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.