India's AI edge is that it has no AI of its own
About this episode
The episode discusses India's position in the global AI landscape and its potential role as a neutral broker amidst geopolitical tensions.
It's the middle of 2026 and the best AI models on the planet are ones you can't use. Anthropic built Mythos, decided it was too dangerous to ship, watered it down into Fable, and cut off paying customers. OpenAI's newest model went to a handful of approved American companies. The chips arrive in India on a quota that moves with the mood in the White House. And in July, Beijing convened Alibaba, ByteDance and Z.ai to weigh restrictions on overseas access to its own best models, open weights included. Every serious enterprise on Earth now has to build for a world where the model it depends on can be switched off overnight by an export order it had no say in. Praveen's argument, first made in The Ken's AI column Zero Shot: that's the opening Indian IT services has waited half a decade for. When models can be turned off, when a Chinese model is brilliant but you can't be sure what's inside it, most enterprises need someone who can run all of them inside its own walls and keep the lights on when one goes dark. That's an integration and governance problem, and integration is the one muscle India has been building for thirty years. India has no frontier model of its own, which everyone…
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