Hello friends, welcome to all of you. There was a problem in the world in the year 1999. The problem was that the computers of that time used the last two letters for the year. 1999 used to be written as 99 i.e. 99. 98, 1998 used to be written as 98. The computer makers, the language writers, never thought about the fact that when suddenly 1999 gets converted to the year 2000, then if the last 99 is written as zero, then everything will become zero. Too much data will crash. Everything will restart. Whatever is about 99 will be registered in 0 one. Zero will be registered in zero. And from here a problem was born in the world. The name of the problem was Y2K i.e. Year 2K 2K means 2000. The whole world became worried due to the Y2K problem. In various sectors like banking, airlines, defence, a topic of discussion has started as to what to do now? We do n't have people to code the language in an easy way. What should be the solution to this sudden problem? At that time, the IT sector in India emerged as a hub of collaboration for the world. English speaking people in India and cheap labors inside India took hold of the IT sector very seriously and strongly at that time. India provided cheap software engineers. Our software engineers played a major role in resolving this problem across the world. After that, India emerged as the IT model of the world. Today, the companies you hear about in the world like TCS, Infosys, Wipro, they became such big companies as a solution to the problem of YT Y2. Today, a company like Infosys is sitting at a valuation of Rs 50 billion, the main reason behind it is providing software engineers to resolve that problem. Today the world has once again come to a crossroads. The concern has arisen because AI has started replacing software developers, the people who used to sit and create software. AI has started killing replaces. People are being fired from their jobs on a mass level. Due to this, a news is published in Bloomberg and the news is that India has left the AI ​​train. India has missed the AI ​​train. India, which was supposed to be a market darling, has lagged behind. Japan Times writes that India missed out on AI and now its run as market darling may be over, which means that India, which used to be such a favourite spot for the world, may have now lost its way. Friends, where did we Indians lag behind in the AI ​​which suddenly presented a wonderful vision to the world ? Today companies all over the world are working on AI. You know our Indian market which is continuously falling rapidly. The first reason that you and I can count for the sudden fall in the market is that there is a crisis in the State of Hormos. You know that China also needs the oil coming from the State of Hormuz. South Korea also has it. Japan also has it. India also has everyone. But the South Korean market is currently trending in the world. Oil did not become a crisis there. Imports were to be made there as well. The crisis did not happen. It was to be imported into Taiwan. The crisis did not happen. Our market stands on the verge of complete ruin. The market has seen a decline of 10,000 points from where it was in January 2026 on the Bombay Stock Exchange. Around $22 billion has been cleared from the market just this early 2026. Foreign investors are withdrawing thousands of crores of rupees and running away. We think this is happening due to the state of Hormos. No, Indian companies are not able to inbuilt AI. Many companies in our country initially boycotted AI thinking that it is making no difference and today its impact is visible on the market. This discussion is happening because Open AI, which brings AI, is currently sitting at a valuation of $850 billion. When this company was in its initial stages, companies like Infosys were asked to become investors in it. You will lead in the market. Then intellectuals like Narayana Murthy said that AI is over hyped. Nothing will happen to this. The kind of statement given in 2017 did not come in 2027. The IT sector has been in a bad shape in the market for the last 3 years. This is a very big question. What will happen to India's IT sector? We, who were sitting as service providers, are doing AI on a single platform and where will the Indian market go if AI is done on a single platform ? Now you might be surprised to know that not a single Indian company is included in the top 100 companies of the world. I'm not just talking about AI. India's name does not appear in the world's top 100 companies based on market cap. Not a single Indian company's name appears. The reason we abandoned AI. That train left. Now how much we ran and where we reached will be discussed in today's session. The discussion is happening because the AI ​​that you heard about in the news, the AI ​​that is being discussed today. The world has already taken the early mover advantage 10 years ago. Let us analyze all these things. But the most important thing is that the economies that have integrated AI have become world class economies and many of you must be upset by the news that if we had learned AI earlier, if we had implemented it earlier, then a lot would have happened in our companies. This feeling should not stay with you. I am sharing this with you because my live AI classes are starting today at 5:00 pm. I'm not trying to make you an AI engineer. Nor am I making you a software engineer. At least find out what this AI is? At least understand how all these things like image generation, video creation, script writing, making timetable etc. are done through AI? How can even website making and app making be done ? At least understand this so that when this discussion is taking place in front of someone, they understand that brother, AI made the market do this. Our Indian market is backward and you are the one who does not learn. You should teach this to your small children , adults in the house, elders and everyone. This is the technology which is affecting the entire world. I will teach you about 30+ AI models using them live in class and discuss with you. The course is valid for a full year. It is starting shortly. Join the course with 33% discount by applying SUMMER coupon code and with full one year validity. Teach your children this summer and get updated yourself too. This is the need. Understand this and enroll. The course link is pinned in the comment box. Let's move on. My dear friends, when it comes to AI, people all over the world are saying that India has missed the train. There is a big question behind this and that is that the South Korean market, which is AI driven, is currently rallying very fast and the Indian market is lagging far behind. If we look at the current figures of the Indian market, when we took this photo, it was running at 74,987. Where on January 2 it was at 85,000. Today it is at 74,000. In the fall of 10,000 points, you can definitely say by taking the name of February that sir, the war started in February. Due to this, many problems arose in the last week of February. The reality is that which company came forward to handle the falling market of India ? If the gas and oil companies in our country were to be affected by this, they would have been. There is no effect of war, no tariff, nothing. So why did the market crash so badly ? Why was this decline recorded in the market ? The stock market in India registered a decline of 10.6%. This is a big number in itself. A large amount of foreign investors withdrew money from the Indian market. Even today the market is still stable somewhere. If you look at the data, within May, foreign investors withdrew ₹27,000 crore from the Indian market. 2.2 lakh crore has been withdrawn from the Indian market in 2026-26. Money is being withdrawn from the Indian market at record levels. The reason behind where the market is still standing is the investment by Indian domestic investors. India's domestic investors have saved it from free fall by purchasing the dip. But why did we lag so badly in this whole story ? There is a big AI story behind this. Friends. International brokerages like HSBC have placed a premium on India's valuation game, citing the fact that large Indian companies have been late in integrating AI. The AI powered equity benchmarks have been 78% and 42% respectively this year. Within South Korea and Taiwan, this shows that companies that introduced AI in South Korea saw their valuations increase by up to 78%. Within Taiwan, it went up by 42%. If we look at the best performing assets anywhere in the world by 2026, then South Korean stocks come next, giving growth of 99.5%. Next comes oil, which was priced at $60 per barrel and is now selling for around $120. It is selling for around $ per barrel. So it shows the price in the market. Taiwan's stock, you know, is trading at 47% due to semiconductor being the most important institution of semiconductor AI. Even emerging markets around the world are growing very fast. Even US stocks, the world's top economy, where rapid growth is difficult, are growing at 8.9%. Gold is growing at the rate of 8.4%. This is the asset class in which South Korea and Taiwan are seen moving at the top. Because they integrated AI into their top companies. When companies like Samsung become the identity of South Korea, they are investing heavily in AI, saying that we have to take AI forward. But in the case of India, no Indian company considered it a priority. We outright denied that we are service providers. We provide service to the world. What is the condition? India is not among the top 100 companies in the world. This is the world list in which the name of Reliance Industries also used to appear in 2025. That too has now reached 105. HDFC Bank used to be ranked at number 97. Just imagine, it reached number 190. You will say what do banks have to do with this? AI has troubled everyone. Because of AI, banking and many other things can happen. The impact of many things is coming directly. In India, a company like Infosys stands at 590th position. Whereas on the other hand, those American companies which are making chips and creating AI models are moving ahead with rapid valuation. Meaning, there is discussion about the impact of AI on AI within India. But if you look at the world, let me show you how much value the world has created from this AI. Friends, at one time if you did not know something then it was said that go and Google it. Google it. This thing was very set on the search engine. People would come to Google it. I searched, found the answer and became happy. Many websites opened up. AI came and reversed those searches and when it started giving one-line answers to your queries by extracting them from the data stored in various types of data storage on various websites, AI challenged the search engines. Sam Altman was the one to do this work. In the year 2022, as soon as this news breaks that now use Chat GPT for search. I will tell you the facts. Indians have created 1 billion images till now with India Chat GPT. The photo has been created. Understand that in AI we are busy with photo generation. When Sam Altman pointed out that this is happening in the world. People understood at that very moment that this man had been doing something for a long time. What were you doing ? This person, the founder of Open AI, has been feeding data into data centers for a long time. A model was written using all those GPU semiconductors which will generate two answers and give them to you. What is this form? We teach all this in our classes. He also explains how this entire system works. But understand the point that they created such a complete system and in 2025 the world had given a valuation of 500 billion dollars to that system. The model came in 2022 and will stand at a valuation of $500 billion in 2025. This is the news of April 14. Open AI stands at a valuation of $852 billion. Not only Open AI, this thing was immediately understood by American Google, Amazon , Facebook and Apple. He said, I can't run away from this. We will have to adopt this and all the American companies came together at once and together they started leading this market. Increasingly, tech giants started investing heavily in AI to develop their own AI models. Today, if we talk about Gemini by Google, Meta, everyone has their own Grok, all these were AI models on which huge investments were made and they were successful in taking their systems further ahead rapidly. What was the result? When all this was needed, Nvidia 's valuation crossed $3 trillion. The country's GDP reached around Rs. Microsoft of our country's GDP means the valuation of all these companies within trillions of dollars is in front of you today. Apple 3 trillion, Alphabet 2 trillion, Amazon One almost 2 trillion, these big companies, America's top companies, rose so fast because of this AI. Just think about it, many American companies are already worth more than 1 trillion. If you look at the market valuation, the valuation of anyone that increased the most was Nvidia because they almost saw this news recently that in October 2025, Nvidia had reached a valuation of $5 trillion. Because it was providing the chips needed to create AI. He was providing it. This is what America was telling everyone that we have taken the lead in the market. First America gave the world Apple, first it gave the world Microsoft, first it gave the world Google, it gave everything. America, the internet revolution. Taking it one step further, he went into machine learning and AI. And today everyone knows where he stands in the world. You should understand that the US President was on a visit to China recently, so he had to stop separately in Alaska to pick up the CEO of Nvidia. Where does Nvidia stand today? You can guess by looking at this. Because they created AI, integrated AI, and created the semiconductors needed for AI. What did China do? Brother, let us discuss our matter later at the very end. We also understand China. At the same time, China invested 1.2 trillion yuan in AI by 2025. He understood that only through technology we will be able to compete with America. Today, all the Chinese companies, be it Alibaba, Buddo, TS, Qoqo , Irin, Deep Sea, Bid Dance, all of them are investing heavily in AI. And you must have seen their market, the day Deep Sea came, Nvidia completely collapsed. Because Deep Seek did not sell American semiconductors because America had stopped selling semiconductors and would not give them to China. Because of that the entire market was shaken. Meaning, the way China captured the market is in front of everyone. Meaning, while America was producing 3.7 million chips. China also stands behind and you can see all the Chinese companies which were involved in chip production. The world has spent approximately $2.5 trillion on AI alone, which is a 47% increase from 2025. This indicates that the AI ​​market will be worth $4.8 trillion by 203. Meaning, understand that companies are investing heavily in this. They know that if we lag behind in this, someone will replace us. There is such a huge AI market going on. Meaning AI completely shifted the major market. If you look at the gap within the market, the developed companies have gone up far. Least developed countries are left with investment of 10%, 20%, 30%. As far as India is concerned, India lagged behind on all five scales. Where the backward energy that you need to run the data center. We are also running a semiconductor mission to make chips. Our AI infrastructure, we are discussing right now that sir, we have talked to ASML. Prime Minister Modi has gone and formed an alliance with Tata. Whatever model you are picking up in the world, all are American or Chinese. Our home ground model, we have discussed models like AI Servum. But they seem to be more of a copy. Meaning, we have raised their level from our side, that come on brother, we have made them grey in a way. We have superimposed our model on the old model. We kept watching. We kept waiting. I kept thinking that our IT is great. We definitely appreciated the greatness of becoming a user of that IT. But when should we have invested in that sector? We were standing very far back. The Indian government launched many schemes when it saw in the world that AI is working and should come. But we were far behind in that AI. Why are we discussing Infosys today? The top IT companies of the country, which have been continuously providing IT solutions since the time of 2V2 for a very long time, today these companies are only worried about themselves as to how to survive. Why am I saying this? Infosys was ranked 14th among the world's top 100 profitable companies in the IT sector. Narayan Murthy, the owner of Infosys, was asked in 2017 what he thought about AI in IT. So at that time he said that the world is becoming more greedy. AI is overhyped. Nothing like that. He even had an argument with a person from his own team regarding this matter. He said that sir, the situation in the IT sector is difficult. Artificial intelligence and automation are not a big threat. He refused to accept this. At that time, he completely ignored it and later advised people to work for 80 hours. This shows how far he had seen. There used to be a person in their management named Vishal Sikka with whom he had a dispute on this matter. Such are the media reports. It is said that Vishal Sikka had told him in 2017 to invest in AI, invest in open AI. The future is his. Vishal Sikka had left his post due to this. It came out from a social media post that somehow Vishal Sikka had told Infosys in 2017 that if you want to stay in IT then brother, get hold of it. This thing became very viral. The reason given behind this was that Vishal Sikka could not afford to pay 24 months salary of any person of that company. There was internal conflict. But it was Vishal Sikka who was telling Narayan Murthy that if you invest $1 billion, you will withdraw $45 billion. AI is coming so fast. This issue came back into the headlines for discussion when the Global Summit was held in India. What I mean to say is that if there had been an effort to become a visionary in our country. IT companies providing IT services across the world would have understood AI much earlier. You and I are users. But these people are service providers. They should have looked at the market. They have all kinds of talented consultancy firms sitting with them. Educated people from all over are sitting here. But due to continuous practice, the situation in the IT sector today is in front of everyone. $45 billion worth of opportunities were lost. This news came in 2025. This was a Linddin post from where it first came out that what kind of problems occurred in the Indian sector. Meaning, what we knew in 2015, our people knew it, but the old people did not adopt it due to their stubbornness. Due to this, Narayan Murthy is being discussed a lot on social media again. Working for 80 hours will not suffice. He said, Sir, you also had to work on this part as to how to bring in the technology. Working hours can be debated. But who has to do what kind of work ? These are different work classifications. Anyway, leave it. Today, the weight of IT in the country is at its lowest in 26 years. The role of the IT sector in Nifty 50 is at its lowest in 26 years and currently the oil and gas sector is holding the top position. India's IT sector is at its lowest level in 3 years. This shows within the market how badly the IT sector has been hit. Meaning, if we look at the weightage wise within Nifty 50, the bank still has the biggest contribution in Nifty 50. Then there is crude and then there is the IT sector. Due to this, people are believing that India has lagged behind in IT and AI in the world. This is becoming one of India's weaknesses. It is not that we do not have talent. There is no acceptance within us. We believe that accepting change will turn our pigeon mode on. I will close my eyes. AI will just come out from the outside. Perhaps we might have thought this and the result of this is what you and I are seeing. What 's the reality? He is in front of you now. It is hoped that some listener or some citizen among you in India will understand this. He will understand that if this coming revolution of the country and the world is not kept in step with this coming revolution, then many losses are looming ahead. Well, whatever we can do on our part. At least awareness came through the AI ​​Impact Summit organised by the government. Discussions on AI started. In many ways, a momentum started building within the country. In the name of domestic investment, Adani announced an investment of $100 billion in data centers in 2025 and early 2026. IBM and India AI together announced to create a $500 billion AI market in India by 2030. Meaning this is the work done after awareness. But this is the top thing that is being discussed the most that India needs to work on AI. I do n't know whether I will make you an engineer or not. But I will definitely spread awareness. Awareness of how AI is actually different? What is the Internet doing today? If after hearing this information you are interested to know what is AI ultimately doing? So our live classes are going to start in a short while. If you are unable to join live, they will be available to you in recorded format. You can join them in recorded format. In these live classes, we will not only explain to you what AI is by comparing it with the Internet. Apart from that, you also get to create a website, create images and do all those things which you expect from the internet. You will learn website development in live classes. If you want to join, the link is pinned in the comment section. You can also avail 33% discount with Summer coupon code. Go and join the course now. We meet in class. Thank you very much.