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CONSUMER AI MARKET
ChatGPT retains AI lead, Claude climbs to third spot on web with nearly 1 billion monthly visits: Andreessen HorowitzIn its Top 100 Consumer AI Apps ranking, a16z noted that Gemini and Claude remain neck and neck in paid subscribers, even after Google migr...
From growing demand for AI to premium upgrades, Amazon India reveals what customers want ahead of Amazon Great Indian Festival 2026As the Amazon Great Indian Festival 2026 approaches, technology shoppers are becoming more research-led, weighing AI capabilities, performa...
SDKs emerge as key gateway to AI advertising as in-app ad market hits $400 billionIndependent advertising technology platforms are set to leverage SDKs to dominate the $400 billion in-app advertising market. Growth in thi...
World Bank raises India FY27 growth forecast to 7.1%, flags oil, El Niño risksThe World Bank has upgraded India's economic growth forecast to 7.1% for fiscal 2026-27. This change reflects strong domestic consumption, ...
ETtech Q&A: From Anthropic to OpenRouter, Menlo Ventures' Matt Murphy and Venky Ganesan on how the firm bets on AIPartners Matt Murphy and Venky Ganesan on the Anthropic bet, life beyond it, where the firm is putting its money now, and why India's AI fu...
Sauce's Manu Chandra on consumer exits; Physical AI's regulation pushSauce's Manu Chandra said he expects larger exits for investors of India's new-age consumer brands. This and more in today’s ETtech Morning...
Satya Nadella reinvented Microsoft with the cloud - now, can his AI strategy make it more valuable than Apple by 2027Microsoft, under CEO Satya Nadella, is aiming to strengthen its AI growth story amidst rising competition. The company is moving from fixed...
Frontier AI slowdown a distraction, compute is the real constraint: early Anthropic backer Menlo VenturesMenlo Ventures' Matt Murphy called the slowing down "a bit of a red herring", and said compute, not intelligence, is the real constraint, i...
Foxconn third-quarter revenue soars on AI demand, beats market forecastIn a remarkable third quarter, Foxconn has achieved a staggering 47% year-on-year revenue surge, driven largely by robust demand for artifi...
IPO-bound Razorpay partners with OpenAI to help Indian brands advertise on ChatGPTUnder the partnership, Razorpay Engage, the company's customer engagement and marketing platform, will help brands prepare product catalogu...
Trump names Jay Clayton as White House's AI czar. This is what he thinks about the technologyPresident Donald Trump has appointed Jay Clayton as the leader of the new Super Intelligence Force at the White House. The task force is in...
Menlo Ventures on AI slowdown; Ola Electric CEO pledges stakeHappy Monday! Menlo Ventures, an early Anthropic backer, says the real AI constraint is compute, not a slowdown in frontier models. This an...
India could see rebound in investor interest when AI-led rally slows: S NarenGiven the current market dynamics, investors are encouraged to reassess their asset allocation strategies. The evolving US AI landscape com...
Degree in one hand, AI course in the other: College students aren’t waiting for classrooms to catch up with jobsAmid rapid technological advancements, college students are embracing online learning platforms like Coursera and Simplilearn to equip them...
Quant Mutual Fund says investors should stay agile in portfolio allocation amid market shiftsThe fund house noted that the geopolitical crisis in the Middle East had entered its eighth month and resulted in severe disruptions to glo...
US economy second quarter growth: GDP grows 2.2 percent as consumer spending and business investment riseThe US economy grew 2.2 percent in the second quarter from April to June, the Commerce Department announced recently. Consumer spending and...
Dodging SaaSocalypse: AI’s enterprise moment could belong to IT servicesITC Infotech's merger with Happiest Minds highlights the trend of mid-market consolidation in response to AI advancements. The global IT ma...
Beyond the SIM: Inside Jio and Airtel’s high-stakes AI pivotJio and Airtel are taking their rivalry beyond connectivity as both invest heavily in AI-ready data centres, cloud platforms, enterprise to...
Lessons from Chinese AI Firms on Owning Customers’ HabitsAs U.S. AI firms compete in an escalating race for superior models, bigger benchmarks, and more advanced features, Chinese companies are pu...
- Peak XV’s Surge programme selects 18 startups for 12th cohort after revamp
The new cohort announcement comes as the VC firm revamps Surge, bringing it closer to the firm’s broader early-stage investment practice an...