India’s Emversity doubles valuation as it scales workers AI can’t replace
What Happened
Emversity has raised $30 million in a new round as it scales job-ready training in India.
Our Take
Look, here's the thing—Emversity's right about the market. While everyone's panicking about AI eating their jobs, they're betting on something smarter: train people for work that AI still can't do well. $30M into job-ready training in India makes sense. The margins on AI tools suck (race to zero). But skilled workers? That's defensible.
The bet's honest too—not "AI is fake" cope, not "AI won't affect anything" denial. It's "AI handles routine stuff, humans handle nuance and client relationships." That's actually the world we're living in.
Worth watching because they're targeting scale (India's labor cost advantage) on something that actually compounds.
What To Do
If you're building training content, look at what Emversity's doing—they've clearly validated which skill gaps AI doesn't close.
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