EPISODE · Feb 9, 2026 · 1H 1M
Why Is Alphabet Spending $180B on AI Infrastructure? | Omnivore & Vivek Sinha
from The Offline Network · host The Offline Network
Today’s episode unpacks Alphabet’s record $180B AI CapEx call, India’s new deep tech startup category, and founders building real impact in agritech and applied learning.🗞️ News Highlights• Alphabet Q4 & CapEx: Alphabet crossed $400B annual revenue and plans $175–185B CapEx in 2026, signaling the largest AI infrastructure bet ever and putting Bangalore at the heart of expansion.• India’s Startup Definition: The government launched a Deep Tech Startup category with 20-year recognition and a ₹300cr turnover cap to better support long-gestation deep tech firms.• Claude vs ChatGPT: OpenAI is exploring ads for ChatGPT while Anthropic’s Claude rejects them — highlighting diverging bets on scale vs premium user experience.🎙️ Guest SegmentsMark Kahn — Managing Partner, OmnivoreOn why he backed agritech before infrastructure existed, how real agritech companies create value, and what founders get wrong about precision tech, margins, and impact.Vivek Sinha — Founder & CEO, EmversityWhy he pivoted from online to on-job learning, how partnerships with corporates and campuses structure outcomes, how placement and internships work, and what Emversity learned from past efforts at scale.🎧 Watch, subscribe, and join our WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_tFollow us:X → https://x.com/OfflineOnAirInstagram → https://www.instagram.com/theofflinenetworkLinkedIn → https://www.linkedin.com/company/offlineonairWebsite → https://www.theoffline.network#TheOfflineNetwork #IndiaTech #Startups #AI #CapEx #Alphabet #DeepTech #Agritech #Education #Omnivore #Emversity
What this episode covers
Today’s episode unpacks Alphabet’s record $180B AI CapEx call, India’s new deep tech startup category, and founders building real impact in agritech and applied learning.🗞️ News Highlights• Alphabet Q4 & CapEx: Alphabet crossed $400B annual revenue and plans $175–185B CapEx in 2026, signaling the largest AI infrastructure bet ever and putting Bangalore at the heart of expansion.• India’s Startup Definition: The government launched a Deep Tech Startup category with 20-year recognition and a ₹300cr turnover cap to better support long-gestation deep tech firms.• Claude vs ChatGPT: OpenAI is exploring ads for ChatGPT while Anthropic’s Claude rejects them — highlighting diverging bets on scale vs premium user experience.🎙️ Guest SegmentsMark Kahn — Managing Partner, OmnivoreOn why he backed agritech before infrastructure existed, how real agritech companies create value, and what founders get wrong about precision tech, margins, and impact.Vivek Sinha — Founder & CEO, EmversityWhy he pivoted from online to on-job learning, how partnerships with corporates and campuses structure outcomes, how placement and internships work, and what Emversity learned from past efforts at scale.🎧 Watch, subscribe, and join our WhatsApp community: https://chat.whatsapp.com/BK69EsNWP8BJIaoy3k7EfX?mode=ac_tFollow us:X → https://x.com/OfflineOnAirInstagram → https://www.instagram.com/theofflinenetworkLinkedIn → https://www.linkedin.com/company/offlineonairWebsite → https://www.theoffline.network#TheOfflineNetwork #IndiaTech #Startups #AI #CapEx #Alphabet #DeepTech #Agritech #Education #Omnivore #Emversity
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Why Is Alphabet Spending $180B on AI Infrastructure? | Omnivore & Vivek Sinha
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