Dev Khare

Oct 27, 2024 | saasboomi.org | Dev Khare |Ishaan Singh

PCs, the Internet, and Smartphones all changed how work is done, and expanded the TAM for software to nearly $1Tn. Today, AI rapidly expands the TAM for software from productivity enhancement to the work itself, opening up a TAM that’s over $10Tn. This will lead to new types of business models like cloud-led to SaaS, or the internet-led to social media companies. We believe AI-led services – a strong technology product with humans in the loop – will dramatically change how services are delivered.

Oct 4, 2024 | lsvp.com | Dev Khare

PCs, the Internet and Smartphones all changed how work is done, and expanded the TAM for software to nearly $1Tn. Today, AI is rapidly expanding the TAM for software from productivity enhancement to the work itself, opening up a TAM that’s over $10Tn. This will lead to new types of business models, like cloud led to SaaS, or the internet led to social media companies.

Oct 4, 2024 | lsvp.com | Dev Khare

Shreyam and I met Alakh and Prateek of Physics Wallah at their NOIDA office in 2023. Their down-to-earth nature and connection with their student community was and is palpable. They are truly their students’ advocates. Based on years of posting Youtube videos and this intense focus on students, Alakh and team have built the PW community into 45 million+ subscribers on 100+ channels, growing 100% annually, a massive advantage in the market.

Oct 4, 2024 | lsvp.com | Dev Khare

Here at Lightspeed, we are super excited to partner with Prashant Warier and his team at Qure.ai in this growth round of financing. The company has been innovating since 2016 and has really hit another gear in the past three years. We are also excited to partner in the round with investors such as Merck Global Health Innovation Fund, Novo Nordisk, Fractal, Healthquad, Kae Capital and 360 One.

May 16, 2024 | lsvp.com | Dev Khare

I was first introduced to Aayush over Zoom on the drive from Koramangala to Bengaluru airport. We were nearing the end of 2021, and Rohit at Darwinbox insisted we meet Aayush. The video call was patchy but Aayush pitched his three-month-old business with HD clarity. He saw businesses caught in a maze of tools for managing information security.