AI, Capital & Health | Episode 81

This week's news: OpenAI turned Codex into a desktop superapp with computer use, Perplexity launched Personal Computer for Mac ($200/month), and Anthropic dropped Opus 4.7 — all on the same day. Jensen Huang went on Dwarkesh Patel's podcast and called the China-chip-as-nuclear-weapon comparison 'lunacy.' UPI turned 10 with 12,000x transaction growth. And the Cabinet approved Startup India Fund of Funds 2.0 with a ₹10,000 crore corpus for deep tech.Aman Singh is the co-founder of S45, India's first AI-native investment bank. In this conversation, we get into how S45 is collapsing the IPO process from months to days, what it means to build financial infrastructure from first principles, and why India's mid-market capital opportunity is hiding in plain sight.Dilip Kumar leads investments at Rainmatter by Zerodha — a ₹1,000 crore perpetual fund that has deployed ₹1,500 crore across 160+ startups in health, fintech, and climate. We talk about building a fund that genuinely doesn't chase exits, the thesis behind 40+ health bets, and what the data from India's fitness startups is actually saying about how we live.Join the TON WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_t X: https://x.com/OfflineOnAir Instagram: https://www.instagram.com/theofflinenetworkLinkedIn: https://www.linkedin.com/company/offlineonairWebsite: https://www.theoffline.network #TheOfflineNetwork #AIInvesting #IndianStartups #RainmatterHealth #SMEIPOs #Episode80