Indian AI VCs Face the Same Dilemma as Founders: Stay or Move to the US?
vaibhavbetter · x · 2026-11-13
Vaibhav responds to a hot take that Indian AI VCs pitching the India opportunity are just dressing up personal reasons to live in India, and that serious ones would move to the US like they tell founders.
He argues every legitimate Indian VC he knows is wrestling with the same questions: how to invest in an AI-led world, where to play, what right-to-win a newcomer has, how access is playing out, and the insanity of tranched rounds. On top of that come personal variables — age, kids, home base, whether it can move continents, at what cost and probability of outcome.
The same applies to every AI founder, he says. There is no single right answer; it is all very personal, multiple winning strategies will exist, and the move is to build your highest-conviction view and chase it with laser focus.
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