
Rahul Gupta
I work on applied AI — inside a large, regulated business at Verizon, and as an early-stage investor through Fervor Capital.
I’m the founder and general partner of Fervor Capital, an early-stage firm I started after years of angel investing. Fervor backs AI-first companies — where AI is the architecture, not a feature — in the regulated, complex industries that run the real economy. Responsible AI and ESG run quietly through everything we back.
I’m also the founding investor of AI First Fund, where I’m designing a retail-accessible AI-first interval fund — still in development. And I’m a founding board member of two research initiatives, RAIESG and Economics & AI for Earth, which work on responsible AI governance and climate economics.
On the operator side, I’m in corporate strategy and strategic partnerships at Verizon, where my work runs on applied AI — from build-vs-buy-vs-partner decisions to how AI actually gets deployed at enterprise scale. My background in product and AI/ML spans Verizon, Oracle, Cigna, AT&T, T-Mobile, and TIAA, and earlier I founded Twilixbell, an early-stage fintech focused on SMB lending. I studied at Harvard Business School (Executive Education, PLD) and hold an MS in Computer Science from UNC Charlotte.
Now · 2026
- In Corporate Strategy & Strategic Partnerships at Verizon
- Backing AI-first founders through Fervor Capital
- Writing about AI, deep tech, and the economics lens
- Based in London
Writing
Essays on AI, deep tech, and economics — and what they do to the industries and people they touch.
- The State of AI in India 2026 Jan 2026A ground-up investment thesis on the market, the talent, and the companies turning India into one of the most important places in the world for applied AI.Fervor Capital
- Enterprise AI Adoption: What's Working Nov 2025The great recalibration and the rise of agentic systems.Fervor Capital
- AI Infrastructure Market Map 2026 Dec 2025The four layers of the stack, and where value accrues.Fervor Capital
- The Responsible AI Imperative Oct 2025Why responsible AI is table stakes, not overhead.Fervor Capital
- AI Energy Consumption: The Full Picture Apr 2026A comprehensive analysis of AI's energy footprint and pathways to sustainable AI development.Economics & AI for Earth