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Our Investment Research Lab


Did OpenAI and Anthropic's $11.5Bn PE Pact Just Decide Indian IT's Future?
The NIFTY IT correction priced in fears of AI disruption. May 4 made the math binding — and the structural moat just got a name.
AltG Investment Research Lab
3 days ago


An "Instant Berkshire" Is Taking Shape in AI-Driven India
AI is reshaping India’s business landscape. As costs collapse and profit models evolve, a new compounding machine is emerging — an Instant Berkshire built for the AI era.


Anthropic Declines Pentagon Bid - When AI Becomes Infrastructure
AI is no longer software. As prediction becomes abundant, power shifts to physical grids, regulated deployment, and execution control. Intelligence has moved into infrastructure.


AI Is Redefining India's Business Landscape: Survival Through Innovation
AI is not just enhancing Indian business — it’s reinventing it. From automating operations to transforming balance sheets, Indian companies are leapfrogging into a new era of capital-efficient, AI-native growth. AltG calls this shift Generative Equity — a bold new model for building and scaling businesses in global growth markets.
AltG
May 21, 2025
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