The Offline Network

The Offline Network

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

  1. Why Is Alphabet Spending $180B on AI Infrastructure? | Omnivore & Vivek Sinha

    3 DAYS AGO

    Why Is Alphabet Spending $180B on AI Infrastructure? | Omnivore & Vivek Sinha

    Today’s episode unpacks Alphabet’s record $180B AI CapEx call, India’s new deep tech startup category, and founders building real impact in agritech and applied learning. 🗞️ News Highlights • Alphabet Q4 & CapEx: Alphabet crossed $400B annual revenue and plans $175–185B CapEx in 2026, signaling the largest AI infrastructure bet ever and putting Bangalore at the heart of expansion. • India’s Startup Definition: The government launched a Deep Tech Startup category with 20-year recognition and a ₹300cr turnover cap to better support long-gestation deep tech firms. • Claude vs ChatGPT: OpenAI is exploring ads for ChatGPT while Anthropic’s Claude rejects them — highlighting diverging bets on scale vs premium user experience. 🎙️ Guest Segments Mark Kahn — Managing Partner, Omnivore On why he backed agritech before infrastructure existed, how real agritech companies create value, and what founders get wrong about precision tech, margins, and impact. Vivek Sinha — Founder & CEO, Emversity Why he pivoted from online to on-job learning, how partnerships with corporates and campuses structure outcomes, how placement and internships work, and what Emversity learned from past efforts at scale. 🎧 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 #AI #CapEx #Alphabet #DeepTech #Agritech #Education #Omnivore #Emversity

    1h 1m
  2. Why Elon Musk Merged AI, Rockets & the Internet | Episode 54

    4 FEB

    Why Elon Musk Merged AI, Rockets & the Internet | Episode 54

    Today’s episode breaks down one of the most consequential corporate moves of the decade — SpaceX acquiring xAI — and what it signals for AI, compute, and capital at planetary scale. We also look at how venture firms evolve over cycles, why India exits remain hard, and what this means for founders building real businesses on the ground. SpaceX acquires xAI to form a vertically integrated AI–space–internet stack.Starlink now funds AI scale, rockets become data-center infrastructure, and Grok plugs into a 560M-user distribution layer. Combined implied value approaches $1T+. Peak XV sees senior MD exits as partners spin out to start new funds.History suggests Sequoia/Peak XV alumni firms consistently strengthen the ecosystem. Accel India LP data surfaces: early funds delivered historic returns; recent vintages reflect slower exits, markdowns, and a tougher India liquidity cycle. India–US trade deal snapshot: $30B exports still face tariffs, $44B tariff-free; autos and agriculture remain red lines. A grounded look at building a mass-market sustainable brand in India — from formulation and unit economics to surviving quick-commerce chaos, Tier-2/3 loyalty, and why affordability beats premium sustainability in Indian households. 🎧 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 📰 News Highlights🎙️ Guest Segment — Mayank Jain (Co-founder, Cleevo)

    53 min
  3. Where Agritech & Voice AI Are Headed | Episode 52

    2 FEB

    Where Agritech & Voice AI Are Headed | Episode 52

    Today’s episode looks at two hard problems India is quietly solving at scale: post-harvest agriculture and voice AI infrastructure. 🗞️ News Economic Survey 2025–26: • GDP growth 6.8–7.2%; potential ~7% • Capex up 89% (₹5.9 → ₹11.2 lakh crore) • Gig workers up 55% in 4 years • India now #3 global research powerhouse • All top 10 fastest-growing cities globally are in India 🎙️ Guest Segments 1/ Prasanna Rao & Anand Chandra — Co-founders, Arya.ag How Arya built India’s only comprehensive post-harvest platform across warehousing, finance, and trading — while staying profitable. We unpack AI in agri-infra, why they chose to be a platform (not a buyer), how they prevent disintermediation, farmer usage patterns, scale metrics, and why most people misunderstand Indian farmers. 2/ Prateek Sachan — Founder, Bolna Inside India’s voice AI infrastructure layer: why “voice” is now a commodity, what Bolna actually sells, full-duplex conversations, code-switching, fraud/liveness detection, and orchestration vs model-wrapper debates. Plus, the YC rejections, the Twilio analogy, and the 130× jump from 1,500 to 200,000 daily calls. 🎧 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

    50 min
  4. 77th Republic day special | EtherealX & EssentiallySports | Episode 50

    28 JAN

    77th Republic day special | EtherealX & EssentiallySports | Episode 50

    Republic Day special — a look at where India is quietly building global advantage, from space access to niche media. 🗞️ Opener & News Signals • Republic Day; Google Doodles highlight ISRO’s space journey • Gold hits an all-time high at ₹1,62,380 per 10g • India’s UPI heads to Japan (NPCI × NTT Data); PhonePe–Google Pay duopoly at ~80% • Emergent raises $70M Series B (SoftBank, Khosla) at ~$300M valuation; ARR doubles to $50M in 45 days • India–EU Free Trade Agreement set to be announced — auto tariffs to fall from 110% → 40% (eventually 10%); Europe’s biggest market opening in decades 🚀 Guest Segments Manu J. Nair — Co-founder & CEO, Ethereal Exploration Guild (EtherealX) Fresh off a $20M round, Manu explains why India needs its own reusable rocket company, how EtherealX uses re-entry heat to power engines, and why global customers have already signed $130M+ in launch contracts. We talk geopolitics, cheaper access to space, Europe’s launch constraints, and why manufacturing medicines and materials in space is the next frontier. 📊 Suryansh Tibarewal — Co-founder & Growth Lead, EssentiallySports How EssentiallySports scaled from 1M to 60M page views in months, why niche media wins, the US-first strategy, revenue and subscriptions, and how content formats and consumption are evolving. We also discuss whether India is ready for large-scale niche sports media next. 🧪 Live Demo Aryan shows a live demo of Clawdbot. 🎧 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 #SpaceTech #Media #EtherealX #EssentiallySports #ISRO #UPI #RepublicDay #DeepTech #CreatorEconomy

    54 min

Ratings & Reviews

5
out of 5
3 Ratings

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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