Thoughts and excerpts post Agentic Summit BLR talk held on July 2, 2025 2025 is the year of Agents. From copilots in enterprise workflows to autonomous agents navigating data lakes, we’re entering an era where decisions are made not by humans or traditional programs—but by models. Yet for
by Grayscale Ventures Are software infrastructure ("DevInfra") companies starting to re-grow or do they still focus on profitability and revenue efficiency? How are the public market valuations changing for these companies? How are investors - both public and private - thinking about Infra? Is India the next in line to
Are software infrastructure ("Infra") companies focusing on growth or profitability? How is that impacting valuations? How are investors thinking about Infra? Where is India in all of this? If these questions peek your interest, please keep reading on and download our full report here :) At Grayscale Ventures we make it
In continuation with my previous post about AI in BigTech vs Startups... By now you're probably been inundated with several memes of Sundar Pichai, stuck in a time-loop droning “AI”. It reminded me of a talk I attended as a MSFT dev with a sweaty Ballmer jumping up and down
Today we announce the launch of our new fund - Grayscale Ventures - focused on DevInfra and SaaS investments in India and the region. You’ll hear more about our thesis and focus areas in future posts, but I decided to pen some thoughts on the launch. Embarking on a