Keynote by Naveen Tewari Founder & CEO, inMobi India AI Impact Summit
20 Feb 2026 13:00h - 14:00h
Keynote by Naveen Tewari Founder & CEO, inMobi India AI Impact Summit
Summary
Naveen Tewari opened the keynote by stating that the discussion would focus on how commerce is being reshaped by artificial intelligence (AI) [1][2-4]. He argued that AI will extend human lifespan to around 120 years through disease eradication and organ creation [6-9]. He further claimed that AI will democratize skills, turning many people into high-quality coders and thereby reducing inequality [10-13]. A third effect he highlighted is a disproportionate boost to economic prosperity due to massive productivity gains [13].
Tewari introduced the concept of “agentic commerce,” which he says will embed intelligence directly into shopping, supply chains and manufacturing, and presented Glance as the platform that delivers this vision [15-21][24-33]. He explained that Glance will generate personal product feeds by training a separate commerce model for each consumer, eventually scaling to a billion users [34-36][38-43]. The system combines a commerce intelligence graph, a generative AI experience model that produces visual outputs, and a user-level model that tailors recommendations to individual preferences [44-50][51-53]. A “living context graph” will continuously infer a shopper’s situation, price sensitivity and brand preferences to optimise purchase pathways across billions of options [55-58].
Transparency is central to the approach: the reasoning engine will be open so users can understand why specific products are shown, fostering trust and accountability [62-66]. Tewari emphasized that agentic commerce can cut wasteful consumer spending, creating a savings-driven economic flywheel that could expand the market size dramatically [67-69]. He noted that commerce accounts for roughly 25 % of global GDP and projected that AI-enabled commerce in India could generate about $3 trillion by 2047 [88-91].
Positioning Glance as an Indian-built, globally-focused venture, he reiterated the company’s commitment to truthful, authentic agents and called for bold, audacious innovation [94-100][102-108][121-122]. The session concluded with a brief thank-you from the host and an invitation to the next speaker, Mr. Vivek Mahajan of Fujitsu [123].
Keypoints
– AI will fundamentally reshape commerce and society – Tewari argues that AI will extend human lifespan, equalize skills, and drive unprecedented productivity, leading to a new commercial architecture ([6-13][14-18]).
– “Agentic commerce” and the Glance platform – He introduces the concept of agentic commerce, where AI creates real-time, personalized product feeds for each consumer using multiple models (commerce intelligence graph, generative experience model, and individual user model) ([22-36][37-50]).
– Transparency, accountability, and authenticity – A “living context graph” will make the reasoning behind recommendations visible, ensuring the system is transparent and trustworthy, which Tewari frames as essential for a human-centric future ([55-66][94-100]).
– Massive economic impact and supply-chain transformation – By embedding AI at the consumer, supply-chain, and manufacturing levels, marketplaces may weaken while individual brands rise, potentially adding $3 trillion to India’s GDP by 2047 ([70-78][88-91]).
– A rallying call for audacious, India-led innovation – The speech ends with a motivational appeal to seize the AI moment, build global platforms from India, and pursue an “audacious” vision for the next decade ([102-110][108-112]).
Overall purpose/goal:
The keynote is designed to persuade the audience that AI-driven “agentic commerce” is the next frontier, showcase Glance as the pioneering platform, highlight the huge economic upside, and inspire stakeholders to join an ambitious, India-originated push to dominate the global AI-commerce landscape.
Overall tone:
The tone is consistently high-energy, optimistic, and visionary, moving from an explanatory style about AI’s societal benefits to a more rallying, motivational cadence that urges bold action and celebrates Indian innovation, especially in the final minutes. No major tonal shift occurs; enthusiasm simply intensifies toward the conclusion.
Speakers
– Naveen Tewari
– Area of Expertise: Artificial Intelligence, Commerce, Product Innovation, Entrepreneurship
– Role/Title: Founder & CEO, InMobi; Speaker at AI Impact Summit (presenting on agentic commerce)[S1][S2]
– Speaker 2
– Area of Expertise: (not specified)
– Role/Title: Event Moderator/Host (introduced Naveen Tewari’s keynote and invited the next speaker)[S3][S4][S5]
Additional speakers:
– Vivek Mahajan
– Area of Expertise: (not specified)
– Role/Title: CTO, Fujitsu (invited to deliver the next keynote)
Naveen Tewari opened the keynote by stating that his talk would explore how artificial intelligence (AI) is poised to remodel global commerce, noting that the internet and AI are already redefining existing paradigms [1-4]. He then described three sweeping societal shifts that AI could trigger: (1) breakthroughs in disease eradication and organ engineering that could push average human life expectancy toward 120 years [6-9]; (2) AI-driven tools that will democratise high-skill capabilities, turning most engineers into “super-high-quality coders” and reducing skill-based inequality [10-13]; and (3) a surge in productivity that will disproportionately boost economic prosperity and reshape the commercial architecture of the future [14-18].
Introducing the concept of agentic commerce, Tewari explained it as a model where intelligence is embedded directly into the shopping journey, supply chains and manufacturing. He contrasted “personalised feeds” with “personal feeds” that centre the individual consumer, and presented Glance – the platform his company has built – as the vehicle for delivering real-time, AI-curated product streams worldwide [15-33][34-36]. The ambition, he said, is to train a distinct commerce model for a billion users over the coming years, infusing every purchase decision with personalised intelligence [34-36].
The technical backbone of agentic commerce consists of three interlocking models. A Commerce Intelligence Graph serves as a universal knowledge base of every commerce element [38-41]; a Generative AI Experience Model creates visual outputs such as personalised pamphlets or feeds, moving beyond the text-only answers of conventional engines [43-48]; and a user-level model is trained on each individual’s behaviour to ensure the generated experience is truly personal [49-50]. Overseeing these components is a living context graph that continuously infers a shopper’s current context, price and brand sensitivity, enabling the system to optimise purchase pathways across billions of possible routes with a single click [55-60].
Transparency and accountability were positioned as core ethical pillars. Tewari pledged that the reasoning engine behind product recommendations will be transparent, allowing users to see why a particular item was shown to them, thereby fostering trust [62-66]. He linked this commitment to an Indian philosophical principle drawn from the Upanishads that exhorts truthfulness, arguing that authentic, transparent agents are essential for a human-centred AI future [94-100].
On the macro-economic front, Tewari highlighted that commerce already accounts for roughly 25 % of global GDP, a share mirrored in India [88-90]. He projected that AI-enabled, agentic commerce could add about $3 trillion to India’s economy by 2047, creating a virtuous “flywheel” of consumer-level efficiency savings that recycle back into the broader market and amplify economic growth [67-71][88-91].
The ripple effects on supply chains and manufacturing were also outlined. Extending agentic intelligence downstream would diminish the relevance of traditional marketplaces-currently aggregators that provide convenience-while empowering individual and local brands as agents locate them directly for consumers [73-78]. In manufacturing, precise, AI-derived consumer signals would enable “agentic manufacturing,” sharply increasing producer productivity through real-time, demand-driven adjustments [81-86].
Tewari also highlighted that InMobi was the first Indian unicorn and that the team “takes pride in building deep-tech and tackling a global problem” [X-Y]. He reiterated that Glance is being built in Bangalore, by an Indian team, for the world [Z-AA]. He admitted that the company was a latecomer to the Internet era, but argued that “that’s not the case with AI” [AB-AC].
Closing the presentation, he framed the event as “all about audacity,” noted his renewed “20-s-like energy,” and urged the audience to “rise to the occasion” [AD-AE]. He then thanked the audience and handed the stage to the next speaker. The host thanked Tewari for his keynote and invited Mr Vivek Mahajan, CTO of Fujitsu, to deliver the next address, thereby maintaining the event’s flow [123].
Truly speaking, what I will talk about today is how commerce is going to change in the world. Look, internet is, you know, AI is changing many things. It is redefining paradigms. What is so exciting about AI? Think about it, right? Think about, you know, how AI is going to expand lifespan. We all understand that, like, there is a very high probability that every one of us in this room would probably extend ourselves to 120 years because diseases would get, you know, eradicated very differently. Organs will get created differently, right? So there is a lifespan argument to be made. The second big argument to be made is, you know, we will live very differently because in the world, in the future, it is very hard to see inequality anymore.
You know, today there is an engineer who is very good at coding and then there is one who is not. That’s going to disappear. You know, by the time you get to the end of the day, you are going to be in a box. five years from now you might actually see every one of us across our country become super high quality coders and that’s just one example of a thing so you’re actually going to have you’re going to live very democratically very differently where you’re going to essentially see the skill equal the skill equality which would lead to a very different way of living for all of us and the third is is a very disproportionate rate of growth of economic prosperity because of all the factors that the level of productivity that gets added into the whole world you are going to see a very different level of productivity so yes AI is exciting and that’s why I’m pretty I presume all of you are here to to listen and to learn and to imbibe it what I would really talk about is how this how the world is truly shifting when it comes to commerce look the in in the world of commerce there is a completely new architecture also being written.
You know, when intelligence becomes democratic, it changes ecosystems. What does intelligence getting democratically involved in commerce mean? It means that it is going to impact how we shop, how supply chains work, how manufacturing works, how we think about every aspect of it. And so that is completely getting rewritten as we look at the world in the future. At InMobi, we were one of the first companies, we were actually the first company that became a unicorn. We take a lot of pride in that because we built a product company from India to the globe. We take a pride in it because we worked in, we work in deep tech. We now take pride in actually taking on a global problem.
We now take pride in actually looking at the world from how we can bring agentic commerce to the world. Now agentic commerce and our platform is called Glance. Glance is all about bringing agentic commerce in the world in a way that’s never been done before. We’re very proud of how rapidly bringing intelligence in that world is changing everything. You know if you think about the product that we have truly built, we are moving from a world of personalized you know feeds to personal feeds. What does a personal feed mean? Think about commerce. Commerce in the world has always been driven across you know what I may like. But today if you think about agentic commerce it is actually centered around you.
We built a platform that’s launched globally. Our model of agentic commerce is launched globally. And what you would see here is personal feeds of consumers getting created in real time with products on them. What you’re seeing is a single model gets trained on single consumers. We plan to train a commerce model for a billion people over the next several years. What it would do is it would bring intelligence into the journey of commerce for every one of us. That is a superlatively advanced way of thinking about commerce, and it is a superlatively advanced way of thinking about how every element of it would actually change. So if you think about this in a slightly more architectural manner, we have created multiple models that actually come together to essentially create this agentic experience.
We have what’s called the commerce intelligence graph. Think of it the knowledge graph. The fact that there has to be a model that needs to know everything about every commerce element in the world. The fact that this is a white shirt is a world knowledge. You have to understand it. Then you have what we have built is a generative AI experience model. In that model, if you see the example, we are effectively creating an output. If you look at all the answer engines today, the output is effectively a text output. But when you think about commerce, you have to think about a visual output. How do you create a personalized pamphlet or a feed that is just for you using intelligence?
That’s a generative experience that gets done. The generative experience, unlike in the answer engine, is specific to you. and that’s why the model has to be created at a user level, which is the third model where the user model gets trained on you as an individual. That training of the user model at an individual level is what differentiates the way one thinks about shopping from everything else out there. And so I feel very excited about what agentic commerce can do. The reason I feel very excited about it, if I could move this forward, I think it’s stuck. You know, you talk about agentic and then some of these smaller elements. Oh, that worked, it worked.
All right. One of the most important elements of the agentic commerce era is going to be a living context graph. A living commerce context graph, which basically understands your context, which context you are in, what are you looking for, what are you seeking in that moment. It also understands very different levels, different levels of price intelligence. think about today when you go for a when each one of us go out there and look to buy something, we think about buying and we search for ways in which we can buy it at the most efficient pricing you can actually put that into the model and it will find out the pathway for the most efficient buying for you, which is the purchase path optimization bases your context, bases your price sensitivity and the brand sensitivity and it can do this across millions and billions of potential pathways at the click of a button and it will do that for you at that level, that living context graph is very very powerful and our ability to navigate through that is what we are really trying to build the other thing about if you think about contextual agentic commerce you know, Prime Minister talked about the man of vision What is it?
It is about being transparent and accountable and human centric. Shopping has not been considered accountable. It is seen as some people selling you things. But with agentic commerce coming in, we have an opportunity to convert the whole experience of commerce to be very transparent and very accountable. What does that mean? It means that we would certainly be opening up our model and making it transparent. In the world of AI, the reasoning engine will become transparent so that everybody can understand why you were shown or recommended a certain product. And that understanding of why is what creates transparency. And therefore, one of our big ethos is to make this very, very transparent and lead with a very different perspective of, of building trust in the era of.
agentic commerce. We also think about the fact that the consumer intelligence as that rises, the consumer intelligence brings hordes of efficiency, hordes of efficiency because billions of people will be making intelligent decisions going forward. Today think about the amount of money wasted at a consumer level as you go down your commerce journey. If you use agentic commerce in your life going forward and Glance does that for you, the amount of intelligence brought into the decision -making leads to significant savings which basically come back into the economy and then that leads to a flywheel which is very very powerful and therefore if you think about this happening at billions of people level it creates a very different size of the market and that’s a very powerful thing to create.
Similarly, the supply chains will become agentic. You know if you think about this when you have the consumer experience becoming agentic, it basically transcends itself into the supply chain. What’s going to happen? It’s going to create the demise of the marketplaces. The marketplaces today are effectively an aggregation to give you a lot more comfort. The marketplaces will become weaker. What will be the rise of it? The rise of individual brands, the rise of local brands, the like of very specialized producers. They are going to come up because the agent will be able to go find them. And that’s great for our country where you have entrepreneurs sitting in every nook and corner. Not just this.
You think about manufacturing. It is going to essentially evolve itself and become agentic manufacturing. In this, think about this. Because you have agentic experience at the consumer level, your precision will be given, very different precision signals will be given out to the manufacturers. And therefore, the productivity of the manufacturer changes drastically. Again, think about starting from the consumer into the supply chain into manufacturing. And that’s a phenomenal change that’s going to happen. Let me just explain the scale of this. Commerce in the world is 25 % of the world’s GDP. Same as for India. If you think about the impact of agentic commerce just at the India level, that’s going to be of the order of $3 trillion in the next 20 years by 2047.
That’s what we are really seeking if you essentially bring AI intelligence in the world of commerce. And that’s what we at Glance are truly attempting to go after. Given this is happening in India, we have a saying which is as part of our Upanishads in Sanskrit, which is, What does it mean? In a very simplistic way, what it is truly trying to say, be truthful. Bring truth out. If you think about digital economy in the last several years, it has led to distortion. Social media has led us into a world which is not very good. They have played around with our mental abilities and have forced us to think about things in a wrong way.
But I think we have an opportunity to think about how agents can be authentic. Once we make an agent transparent, authenticity becomes part of it. And I think that’s how we need to lead the world very differently. And we have an opportunity, especially as a company which is coming out from India, we take that very, very seriously. So in short, we are bringing with glance, as in Mobi, we are bringing AI in commerce. We are very proud of the fact that we are building this from Bangalore. We are building this from India for the world. We truly want to impact every consumer on the planet and bring agentic commerce. Bring intelligence into commerce and impact the world’s supply chain.
This event is all about audacity. We have not had a more audacious plan in our history of 18 years of me running this company or founding the company. But this is what this event does to you, but this is what technologies like AI do to you. I think it is time for us to rise and think about every possible idea in a very audacious manner. And I think this is what AI does to you. I hope every one of you rise up to that occasion and think about it that way. We are very excited. We are kicked about what we are truly trying to go about doing it. I am back to my ways of working in my 20s.
The energy is very different. The excitement is very different. And certainly the world is right now back in your palms. If we all were living in the 19th, if we were all very active in mid -90s, we would have thought about Internet very differently. I think that is what we are doing. I think that is what we are doing. I think that is what we are doing. we were laggards in internet we came into the internet era about 10 years late big things were already built by then that’s not the case when it comes to AI and I think we have an opportunity not just in the sector of commerce but every possible sector to build global platforms so that’s what we’re going to aim for that’s what we’re going to try for thank you so much for being
thank you Mr. Tiwari for the keynote address for the next keynote may I now invite Mr. Vivek Mahajan CTO of Fujitsu may I also request everybody to please settle down thank you
“AI could push average human life expectancy toward 120 years.”
The knowledge base notes that Tewari outlined extending human lifespans to potentially 120 years through medical advances [S1].
“AI‑driven tools will democratise high‑skill capabilities, turning most engineers into “super‑high‑quality coders” and reducing skill‑based inequality.”
S1 reports that democratising high‑skill capabilities is one of the three major societal shifts Tewari described.
“Breakthroughs in disease eradication and organ engineering could push average human life expectancy toward 120 years.”
S43 explains that AI technologies enable early disease detection, treatment planning and personalized medicine, which could dramatically reduce major diseases and support longer lifespans.
“A living context graph continuously infers a shopper’s current context, price and brand sensitivity, enabling optimisation across billions of possible routes with a single click.”
S44 confirms the existence of a “living commerce context graph” that understands a shopper’s context, though it does not explicitly mention price or brand sensitivity.
“Transparency and accountability are core ethical pillars; the reasoning engine behind product recommendations will be transparent.”
S46 discusses the need for technical protocols and standards to ensure trustworthy, transparent AI systems, adding nuance to the transparency pledge.
“A user‑level model is trained on each individual’s behaviour to ensure the generated experience is truly personal.”
S45 highlights the importance of user‑centered AI that caters to individual needs and preferences, supporting the claim of personal models.
“The Generative AI Experience Model creates visual outputs such as personalised pamphlets or feeds, moving beyond text‑only answers.”
S48 mentions building shared platforms for personalization and ecosystems, providing background for generative AI visual personalization.
The discussion shows a single substantive contributor (Naveen Tewari) presenting a wide range of AI‑driven commerce arguments, while the second speaker only performed a brief procedural hand‑over. Consequently, there is minimal substantive consensus; the only clear agreement is the procedural acknowledgment of the keynote and the event’s continuity.
Low substantive consensus – agreement is limited to event management, implying that the broader AI‑commerce agenda remains unchallenged but also uncorroborated by other participants.
The discussion consists of a keynote by Naveen Tewari presenting a vision of AI-driven agentic commerce, followed by a brief transition remark from Speaker 2 who thanks Tewari and introduces the next speaker. No substantive policy or conceptual differences are expressed between the two participants; Speaker 2 does not present an alternative viewpoint or critique, merely acknowledges the keynote and moves the program forward [123].
Minimal – the interaction shows no disagreement, indicating a smooth event flow without contested issues, which suggests consensus (or at least no overt conflict) on the presented vision within the limited scope of this exchange.
The keynote unfolded as a series of escalating insights, each building on the previous one. Early visionary statements about lifespan and skill equality set a grand, human‑centric backdrop. The introduction of ‘agentic commerce’ and its technical underpinnings (personal feeds, living context graph) shifted the conversation from abstract possibilities to a concrete product roadmap, prompting deeper technical and ethical considerations such as transparency, accountability, and cultural authenticity. Subsequent comments about the disruption of marketplaces, the rise of local brands, and agentic manufacturing expanded the scope to entire supply‑chain ecosystems, while the macro‑economic quantification anchored the vision in tangible value. Together, these pivotal remarks guided the audience through a narrative that moved from societal transformation to specific technological innovation, ethical responsibility, and economic impact, culminating in a clear call to action before the session transitioned to the next speaker.
Disclaimer: This is not an official session record. DiploAI generates these resources from audiovisual recordings, and they are presented as-is, including potential errors. Due to logistical challenges, such as discrepancies in audio/video or transcripts, names may be misspelled. We strive for accuracy to the best of our ability.
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