In India, where food delivery and quick commerce have become integral to daily urban life, the next major shift could be from opening multiple apps to simply telling an AI assistant what you need. This perspective was shared by Deepinder Goyal, CEO of Zomato, in a recent discussion about the evolving landscape of digital commerce.
The Rise of AI Chat Interfaces
Goyal highlighted that AI-powered chat interfaces are gaining traction as a more intuitive way for users to place orders. Instead of navigating through various delivery apps, consumers might soon rely on a single conversational agent to handle their requests. This could streamline the ordering process and potentially shift demand away from traditional app-based platforms.
Impact on Delivery Apps
While delivery apps like Zomato and Swiggy dominate the market, the emergence of AI chat interfaces poses both a challenge and an opportunity. Goyal noted that these interfaces could reduce the friction of ordering, making it easier for users to order food or groceries without switching between apps. However, he also emphasized that delivery platforms must adapt by integrating AI capabilities to stay relevant.
Consumer Behavior Shift
The convenience of voice or text-based commands could appeal to a broader audience, including those less comfortable with technology. Goyal pointed out that India's diverse user base might embrace AI assistants for their simplicity. This shift could lead to increased order frequency and higher customer retention for platforms that successfully implement such features.
Industry Implications
As AI chat interfaces evolve, they may not only change how orders are placed but also how recommendations are made. Personalized suggestions based on past orders and preferences could become more accurate, enhancing the user experience. Nonetheless, Goyal cautioned that the technology is still in its early stages and requires significant refinement to handle complex queries effectively.
In conclusion, while AI chat interfaces hold promise for reshaping the food delivery and quick commerce sectors, their impact on demand will depend on seamless integration and user adoption. Goyal's insights suggest that the industry is on the cusp of a transformation, where speaking to an AI might become as common as tapping on a screen.



