The Future of Consumer AI in India: 2026 Opportunities

Published

3rd December 2025

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Manish Advani, Principal, Elevation Capital

Episode Description

Most of India hasn't touched AI yet. And that's exactly where the opportunity lies.

While ChatGPT has reached just 5% of India's digital consumer base, early adopters are showing retention metrics that parallel social platforms - signaling massive untapped potential for vertical AI applications built for India.

The opportunity? A billion+ consumers who will leapfrog directly into vertical AI use cases - from personalized education to AI companions addressing real loneliness, from immersive co-created content to mental health support.

Manish Advani (Principal, Elevation Capital) joins Vishy V (Head of Marketing, Elevation Capital) to unpack the wave of consumer AI innovation taking shape across India. They explore where the real innovation will happen and map out where value will be created.

The discussion explores:

1. How India will democratize access to expertise through AI
2. Personalized learning: putting a teacher and trainer in every pocket
3. The evolution of content - from consumption to co-creation
4. Companion apps addressing real social isolation and mental health needs
5. How AI concierge can reimagine traditional commerce models
6. Practical advice for early teams

Written by Manish Advani

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