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India is starting to pay for apps, not just download them

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For years, India was the world’s largest app download market but one of its toughest places to make money. That is beginning to change as Indian consumers spend more on AI, entertainment, and other premium apps.

India’s mobile app market generated a record $345 million in consumer spending during the second quarter of this year, up 35% from a year earlier, according to a new report by Sensor Tower. The app-market intelligence firm said the gains were increasingly driven by generative AI, streaming, and productivity apps rather than gaming, as Indian consumers became more willing to pay for digital subscriptions.

The record quarter builds on a broader trend of rising app monetization. India’s revenue per download has more than doubled over the past three-and-a-half years, while quarterly app downloads have remained at around 6.3 billion since 2023.

“We would describe India today as a rapidly evolving mobile market with a large user base and growing willingness to pay for digital services,” Eve Chen, an insights analyst at Sensor Tower, told TechCrunch.

Chen attributed the change to the wider adoption of digital payments, including India’s Unified Payments Interface (a system that lets people pay directly from their bank accounts) and digital wallets, which have reduced friction for in-app purchases, alongside growing acceptance of app-based subscriptions and premium digital services.

The trend also stands out globally. India’s app revenue saw its fastest growth in Q2 among major app markets, generating more than $200 million in quarterly consumer spending, per Sensor Tower’s data shared with TechCrunch. In contrast, Mexico grew 30% and Turkey 25%, while U.S. app revenue actually declined 3% over the same period.

“These figures suggest that India is no longer just the world’s largest market by downloads, but is also emerging as one of the fastest-growing markets for app monetization,” Chen told TechCrunch.

India still trails more mature app markets by a wide margin. Revenue per download stands at about $4.60 in the U.S., $3.90 in South Korea, and $6.10 in Japan, compared with a small fraction of that in India. Nonetheless, Chen said the trajectory matters more than the absolute level, with India’s steadily improving monetization suggesting significant room for long-term growth.

Generative AI has emerged as one of the fastest-growing segments, with OpenAI’s ChatGPT and Anthropic’s Claude together accounting for nearly 83% of India’s AI app revenue in Q2, according to Sensor Tower’s data shared with TechCrunch.

Much of India’s app revenue growth is also being driven by non-gaming apps. Non-gaming categories, Sensor Tower said, accounted for 68% of India’s mobile app revenue in the first half of 2026, up from 58% three years earlier.

The latest data also suggests global subscription apps continue to be among the biggest beneficiaries of rising app spending in India, with Google One becoming India’s highest-grossing mobile app during the quarter. Streaming platforms such as Amazon Prime Video, Crunchyroll, Sony LIV, and JioHotstar also saw growing consumer spending. Gaming also bucked the global trend, with revenue rising 3.7% from the previous quarter despite a worldwide decline, per Sensor Tower.

Image Credits:Sensor Tower

App intelligence firm Appfigures also sees India’s app subscription market continuing to grow, although it says the pace has slowed after an AI-fueled surge over the past two years. Subscription revenue is still rising, but much of the initial excitement around AI has abated, Ariel Michaeli, the company’s founder and CEO, told TechCrunch.

“The numbers are still staggering,” Michaeli added. Appfigures estimates that ChatGPT generates about $60,000 a day in India and attracted around 1.8 million downloads over the past month, although that’s down from roughly $80,000 a day last October.

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Police Arrest 24-Year-Old Suspected of Conveying Illegal Firearms in Lagos

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As part of its sustained efforts to combat illegal possession and trafficking of firearms, and other criminal activities across the State, operatives of the Command have arrested one Lukman Sanni, ‘m’, 24 years, suspected of conveying illegal firearms, during a stop-and-search operation at Iyana Isashi, Lagos State.

A search conducted on him led to the recovery of a locally made pistol, two (2) live cartridges and a suspected charm. Preliminary investigations are ongoing to establish the circumstances surrounding the possession and intended delivery of the recovered firearm and ammunition. The suspect is currently in custody and is providing useful information to aid the investigation.

The Commissioner of Police, Lagos State Command, CP Tijani Fatai, psc, mnips, reiterated the Command’s commitment to combating illegal firearms possession, arms trafficking, cultism and other criminal activities across the State. He urged residents to remain vigilant and promptly report suspicious activities to the Police, noting that credible information from the public remains vital to maintaining peace and security.

The post Police Arrest 24-Year-Old Suspected of Conveying Illegal Firearms in Lagos appeared first on Business Today NG.

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Frontier AI labs say their models refuted the Exponential Time Hypothesis. What does that mean?

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OpenAI released solutions to three blockbuster math problems that have long vexed researchers yesterday. One was a surprise rejection of the Exponential Time Hypothesis (ETH), a durable assumption in computer science that plays a large role in how we understand what is difficult to compute.

As with previous proof-drops from the frontier lab, scientific communities responded with a mixture of thrill and dismay. Anthropic mathematician Levent Alpöge suggested that OpenAI was basing its solutions from pre-existing work, and hours later, Anthropic subsequently released its own refutation of ETH.

However, OpenAI’s process is evolving. This time, the lab structured its releases differently for each of the three disciplines involved: Mathematicians got the work dropped on GitHub; the computer scientists formed a working group, asked for the proofs to be shared publicly and OpenAI to fund a conference to discuss them; the physicists formed a working group that will determine how their result will be released.

MIT Professor Ryan Williams is the computer scientist who is organizing his field’s response to the new finding. Williams, whose work focuses on these questions of computational complexity, has criticized OpenAI’s approach in the past, calling its proof dump earlier this October a “DDOS attack on mathematicians.”

However, he agreed to collaborate with the frontier labs in order to help shepherd ideas that are vital to the field, he told TechCrunch. The lab asked him to help interpret the solution, along with UC San Diego computer scientists Russell Impagliazzo and Ramamohan Paturi, who first published the ETH in 1999.

Their first step was to release an open letter calling for feedback from scientists interested in these problems and a discussion of the norms around AI contributions to their work.

“Some parts [of OpenAI’s proof] are, maybe you could say routine, but then yes, there are two or three alien-looking parts, and it’s exactly these parts that that I saw that made me think, wow, this is something that the whole community needs to work on together,” Williams told TechCrunch.

Are you down with P vs NP?

The ETH is part of a broader class of problems known as P vs NP, which has animated computer science and many other fields for decades. Reductively, researchers are trying to understand if any problem whose solution can be easily verified (NP) can also be easily solved (P).

A simple example is the game Sodoku: Once a solution to a puzzle is in place, it can be quickly verified, but finding the solution is time-consuming. That dynamic is true across a range of important problems, and the insight underpins cryptographic systems: When you have the key to an encoded message, you can reveal it, but actually cracking an effective code takes too long to be useful.

However, scientists have yet to prove whether that is always true. “P = NP is saying that, not only can you verify Sudoku solutions when they exist, you can just generate them,” Williams said. “P = NP is asserting that this is true for every single problem you can verify quickly — if you can verify it quickly, you can solve it quickly. So this just seems too good to be true.”

That’s why most scientists assume that P ≠ NP. ETH provided evidence for that. It basically says that even the fastest computer algorithm needs exponentially more time to find a solution as the number of variables grow in a specific class of tricky logic puzzle.

The claims from OpenAI and Anthropic is that their models have come up with algorithms that solve those puzzles in “sub-exponential” time, meaning faster than the speeds previously thought possible. If true, they may have proven the EFT to be false — refuted it, in scientific terms — and maybe opened up a path for algorithms that generally perform P = NP.

“Every computer scientist should probably put a little more weight on the plausibility of P = NP, but one’s weight may vary,” Williams said. “I do think that it kind of calls into question a lot of the intuitions that we thought we had about … how tractable [hard NP problems] are. I also think that this is probably not the final answer either. I don’t think that OpenAI’s algorithm could possibly be the best algorithm you can get.”

The work ahead for computer scientists

The durability of ETH has lead to it being included in many scientific papers over the past decade that will need to be revisited if the AI labs claims that they’ve proven it wrong holds up, Williams said.

“This is partly why I was asking or pushing OpenAI to support a conference on this — it’s going to affect many researchers’ works, and we need to figure out, okay, what happens next besides understanding the algorithms. We need to understand, how should the foundations change compared to what we had before?” he said.

Before scientific concerns, there are cybersecurity questions. Williams said that an improved algorithm could imply that cryptographic systems relying on certain key sizes could be considered broken. So one of the first questions he asked OpenAI science lead Dan Roberts “was if they had checked that this affects any crypto systems … is anything insecure now? And apparently, they checked, and they were reasonably confident that this didn’t … imply any breaks.”

This new AI paradigm of scientific discovery is still a work in progress, but Williams says he is optimistic despite real concerns, particularly about training the next generation of scientists. Being a computer scientist who does high level math has perhaps made the adjustment easier for him than for pure mathematicians.

Still, he says AI is “forcing people to be a little more ambitious about the kind of work that they do, and to think more deeply about, okay, if all the things I used to work on are now low hanging fruit for AI, how can I raise the bar for the kind of scientific questions I want to ask?”

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