Decoding the behaviour of Bharat & building with Emergent | Episode 88

India’s AI transition is colliding with a much deeper question: who are we actually building for?1/ Dharmesh Ba breaks down the empathy gap between Indian founders and users, why “Bharat” behaves differently from “India,” and how UPI, WhatsApp, and digital products are reshaping consumer psychology.2/ Bharat Pinnam explains how AI-native software creation is changing who gets to build, what real AI builders look like, and why the future developer may not look anything like today’s engineer.Also covering: • Anthropic’s $1.5B AI consulting venture • Dream11’s pivot into AI-powered investing • Krutrim shifting from frontier AI to cloud infrastructure