489. Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy (Hemant Mohapatra)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Aug 11, 2025 · 43m

Hemant Mohapatra of Lightspeed India joins Nick to discuss Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy. In this episode we cover:

AI Investment Opportunities and Challenges

Healthcare and Legal Implications of AI

Defensibility in AI and Long-term Investment Strategies

Vertical vs. Horizontal AI Opportunities

India's Digital Currency and Blockchain Ecosystem

Investment in Indian Innovation and Infrastructure

Guest Links:

Hemant's LinkedIn

Hemant's X

Lightspeed India's LinkedIn

Lightspeed India's Website

The host of…