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US investor says Bengaluru AI goes beyond what Silicon Valley builds: ‘Building AI that cannibalizes own services’

Dev Khare, a US investor, shared sharp contrasts between San Francisco and India’s AI for 1.4 billion.

Published on: Feb 02, 2026 05:45 PM IST
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AI has changed how we work and use technology. Recently, a US investor shared his thoughts on X (formerly Twitter) about how India is taking AI in a different direction compared with Silicon Valley.

Khare highlighted the shift as “from the frying pan into the fire,” comparing San Francisco and Bengaluru AI. (@Lightspeed India/LinkedIn)
Khare highlighted the shift as “from the frying pan into the fire,” comparing San Francisco and Bengaluru AI. (@Lightspeed India/LinkedIn)

Dev Khare, an investor in software and digital startups originating in India and a partner at Lightspeed, shared his thoughts about this emerging AI landscape.

Flew from SF to Bengaluru today - from the frying pan into the fire,” Khare wrote in a post on X, before highlighting artificial intelligence ecosystems of San Francisco and Bengaluru.

San Francisco vs Bengaluru:

Khare highlighted that while Silicon Valley focuses on building AI tools for companies and their employees, Bengaluru is developing AI that disrupts India’s own service industries, including IT services, BPOs, consultants, and call centres.

At the same time, Indian startups are creating AI for 1.4 billion consumers, addressing everyday problems that the Valley does not target.

Khare said that while US AI is mostly enterprise-focused, India is taking a broader approach, affecting both jobs and ordinary people.

Also Read: Bengaluru landlord asks one month’s rent just to view flat, internet screams 'scam'

Check out the post here:

Here's how people reacted to the post:

X users reacted with a mix of surprise and interest. Many noted that it was striking how India is building AI that affects both traditional service industries and everyday consumers.

One of the users commented, “Take it before they take from you.”

A second user commented, “SF is optimizing for leverage inside existing power structures. Bangalore is optimizing for replacement; one is compounding incumbents, the other is quietly erasing entire middle layers.”

Also Read: Indian employee compares calm Spanish team with chaotic Indian team: 'Contrast is visible'

A third user commented, “The Valley is optimizing the existing corporate stack, while Bangalore is dismantling its own legacy business models to survive the next decade. One is an upgrade; the other is a complete structural pivot.”

“Enterprise automation on one side, consumer-scale AI on the other,” another user commented.

 
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