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Rajesh K Parikh's avatar

Glad that you share my guarded skepticism on AI opportunities.

It's the data that's going to ultimately be most critical. Tools will, eventually, be just that - tools.

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Arun Raghavan's avatar

Guarded scepticism is very well put Rajesh. We believe there is a lot of opportunity in being the infra player, but that is an oligopoly at best, in all probability, a big boys game. And positions seemingly are taken. Infra in Niche areas might be interesting. (LLM in healthcare for eg). Tooling also will evolve in our view

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