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. India’s AI Stack Moment | Episode 59

    3D AGO

    India’s AI Stack Moment | Episode 59

    Today’s episode looks at India’s AI inflection point — from global AI power plays to homegrown voice agents and hacker houses building the next wave. • OpenAI acqui-hires OpenClaw creator Peter Steinberger, blurring the line between open source and Big AI consolidation. • India hits 100M weekly ChatGPT users as AI diplomacy and domestic production questions collide. • Blackstone backs Neysa with up to $1.2B, marking India’s largest AI infra bet yet. • Government clears $1.1B fund-of-funds as Peak XV backs C2i — compute, capital and silicon align. 1/ Aman Goel — Co-founder & CEO, GreyLabs AI From Cogno’s acquisition to building AI voice agents for 50+ BFSI clients, Aman breaks down the real economics of replacing contact-centre work with AI and what “autonomous voice” actually means in regulated India. 2/ Suhas Sumukh — Co-founder & COO, LocalHost A 19-year-old running a VC-hacker house hybrid, Suhas shares how LocalHost selects builders, why geography still limits Indian founders, and whether the “vibe coding” era rewrites the traditional startup path. 🎧 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 (1-liners each)🎙 Guests

    57 min
  2. AI Is Changing Video Forever | Episode 58

    6D AGO

    AI Is Changing Video Forever | Episode 58

    Today’s episode connects a $30B AI mega-round, India’s AI film moment, and a fashion supply-chain comeback story — all in one. Anthropic raises $30B at $380B valuation — $14B run-rate, 500+ $1M customers, and the cap table overlaps that define the AI power game. “Something Big Is Happening” essay goes viral (80M impressions) — arguing AI is now a general substitute for cognitive work. Sarvam AI drops Indic OCR VLM — handles 12 Indian scripts and messy real-world docs better than global models. Bajaj Finance scales AI to core ops — 20M AI calls processed, ₹1,925Cr loans attributed to AI, 120K+ AI ads in one quarter.From a late-night brainstorm to India’s national AI summit stage — how AI filmmaking is reshaping talent discovery, copyright debates, and the creator apprenticeship model. After plateauing at $7M ARR, invideo bet everything on AI — now at $70M ARR and 60K daily signups; what’s the moat when models commoditize? From returning capital in 2024 to EBITDA-positive in 2025 — fixing India’s $15B apparel export gap with tech, Europe focus, and GenAI on the factory floor. 🎧 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🎬 Guest 1: Chandan Perla, Hardeep Gambhir & Sanket Shah — invideo AI Film Festival🚀 Guest 2: Sanket Shah — CEO, invideo🧵 Guest 3: Pawan Gupta — CEO & Co-founder, Fashinza 🎧 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

    1h 6m
  3. Why Is Alphabet Spending $180B on AI Infrastructure? | Omnivore & Vivek Sinha

    FEB 9

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

    FEB 4

    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
  5. Where Agritech & Voice AI Are Headed | Episode 52

    FEB 2

    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

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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