Bipul Sinha

On-Prem is the New Cloud: Why Enterprises are Reversing Stance in the Age of AI Remember when cloud was the battleground for innovation, agility, and scale? Everyone was tracking the % of on-prem compute moving to the cloud and it was growing every year? Well now there’s a reversal. The reality today? On-prem is the new cloud. Here’s why. AI’s Dark Side: Legal Risk and Data Governance Headaches Enterprises are excited about AI, but also uneasy as vendors like OpenAI face intensifying legal pressure. In a high-stakes lawsuit, a judge ordered OpenAI to preserve all ChatGPT chats (even deleted ones), overriding its 30-day deletion policy. Imagine that: you delete sensitive conversations, but they’re still sucked into legal limbo. The precedent is clear: AI prompts and outputs are discoverable records, demanding integration into enterprise ESI (Electronic Stored Information) policies. For large organizations handling sensitive data, the risk is simple: you can’t afford your AI tools to turn into legal liabilities. Especially when global regulations (GDPR, etc.) and internal governance collide with unpredictably broad discovery orders. Sovereignty, Control, Trust Many enterprises still ban ChatGPT or impose strict rules on usage. Even when allowed, token limits are throttled. Enterprises are cautiously letting AI in (as they should). Enterprises need to have control and trust. SAP is leaning into this with its Sovereign Cloud On-Site, deployable on customer premises with SAP-managed infrastructure. It is built to deliver data, operational, technical, and legal sovereignty in one package. Doubt it will be the last. Scaling Pains Talking to founders, three reasons stand out why cloud isn’t scaling with AI: 1/ The rate at which AWS/GCP lets you provision compute and the compute it wants you to provision both falter as AI and AI driven developers deploy a lot more code more frequently than before. So sometimes it’s not about data governance, but actually about performance and functionality. 2/ Shadow AI is rampant—employees paste sensitive info into models despite restrictions—creating demand for better permissioning tools. 3/ Data leakage remains a live risk, like the August 2025 Grok incident where hundreds of thousands of private chats became publicly accessible and indexed. One thing is for sure - founders selling into the enterprise are scaling faster if they offer the ability to run on-prem. The Future is Hybrid Don’t get me wrong - cloud is not going anywhere. But neither is on prem. A few years agoI thought we were headed for a full cloud shift, but now I think the future is truly hybrid.

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This article, co-authored by Vardaan Ahluwalia and me lays out India's significant new Research Development and Innovation Fund initiative in the context of other successful interventions: when governments and the private sector work together, they can make a transformative difference to deep technology entrepreneurship. Equally, initiatives to help manage financial risk should be followed by structural reforms in areas ranging from intellectual property regulation, ease of clearances for start-ups, tax rationalization in capital gains and options that helps start-ups attract talent, and a visa regime that attracts leading global researchers. https://lnkd.in/gk92YSZa

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JFrog’s Earnings Leap: Hopping Past Wall Street’s Cloud Rev Forecasts (and Competitors) – ( $FROG $SPY ) https://lnkd.in/gE_hMhKQ JFrog showcased impressive growth in Q3 2025, combining software innovation, cloud momentum, and AI advancements #JFrog #EarningsLeap #FROG #CloudGrowth #DevOps #DevSecOps #AI #SoftwareSecurity #RevenueSurge #MarketLeaders #TechnologyStocks #InvestorConfidence #FinancialResults #QuarterlyEarnings #GrowthStock #SoftwareSupplyChain #Innovation #WallStreet 

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What a joy to speak with this brilliant cohort of innovators in the The Global Energy Alliance for People and Planet (GEAPP) ENTICE (Energy Transitions Innovation Challenge) 2.0 program and taking on their sharp questions at the investor bootcamp. 80% of global GHG emission reduction goals for 2050 can be met through energy system decarbonization, efficiency and electrification. This represents a US $100 trillion opportunity according to the IEA.     A stronger, more stable grid is at the heart of building a #resilient #energy future. This year’s program challenges innovators to tackle:  1) Behind-the-meter digital twins: #AI tools to analyse consumption and create appliance-level insights  2) Industrial flexibility at scale: AI solutions using smart meter data to identify flexible assets and operational inefficiencies    Kudos to the entrepreneurs and the GEAPP team for curating and executing such a thoughtful program.     Looking forward to seeing how these #innovations scale #impact.  Synapses Dalberg Media Vaishali (Vish) Mishra Anukul Tripathi (He/Him) Jayant Sinha Saurabh Kumar

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Here is a framework for nations to work with revolutions such as #AI and #Quantum. First you have your people learn, then dabble and become early/late adopters (hopefully not laggards!), then become effective technical users and finally value creators. It is only then that the economy benefits from your investment, and you create sustainable job growth. While #India is a key market for #Quantum with millions thirsting to learn and actually do things with this technology, there are still large gaps between: 1. Where Quantum Computing is today Vs where it needs to be for mass adoption [Quantum Sensing on the other hand is ready for prime time and GPS compromising incidents are only increasing] 2. The specialist work being done Vs the ability to hire millions of generalists 3. What it costs to tap into the technology Vs perception of what it should cost as a commodity 4. The talent it takes to produce world class indigenous technology Vs the talent that actually exists on the ground 5... Each of these gaps will close over time. In the lead-up and as a first step, India first needs to learn enough about this technology, ideally from the very best, and spread awareness. The starting point of this journey should ideally not be from dull videos or low quality social media content, but from hands-on practical learning that is delivered through high quality polished content. Such practical training effectively complements all the theoretical content you learn in universities. Q-CTRL's Black Opal product is the world's leading interactive learning tool that gives you just enough fundamentals (think 101) required to program a quantum computer. With over 28,000 users worldwide and success across the UK (Tamil Nadu adopted it last year as part of the naanmudhalvan program). And now, we have expanded our presence in India through a network of local resellers. We encourage Indian companies, governments and universities to work with us either directly or through our contacts. https://lnkd.in/gjJWHYB3 We also look forward to aligning with AICTE standards and to make our content even more relevant to India. Waseem Shiraz, Shobhit Gupta, Nagendra Nagaraja, Reena Dayal, Anil Prabhakar, Kamakoti Veezhinathan, Ajai Chowdhry, Harshan Budke, Sunil Gupta, Arindam Ghosh, Ravi Puvvala Dr M Jayaprakasan, ISDS., National Skill Development Corporation, MindTech, Kquanta Research, RV College Of Engineering, Sanjay Chittore, Uttkrist Innovations Private Limited, Subu Gupta, AICTE QRDLab - Quantum Computing in India, IBM DRDO, Ministry of Defence, Govt. of India, Ashutosh Sharma, Urbasi Sinha, Bloq Quantum LTIMindtree, Tata Consultancy Services Abhay Karandikar, NPTEL, National Quantum Mission, Eltech, Andhra Pradesh Information Technology Academy ITE and C Department Government of AP, Jayesh Ranjan, CDAC Bangalore, Kaushalya The skill University

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🚀 🚀 🚀 Excited to announce the launch of CognitivTrust Inc. – application security reimagined for the AI coding era. Developers are shipping code faster than ever. Copilot, Claude, ChatGPT – AI is writing 40-60% of code in modern teams. We're in the vibe coding era, and it's transforming productivity. But here's the problem: our security tools haven't caught up. Current code scanners weren't built for AI-generated code: AI is generating more code in a day than teams used to write in a week. That's more surface area, more potential vulnerabilities, and more risk – all moving at unprecedented velocity. Legacy platforms are retrofitting AI as a feature, not rebuilding from the ground up. The result? Surface-level improvements that can't deliver the fundamental speed, accuracy, and transformational impact that modern security requires. We built CognitivTrust for how developers actually work today: Real-time prompt analysis that allows ‘security-ready’ AI-generated code, eliminates vulnerabilities from the IDE, contextual threat mapping while the AI is still suggesting code, and intelligent triage that works with your AI coding assistant, not against it. Security at the speed of code, not at the speed of periodical scans. What we heard at Global Fintech Festival 2025: Banking and fintech leaders are caught in an impossible trade-off: innovate at startup speed to maintain competitive edge or maintain bank-grade security while ensuring safe AI adoption by their developers. With AI coding assistants now standard, they need security that can contextualize threats in an actionable manner while keeping pace with AI-generated code. Every false positive/ security debt costs delayed product launches. Every vulnerability destroys trust. They can't afford either in the fast moving fintech or rapidly transforming banking verticals.  Ashna G.Animesh MukherjeeVishal ShuklaLars BuurNikhil SewakSahil MitalSandeep RaghuwanshiGazal GargSandeep VarmaGaurav Chaudhri Ready to secure AI-generated code without slowing down: If you're riding the AI wave and need security tools that match your velocity, let's talk. Drop a comment or DM me to see how CognitivTrust secures modern development workflows. #AppSec #AIcoding #DevSecOps #VibeCoding #CyberSecurity #DeveloperTools Russell RagarKenneth Thomas MorasRuchi KhuranaRuss D.Anshu GuptaBhaumik ShahCristian BrottoTammy SchuringMala RamakrishnanRam SenthamaraiAysha Khan

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We're excited to introduce our latest investment, Oryo.io - the security layer for agentic AI. Prashanth R. and Swaroop S., veterans of Okta and Wiz, are building agentic visibility and a trust layer on the MCP protocol for enterprise autonomous agents. Like Waymo’s cars today, agentic AI across enterprises will soon ingest data, make decisions, and take action. As adoption rises, the problem shifts from capability to control. CISOs manage identity and access for humans today. Okta anchors that trust layer for non-humans tomorrow. After our Agentic AI conference in Feb 2025 led by Anand Rao, we came with prepared minds to our first call with Oryo. Michael Marmor led diligence and is working closely with the founders as they build their MVP. We wrote the first check into Oryo. Village Global (Reid Hoffman) and Seven Hill Ventures (Michael Coates) followed soon after. Perhaps Nikesh Arora should take notice :) Venkat Raju, JB Michel, Rahul Harikumar, Quentin Staes-Polet Josh Cunningham

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In the latest episode of the OpenAI podcast I got talk to OpenAI CFO Sarah Friar and legend himself Vinod Khosla about the AI industry. Sarah explained the relation between compute and revenue (OpenAI's revenue keeps 3x'ing each year) and Vinod provided an insightful way to tell if we're in a bubble: API calls. Are they going up or down? (Spoiler: Up, up, up!) https://lnkd.in/g2tTQBdp

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Every Sunday, I recap the biggest themes in AI, tech, and markets. This week, India's AI land grab intensified, regulators drew the line, attention wore a jersey, OpenAI joined the chip war. ▪️India is the world’s most strategic AI frontier - and the labs are bundling, billing, and localizing fast to become its default. ▪️The DOJ didn’t break up Google, but it broke its grip on defaults - a scalpel, not a sledgehammer, in the platform power playbook. ▪️Fantasy football is back - not just to crown champions, but to monetize ritual, identity, and belonging one Sunday at a time. ▪️OpenAI is building chips and Google is exporting TPUs. NVIDIA is still king, but surrounded by revolutionaries building guillotines in their garage. 📩 Full post here: https://lnkd.in/g7K6p4f7

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