dramatically. This water transformation is an example of this principle in action.
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anand mahindra
anand mahindra@anandmahindra·
One of the great ironies of India is that we worship our rivers, yet rarely trust the water that flows into our homes. Which is why Puri’s transformation fascinated me. An entire city where people can apparently drink straight from the tap. And this change didn’t take decades. It happened over just a few years because political leadership, administrative execution and community participation all moved in sync. A key part of the story is the role played by the ‘Jal Sathis’ local women who became guardians of the city’s water quality and helped build public trust in the system. My #MondayMotivation this week comes from leaders & participative citizens who proved that governance can genuinely improve the quality of everyday life
The Better India@thebetterindia

India’s only city where you can drink straight from the tap—no boiling, no filters, no fear. 💧 Puri transformed its broken water system into a 24×7, BIS-certified supply using smart pipelines, IoT monitoring, and community trust. From massive leakages to clean water at every tap, this isn’t just infrastructure—it’s belief restored. This Odisha Day, we ask — if one city can do it, why not others? #CleanWater #SustainableIndia #UrbanTransformation #OdishaDay #Odisha [Tap Water In India, Puri Water Project, Clean Drinking Water, Smart Water Management, Sustainable Cities, Odisha Day]

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Vasu Eda
Vasu Eda@VasuEda·
@elonmusk The issue isn’t fertility. It’s the gap between rising education levels and the creation of high quality jobs. That’s what shows up as “qualified candidates not getting jobs,” not a demographic story.
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Vasu Eda
Vasu Eda@VasuEda·
OECD countries run large-scale public support systems (healthcare, unemployment insurance, education). In Tamil Nadu, some studies estimate school meals improved attendance by ~10–12 percentage points and reduced dropouts significantly. Breakfast schemes increased attendance in 80%+ of schools. The real debate is design, targeting, and outcomes—not the existence of support.
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Anuradha Tiwari
Anuradha Tiwari@talk2anuradha·
Please share the data on freebies. How many were uplifted? How many still need support? How many are no longer eligible? How many are misusing it? Why not publish outcome data?
Prof. Shamika Ravi@ShamikaRavi

Why "freebies"? - Because India has eradicated women's poverty through targeted programs in the last 12 years. - Because economic growth in democracies is not sustainable at very high levels of poverty (~30% in 2011/12) - Because not all "freebies" are alike. Some are distortionary, wasteful & some are hugely beneficial. #KnowIndia #KnowWelfare🇮🇳

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