Beyond the Hype: My Take on Navigating AI with Clarity


This is INTO INDIA with a difference – in this blog I am handing over to my friend Vinay Sarawagi who has written the clearest summary of how you should proceed with AI. Vinay is the Founder, The Media GCC | Mindful Media l AI Trust and Safety and is a former Senior Vice President – Digital at The Times Group.

READ HIS REPORT ON “BEYOND THE HYPE”:

Artificial intelligence is the most transformative tech of the century. This doesn’t change another fact: we’re in a hype cycle. Snake oil is being sold in AI’s name.

The Big Tech Reality Check

Organizations and governments are overwhelmed by AI. Smart money sticks to first principles.

Watch what organisations like Apple and Google do. When they slow certain AI implementations, despite hundreds of billions in revenue at stake, it tells you something critical. The technology shows bright sparks. It’s not there yet.

This isn’t about legacy companies being outpaced by emerging tech. Google has done more AI research than most universities combined. These companies aren’t behind the curve. They’re mindful of the gap.

When an AI startup claims breakthrough capabilities that Apple, Google, or Microsoft can’t match, take it with a bucket of salt. These tech giants possess both the expertise and cash reserves, running into hundreds of billions, to acquire any capability they lack.

First Principles in an Age of Disruption

Stop panicking. Avoid emotional responses that swing between overwhelming fear and outright denial.

Two priorities matter: educate yourself your teams on AI’s capabilities and limitations. Stick to your business fundamentals.

Market Psychology and the Innovation Cycle

Markets behave like human psychology. A decade ago, predicting a tech that could replace half of all jobs within 2-3 decades would have seemed absurd. Most believed fundamental innovations were complete. Only incremental progress remained possible.

Then ChatGPT arrived. A public-facing tool that gave everyone a glimpse into generative AI’s power. BOOM! Gold rush mentality.

Markets respond with boom and bust cycles. This process rediscovers the new normal. The challenge: distinguishing hype from real potential while living through it.

This requires a multi-dimensional approach. Grounded, pragmatic, sharp, incisive, data-driven. Also lateral and far-reaching. Finding the sweet spot demands all these perspectives simultaneously.

Separating Signal from Noise

AI will redefine everything we know about our world. True statement.

Today, a lot of AI marketing is snake oil. Also true.

Develop filters. Differentiate real capability from hype. Know what’s right for your business adoption strategy. Always return to first principles.

Strategic Implementation Framework

One week of data can blind you. One month isn’t much better. Long-term data matters. Qualitative benchmarks matter too.

When trillion dollar tech giants proceed cautiously, pay attention. Their restraint reflects deep understanding of current boundaries, not innovation failure.

The future belongs to those who harness AI’s power while avoiding its pitfalls.

vinay@thegcc.media

Lost in Translation? Auto-translate? Handy, but it’s not the whole story!

INTO INDIA sees too many online communications that use English without cultural finesse – or use Hindi just as a translation exercise.

Communicating across cultures is always more complex than that.

Our preference for India is to use experts in India to provide the translation PLUS the cultural nuance.

Our friends at THE INFORMATION COMPANY are a good example.

TIC recently created a multilingual website for Bureau Veritas.

TIC and the Bureau Veritas website was built from the ground up in English, Spanish, and Japanese. Bureau Veritas’ business and leadership has a key presence in said countries, making it all the more necessary to give it a truly organic and ‘local’ UX!

But TIC knows this isn’t just a language switch—it’s a cultural switch! Each version features tailored content that resonates with local audiences, refined URLs, and meta-descriptions. It’s more than translation; it’s a seamless experience that speaks directly to users in their native tongue. The result? A multilingual website that doesn’t just translate—it connects. Now that’s what we call speaking the user’s language!

INTO INDIA is happy to connect you (FREE) to our friends at TIC.

Why India is such a rare and attractive investment market

There is something about investing in India that most investors are not aware of. INTO INDIA is pleased to bring this important statistic to you.

India is a rare market that has delivered double digit annualised returns in USD terms consistently over a 5, 10, 15 and 20 year time frame.  Even the US has not done that, falling just short over the 20 year time horizon.

Why is this happening?

This startling fact was drawn to the attention of INTO INDIA by Anish Mathew, Chief Executive Officer & Chief Investment Officer, Sundaram Asset Management Singapore Pte Ltd.

Anish explains – “There are a couple of key reasons for this in my view.  India is a capital scarce country and hence cost of capital has always been high in India. 

“This has resulted in corporates being generally disciplined about their capital allocation decisions which in turn has benefited their shareholders over the longer term. 

“Secondly, the correlation between economic growth and corporate profits is the highest amongst its EM peers.  Studies have shown that over a 20 year period, it is around 0.62. 

“As the Indian economy has grown at an average of 6% since 1980, corporate profits have benefited, thereby underpinning the performance of the Indian market over the long term,” he said.

For those who love the stats:

The MSCI INDIA Net Total Return USD Index:

5 years – 11.92%

10 years – 10.06%

15 years – 10.42%

20 years – 11.04%

Makes INTO INDIA wonder – are we missing the India investment opportunity?