Zerodha co-founder Nikhil Kamath just co-signed the bluntest funding advice doing the rounds on X: raise soon, spend diligently, keep a year or two of cash. The reasoning: geopolitical shocks could set off AI-stock panic selling in 2027, which would shut the easy-money tap for AI-reliant startups.

Whatever you make of anonymous forecasters, when the founder of India's largest broker nods along, the caution itself becomes the story. Cash-rich startups buy their own timeline. Everyone else buys the market's.

#StartupFunding #IndianStartups
Oct 4 2026