Top VC Reveals How to Win the AI Game? | OpenAI’s Billion-Dollar Losses ft. Manav Garg | IBP 48

⭐️ Think School’s flagship Communication course with live doubt sessions: https://thethinkschool.com/sp/communication-masterclass/ 👉 Who would you like to see next on The Indian Business Podcast: https://forms.gle/37daEPEy7mAzhvv29 Video Introduction: “Sam Altman says, we might be in an AI bubble. So why are billion-dollar companies being built almost overnight?” To understand this wild AI space, I speak with Manav Garg, Founder of Together Fund - the VC backing some of India’s fastest-growing AI startups, including Emergent, which scaled to $15M ARR in just 90 days. In this conversation, we discuss- - Why most AI startups are being built on negative gross margins - Why apps will fade and agents will own users - The mental models VCs use to spot hard, non-obvious problems early - Why India might be the most underrated AI market globally If you’re building, investing, or trying to make sense of where AI is really headed, this conversation will change how you think. Timestamps: 00:00 - Introduction 01:58 - Message to Viewers 02:16 - Podcast Agenda 03:53 - The AI Race Today 05:00 - What Is Emergent? 07:13 - Vibe Coding Explained 08:52 - Advice for Young Engineers 11:23 - Problems 'Worth' solving for 17:35 - Is Search & Browsing dying? 23:24 - GTM for AI Startups 32:07 - How to become a World class product guy? 34:42 - How AI Economics work? 37:26 - Why AI Startups Lose Money? 39:41 - Orchestration Layer Explained 40:49 - Ways to get funded by Together Fund 45:29 - Building a Funding Pitch 50:01 - Podcast Summary Our Best Performing episodes - 1. Smt. Nirmala Sitharaman, Finance Minister https://youtu.be/uKO8tk3_itQ?si=vF8T442Txq_blu0i 2. Arvind Kejriwal, Delhi 2025 Elections https://youtu.be/8nES01011GY?si=dbSUEk_fDJnJs_Wp 3. OYO's Insane rise & Bankruptcy! ft. Ritesh Agarwal https://youtu.be/TdQ2UD-U9rQ?si=KC7mU1SAf4zvV8MA 4. How will Modi govt fix India’s problems? ft. Sanjeev Sanyal https://youtu.be/3Lgf2WHstBY?si=wT2qbyagfnHiDFm_ 5. Why is Boult still bootstrapped? ft. Varun Gupta https://youtu.be/iH8IrBG4csM?si=W-EGheLcDjxX8fd- Think School is a Digital School that we all deserved, but never had - ►►Check out Think School's Online courses: https://www.thethinkschool.com #openai #chatgpt #gemini #ai #airace #samaltman #google #investing #funding #startup #sundarpichai #entrepreneur #geopolitics #india