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Welcome back to Zero Shot, a weekly podcast where Praveen, Rohin, and Brady unpack big ideas that matter to anyone who cares about artificial intelligence—in India and around the world.
We’re mixing it up this week by featuring a guest and friend of The Ken, Sidu Ponnappa, CEO and co-founder of Realfast, a company that uses AI to accelerate Salesforce implementations.
Specifically looking at coding assistance, the conversation was teed up by considering how Microsoft gave India’s IT companies AI-powered coding assistance, but challengers have emerged and are offering better experiences. Sidu, however, argues that the obsession with choosing the winning AI tool is the wrong focus. The real challenge is that IT service providers are unable to translate better tools into increased revenue or margins because of their existing and inefficient processes, because the cycle of AI innovation is faster than corporate planning cycles. There is plenty more to consider—if you’re building a company where AI tooling matters, if you’re working for a company that is introducing new AI tools, or if you just want to find out how this will all pan out, then there’s plenty of wisdom to mine from this segment.
Then, Brady looks at the IPOs of two “AI Tigers” in Hong Kong: Minimax and Zhipu. Often (incorrectly) labeled as China’s responses to OpenAI, these two companies’ listings inadvertently became a source of unease among some AI companies—there is a deadline for their path to public markets. If OpenAI and Anthropic gain ticker codes, these firms will be black holes for liquidity, and any other AI company that goes public after these events aren’t going to be welcomed as warmly by investors. This means AI companies need to make a choice: go public as soon as possible, or expect to stay private for a very, very long time.
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