Nexus balances its $700M fund between AI bets and India's broader startup surge

December 4, 2025

Key Insights

Nexus Venture Partners raised a $700M fund, choosing to allocate only half of it to AI while continuing aggressive investment in India's broader tech ecosystem. The firm argues that AI is important but not the only growth frontier.

Stay Updated

Get the latest insights delivered to your inbox

A reminder that AI doesn't eclipse everything

While many VC firms have shifted heavily toward AI, Nexus is taking a more diversified approach. With India's startup activity booming across fintech, logistics, healthcare, and SaaS, the firm sees room for non-AI winners while still committing meaningfully to AI-native companies.

Why the diversified strategy

- AI valuations are increasingly competitive and sometimes inflated.
- India's mid-market tech sector offers strong fundamentals and lower capital intensity.
- Nexus wants flexibility to pursue sectoral opportunities that AI doesn't touch.

Implications for founders

Nexus will continue backing AI tools, but also:
- Infrastructure-light plays with fast revenue paths.
- Localized India-specific platforms.
- Vertical SaaS and operational automation.

The investment signal

This split-fund strategy implicitly endorses a view that AI will be enormous, but that the next decade of tech leadership will still include a diverse landscape of business models.

Source: techcrunch.com

Anthropic's enterprise momentum deepens as Allianz joins its growing roster of major customers

Anthropic is stacking blue-chip enterprise wins, adding Allianz as another major customer signal for Claude adoption inside large, regulated organizations. The deal reinforces that the next AI platform battle is being won through procurement-ready deployments: governance, compliance, and predictable spendrather than flashy demos.

January 9, 2026

OpenAI uses an acqui-hire to deepen its enterprise coaching and workplace productivity push

OpenAI is acquiring the team behind Convogo, an executive-coaching AI product, signaling continued investment in workplace-facing applications and domain-specific expertise. The move fits a broader pattern: OpenAI is building not just a model layer, but an ecosystem of specialized product experiences that can be packaged for enterprise buyers.

January 8, 2026

Disney's OpenAI exclusivity clock is tickingexpect a partner scramble next

Disney's arrangement with OpenAI reportedly includes one year of exclusivity, after which other AI vendors may get a shot. That's a classic strategy: test governance, tooling, and IP guardrails with one partnerthen re-open negotiations once internal capability and leverage improve.

December 15, 2025