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India's Funding Drop, AI's $108B Capture & IPO Revival | Jul 29
Audio is available on Spreaker — see link below.
India's VC investment fell 14% QoQ while AI-native companies absorbed 51% of all late-stage global funding — the divergence is accelerating. Today's briefing covers the funding drought signal, North America's dominance, Attovia's $213M biotech raise, and defense tech's 60% Series A surge.
Audio is available on Spreaker — see link below.
India's startup funding just posted its sharpest quarterly drop in recent memory, and the timing matters more than the number alone. Total PE and VC investment fell fourteen point three percent quarter-on-quarter in Q2 twenty twenty-six, landing at four point zero eight billion dollars.
Set that against what's happening globally and the divergence becomes harder to ignore. Late-stage funding rose seventeen percent in twenty twenty-five, reaching two hundred and ten billion dollars, above pre-pandemic levels.
AI-native companies captured fifty-one percent of all late-stage global funding in twenty twenty-five, pulling in one hundred and eight billion dollars. Ecosystem value for AI-native firms has grown nine hundred and sixty-nine percent since twenty twenty-one.
The IPO side of the picture looks considerably more constructive. Morgan Stanley crossed ten trillion dollars in client assets, adding seventy-four billion in net new assets in its latest quarter.
One sector worth tracking outside AI: defense technology. Series A value in defenseTech is up sixty percent over the past year, with deal counts up fifteen percent.
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