LFG! Let’s Find Growth

Portkey.ai sold to Palo Alto for $140 million ten weeks after raising its Series A. Its exit is worth celebrating but it also surfaces the expensive gap between building a global AI startup from India and keeping one independent.

Some connections are written in sand, others are etched in stone. I often believe that it is our effort to nurture those connections that takes them from sand to stone.

Every AI pitch in market research assumes agencies are dying middlemen. Metaforms raised $11.3 million on the opposite bet: agencies survive, and whoever runs their back office wins. Within six months, four of the world's top twenty research firms signed on. This is the mechanism behind that bet — and where it could still break

What ten people, two villas, one forest, and a long-overdue offsite taught us about distance, honesty, artificial intelligence, and the small human improvements that keep a community alive.

Dhruv Joshi built the company out of Bangalore and closed two of the hardest buyers in American healthcare. He walked 40+ Indian healthtech founders through how, on an AIBoomi call. These are the notes.