Summaries by Vivan Sharan

2 summaries by this author.

Critical

India's AI strategy: We should not invest in the whole stack but focus instead on areas of expertise

India's AI strategy should prioritize leveraging its existing knowledge and IT services strengths. The author criticizes investing heavily in the complex AI stack, like chips and advanced models, arguing India is far from the frontier. Instead, policymakers should reinforce comparative advantages in areas like consulting, finance, and enterprise AI certification. This means supporting service growth and talent development rather than subsidizing infrastructure with limited domestic utility. A temporally grounded approach, driven by market-proven capabilities, will foster a fresh wave of AI-enabled service expansion.

LiveMint · Vivan Sharan · Oct 4, 2026 at 10:29 AM

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Balanced

As America and China swap roles in their great power rivalry, India should think of how to maximize gains

Trump’s Beijing visit exposed a critical shift: the US now uses statecraft to sell, while China governs commerce through a geopolitical lens. Despite a high-profile US tech delegation, no commercial breakthroughs emerged, impacting chip markets. India must reassess old assumptions. It needs a wider strategic dialogue with China, offering a level commercial playing field. For the US, India should assure policy stability and transparency. By leveraging both relationships, India can advance a market-led industrial strategy, fostering domestic capabilities, lowering costs, and creating jobs amidst this evolving bipolar dynamic, avoiding being caught in the middle.

LiveMint · Vivan Sharan · May 20, 2026 at 10:30 AM

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