Six years on, India's interactive media market is $13.8 billion. The Lumikai founder on microdramas, the DAU farm myth, and knowing when to shut your own company down.
I've watched the same pattern play out in AI-native fundraising: the pitch that gets the most pushback in the room is usually the one closest to the actual shift happening. Consensus arrives late because it needs comparables, and first movers by definition have none. Did Sehgal's LPs ever say what specifically flipped for them, or did the numbers just eventually make the argument for her?
I've watched the same pattern play out in AI-native fundraising: the pitch that gets the most pushback in the room is usually the one closest to the actual shift happening. Consensus arrives late because it needs comparables, and first movers by definition have none. Did Sehgal's LPs ever say what specifically flipped for them, or did the numbers just eventually make the argument for her?