Zero to Infinity

To unlock India's immense potential in the semiconductor industry, Sudipto and Nivedith deep dive into the possibilities that lie ahead on our latest episode of Reflections.   1. The Complex Semiconductor Supply Chain: Dive deep into the intricacies of the semiconductor supply chain and its pivotal role in shaping the industry. 2. India's Role in the Global Semiconductor Value Chain: Explore India's limited participation and the golden opportunities arising from recent changes. 3. The Semiconductor Opportunity in India and its Subsets: Uncover the vast potential of the semiconductor market in India, along with the most promising subsets. 4. The "Right to Win" for Indian Companies: Discover winning factors that can drive Indian companies to make a mark in the global semiconductor value chain. 5. Commercial Implications of Moore's Law: Explore how Moore's Law evolution impacts the semiconductor landscape and the commercial implications of advanced technologies like 3D architecture. 6. Notable Players in RISC-V Adoption: Learn about leading global and Indian companies driving the adoption of RISC-V. 7. The Rise of Artificial Intelligence and India's Role: Discover how artificial intelligence is revolutionizing semiconductors and the potential role of India in this transformative trend. 8. Where will the Next Set of Indian Founders Emerge: Uncover potential sources of the next wave of Indian founders and valuable insights for those building in India.

On our latest episode of Reflections, join us as we unravel opportunities in Fintech infrastructure and Banktech. We will explore the changing landscape of BaaS and delve into how it has revolutionized the delivery and accessibility of financial services. The episode covers: 🚀 BaaS 2.0: BaaS 2.0 represents the evolution and maturation of the concept since its initial inception. BaaS 2.0 offers a more robust and scalable platform, enabling a wider range of services and features. 🔀 Fintech vs. SaaS: What aspects are different? While both Fintech and BaaS focus on leveraging technology in the financial sector, they differ in their primary offerings. 💡 Exciting spaces and our investment framework: Within the BaaS ecosystem, we are excited about certain spaces like payment gateways, lending platforms, wealth management solutions and more. We will discuss our investment framework used to evaluate and select opportunities. 🌐 Identifying adjacencies and tapping into them: Adjacencies play a crucial role in the growth and expansion of BaaS platforms. Tapping into adjacencies is essential for expanding the customer base, increasing revenue streams and creating synergies. 🔧 Skillsets required for building a Banktech play: Building a successful Banktech platform requires a specific set of skillsets. These include expertise in banking operations and regulations, technology infrastructure, regulatory compliance, and customer experience. 📲 Indian rails as public goods vs. private in the US: Boon or bane? The Indian rail infrastructure, including Aadhaar Authentication (AA), Unified Payments Interface (UPI), and Open Credit Enablement Network (OCEN), is considered public goods. In contrast, the rail systems in the United States are predominantly private. Comparing these two models raises important questions about the benefits and challenges of each approach. 🌍 Global expansion: Is it imminent? As the BaaS industry grows, evaluating the Total Addressable Market (TAM) in India is crucial to assess its potential for building a large-scale business. Additionally, exploring the feasibility and necessity of expanding to geographies similar to India provides valuable insights into global expansion opportunities and challenges.

In our latest episode of Reflections, we explore the use cases of generative AI in fintech with Aakash Kumar, Anish Patil, and Anand Khetan. Hear them as they discuss AI's disruptive impact, emerging patterns in technology development, future trends, as well as risks and opportunities in financial services. Tune in!

In this latest episode, Ankur Edkie and Sneha Roy pull back the curtain on how they have built a rapidly growing business. Tune in.

In this exciting new episode of Matrix Moments, Tarun Davda, MD, Matrix Partners India, is in conversation with Dilsher Malhi, the founder of the booming gaming platform, Zupee. Dilsher delves into the trends in the gaming industry, human psychology, and the advent of AI in the gaming space. Join the conversation as they talk about Dilsher’s journey and what he learned along the way.

In our latest episode of Matrix Moments, we uncover what's next for Matrix Partners India in the next Techade, with the closing of our fourth fund.

"The best product wins, right, and the best product means the founder who has the closest insight to the consumer, who spent time on the backend researching it, truly passionate about it I think can really create large opportunities." shares our VP, Chandrasekhar Venugopal, on our latest episode of Matrix Moments titled " Indian ConsumerTech - Coming back to Life." Joining him are our Founder and MD, Avnish Bajaj, our MD, Rajinder Balaraman, and our Principal, Siddharth Agarwal. What's next for ConsumerTech? Will ConsumerTech witness an evolution? What would this mean for entrepreneurial innovation? Tune in to know this and much more

To go IPO or not to go IPO is a dilemma that companies face as they consider raising capital and providing liquidity. Despite the potential benefits, some choose to remain private to avoid the challenges and limitations of being publicly traded. The objective of this podcast is to spark a discussion to share our perspectives. We have framed both the positives and some of the issues to think through before a company decides to go public. 

In our latest episode of Founder Moments, listen in from Vijay Rayapati, Co-founder and CEO at Atomicwork, on why every founder should be thinking of GenAI, how AI can be leveraged within organisations and his predictions for the future.

Watch our Founder and MD, Avnish Bajaj, in conversation with our MD, Rajinder Balaraman, on what it takes to be an infinity entrepreneur.