Amazon CEO Andy Jassy met Prime Minister Narendra Modi as the company outlined its long-term plans for India. This and more in today’s ETtech Top 5.Also in the letter:■ BHIM goes beyond UPI■ Anthropic vs Alibaba■ Meta’s subscription playAmazon CEO Andy Jassy meets Modi; announces plans to invest $48 billion in India by 2030 Amazon chief executive Andy Jassy met Prime Minister Narendra Modi in New Delhi on Thursday and outlined the company's latest investment plans for India.More on this:Amazon will invest an additional $13 billion in India by 2030 to expand its artificial intelligence (AI) and cloud infrastructure. The new commitment raises Amazon's planned India outlay to $48 billion by 2030, from $35 billion announced earlier.Amazon also plans to open more than 20 fulfilment centres and over 100 last-mile delivery stations this year as it expands its quick commerce operations.The company said its India investment has touched about $40 billion, including FDI and reinvested earnings from local operations. “By 2030, we plan to support 3.8 million jobs, enable $80 billion in ecomm exports, and bring benefits of AI to 15 million small businesses and 4 million government school students,” Jassy said in a post on X.Also Read:Amazon India plans to invest Rs 2,800 crore to strengthen operations; to focus on quick commerceAmazon CEO Andy Jassy (bottom middle) with India team and other business leadersDuring his trip: Jassy met Maharashtra chief minister Devendra Fadnavis earlier this week, and also held discussions with business leaders.Also Read: Beyond the top 3, Amazon and Flipkart wage war to win the quick commerce crownDelhivery investors cash out as stock nears IPO price Sahil Barua, CEO, DelhiveryAs Delhivery's stock climbs back towards its IPO price, early institutional backers are accelerating stake sales. Tell me more: SoftBank, Nexus Venture Partners, and Alpha Wave Global have collectively offloaded nearly Rs 1,800 crore worth of shares over the past three months.Why it matters: The transactions signal that long-term investors are using the stock's recovery to monetise holdings after years of waiting for a rebound.Breaking it down: SoftBank has sold stake worth around Rs 180-200 crore.Nexus cashed out stock worth approximately Rs 924 crore. Alpha Wave Global, which entered Delhivery's cap table prior to its May 2022 IPO, sold Rs 665 crore worth of stock this quarter to make a full exit.By the numbers: In total, Nexus has realised around Rs 2,300-2,400 crore from Delhivery since its IPO and still holds shares worth about Rs 850 crore, translating into an estimated 12-14x return on its original investment of Rs 200-250 crore.What's next: Despite the stake sales, major investors continue to retain meaningful holdings, which suggests portfolio rebalancing rather than a complete exit from India's largest, listed new-age logistics company.BHIM eyeing govt schemes, products to boost growth Lalitha Nataraj, CEO, NPCI BHIMGovernment-backed payments app BHIM is looking beyond Unified Payments Interface (UPI) transactions and plans to tap government schemes and financial services for growth.What's happening?NPCI BHIM Services Ltd (NBSL) is targeting underserved users, especially those beyond major cities.Monthly transactions rose to 244 million in May 2026, from 79.64 million a year earlier.The app processed Rs 26,952 crore worth of transactions last month.Tell me more: NBSL is working with the government on new digital services. "The government wants to do DBT (direct benefit transfers) on our app, and we are also working on bringing in pension schemes," BHIM CEO Lalitha Nataraj told ET.The company is also exploring digitisation initiatives for self-help groups (SHGs), including digital loan disbursements and repayments.Zoom out: UPI monetisation remains challenging as bank-to-bank transactions do not attract processing charges.BHIM posted a loss of Rs 68 crore on revenues of Rs 3.7 crore in fiscal 2025, and Nataraj expects it to remain loss-making for at least three years.Anthropic says Alibaba illicitly extracted Claude AI model capabilities Dario Amodei, CEO, AnthropicAnthropic has accused Alibaba of attempting to extract its AI capabilities in what it called the largest such incident detected so far.Jargon buster: Distillation refers to a technique whereby a less advanced AI model is trained using the outputs of a more capable model.Allegations:Anthropic said the effort was targeted at replicating the capabilities of its Mythos Preview model.Between April 22 and June 5, 2026, Anthropic recorded over 28.8 million interactions with Claude through nearly 25,000 fraudulent accounts.The company linked the activity to operators associated with Alibaba and Alibaba Qwen, its AI research division.Other instances: In February, Anthropic said DeepSeek had generated more than 150,000 exchanges with Claude, while Moonshot AI and MiniMax were responsible for over 3.4 million and 13 million exchanges, respectively.At the time, Anthropic said such efforts were becoming more sophisticated and would require a coordinated response from industry, policymakers, and the broader AI community.Also Read: Google poised to lose two more senior AI staffers to AnthropicAll you need to know about Meta’s Instagram, Whatsapp, and Facebook subscription plans in India Mark Zuckerberg, CEO, MetaMeta's paid subscriptions for WhatsApp, Instagram and Facebook, introduced last month, have begun rolling out in India as the company looks to diversify revenue streams beyond advertising.About the subscriptions: The plans focus on customisation and convenience rather than core services like messaging, calls, feeds, and stories, which will remain free.For instance, WhatsApp Plus offers custom themes and ringtones, while Instagram and Facebook subscribers get profile customisation and additional features. Price range:WhatsApp Plus: Rs 79 a month in India; $2.99 (around Rs 266) in the US.Instagram Plus and Facebook Plus: Rs 99 a month, with Instagram available at an introductory price of Rs 49 a month.Meta One Plus and Meta One Premium: AI-focussed plans priced at $7.99 and $19.99 (around Rs 755 and Rs 1,900) a month. Not yet available in India.Why the move? This move will help Meta as it ramps up spending on AI, including infrastructure, chips, data centres and talent. The tech giant has planned up to $145 billion in capex in 2026.