Indian Business Podcast Top VC Reveals How to Win the AI Game? | OpenAI’s Billion-Dollar Losses ft. Manav Garg
Dec 20, 2025
Manav Garg, founder of Together Fund and early-stage AI investor who scaled a SaaS business, discusses the AI landscape and rapid ARR growth. He explains where value sits in the AI stack and why apps may fade as agents own users. Manav covers vibe-coding, agentic commerce, GTM strategies, AI economics, and why India could be an underrated AI market.
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Vibe Coding Expands, Not Replaces
- Vibe coding won't eliminate engineers for complex systems because large codebases still need expert design.
- Instead it expands the market by enabling non-technical creators to build apps.
Agents Will Replace Search And Browse
- Search and browse will collapse into agentic commerce where agents transact on users' behalf.
- The fight will be over who owns the user's agent or permissions, not the old storefront.
Influencer-First GTM, Then Scale
- Start GTM with influencer-based distribution across adjacent niches, not only the obvious ones.
- Run it for 4–6 months with $10k–$20k/month to learn signals before scaling performance ads.