Episode Details

India's telcos looked like the obvious gateway for AI companies chasing scale. With nearly 900 million subscribers between them, Jio and Airtel could put an AI product in front of more users faster than almost any other distribution channel in the world. So Google paid Jio and Perplexity paid Airtel. Both spent tens of thousands of rupees per user to make it work. One partnership is still standing but the other collapsed before its time was up.

And OpenAI — the company with the largest AI user base in India — skipped the telco route entirely.

What does OpenAI know about this model that the others are still learning?

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