What we are building, and what it will take.
We are an early-stage company in Bengaluru doing applied AI research and shipping products off the back of it. This page is for people considering backing that.
The thesis
The lab and the product line are the same business.
Research groups that never ship cannot tell whether their work matters. Product companies that never research end up reselling somebody else's model. We think the durable position is holding both, and using each to keep the other honest.
That gives us two revenue paths off one body of work: consumer products we operate, and the safety and classification layer underneath them sold to platforms with the same problem.
Company facts
- Legal entityMatrioshkaLabs Private Limited
- IncorporatedIndia
- HeadquartersBengaluru, Karnataka
- StageEarly stage, seed funded
- FocusApplied AI research and products
- Stage of raiseDetails on request
Why now
Capable models are commodity; judgement is not.
Access to a good model is a purchase. Knowing what it should do in a market is the part that stays proprietary.
Regulation is arriving where we already build.
Platforms operating in India face rising obligations to explain automated decisions. That requirement is our product.
On-device changes the unit economics.
Consumer AI at Indian price points does not work on per-token cost. It works on-device.
How we report
Quarterly, in writing, whether or not it went well.
Quarterly letter
Progress against the plan, what slipped, and what changed our minds about.
Metrics as they exist
We report the numbers we have. Where a metric is not meaningful yet, we say so instead of choosing a flattering one.
Access to the team
Investors talk to the people doing the work, not only to the founders.
Materials
The deck is shared on request.
Tell us who you are and what you invest in, and we will send the current version rather than a public one that goes stale.