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India's AI infrastructure bets reshape fintech profitability metrics — Product Growth, 10 October
Arjun & Meera · 2026-10-10 · Daily Brief
00:00 Cold open
00:22 India antidepressant market grows to Rs 2,842 crore, but unit volume declines despite price inflation
00:58 Nat Habit raises $15 million led by Trident Growth Partners; boards new investor syndicate
02:04 Juspay FY26 revenue grows 30% to Rs 664 crore, widening net loss on AI infrastructure bets
03:07 MoEngage CFO: finance heads must optimize for public-market expectations beyond traditional metrics
04:09 Bewakoof FY26 net loss jumps 20% to Rs 87.4 crore; revenue tops Rs 200 crore milestone
04:43 IT Secretary advocates 'judicious mix' of open and proprietary AI models to protect data sovereignty
06:10 Orkut revival petition crosses 270,000 signatures, majority from Brazil and Latin America
06:27 iQOO, Motorola, Xiaomi flagship phones emphasize agentic AI and thermal performance with new Snapdragon chips
06:43 OTPless appoints ex-BharatPe CTO Geetanshu Singla as chief technology officer
07:22 Outro
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