While Openi has strengthened its lead in the US, Perplexity is taking a different route – AI is quietly expanding into India to compete in the next stage of adoption. Search-focused AI startups are rapidly adding millions of users to the world’s second largest internet and smartphone market, which is positioning itself for the mass-market scale.
This week, perplexity Participated with Bharti AirtelIndia’s second largest telecom operator after Reliance Jio, to offer a free 12-maiden perplexity pro subscription-usually for 360 million Airtel customers priced $ 200. Airtel confirmed Techcrunch that the deal was exclusive, meaning that no other telco in the country can offer perplexity services, including free access to its customers.
Airtel Partnership A global expansion strategy is yet one of the most important tricks of perplexity that includes a partnership with more than 25 telcoses globally, which has recently been announced. Softbank in japan And SK Telecom in South KoreaIt comes down to the volume. India, the world’s most populous country, brings a collective market that will not be found in other geographies in San Francisco.
Perplexity is already receiving major traction in the country. According to the censor tower data, in Q2, the download of Perplexity in India was 600% year-on-year, 2.8 million, according to specially shared sensor towers data with Techcrunch. In comparison, Openai’s chatgpt saw an increase of 587%, reaching 46.7 million downloads in the same period.
Development trend has also increased for active users: The monthly active users (MAUs) of perplexity in India increased by 640% year-on-year, while the mAS of Chatgpt increased by 350%. India was also the largest market in India by Maus in the last quarter, according to the censor tower. However, CHATGPT maintained a significant edge in full numbers, with 19.8 million Maus vs. 3.7 million.
Construction on earlier participation, Perplexity has worked to avail India’s user base to leapywog to Western markets, where Openai dominates customers paid. Earlier this year, Perplexity Participation Indian Fintech giant to provide access to its AI-operated search through Paytm app with Paytm, which has more than 500 million downloads and is from it. Top-three apps on integrated payment interface of Government of India The network, over 1.2 billion lenses, exceeds the processing of more than ₹ 1,34,000 crore (about $ 15.6 billion).
Perplexity CEO Arvind Srinivas has also taken direct steps to expand in India. In January, he announced Plan to appoint an Indian executive In the country, which he caught after receiving it later “overwhelming responseHe forward Announced an investment of $ 1 million And a five -hour commitment to the creation of an AI group in India.
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Startup has also discussed its AI search engine to increase their reach to Indian students to increase their reach, the sources told Techcrunch.
One reason is that in view of India as a major development market, relatively Limited number of local AI startupsEspecially in AI search place. At the same time, the country has a large and active foundation of tech-service users-a fact that has also inspired the in-mangoing discovery features of Perplexity, Google. AI mode And AI overview Ahead of many other markets in India.
Mudrying that large user base is a challenge. Perplexity is still far behind the chatgpt globally in terms of revenue, even both offer a starting price of the same $ 20-month. In Q2, the in-app purchase revenue of CHATGPT increased by 731% year-on-year to $ 773 million worldwide, while Perplexity saw an increase of 300%, which reached $ 8 million according to the sensor towers.
Revenue challenge is particularly acute in India, where consumers are notorious Price-sensitaryNevertheless, there are promising signs. Chatgpt saw 800% year-on-year increase in in-app purchases in the country in Q2. Perplexity has not generated any notable in-app revenue from India, but the startup has a place to expand its paid customer base through India. The same deals with Airtel can help increase your customer base effectively, at least in short term.
Strategic partnership in markets like India can help capture the eyes of investors that give importance to user development and geographical diversification. But to convert that focus into long -term support, startups will need to show that it can turn its expansion user base into revenue.
Srinivas did not respond to the remarks requests.
