Agentic AI,
Artificial Intelligence & Machine Learning,
Next-Generation Technologies & Secure Development
Investor Umesh Padval Discusses Platform Power, Rapid Scaling, and Global AI Opportunities
In the second quarter of 2025, global venture capital investment soared to $94.6 billion, with nearly half of that amount directed towards artificial intelligence initiatives. Despite a decrease in deal frequency, the appetite for scalable AI solutions remains robust. Umesh Padval, an investor and entrepreneur with a history as managing director at Thomvest Ventures, asserts that the foundation for successful investments relies heavily on two critical factors: the breadth of the platform and operational speed.
“You can initiate in one particular domain and progressively enhance your offerings, making it challenging for competitors to construct a comparable expansive platform,” Padval commented. He observed that, even amidst heightened competition from prominent entities like OpenAI and Anthropic, there is no apparent shortage of capital in the market.
“After several stagnant years, the market is beginning to open up, particularly concerning initial public offerings and mergers and acquisitions across various sectors,” Padval stated. He expressed optimism about the return of liquidity in both venture capital and private equity, an essential element for fostering new funds. This influx ultimately stimulates further investments in emerging startups.
In a video interview with Information Security Media Group, Padval delved into critical topics affecting the investment landscape in AI. He highlighted the importance of early indicators of traction that seasoned investors prioritize, alongside the demand for effective go-to-market strategies and execution speed.
Additionally, Padval speculated on the potential of India to emerge as a competitor to Israel in AI infrastructure innovation over the next ten years, pointing to the country’s evolving tech landscape.
His investment strategy focuses predominantly on cybersecurity, cloud computing, and AI infrastructure, as he collaborates closely with founders and CEOs developing disruptive technologies aimed at addressing significant challenges for chief experience officers. Currently, he holds board positions at several innovative firms, including Relyance AI, StackGen, Bolster, Qwiet AI, Impinj, and Avalanche Technology.
