Where Venture Capital Is Flowing Next | India’s Biggest Startup Bets | 26 Sept 2026 | moneycontrol

1. Executive Briefing (TL;DR)

• Top Key Takeaways:

  • Global LP Sentiment & India AI Positioning: Global LPs recognize India as a core allocation rather than an "anti-AI" play; while the US holds the center of gravity for foundational models, India stands to capture massive value at the applied application, tooling, and infrastructure layers [00:01:45].
  • Catalyzing Deep Tech via RDI Fund: The Government of India’s RDI Fund (₹17,000–18,000 crore annually) is 10x larger than historical SIDBI AIF allocations over the past decade, structurally unlocking capital for Focused Research Organizations (FROs), venture capital match funding, and 10–15 year low-cost debt [].