India's AI opportunity is shifting from infrastructure to consumer products. With nearly 950 million internet users and mobile-first habits, Indian founders are positioned to build the next generation of AI-native applications that integrate deeply into daily digital behavior. Global examples like Canva, Notion, and Perplexity demonstrate the potential. Investors increasingly believe India's biggest AI breakout could emerge from consumer products built around behavior, habit formation, and personalized experiences. The question now is which Indian founders will create products that move beyond novelty to become essential parts of users' everyday lives. Early signals are emerging across education, healthcare, and commerce sectors.
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