389 / September 7, 2026
The AI Moat Everyone is Ignoring | Phalgun Kompalli, Founder UpGrad and Bodhium Labs
When brands can’t figure out how LLMs are ranking them, what do they do?
upGrad raised close to $800M, made year long online degrees mainstream in India when everyone said it wasn’t possible, and in the process became a trusted brand in Indian education.
Phalgun Kompalli is the co-founder of upGrad. Now, on his second founder journey, he is helping brands become visible to AI.
In this episode, Phalgun shares why he chose to build an AI company, how Bodhium Labs helps brands influence LLMs, why lazy marketing is dead and why AI services can be more defensible than AI products.
He also shares hard-won lessons from upGrad, from expanding into too many markets at once, to hiring far too fast, to discovering that a highly valuable brand can be worth nothing to a customer.
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