Is AI a Supercycle or Just a Bubble? | Ft. Bejul Somaia

India has the entrepreneurial energy. Now it has something else: cheap, abundant intelligence. In this episode, Bejul Somaia, Managing Director at Lightspeed Venture Partners, joins SPF India to break down what the AI supercycle actually means for investors, founders, and India's digital economy. From FOMO-driven valuations to why enterprise adoption is still lagging, from how VC has fundamentally changed to why the next generation of Indian consumer leaders will be AI-native, this is one of the most grounded conversations on AI and India you'll find. In this episode: Is AI a supercycle or a bubble? Are investors funding AI out of FOMO? Why enterprises aren't adopting AI fast enough How Lightspeed is thinking about India's AI opportunity What the government needs to do, and fast How VC itself has changed in the age of AI __________________ Startup Policy Forum: https://www.indiaspf.org/ LinkedIn:   / startup-policy-forum   Twitter: https://x.com/SPF_India Instagram:   / spf_india