Insights drawn from what we’re seeing on the ground — how markets are evolving, what’s being left behind, and what will matter most in 2026.
Blume Perspectives 2026 | The DefenseTech Awakening: How Crisis Became Catalyst
2025 began with bets on DefenseTech, green hydrogen and semiconductors, but border conflict shifted focus. Gaps in drones and electronic warfare sparked rapid startup activity, backed by emergency procurement. Momentum should last 2 – 3 years, with spillovers into aviation…- Sectors
- DeepTech
- Info
- Commentaries
- Authors
- Arpit Agarwal
- Published
Blume 2026 Perspectives | The Case for Atoms, Structural Shifts, and Young Founders
The piece outlines continuity in focus for 2025 – 26: India’s structural shift toward formalisation, AI as a lever for Indian founders to disrupt global verticals, and large opportunities in physical, under-innovated “atoms” businesses. It notes VCs going global, Blume’s…- Info
- Commentaries
- Authors
- Sajith Pai
- Published
Blume 2026 Perspectives | From the Year of Agents to the Year of Agentic Workforce
AI is transitioning from individual agents to a collaborative “agentic workforce.” While 2025 delivered solid progress on AI benchmarks through reasoning models and RLVR, the real story is behavioral: agentic inference is the fastest-growing usage pattern, with models executing…- Sectors
- Artificial Intelligence
- Info
- Commentaries
- Authors
- Sanjay Nath, Sumangal Vinjamuri
- Published