489. Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy (Hemant Mohapatra)

Hemant Mohapatra of Lightspeed India joins Nick to discuss Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy. In this episode we cover: AI Investment Opportunities and Challenges Healthcare and Legal Implications of AI Defensibility in AI and Long-term Investment Strategies Vertical vs. Horizontal AI Opportunities India's Digital Currency and Blockchain Ecosystem Investment in Indian Innovation and Infrastructure Guest Links: Hemant's LinkedIn Hemant's X Lightspeed India's LinkedIn Lightspeed India's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.