VC @ankurcapital. Student of VC & financial markets.
Delhi, India
Joined September 2021
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1st trip to UAE this year & its interesting seeing the infra throttling: GPS on highways not as reliable, open wifi now needs OTPs, apparently friction to limit drones from using the infra. India's lesson- these don't unthrottle quickly since neighbourhood doesn't change quickly
Not an AI stock performance - this is India's energy transition. India added 4.6 gigawatt-hours (GWh) of battery energy storage capacity in Q1 2026, a 941% increase compared Q4 2025 as per @MercomIndia.
Shiva Shanker retweeted
This chart explains a lot of quiet tension in venture right now.
Early-stage performance over the last decade breaks into three distinct vintage regimes, driven more by macro conditions than manager behavior.
If you’re still thinking about recent vintages on a single curve, this is worth a closer look.
Full context in our 2025 Fund Benchmarks Report 2025: angellist.com/data-center/fu…
The energy cost of AI has been an open question Google's ClimateOps head just dropped some data at the #BNEFSummit. I's AI queries now have the footprint of 9 seconds of TV viewing/ 5 drops of water). For the math nerds that's 0.24 Wh & 0.26ML.
Everyone is underestimating AI TAM.
@coatuemgmt's EMW event had some great data. TLDR -
42% of US businesses now pay for AI
As a user adopts @ChatGPTapp, their @Google traffic drops 8%
in 1993, economists predicted 0.8% productivity growth by 2000. Reality? 2.0%
🇮🇳 Indian startups are quietly outpacing the world in carbon removal.
While the West builds billion-dollar DAC machines, India is scaling Enhanced Rock Weathering (ERW): a low-cost, permanent solution already being deployed at scale.
Let’s break it down 👇
Two Indian companies leading the charge:
🌍 @AltCarbonIndia: Raised $12M, already selling credits to global buyers
🏆 Mati: Won the $50Mn XPrize for ERW innovation in rice.
Both are building the world’s most scalable, cost-effective carbon removal tech.
Curious how this fits into the bigger picture?
Read Ankur Capital’s new climate report:
"Transforming India’s Core Sectors"
Explore where the next wave of innovation and investment is happening.
📘 Download: ankurcapital.com/post/transf…
#ClimateTech #IndiaLeads
What 7 years and ecosystem compounding can do:
Then: ₹25/km for a solo e-bike rental.
Now: You'd pay around that for a chauffeured EV SUV with the right distance.
Better tech. Better ops. Better deal.
After years investing in climate-relevant tech in India, we asked:
Where is Indian VC actually going — and how does it compare globally?
The results are surprising.
Energy, transport, agri, industry, carbon — mapped over 5 years.
📊 Report here: shorturl.at/MO9gK #VC #India
ALT https://docsend.com/v/zcjx3/ankurclimatetechreport2025
Capital doesn’t always follow urgency.
We mapped 5 yrs of venture funding across India’s climate-linked sectors.
2 sectors get 80% of the capital but cause just ⅓ of emissions.
Another causes ⅓ — and is only now rising.
Full report drops tom
Any guesses?
#ClimateTech #VC #India
While everyone’s busy pointing fingers in the Gensol saga - it’s worth noting how quickly SEBI did its job. Compliant received in June 2024 for for use of debt that was only drawn in late 2023. #Governance #SEBI #India #CapitalMarkets #Accountability
The SEBI interim order in quite a neat little 100 bullet point summary - nsearchives.nseindia.com/con…
Venture investing in #Deeptech sometimes means saying no to great teams until the world catches up. At @ankurcapital, we’re excited to lead Vimano’s first round and help power critical infrastructure for new energy solutions. Our investment thesis is here:ankurcapital.com/post/why-we…