In the 50th episode of Two by Two, hosts Rohin Dharmakumar and Praveen Gopal Krishnan examine the contrasting open-source trajectories of China, the US, and India in the context of AI, and where India fell short.

While China, despite being authoritarian, has surged ahead in open-source AI leadership with models like DeepSeek R1, India has fallen behind. The 2010s are framed as a “lost decade” for Indian open source, characterised by a vibrant tech ecosystem that failed to foster a meaningful contribution culture.

China’s rise can be attributed to its unique mix of strategic intent, creative insecurity (following the Huawei ban in 2019), and human capital. It views open source as a geopolitical tool, not a philosophy. India, by contrast, is stuck in a “third way”—neither as open and capitalistic as the US nor as strategically pragmatic as China.

What would it take for Indian to do the same?

Bring academia to the forefront, fund open source efforts without restrictions, and build a developer culture driven by curiosity, not just career advancement. Open source needs to be viewed more broadly than just code—it’s an innovation infrastructure and a form of digital autonomy. Without this shift, India risks missing the AI bus entirely.

And joining them for the discussion are two wonderful guests.

Pranay Kotasthane is deputy director at the Takshashila Institution and chairs its High Tech Geopolitics Programme. He co-writes Anticipating the Unintended, a newsletter on public policy ideas and frameworks, and co-hosts Puliyabaazi, a popular Hindi-Urdu podcast on politics, policy, and technology.

Kailash Nadh is the CTO of Zerodha*. Kailash calls himself a developer, tinkerer and absurdist. Kailash is a hobbyist developer who has been working on open source projects for the last 25 years.

-

Additional reading:

Why China is giving away its tech for free - https://www.economist.com/business/2025/06/17/why-china-is-giving-away-its-tech-for-free

Anticipating the Unintended (newsletter) - https://publicpolicy.substack.com/

Deepseek, AI sovereignty, and India - https://nadh.in/blog/deepseek-ai-sovereignty-india/

-

This episode of Two by Two was produced by Hari Krishna. Rajiv CN, our resident sound engineer, mixed and mastered this episode.

If you liked this episode of Two by Two, please share it with your friends and family who would be interested in listening to the episode. And if you have more thoughts on the discussion, we’d love to hear your arguments as well. You can write to us at twobytwo@the-ken.com.
-

*Zerodha’s perennial fund Rainmatter Capital is an investor in The Ken.