8 months ago

VCs Hunt India's Next AI Consumer Champions

VCs Hunt India's Next AI Consumer Champions
Venture capital hunts for India’s next big consumer AI champion · livemint.com

Indian venture capitalists are investing in startups that use artificial intelligence to create products for consumers.

These startups are in areas like entertainment, education, and content generation.

Indians spend a lot of time online, especially on mobile devices, which makes this a big market.

Some companies have already raised money, but there's still a lot of room for growth.

Experts think that voice-first communication will become more popular, especially for local-language content.

There are questions about how these startups will stand out and compete with bigger players.

Key facts

Total Consumer AI Users
1.8 billion globally
Daily AI Users
600 million
Paid AI Users
3% of 1.8 billion
AI Tools Spending
Indian AI Startups Founded in 2024
14
Indian AI Startups Mapped by Antler
72
Average Daily Internet Usage in India
7 hours
Mobile Device Usage
58% of time spent online

Quotes

Mohit Bhatnagar

Managing Director of Peak XV

“The next founder who's getting started is looking at how does he become a $50 billion or $100 billion company? We tend to own 10 to 15% of these companies when they go public… 10 to 15% of a $10 billion company is maybe a billion dollars outcome, but when that outcome goes 5x of course, our businesses will only deliver more, so both in terms of the speed with which we can deliver value as well as the size of the outcomes, I'd be disappointed if they're not much larger in the future”
livemint.com
“There's no way an industry that everybody thought was so important just two years back, suddenly just doesn't exist. That just doesn't make logical sense. What has happened right now is with the advent of AI (artificial intelligence)… because AI thoroughly disrupts so many businesses, the easy, softer, easier parts of software are being automated away by AI”
livemint.com

Sources

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