Library

Apr 2026

  • Fantastic early customers and where to find them

    Fantastic Early Customers and Where to Find Them

    In 1942, four friends rented a garage in Girgaon, Mumbai, for 75 rupees a month and started making paint. The equipment was coal furnaces and their own hands. Resin cooked over open flame, pigment ground and stirred until it held. They called it The Asian Oil &
    Authors
    Rohit Kaul
    Topics
    • #GTM

Mar 2026

  • Rohit Field Notes Cover Image 10

    India's Micro VC Landscape: Who's Writing the First Cheque in 2026?

    India’s micro VC ecosystem has scaled rapidly since 2022, growing from ~100 funds to 200 – 250+ by 2026, with larger fund sizes ($25 – 30M vs $10 – 12M earlier). The market is maturing: weaker funds have dropped off, while strong ones are raising subsequent funds. The landscape is…
    Authors
    Sarita Raichura, Yashesswin YVRS
  • Clean Shot 2026 03 23 at 16 27 41

    Why We Invested in BIDSO

    We are thrilled to announce our $4m investment in BIDSO, an Original Design Manufacturer (ODM) for outdoor toys and baby hardlines. This is part of a larger $5.5m equity round. BIDSO previously raised a $1.5m round led by Peer Capital, supported by Sadev Ventures, both…
    Sectors
    Commerce & Consumer Brands
    Authors
    Sajith Pai, Anurag Pagaria

Feb 2026

  • Slide showing a cart stacked with a large volume of flattened cardboard tied together and transported on a street

    AI in Commerce: Where the Real Moats Get Built

    The piece argues that most marketplaces are structurally trapped at ~10% CM1 and turn to private labels/​ads to compensate — both of which hurt retention. AI is currently being deployed in research (already commoditized), coordination (genuine near-term value, especially in…
    Authors
    Marmik Mankodi
  • Untitled design 76

    The Orbits, They’re a Shiftin’ | Blume Day 2026

    The piece uses the metaphor of quantum orbit shifts to describe Blume Ventures’ evolution alongside India’s startup ecosystem. As ambition scales from $100M outcomes to billion- and even $100B-scale visions, orbit shifts are enabled by aligned forces — founder ambition, customer…
    Authors
    Karthik Reddy

Jan 2026

  • Navigating the Silicon Frontier Blog Banner

    The Turing Moment: How SquadStack Built AI That Outsells Humans

    SquadStack’s journey traces how a crowdsourced task marketplace evolved, through multiple pivots and crises, into a voice AI leader. Years of operating distributed contact centres helped them quietly accumulate massive, real-world call data. When the AI wave hit, that data…
    Authors
    Rohit Kaul, Elton Coelho
  • Slide showing a futuristic illustration of defense technologies including drones, ships, aircraft, satellites, and tanks connected via digital networks with a central shield icon

    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
    Authors
    Arpit Agarwal
  • Slide showing a female using a mobile device with icons above representing commerce and logistics such as shopping cart, payments, delivery, and location tracking

    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…
    Authors
    Sajith Pai
  • Slide showing a futuristic illustration of an AI-driven network with multiple human figures connected via glowing lines, representing an agentic or collaborative digital workforce

    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
    Authors
    Sanjay Nath, Sumangal Vinjamuri