The Offline Network

The Offline Network

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India’s live tech + startup signal. For founders & operators moving fast | Live M/W/F, 4 PM IST | By Offline.club

17/12/2025

Flexible Workspaces | Utkarsh Kawatra (Co-founder, myHQ) | Episode 42

Today’s episode breaks down how India works now — and why flexible workspaces are becoming the default. 🗞️ Things We Saw on the InternetSpace compute explained in first principle and Storytelling on X — why narratives now matter as much as products 🎙️ Guest Segment - Utkarsh Kawatra — Co-founder, myHQWhat myHQ does today, its footprint across cities, workspaces and members, and how office design has evolved for flexibility-first teams. We dig into membership economics, industry dynamics and what’s changed after becoming part of Anarock. 🎧 Watch, subscribe, and join our WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_t Follow us: X → https://x.com/OfflineOnAir Instagram → https://www.instagram.com/theofflinenetwork LinkedIn → https://www.linkedin.com/company/offlineonair Website → https://www.theoffline.network #TheOfflineNetwork #IndiaTech #Startups #FutureOfWork #FlexWork #Coworking #RealEstate #myHQ #Anarock #WeWorkIndia #Offices #Workspaces

20 min
16/12/2025

AI Marketing & -1 Thinking | Anirudh Singla (Pepper) | Prateek Mehta (SPC India) | Episode 41

Today’s episode moves between AI search, content moats, and early-stage founder thinking — from SpaceX’s scale to how brands and builders adapt in an AI-first internet. 🗞️ Things We Saw on the Internet SpaceX completes a tender offer at ~$800B valuation — now the most valuable private company in the world. Employees sold shares; SpaceX raised no capital. Possible IPO in 2026. 🎙️ Guest Segments 1/ Anirudh Singla — Founder & CEO, Pepper From Peppercontent to Pepper SEO + GEO, Pepper Creative, Pepper AI — what changed, why SEO is being rewritten for AI answers, how Atlas works, and what the real moat is when content becomes infinite. We discuss AI slop, where humans must stay in the loop, what an AI-native marketing org looks like in 2025, and the one human skill that compounds for marketers. Prateek Mehta — General Partner, South Park Commons IndiaInside SPC’s Minus One philosophy — how residencies, fellowships, and funding fit together; why great founders never leave Minus One; what India’s frontier mix looks like today; and how SPC maintains a 98% survival rate across 150+ companies. We close with “time-traveller founders” and one Minus One habit anyone can start this week. 🎧 Watch, subscribe, and join our WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_t Follow us: X → https://x.com/OfflineOnAirI nstagram → https://www.instagram.com/theofflinenetwork LinkedIn → https://www.linkedin.com/company/offlineonair Website → https://www.theoffline.network

48 min
16/12/2025

SoftBank, OpenAI & Amazon | Manthan Gupta (AI Engineer) | Himanshu Dubey (Upsurge Labs) | Episode 40

Today’s episode covers the capital + compute shift — and what it means for builders shipping in AI. 🗞️ News Highlights SoftBank “back in action” from 2026 — deal pace re-accelerates after the reset; ~$5.8B raised via Nvidia share sale; focus on AI infra + late-stage, with fewer, bigger, higher-conviction checks. “We want to continue investing in India.” — Sumer Juneja OpenAI turns 10 — founded Dec 2015; now a ~$20B annualized run-rate enterprise AI giant with ~$1.4T+ commitments and deep Azure alignment. Amazon adds $35B more to India by 2030 — AI benefits for 15M businesses and 4M students; exports targeted at $80B; supports 3.8M jobs. Plus Satya Nadella’s India AI tour: agentic-AI partnerships with Infosys/TCS/Wipro/Cognizant and more Azure zones + in-country capacity. 🧠 Guest Segments 1/ Manthan Gupta: A sharp technical teardown — can you infer LLM architecture via conversation, why OpenAI skipped RAG for memory, what that implies for “better RAG” startups, and where this approach breaks (Claude/Gemini next). 2/ Himanshu Dubey (Upsurge Labs / Ground Zero): How they build and kill products at speed (Bhindi, Helium, OpenBio, BlueBrain) — first 10× wedges, real user use-cases, and what Ground Zero is becoming. Plus Instadapp, DeFi’s next decade, and AI × on-chain. 🎧 Watch, subscribe, and join our WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_t Follow us: X → https://x.com/OfflineOnAir Instagram → https://www.instagram.com/theofflinenetwork LinkedIn → https://www.linkedin.com/company/offlineonair Website → https://www.theoffline.network

37 min
10/12/2025

Hemant Mohapatra (Lightspeed India) | Saket Agarwal (Onnivation) | Shiv Parekh (hBits) | Episode 39

Today’s episode connects India’s new AI success stories, a global capital reset, and real-asset innovations — with founders and investors thinking long-term. 🔥 News Highlights Google’s AI Futures Fund backs Indian coding startup Emergent — vibe-coding, no-code + AI, 2.5M users, $25M ARR in five months. Tiger Global steps back with a $2.2B “cautious fund” — shifting to high-conviction, slower-deployment venture investing. Microsoft to invest $17.5B in India by 2029 — hyperscale data-centres, AI infrastructure expansion and training 20M Indians. Paramount / Affinity Partners launches a hostile bid for Warner Bros. Discovery — throwing a wrench into the streaming-studio deal frenzy. 🎙️ Guest Segments 1/ Hemant Mohapatra — Partner, Lightspeed IndiaWhy deep-tech from India still matters: from quantum to robotics, and how frontier bets might shape the next decade. 2/ Saket Agarwal — Founder & CEO, OnnivationOn building cross-border startup bridges (US/Israeli ⇢ India); how you vet global founders for “India-ready” scale; what a successful India-market win looks like. 3/ Shiv Parekh — Founder, hBitsWhy fractional real estate / SM-REITs may redefine property investing in India now — and how changing work and housing patterns are reshaping demand. 🎧 Watch, subscribe, and join our WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_t Follow us:X → https://x.com/OfflineOnAirInstagram → https://www.instagram.com/theofflinenetworkLinkedIn → https://www.linkedin.com/company/offlineonairWebsite → https://www.theoffline.network #TheOfflineNetwork #IndiaTech #Startups #AI #DeepTech #VentureCapital #RealEstate #FractionalRE #Investing #Emergent #TigerGlobal #MicrosoftIndia #WBD #WarnerBrosDiscovery #Onnivation #hBits #LightspeedIndia

41 min
08/12/2025

AI, tech & startups | Jacob Singh (Sing One Song) | Episode 38

Today’s episode is a deep dive on AI, tech & startups. 🎤 Jacob Singh (Sing One Song): What he’s building now, why music, making “fun enough to open daily” products, lessons from taking Blinkit from $40M → $600M and cutting attrition from 80% to 5%, plus what makes great engineering cultures and where the next productivity unlock for developers comes from. 🎧 Watch, subscribe, and join our WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_t Follow us:X → https://x.com/OfflineOnAirInstagram → https://www.instagram.com/theofflinenetworkLinkedIn → https://www.linkedin.com/company/offlineonairWebsite → https://www.theoffline.network #TheOfflineNetwork #IndiaTech #Startups #AI #Gaming #AIFilms #Felicity #Activate #VentureCapital #Compute #DataCenters #PeakXV #Nexus #OpenAI #Netflix #WBD #IndiGo #SpotifyWrapped

31 min
08/12/2025

Casual Games & India’s AI Fund | Anurag Choudhary (Felicity) | Aakrit Vaish (Activate) | Episode 37

Episode 37 connects an AI-native game publisher scaling from India–SG with a new AI fund building a homegrown “institution” — alongside big moves in compute, capital, and culture. 🗞️ News Highlights 1/ Nexus closes Fund VIII at $700M (US+India) — US AI/software + India consumer/fintech/infra; single US–India team since 2006; ~242 cos (Nov ’25); winners: Postman, Zepto, Delhivery, Rapido, Apollo; historic exits (Cloud.com→Citrix, Gluster→Red Hat, Dimdim→Salesforce, Netmagic→NTT; OLX stake→Naspers); expects 4–5 IPOs in 2–3 yrs. 2/ “Tata ↔ OpenAI” data-center talks — negotiating 500 MW lease at TCS HyperVault; potential “Stargate India” with OpenAI as anchor; co-develop agentic AI for BFSI/retail/manufacturing; Reliance talks reportedly fell through; HyperVault eyeing >1 GW. 3/ Things We Saw on the Internet- Peak XV holdings — >₹30,000 Cr across listed/soon-to-list- OpenAI readying ads.- Netflix–WBD — Netflix reportedly the winning bidder at $30/share with a $5B break fee; still subject to DoJ review. - Apple’s management team leaving Guest Segments 1/ Anurag Choudhary — Founder & CEO, Felicity: AI-native mobile publisher scaling across APAC; $3M raised (Mar ’25) and Felicity Labs Singapore opened in August; portfolio design for “content-like” hit odds, IP acquisition thesis, and how an India-born publisher competes globally. 2/ Aakrit Vaish — AI Investor, Activate: “India’s own native AI institution” — who’s backing it, where it sits in the stack (models/infra/tools/apps), cheque sizes & stages, and the India-shaped gaps it aims to fill. 🎧 Watch, subscribe, and join our WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_t Follow us:X → https://x.com/OfflineOnAirInstagram → https://www.instagram.com/theofflinenetworkLinkedIn → https://www.linkedin.com/company/offlineonairWebsite → https://www.theoffline.network #TheOfflineNetwork #IndiaTech #Startups #AI #Gaming #AIFilms #Felicity #Activate #VentureCapital #Compute #DataCenters #PeakXV #Nexus #OpenAI #Netflix #WBD #IndiGo #SpotifyWrapped

54 min
08/12/2025

Behind Meesho’s IPO | Arjun Malhotra (Good Capital) | Episode 36

Today’s episode centers on Meesho’s IPO journey and what it says about India’s “intermediaries win” thesis — with the week’s AI discourse as backdrop. News Highlights Meesho IPO — why a social-first marketplace listing matters for Indian consumer internet, unit discipline, and founder playbooks. Garry Tan × Zoho — vibe coding vs bundled SaaS; Sridhar Vembu’s pushback on tech-debt and real productivity. “Code Red” at OpenAI — reallocating toward ChatGPT quality and a new reasoning model; ads/agents pushed back. Travis Kalanick’s sidequest — buys eXtremeGammon, hunting a “re-founding” CEO at the intersection of games, nets, and UX. Guest Segment Arjun Malhotra — General Partner, Good Capital: Meesho as the early win and what the listing validates; spotting AI-native vs AI-washed; and why intermediaries compound in India’s low-trust, high-touch economy. 🎧 Watch, subscribe, and tell us: What’s the single biggest lesson from Meesho’s path to public markets? Follow us for more:X → https://x.com/OfflineOnAirInstagram → https://www.instagram.com/theofflinenetworkLinkedIn → https://www.linkedin.com/company/offlineonairWebsite → https://www.theoffline.network #TheOfflineNetwork #IndiaTech #Startups #Meesho #IPO #GoodCapital #Intermediaries #Marketplaces #VibeCoding #ChatGPT #SaaS #D2C

37 min
01/12/2025

Ride-Hailing at Scale & India’s Gaming Bet | Rishikesh SR (Rapido) | Tina Balachandran (LightFury Games) | Ep 35

Episode connects India’s mobility flywheel with a homegrown AAA push — from bike-first networks and captain earnings to an India-built sports title aiming global. 🛵 Rishikesh SR — Co-founder, RapidoRapido is growing >100% YoY in a once-duopoly market; we dig into footprint vs Ola/Uber, the flat-fee model’s impact on captain earnings/loyalty, labour-code shifts for gig workers, Bengaluru’s bike-taxi rebound, Tier-2/3 expansion playbooks, food-delivery plans, and an EV-forward thesis. 🎮 Tina Balachandran — CPO & Co-founder, LightFury GamesWhat “AAA” means, why bet on an India-first AAA now, pacing ambition vs risk, the AI stack and gaps, E-cricket launching 2026, building for a mobile-first audience, making India an AAA export hub by 2030, and hiring for a human-intensive build. This episode is made possible by Offline. 🎧 Watch, subscribe, and tell us: Which home grown games do you play the most? Follow us: X → https://x.com/OfflineOnAir Instagram → https://www.instagram.com/theofflinenetwork LinkedIn → https://www.linkedin.com/company/offlineonair Website → https://www.theoffline.network

46 min

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India’s live tech + startup signal. For founders & operators moving fast | Live M/W/F, 4 PM IST

14/08/2025

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India’s live tech + startup signal. For founders & operators moving fast | Live M/W/F, 4 PM IST | By Offline.club

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