Economist Podcasts

JAIpur to MumbAI: US firms invest in India

59 snips
Sep 19, 2025
India is emerging as a major player in the AI landscape, attracting substantial investment from US tech firms due to its vast user base and valuable data. The discussion also dives into Nestlé's recent struggles, examining their leadership changes and plans for recovery. Additionally, there is a heartfelt tribute to Robert Redford, celebrating his impactful career and contributions to both film and activism.
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INSIGHT

India As A Major AI Market

  • India is becoming a major market for AI with rapidly growing user adoption and unique use patterns.
  • Its scale and diverse data drive practical innovation that could shape global AI behaviour.
INSIGHT

Big Tech's Cheap Market Entry

  • US tech firms aggressively pursue Indian users with heavily discounted or free AI offerings.
  • Partners like Airtel give startups instant scale by bundling AI with large mobile subscriber bases.
INSIGHT

Distinct Usage Drives Different AI Needs

  • India provides different usage patterns, especially rapid adoption of voice interfaces compared with the US.
  • That behavioural difference plus vast real-world data helps models improve faster for local contexts.
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