5314: Indian VCs double down on consumer deals, Ather vs Ola & AI’s Productivity Puzzle | Tech 3

A $17 billion deal puts DoorDash and Instacart in the spotlight, while India’s consumer brands attract a fresh wave of VC interest across roti, kapda, makaan. We look at how Ather gained an edge over Ola in the electric two-wheeler race and why India’s IT firms are yet to see revenue per employee rise despite AI-driven gains. Big deals, shifting market dynamics, and the realities of AI-led growth — all in this episode of Tech 3.

On this episode of Moneycontrol’s Tech3, we break down Jio Platforms’ blockbuster stock market debut and how it has joined the league of global tech giants such as Meta, Alibaba, and SpaceX. We also look at how rural consumers are tightening their purse strings even as Gen Z changes the shopping game, and how e-commerce platform Meesho has cut its losses while gearing up for the festive shopping rush.

This episode of Tech 3 breaks down how investor interest in Indian AI startups is picking up, decodes Anthropic’s IPO filing and what the AI company’s stock market debut could mean for Indian AI startups and how India's largest stockbroker by revenue, Zerodha is seeing broking’s share of revenue shrinking.

This episode of Tech 3 breaks down Meta’s planned $95 billion financing to fuel its AI ambitions, Ather’s ride to profitability as Ola Electric struggles, the rebound in IT hiring in Q2FY27, and how Zetwerk’s IPO could pave the way for a new wave of manufacturing startups in India.

How is artificial intelligence helping solve some of India most persistent healthcare challenges? On this episode of Unusual Suspects with TatvaCare CEO Manoj Balaji we investigate the role of AI in practice. TatvaCare was founded in 2020 with a vision to streamline Indian healthcare using technology.  What began as a cloud Electronic Medical Record keeping for general practitioners evolved into an AI-powered ecosystem spanning clinical practice, patient engagement, pharma partnerships, and real-world evidence generation. In this conversation with host Gaurav Choudhury, Manoj unpacks the evolving capabilities of AI and reveals where it is making a genuine difference in India’s healthcare ecosystem. Tune in.

On this episode of Moneycontrol’s Tech3, we unpack the growing rift between WestBridge Capital and Princeton University, explore why AI is driving new business for Infosys but failing to deliver faster growth, and look at how Warp Sciences is betting big on AI-powered drug discovery with a $215 million funding round.

On this episode of Moneycontrol’s Tech3, we shine a light on the record subscription for the Jio IPO, the cyber attacks shaking the world right now, Flipkart’s top-deck churn and Swiggy’s earnings.

On this episode of Moneycontrol’s Tech3, we break down the strong performance of Jio IPO on Day 1, how eMudhra faced a security scare over eight vulnerable cryptographic keys, as well as Eternal’s bet on privacy-first AI while Blinkit races to expand its dark-store network. Plus, Netflix scores big in India with record subscriber additions and a hit reality show. Tune in for the key developments shaping India’s startup and tech ecosystem.

On this episode of Moneycontrol’s Tech3, we break down PhonePe’s repositioning of its investment app, track the latest developments in Zetwerk’s IPO subscription, explore the slowdown in D2C sales, and look at Even Healthcare’s latest funding round. Tune in for the key developments shaping India’s startup and tech ecosystem.

On this episode of Tech3 podcast let’s get you up to speed on why BharatPe is weighing a rights issue at a lower valuation, how festive shoppers are making more transactions yet spending remains lower, and OpenAI and Coursera are doubling down on India’s AI opportunity. Plus, a look at the mounting losses for InstaHelp and Snabbit.