Agentic AI
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Artificial Intelligence & Machine Learning
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Next-Generation Technologies & Secure Development
Investor Umesh Padval on Platform Power, Scaling Fast and Global AI Plays
In the second quarter of 2025, global venture funding reached $94.6 billion – but nearly half went to artificial intelligence. While deal volume hit its lowest point since 2016, capital continued to chase AI scale. For Umesh Padval, investor, entrepreneur and former managing director at Thomvest Ventures, defensible investments hinge on two traits: platform scope and speed.
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“You can start in one area and continue to evolve so that a competitor coming in has to build this massive platform and they can’t catch up with you. That’s a winner for me,” he said. Despite market concentration around firms such as OpenAI and Anthropic, Padval doesn’t see a capital shortage.
“I think the market has opened up, finally, after four or five years in terms of IPOs as well as mergers and acquisitions across all the segments,” Padval said. “This is good for the investors, because you start getting liquidity for venture as well as private equity, which has not been there for a long time. And if you have liquidity, you can raise new funds based on that. And new funds means more startups and more investments in startups.”
In this video interview with Information Security Media Group, Padval also discussed:
- Which early traction signals matter most to experienced investors;
- What investors need from go-to-market velocity and execution;
- Why India may rival Israel in AI infrastructure innovation in a decade.
Padval focuses on investments in the cybersecurity, cloud and AI infrastructure sectors, partnering with founders and CEOs of companies developing disruptive platforms for solving key pain points for CXOs. He currently serves as a board member at Relyance AI, StackGen, Bolster, Qwiet AI, Impinj and Avalanche Technology.