Coming up: Ganapathy Subramaniam on Yali’s deep tech bets in India – Part 2

Ganapathy Subramaniam, founding managing partner of Yali Capital.Listen to the episodeComing up on Wednesday, Oct. 15The importance frugal engineering, diverse co-founder teams, and strong customer focus for deep tech startups.In Part 2 of my conversation with Ganapathy Subramaniam, founding managing partner at Yali Capital, in which Gani discusses his firm’s focus on deep tech and semiconductor startups in India. We picked up from where we left off in the first part of our chat two weeks ago, with an overview of Perceptine, a humanoid robotics company Yali has invested in.He highlights the startup’s opportunities in serving Electronics Manufacturing Services (EMS) providers, and the future potential for physical AI. Gani also details the broader landscape of the Indian semiconductor industry, noting opportunities for companies targeting global markets (like C2i Semiconductors, which focuses on power components for high-compute processes) and those serving the domestic Indian market in segments such as energy meters or surveillance cameras.Finally, Gani offers takeaways from his own entrepreneurial journey with Cosmic Circuits, emphasizing the importance of frugal engineering, diverse co-founder teams, and strong customer focus for deep tech founders today. You can catch the full conversation right here or wherever you get your podcasts. Here’s a two-minute preview.