Not Blinkit, Not Swiggy: The ‘shopping companion’ with 100 million users that doesn’t own a single warehouse

India’s new shopping companion does not own a warehouse, employ delivery riders, or manage returns. Instead, it writes poetry, plans holidays and answers homework questions.

ChatGPT has been among the most downloaded apps in India in the last 12 months, according to a Bernstein report. AI apps together now attract more than 100 million daily active users (DAUs). ChatGPT alone now sees more daily users than all e-commerce and quick commerce apps combined. For companies such as Swiggy and Zomato, this raises an obvious question: if consumers are already asking AI what to buy, will they soon ask it to buy for them?

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