Inside Meesho’s big AI bet: Why India’s most-downloaded shopping app is betting on infrastructure
When India’s e-commerce companies talk about AI, the conversation usually gravitates toward chatbots, recommendation widgets, or a shiny new “assistant” bolted onto the app. Meesho’s FY26 annual report — its first as a listed company after debuting on the NSE and BSE in December 2025 — tells a different story. Buried inside letters from its founder – CEO Vidit Aatrey and CTO Sanjeev Kumar is a thesis that reads less like a marketing pitch and more like an infrastructure roadmap: build the foundational AI stack first, and let the features follow.
That bet has a name — BharatMLStack — and it sits at the centre of almost everything Meesho says about technology this year.
The Foundation: BharatMLStack
BharatMLStack is Meesho’s in-house machine learning platform, and the company describes it as the layer that “powers intelligence across discovery, advertising, fraud prevention, cataloguing, and customer support.” The pitch for building it in-house...
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