India, April 9 -- In January 2025, a Chinese AI company called DeepSeek released one of its models that took the world by storm, because it was able to do what OpenAI could do at a fraction of the cost. But, what could it mean for the future of the AI landscape, especially in India? A lightly-edited transcript of a conversation with Bruce Keith, CEO & co-founder - InvestorAi, and Narendra Bhandari, general partner-seafund, follows.

While a lot has been covered with regard to what's going on with DeepSeek, I feel it's important to explore where we go from this point. Look at how visionaries reacted. Marc Andreessen called the release of the DeepSeek R1 chatbot "a Sputnik moment for AI". Mark Zuckerberg convened 4 war rooms of Meta enginee...