Two by Two Two by Two

India’s biggest companies can afford to build frontier AI. So why won’t they?

Jul 2, 2026 · 1h 24m

Summary

The host argues that Indian corporates must fund sovereign AI models to reduce dependency on US firms like Anthropic, which recently restricted access. Guest Nitin Pai advocates for a balanced approach focusing on AI diffusion and services, while Manav Garg urges bold, mission-driven investment in foundational technology. The debate centers on whether India should prioritize immediate economic utility or strategic self-sufficiency in the face of geopolitical risks.

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