AI investment is soaring, but who will ultimately capture the value—and who will be displaced? Menlo Ventures partner Deedy Das explains why Anthropic’s enterprise bet paid off, why OpenAI and its rivals may be undervalued, and what follows the current infrastructure boom. He also delivers a stark warning: AI agents can already probe and breach major corporate systems, giving attackers an unprecedented advantage. For India, the consequences could be profound as intelligence becomes purchasable through compute, weakening the country’s traditional human-capital edge. Das also discusses the agent-driven internet, AI regulation, IT services and why writing remains a modern career superpower.

You can follow Himanshi Lohchab on her social media: X and Linkedin



Check out other interesting episodes like - Cognizant’s Surya Gummadi on How AI Can Deliver Returns, The Future of Insurance in India | Sarbvir Singh of PB Fintech, Groww’s ₹6,600 Cr Leap - Fintech’s Big Market Test Begins , OML CEO on the Creator Economy’s Next Wave & much more.



Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

AI investment is soaring, but who will ultimately capture the value&mdash;and who will be displaced? Menlo Ventures partner Deedy Das explains why Anthropic&rsquo;s enterprise bet paid off, why OpenAI and its rivals may be undervalued, and what follows the current infrastructure boom. He also delivers a stark warning: AI agents can already probe and breach major corporate systems, giving attackers an unprecedented advantage. For India, the consequences could be profound as intelligence becomes purchasable through compute, weakening the country&rsquo;s traditional human-capital edge. Das also discusses the agent-driven internet, AI regulation, IT services and why writing remains a modern career superpower. You can follow Himanshi Lohchab on her social media: <a href="https://x.com/HimanshiET">X</a> and <a href="https://www.linkedin.com/in/himanshi-lohchab-751804173/">Linkedin </a>
Check out other interesting episodes like - Cognizant&rsquo;s Surya Gummadi on How AI Can Deliver Returns, The Future of Insurance in India | Sarbvir Singh of PB Fintech, Groww&rsquo;s ₹6,600 Cr Leap - Fintech&rsquo;s Big Market Test Begins , OML CEO on the Creator Economy&rsquo;s Next Wave &amp; much more. 
Catch the latest episode of &lsquo;The Morning Brief&rsquo; on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

Corner Office Conversation is The Economic Times’ flagship interview podcast featuring unfiltered, one-on-one conversations with some of India and the world’s most powerful business leaders.

Hosted by ET’s top journalists and editors, this fortnightly show goes beyond headlines and press releases to explore how CEOs and founders think, decide, and lead in an era of disruption.

From Marc Benioff (Salesforce), Dara Khosrowshahi (Uber), and Roland Busch (Siemens) to Adar Poonawalla (Serum Institute), Suresh Narayanan (Nestlé India), and Ravi Kumar S (Cognizant), these conversations uncover personal leadership playbooks, global strategy pivots, lessons from failures, and bold visions for the future — across industries like tech, healthcare, manufacturing, finance, and consumer goods.

New episodes drop every alternate Monday.

Corner Office Conversation is The Economic Times&rsquo; flagship interview podcast featuring unfiltered, one-on-one conversations with some of India and the world&rsquo;s most powerful business leaders.
Hosted by ET&rsquo;s top journalists and editors, this fortnightly show goes beyond headlines and press releases to explore how CEOs and founders think, decide, and lead in an era of disruption.
From Marc Benioff (Salesforce), Dara Khosrowshahi (Uber), and Roland Busch (Siemens) to Adar Poonawalla (Serum Institute), Suresh Narayanan (Nestl&eacute; India), and Ravi Kumar S (Cognizant), these conversations uncover personal leadership playbooks, global strategy pivots, lessons from failures, and bold visions for the future &mdash; across industries like tech, healthcare, manufacturing, finance, and consumer goods.
New episodes drop every alternate Monday.