EPISODE · Oct 1, 2025 · 49 MIN
Anthropic’s India Entry, Kapiva’s $60M Raise & Cross-Border VC | Episode 13
from The Offline Network · host The Offline Network
Episode 13 of The Offline Network — hosted by Utsav and Dhruv — explores how India is shaping the future of consumer brands and venture capital. From Ayurveda going global to AI’s India push, this unfiltered conversation dives into how Indian founders and global investors are rewriting the playbook.Anthropic Eyes India – Hiring a Country Head as part of its Asia expansion. India’s $10.4B AI market by 2028 and government-backed GPU infra make it the next battleground for enterprise AI.Kapiva Raises $60M – The “modern Ayurveda” brand eyes US expansion with stronger clinical R&D. With ₹550 Cr ARR and 80% YoY growth, can it break into a $200B global wellness market?Hocco Scoops ₹115 Cr – Ice-cream brand valued at ~₹2,000 Cr, scaling cold-chain and q-commerce channels. With India’s frozen market set to 4× by 2033, can regional challengers crack Amul and HUL’s dominance?Zoho’s Arattai Surges – A 100× spike in traffic as India’s made-in-India, privacy-first WhatsApp rival gets government backing and viral buzz. Can Arattai realistically chip away at WhatsApp’s 850M users?🎙️ Deep-Dive ConversationsBuilding Brands with Cultural Depth – Naiyya Saggi (EDT, BabyChakra, Good Glamm) on what makes an Indian brand global-ready, lessons from scaling across geographies, and how design + culture can be India’s wedge in consumer.Investing Across Borders – Boris Wertz (Version One Ventures) on conviction-led investing, geographic arbitrage between India/Canada/US, and how fund managers can avoid traps in emerging markets.This episode was made possible by Smartworks, India’s largest managed office platform.Subscribe, hit the bell, and tell us in the comments: what’s the one India × global story you want us to chase in Episode 14?Follow us for more unfiltered takes:Twitter/X → https://x.com/OfflineOnAir Instagram → https://www.instagram.com/theofflinenetwork LinkedIn → https://www.linkedin.com/company/offlineonair Website → theoffline.network
What this episode covers
Episode 13 of The Offline Network — hosted by Utsav and Dhruv — explores how India is shaping the future of consumer brands and venture capital. From Ayurveda going global to AI’s India push, this unfiltered conversation dives into how Indian founders and global investors are rewriting the playbook.Anthropic Eyes India – Hiring a Country Head as part of its Asia expansion. India’s $10.4B AI market by 2028 and government-backed GPU infra make it the next battleground for enterprise AI.Kapiva Raises $60M – The “modern Ayurveda” brand eyes US expansion with stronger clinical R&D. With ₹550 Cr ARR and 80% YoY growth, can it break into a $200B global wellness market?Hocco Scoops ₹115 Cr – Ice-cream brand valued at ~₹2,000 Cr, scaling cold-chain and q-commerce channels. With India’s frozen market set to 4× by 2033, can regional challengers crack Amul and HUL’s dominance?Zoho’s Arattai Surges – A 100× spike in traffic as India’s made-in-India, privacy-first WhatsApp rival gets government backing and viral buzz. Can Arattai realistically chip away at WhatsApp’s 850M users?🎙️ Deep-Dive ConversationsBuilding Brands with Cultural Depth – Naiyya Saggi (EDT, BabyChakra, Good Glamm) on what makes an Indian brand global-ready, lessons from scaling across geographies, and how design + culture can be India’s wedge in consumer.Investing Across Borders – Boris Wertz (Version One Ventures) on conviction-led investing, geographic arbitrage between India/Canada/US, and how fund managers can avoid traps in emerging markets.This episode was made possible by Smartworks, India’s largest managed office platform.Subscribe, hit the bell, and tell us in the comments: what’s the one India × global story you want us to chase in Episode 14?Follow us for more unfiltered takes:Twitter/X → https://x.com/OfflineOnAir Instagram → https://www.instagram.com/theofflinenetwork LinkedIn → https://www.linkedin.com/company/offlineonair Website → theoffline.network
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Anthropic’s India Entry, Kapiva’s $60M Raise & Cross-Border VC | Episode 13
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