@AntlerGlobal @AntlerIndia @askalemai @telljeeves @nitinsharma1 @jasnoorgill h/t: Check out this insightful piece by @laura_salesse (@8roadsventures):

@AntlerGlobal @AntlerIndia @askalemai India created UPI. Now it has the chance to build the Agentic UPI. The time is now. Let’s grab it. @telljeeves @nitinsharma1 @jasnoorgill #AgenticPayments #AI #UPI #Fintech #FutureOfMoney #MarketMapMondays

At @AntlerGlobal, @AntlerIndia we’re excited about this frontier. Our early bet @askalemai (dinara abdizhaparova) is building a secure payment layer for AI agents + humans. We are keen to evaluate more. If you’re building in this space → DM me.

4 early approaches to solve agentic payments are emerging: 1️⃣ Human in the loop – agent prepares checkout, human approves 2️⃣ Stored credentials – agent fills details, human confirms 3️⃣ Virtual cards – agent-limited use (e.g., Stripe) 4️⃣ Stablecoin systems – direct programmable

To enable agentic payments, we need to reimagine: 1) Identity 2) Rules/Permissions (spend limits, guardrails) 3) Wallets (programmable funding sources) 4) AI-native rails/APIs 5) Know Your Agent (audit trails) 6) Metering & Billing

Today’s payment rails are designed for humans — passwords, cards, OTPs. But in an agent-native world, these don’t work. Agents need rails that are: autonomous, programmable, and trustable. Here’s what must change 👇

🧵 #MarketMapMondays - PAYMENTS X AI India changed the world with UPI — processing $3.2T annually and powering ~50% of all global real-time digital payments. Now the big question: 👉 Can India do the same for Agentic Payments? a 🧵

@varadmohod @PlugandPlayTC @AntlerIndia @SonarLabsAI @vijaychellaram The construction industry is ready for its AI revolution. $2T market. Massive tailwinds. Proven use cases. This is just the beginning. 🚀 @telljeeves @nitinsharma1 @jasnoorgill #ConstructionTech #AI #VerticalAI #MarketMapMondays

@varadmohod @PlugandPlayTC At @AntlerIndia, we're super bullish on Construction x AI. Our portfolio company @SonarLabsAI (@VijayChellaram Dhruv Tekchandani) is crushing it with AI-powered material management for heavy civil contractors. We're actively looking for more founders in this space. Building a

@varadmohod @PlugandPlayTC Take slow payments alone: $280B problem = $15-20B+ market opportunity. Data center construction? Multi-billion dollar potential. The math is staggering.

@varadmohod @PlugandPlayTC The opportunities are MASSIVE 💰 Each vertical could unlock multi-billion dollar markets: 1⃣ Model-verified payments 2⃣ Autonomous project controls 3⃣ AI plan checking & approvals 4⃣ Field copilots 5⃣ Design automation

@varadmohod @PlugandPlayTC Four MAJOR tailwinds driving adoption: 🔸 Labor crisis: US needs 430K+ workers in 2025 🔸 Data center boom: 1,100+ hyperscale sites, ~10 GW breaking ground 🔸 Standardization: IFC 4.3 ISO making integration easier 🔸 Cash flow pain: $280B locked in slow payments

Shoutout to @VaradMohod at @PlugandPlayTC for this incredible Construction x AI market map. https://t.co/VpsZJAwzAd The ecosystem is DEEP. 🗺️

Past decade brought construction unicorns: • Procore • Built • Trimble • Katerra Now AI is transforming: ✓ Computer vision (safety & docs) ✓ Remote monitoring ✓ Predictive planning ✓ AI contracting ✓ Construction copilots

The US construction market hit $2.136T in June 2025. But it's been one of the SLOWEST industries to adopt tech. That's changing fast.

#MarketMapMondays - CONSTRUCTION X VERTICAL AI $2 trillion. 430K workers needed. Billions locked in slow payments. Few industries are hungrier for AI than construction. Here's why Construction x AI is about to explode 🧵 👇

@telljeeves @nitinsharma1 @jasnoorgill h/t: Fantastic piece by @CannnGurel from @delphi_intel on this. Check it out here:

While the action is hot in the US/China, I'm looking for the innovators in India. 🇮🇳 Who is building the AI browser from India? Founders in this space, I want to connect! DM me or comment below. @telljeeves @nitinsharma1 @jasnoorgill #AIBrowsers #FutureOfTech #LLM #Startups

It's still early days. Challenges remain in understanding user intent (search vs. action) and scaling complex, agentic tasks. But the potential is huge, from personalized content streams to autonomous agents that manage our entire digital workflow.

Google Chrome dominates the current market (~67%), but AI is the great disruptor. A new wave of AI-native browsers is emerging to challenge the throne. The key players to watch: - Perplexity Comet - Dia (The Browser Company) - Genspark - Fellou ...and the much-rumored