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SAAS VS AI
Top-level rejig hits mid-cap ITs; Fintechs wary of RBI wallet rulesHappy Thursday! Mid-sized IT firms are realigning leadership teams as AI-driven changes force a rethink. This and more in today's ETtech Mo...- Lenskart, Ola’s Q4 scorecards; Visa maze for laid-off techiesLenskart has posted a sharp jump in its March-quarter revenue even as profit dipped marginally. This and more in today’s ETtech Top 5.
- Deeptech bets heat up; Paytm, PB Fintech, Meesho earningsHappy Thursday! VCs are doubling down on India’s deeptech, with early-stage bets leading the charge. This and more in today’s ETtech Mornin...
- Job cuts at Freshworks; Meesho, PB Fintech Q4 earningsFreshworks announced job cuts as it ramps up AI focus. This and more in today's ETtech Top 5.
- PhonePe pauses IPO; Databricks' India ramp-upPhonePe has deferred its IPO citing the Iran war. However, sources tell us pricing of the issue was a key concern. This and more in today's...
- Quant Mutual Fund increases cash levels to rebuild equity exposure at lower levelsQuant Mutual Fund has increased cash levels to rebuild equity exposure at more attractive valuations, maintaining a large-cap bias. Amid he...
- IBM CEO on AI disruption, stock slide; VCs cash in on D2C exitsHappy Wednesday! IBM CEO Arvind Krishna calls the recent stock slide an overreaction and lays out his view on India's AI push and job disru...
- Anthropic hits $14 billion revenue run rate, becomes fastest-growing software company everAnthropic’s AI revenue soars with Claude Code doubling to $2.5B since January. Enterprise subscriptions quadruple. Over 500 customers now s...
- IT sector valuations turn attractive despite AI spending shift: Christy MathaiIndian IT services firms face headwinds as global enterprises prioritize hardware over software. Despite negative sentiment, stable fundame...
- Year 2026 retool, reset or melt?Even as AI funding surges, capital concentration and thinning differentiation among startups signal valuation reset and consolidation, says...
- ET Soonicorns Summit 2025: AI investments in Indian startup ecosystem—chasing hype or backing deal disruption?At the ET Soonicorns Summit 2025 on 22 August in Bengaluru, leading VCs will explore whether India’s AI funding is strategically nurturing ...
- Wipro’s Q1 report; Former Nexus MD’s new fundHappy Friday! IT major Wipro reported an 11% rise in net profit, just ahead of Street expectations. This and more in today’s ETtech Morning...
- Ather IPO’s late close; Freshworks’ Q1 boostAther Energy’s IPO was oversubscribed on the final day, driven by late interest from QIBs. This and more in today’s ETtech Top 5.
- AI is a huge opportunity, much more than SaaS: Girish MathruboothamSpeaking at the annual SaaSBoomi event in Chennai on March 25, Mathrubootham said, “AI is exciting and scary at the same time. It is exciti...
- Indian IT spared from DOGE bite; Darwinbox’s $140 million roundIndian IT firms may escape the wrath of Elon Musk’s DOGE. This and more in today’s ETtech Top 5.
- Wingify’s secret sauce; IndiaAI GPUs red flagsHappy Tuesday! How Wingify founder Paras Chopra charted his own entrepreneurial path from bootstrapping his company to its sale. This and m...
- AI’s DeepSink; Zoho’s CEO Sridhar Vembu steps downGlobal tech stocks tumbled on Monday as Chinese startup DeepSeek challenged US dominance in artificial intelligence. This and more in today...
- Accacia, a decarbonisation platform focusing on the real estate raises $6.5 millionReal estate and construction activity contribute to about 40% of global Greenhouse Gas (GHG) emissions. The sector lacks robust tools to me...
- Sequoia India & SEA split from US, renamed Peak XV; Byju’s misses $40m loan payment, sues lenderHappy Hump Day! Silicon Valley’s blue-chip fund Sequoia Capital has parted ways with its India and China partnerships. This and more in tod...
- Tips on creating new SaaS categoriesSoftware as a Service, often shortened as SaaS, is the industry of cloud-hosted software businesses that charge customers a recurring, usua...
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