
The intersection of Artificial Intelligence, intellectual property, and consumer commerce in India has reached a boiling point. Recent developments highlight a profound paradox for digital businesses: AI is simultaneously threatening traditional traffic models while unlocking massive new avenues for retail growth.
At The Knowledge Company (TKC), Chairman Arvind Singhal views these macro-shifts not as isolated tech updates, but as a fundamental rewiring of how businesses must protect their assets and reach their consumers.
The Copyright Collision
The alarm bells for digital publishers and brands rang loudly when news agency ANI filed a lawsuit against OpenAI. The core issue is the diversion of digital traffic. According to Pew Research, only 8% of users now click on a link when presented with an AI summary, compared to 15% without one.
To address who owns, and who profits from, the data powering these Large Language Models (LLMs), the Department for Promotion of Industry and Internal Trade (DPIIT) recently released a pivotal working paper.
The Proposed Solution: The DPIIT has introduced a “One Nation, One License, One Payment” model. Under this framework, AI developers would receive a blanket license to use lawfully accessed, copyrighted content to train their models, while the original creators would receive payment once those AI tools are successfully commercialized.
The Voice-First Retail Revolution
While the legal frameworks are being hammered out, the commercial applications of AI are sprinting ahead. We are witnessing a massive shift toward “agentic” commerce, where AI doesn’t just answer questions, but executes transactions.
A prime example is the recent partnership between Razorpay and Sarvam AI. By integrating Sarvam’s full-stack, Indic-language AI models with Razorpay’s payment infrastructure, they are enabling end-to-end transactions via natural speech.
This technology is designed to bridge a massive gap in the Indian market: despite having over 950 million internet users, only around 200 million currently shop online, largely because text-based, app-driven interfaces remain a barrier.
The TKC Perspective: What Businesses Must Do Now
The juxtaposition of these two trends requires a dual strategy for consumer and retail brands.
Supporting Digital & Retail Transformation
The Knowledge Company’s strategic advisory practice helps businesses navigate the unpredictable intersection of technology, consumer behavior, and regulation.
Is your business prepared to be discovered, and protected, in an AI-first world? Connect with TKC’s Transformation Practice to future-proof your digital strategy.