Believe me, itโs not...ย โขย 22d
Came across an OpenAI billboard in Pune. For a company that didn't have a single office in India 6 months ago, they're moving fast. India became OpenAI's second-largest market without them even trying. The adoption numbers explain why they're betting bigโคต๏ธ a). 10.2 M downloads in August 2025 (4x growth YoY) b). 16% of global ChatGPT web visits come from India c). Daily engagement: 36% of Indian adults vs 34% in the US If India moved from 36% to 45% engagement (still below peak adoption), that's an extra 125M daily users. Add to that Indiaโs macro tailwinds - - Digital rails like UPI, Aadhaar, ONDC = data-rich ecosystems. - AI workforce: 600K+ professionals (16% of global talent pool). - Policy support: $1.2B IndiaAI Mission to build compute infra. Few markets in the world can offer both demand and supply like this. Thatโs why OpenAI is going all-in: i). Setting up an India office in Delhi (policy + partnerships). ii). Building a gigawatt-scale data center in India (via Stargate project). iii). Partnering with schools, IITs, and educators to drive adoption (early users drive habit adoption) iv). Launching local plans (โน399/month + UPI). OpenAI is also exploring collabs with Jio to drive adoption (similar to perplexity + airtel) โญ๏ธFinal thought: Whoever becomes the โdefault AI layerโ in India gets first dibs on user behavior signals, integrations, and the partner network. Thatโs asymmetric upside.
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Good news for India! ChatGPT has launched the ChatGPT Go plan at โน399 per month, offering access to GPT-5 with higher message limits, more image generations, and increased file uploads. By pricing it affordably and enabling easy payments via UPI a
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UPI Transactions Jump 5% MoM In May To 1,404 Cr Monthly Growth: UPI transactions rose 5% month-on-month in May to 14.04 billion, with transaction volume increasing 4.1% to INR 20.45 lakh crore. Yearly Growth: Year-on-year, transaction count surged
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I love how Blume breaks down India's market into three layers - (a). India 1 - Roughly 10% of the population, APC income โ $15K - High-spenders who drive trends in premium products and services: think Blue Tokai Coffee, Licious, Country Delight. -
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India Rolls Out New EV Policy, Slashes Import Duties to 15% In a major policy shift, the Indian government has reduced import duties on electric vehicles from 110% to 15% for automakers that commit at least โน4,150 crore and set up local manufacturi
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Post-harvest losses can vary widely depending on the type of produce and the stage at which the loss occurs: Food grains: Estimated to be 10โ15% Perishables: Estimated to be 25โ33% Fruits: Estimated to be 16โ36% Paddy: Estimated to be 23% Fruits and
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India's Urban Payment Landscape (Kearney India and Amazon Pay analysis) ๐นCash is still largely used for transactions of smaller value. On the other side, 68% of Total Digital payments come from UPI ๐นNew payment methods such as BNPL are known to a
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