During a recent discussion between Altman Sam and Indian minister Ashwini Vaishnaw , the conversation centered around India’s role in the AI revolution. I think India has the unique opportunity to lead in AI. The next generation of AI products won’t just assist humans—they will replace them in operating systems entirely.
This is the most fundamental shift in software we have ever seen. It means that founders can now build for a ‘software + salary’ total addressable market (TAM), not just the traditional software TAM. This is a game-changer, as AI agents take over tasks that were previously performed by expensive knowledge workers.
At Together Fund, we have been tracking this shift closely, reviewing over 2,800 AI startup pitch decks over the last 2 years. We’ve invested in multiple companies that are capitalizing on this AI disruption—including Composio.dev and https://emergent.sh/, which are solving some of the hardest challenges in agentic AI.
Traditional AI agent integrations can take months; Composio’s platform reduces this to days, significantly enhancing developer efficiency & boosting AI Agent success rates from 40-50% to over 90%, ensuring dependable operations across applications. This is the reason why over 14,500 developers, including teams from Meta, Salesforce, and Cisco, have adopted Composio’s framework. They’re also working with large enterprises like Databricks, Datastax as well as innovative startups like 11x.ai & Arcee.ai.
One of the biggest challenges in agentic AI is integration—AI agents need to seamlessly interact with enterprise applications, tools, and APIs without human intervention. That’s where Composio.dev comes in.
Founded by Soham Ganatra (Hiring) and Karan Vaidya Composio is building a developer-centric integration platform that enables AI agents and large language models to connect with external applications out-of-the-box. The goal? To make integrating AI agents easy for AI-driven automation at enterprise scale.
Why does this matter? AI agents cannot operate in isolation. They need to fetch data, trigger workflows, and respond dynamically to external systems—all while maintaining accuracy and reliability. Composio is solving this by providing pre-built integrations, API orchestration, and real-time monitoring.
In many ways, Composio is to agentic AI what Twilio was to communication APIs—a foundational layer that will unlock an entire industry.
Composio is finding a lot of usage while working w/ Gemini Flash 2.0 & Cursor.
https://x.com/DynamicWebPaige/status/1889000095921881177
Here’s what Google DeepMind’s Developer Experience Team has to say about Composio & the use-cases it enables.
https://x.com/DynamicWebPaige/status/1887897486770974770
Another key area where agentic AI is making an impact is in software engineering itself. Today, debugging is a time-consuming process that requires skilled engineers to analyze logs, reproduce errors, and manually write fixes.
Founded by Mukund Jha and Madhav Jha , Emergent is changing that. It is an AI-powered coding agent that is redefining software development by automating the entire software development lifecycle (SDLC)—from coding and debugging to testing, deployment, and maintenance.
Why Emergent Stands Out
Emergent is competing in a space where even Cognition’s Devin, the world’s first AI software engineer, struggles—only 14% of GitHub issues are solved unassisted. The road to 100% accuracy is a long one, but Emergent’s approach is laser-focused on fine-tuning AI models for enterprise-grade reliability.
The impact? Faster software development cycles, fewer engineering bottlenecks, and reduced dependency on human developers for repetitive bug-fixing tasks.
Emergent consistently ranks among the top 10 in the SWE-Bench Verified benchmark, with internal models showing even stronger results in upcoming iterations.
The bar for agentic AI is extremely high. These AI agents must not just work—they must work at 10x efficiency to justify replacing humans.
For founders building in this space, the biggest unlocks will come from solving:
✅ Seamless integrations
✅ Reliability and accuracy
✅ Infrastructure-level AI capabilities that power the next wave of autonomous software
India’s AI opportunity is not just about applications—it’s also about AI infrastructure or tooling. Just as AWS built the cloud backbone for the modern internet, Indian AI startups have the chance to build the foundational layers for agentic AI—whether it’s integration platforms like Composio, AI-powered coding assistants like Emergent, or other core enablers of the AI economy.
The real opportunity? Owning the AI stack. Not just consuming foundation models, but creating India’s own AI-first infra companies that shape how enterprises deploy and scale agentic AI. We have been early believers in these bold ideas resulting in these two investments at the seed stage.
That’s why I believe India is sitting on a $1 trillion opportunity—not just in AI applications, but in AI infrastructure itself. The future of AI is not just about building tools for humans—it’s about building the platforms that power the next generation of autonomous AI companies.
