HSBC: JioHotstar had 300M paying subscribers in India in 2025, compared with 65M for Amazon Prime Video and 20M for Netflix; ~24% of OTT users pay for content
How Amazon's 48% stake in Indian supermarket chain More is becoming a strategic asset in the e-commerce giant's patient grocery delivery expansion across India
and positions the e-commerce giant perfectly should New Delhi ease ownership rules https://indiadispatch.com/...
Sources: Microsoft is prepared to walk away from high-stakes OpenAI negotiations if they cannot agree on critical issues, such as the size of Microsoft's stake
ChatGPT maker's plans to convert into a for-profit leads software giant to make contingency plans
Q&A with Mary Meeker on publishing her first Trends report since 2019, its focus on the AI revolution, why OpenAI may have an insurmountable lead, and more
#google #chatgpt #openai #ai #gemini @martenmickos : 340 slides you want to read. — Mary Meeker's report on AI trends. — www.bondcap.com/reports/tai Greg Linden / @glinden : At...
Q&A with Mary Meeker on publishing her first Trends report since 2019, its focus on the AI revolution, why OpenAI may have an insurmountable lead, and more
www.bondcap.com/reports/tai @eguango : if you want to know the nitty gritty of the state of AI, can't recommend this report from Mary Meeker strongly enough. [embedded post] Threa...
President Trump says he told Tim Cook that “I don't want you building in India”, “India can take care of themselves”, and Apple will be “upping” US production
what Apple can to do to appease Trump Adrija Chatterjee / Moneycontrol : India's value for money makes it a natural pick for the likes of Apple, says govt official Shouvik Das / Li...
President Trump says he told Tim Cook that “I don't want you building in India”, “India can take care of themselves”, and Apple will be “upping” US production
President Donald Trump said India has made an offer to drop tariffs on US goods …
Sources: Apple plans to move assembly of all US-sold iPhones, ~60M/year, to India by the end of 2026, as President Trump's trade war pushes a pivot from China
FT Exclusive: Tech giant plans to shift assembly as soon as next year in response to Donald Trump's trade war
Bernstein: AI could erode India's $350B services export sector as AI replaces entry-level engineers at “higher precision and speed” at a fraction of the cost
AI subscriptions replace Indian engineers at “higher precision and speed” — For decades, India's economic promise …
Reliance Retail launches the Shein app in India, with control over operations and data and Shein acting as a technology partner, years after the app's ban
Chinese fast-fashion platform Shein has relaunched in India through a partnership with local conglomerate Reliance's retail chain …
DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT, stirring doubts in Silicon Valley about the strength of the US' AI lead
- App's lower-cost model upends premise for AI spending boom — Stocks of chip gear makers ASML and Advantest plunge
To challenge Visa and Mastercard, India is pushing homegrown card network RuPay with its exclusive use of UPI, which handles 13B+ real-time transactions monthly
Manish Singh / TechCrunch : X: @refsrc and @refsrc . Forums: Slashdot X: Manish Singh / @refsrc : India's UPI is fueling the growth of homegrown card network RuPay RuPay is poweri...
To challenge Visa and Mastercard, India is pushing homegrown card network RuPay with its exclusive use of UPI, which handles 13B+ real-time transactions monthly
Manish Singh / TechCrunch : X: @refsrc and @refsrc . Forums: Slashdot X: Manish Singh / @refsrc : India's UPI is fueling the growth of homegrown card network RuPay RuPay is poweri...
Satya Nadella says Microsoft will invest ~$3B to expand Azure cloud and AI capacity in India and train 10M people in AI by 2030, after upskilling 2.4M in 2024
Microsoft (MSFT.O) will invest about $3 billion to expand capacity for artificial intelligence and its Azure cloud-computing services in India …
India extends a deadline for implementing a 30% cap on any company's share of transactions on UPI payments network, providing relief to Google Pay and PhonePe
India has once again pushed back a contentious plan to limit big technology companies' control of the nation's digital payments system …
India extends a deadline for implementing a 30% cap on any company's share of transactions on UPI payments network, providing relief to Google Pay and PhonePe
India has once again pushed back a contentious plan to limit big technology companies' control of the nation's digital payments system …
India removes a 100M user cap on WhatsApp Pay, letting Meta roll out the mobile payments service to all of its 500M+ users in the country
Manish Singh / TechCrunch :
India removes a 100M user cap on WhatsApp Pay, letting Meta roll out the mobile payments service to all of its 500M+ users in the country
Manish Singh / TechCrunch :
India extends a deadline for implementing a 30% cap on any company's share of transactions on UPI payments network, providing relief to Google Pay and PhonePe
India has once again pushed back a contentious plan to limit big technology companies' control of the nation's digital payments system …
Sensor Tower: Indian quick commerce startup Zepto had 31M MAUs in Nov. 2024, up from 6M in May 2022; Blinkit had 30M MAUs in Nov. 2024, up from 28M in May 2022
Manish Singh / India Dispatch : X: @refsrc and @refsrc X: Manish Singh / @refsrc : Swiggy, the unnamed FD+QC app in the picture, complicates all app analysis because it doesn't ha...