Blume Ventures

In a recent conversation with CNBC TV18's Shereen Bhan, Blume Ventures' Sanjay Nath shared his unique perspective on India's evolving position in the AI revolution. Speaking from Silicon Valley, Sanjay highlighted India's dual opportunity - both in cross-border AI/SaaS and the massive domestic consumer tech story. He was joined by Vivek Goyal of Altimeter Capital in this conversation.



Drawing from his experience leading Blume's SaaS/AI investments, Sanjay emphasized how India's right to win has fundamentally transformed in the AI era.



The traditional model of building in India and selling globally needs evolution - success now demands deeper market presence, especially for AI companies. "The one foot here, one foot there approach isn't working anymore," he notes, highlighting how product and AI teams need to be deeply embedded in global markets to succeed.



Key Insights:

- Blume's portfolio strategy: 60% India-for-India, 40% India-for-global
- Strong IPO momentum continues with new role models emerging
- Companies scaling from $1M to $100M in just three years
- Secondary markets gaining momentum, addressing historical liquidity concerns
- Young founders starting with a "clean slate" approach to AI innovation



🎥 Watch the full conversation to hear Sanjay's perspectives on India's tech evolution and why he's "very bullish on both the Gen AI, vertical AI story here, as well as consumer tech in India."

4 months ago | [YT] | 0

Blume Ventures

Hey everyone,

The 9th episode of S3 of the Blume Podcast featuring Dr. Mukund Rajan is now LIVE! This one's special - Mukund Rajan was the youngest EA to Mr Ratan Tata, was Tata Group’s first brand custodian and held numerous leadership posts in the Tata Group over 23 years.

Some fascinating bytes in the episode:
•⁠ ⁠The time Ratan Tata wrote his "fiercest" letter to a Prime Minister
•⁠ ⁠⁠Boardroom pranks and the lighter side of Mr. Tata that few knew about
•⁠ ⁠⁠Why TCS didn't go public during the dot-com boom (despite a golden opportunity)
•⁠ ⁠⁠The untold story of how Singapore Airlines chose Tata over every other Indian business house

We hope you enjoy watching this episode.

9 months ago | [YT] | 5

Blume Ventures

Hey everyone,

The 9th episode of S3 of the Blume Podcast featuring Dr. Mukund Rajan is now LIVE! This one's special - Mukund Rajan was the youngest EA to Mr Ratan Tata, was Tata Group’s first brand custodian and held numerous leadership posts in the Tata Group over 23 years. In this episode he unpacks insights and anecdotes about the ‘Tata Way of Doing Business’ as seen by working directly with Ratan Tata and building the Tata Group's global presence.

Some fascinating bytes in the episode:
•⁠ ⁠The time Ratan Tata wrote his "fiercest" letter to a Prime Minister
•⁠ ⁠⁠Boardroom pranks and the lighter side of Mr. Tata that few knew about
•⁠ ⁠⁠Why TCS didn't go public during the dot-com boom (despite a golden opportunity)
•⁠ ⁠⁠The untold story of how Singapore Airlines chose Tata over every other Indian business house

We hope you enjoy watching this episode. Link: https://youtu.be/g4Qstz-9r4o

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1 2

9 months ago | [YT] | 8

Blume Ventures

He Got Rejected for His Hairstyle, Then Made Tech's Biggest Deals | Alok Sama x Blume Podcast

From explaining derivatives to Dick Cheney over South Indian breakfast to orchestrating the $59B Sprint-T-Mobile merger, Alok Sama's journey is unlike any other.

The former President of SoftBank Group International shares never-before-heard stories about Masa Son, reveals the "Time Machine Strategy" that shaped billion-dollar investments, and explains how having an Amitabh Bachhan-inspired hairstyle changed his career.

10 months ago | [YT] | 1

Blume Ventures

He Got Rejected for His Hairstyle, Then Made Tech's Biggest Deals | Alok Sama x Blume Podcast

Watch here: https://youtu.be/uAm0kwDfsKQ

From explaining derivatives to Dick Cheney over South Indian breakfast to orchestrating the $59B Sprint-T-Mobile merger, Alok Sama's journey is unlike any other. The former President of SoftBank Group International shares never-before-heard stories about Masa Son, reveals the "Time Machine Strategy" that shaped billion-dollar investments, and explains how having an Amitabh Bachhan-inspired hairstyle changed his career.


#SoftBank #TechDeals #StartupIndia #MasayoshiSon

10 months ago (edited) | [YT] | 12

Blume Ventures

India's economic future isn't limited to its borders.

As Amitabh Kant points out, "The market for Indian entrepreneurs isn't just 1.4 billion people, but the 5-6 billion moving from poverty to middle class globally."

How are you positioning your business to capture this massive opportunity? Are we thinking big enough? Watch Mr Kant's full interview for more insights on India's economic trajectory: https://youtu.be/5t3gjICja_k

1 year ago | [YT] | 47

Blume Ventures

Now live!

Tune in to our latest Blume Podcast podcast to hear from Mr Harsh Mariwala, founder and chairman of Marico, about how he transformed a small family-run business into a Rs 86,000 crore global Indian company. Link: https://youtu.be/zXouhWLFLJM

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1 year ago | [YT] | 16

Blume Ventures

🏆 12 Grand Slam titles 🌟 Former World No. 1 in doubles 🇮🇳 India's first Grand Slam champion.

Revealing E2 of the Blume Podcast - International Tennis Star Mahesh Bhupathi!

Episode dropping tomorrow.

1 year ago | [YT] | 8

Blume Ventures

Watch the Thalaiva of the Indian startup ecosystem share behind-the-scenes truth about how he built a $3.5B global software giant from the backlanes of Chennai.

Girish Mathrubootham, founder and Executive Chairman of Freshworks, talks to Karthik Reddy of Blume Ventures on Winning Beyond Boundaries.

Watch now.

1 year ago | [YT] | 7

Blume Ventures

Drumrolls, please! 🥁

We're kicking off Season 3 of the Blume Podcast with our theme episode: "Winning Beyond Boundaries"

In this episode, Karthik Reddy, host of the Blume Podcast, sets the stage for a season that celebrates Indian innovation on the global stage. Here's what you can expect:

1. The newfound ambition of Indian founders, especially in tech and deep tech sectors, to win globally.

2. India's shift from exporting IT services to creating world-class consumer products and tech.

3. Stories of homegrown innovators making waves globally - from @UltrahumanHQ, @healthifyme, @GoGreyOrange, @carbonsolu to @etherealmachine.

Karthik's message is clear and exciting: "You ain't seen nothing yet" - we're witnessing the early stages of Indian startups delivering on the global stage in unprecedented ways, and this is just the start.


Ready to dive in? Watch our Season 3 theme episode featuring Karthik Reddy. Available now on Spotify, Apple Podcasts, and YouTube.

YouTube: https://youtu.be/qurOkGXDDqU

1 year ago | [YT] | 2