Suman Guha

ET AI Top 50 @2025, India Tech Icon @2024, Building modern retail, Founder of RecodeAI

[Suman Guha @sumanguha]

I Replaced My Morning Routine With AI Agents https://t.co/jQeCWSLyfd

[Suman Guha @sumanguha]

The very reason I had joined #TATA

[Suman Guha @sumanguha]

Leadership is action, not a position

If you know what I mean, I am hiring Engineering Head at @cromaretail

https://t.co/yzUGC1HVEN

[Suman Guha @sumanguha]

Product Management is having its biggest upgrade in 20 years.

6 questions every board should be asking their CPO right now: Are they asking the right questions?

What should you do as PM ? Read more ⬇️

https://t.co/Fz3YVYi53E

[Suman Guha @sumanguha]

That image is the AI industry in one frame.
Cooperation on protocol. Competition on everything else. Read more
https://t.co/GxiY41lyft

[Suman Guha @sumanguha]

Your engineers didn't need an AI strategy. They needed you to have one https://t.co/i6Jg5QzKwp

[Suman Guha @sumanguha]

Tata x OpenAI isn’t an enterprise software deal.

It’s India’s declaration that it wants to own the full AI stack.

Full story breakdown https://t.co/vVwAhnBwMk

[Suman Guha @sumanguha]

Excited to join Croma as Chief Digital Officer.

https://t.co/YdNNdFuBws

India’s leading electronics retailer.

The opportunity: Build AI-native commerce at Tata scale from conversational shopping to intelligent merchandising to assisted selling tools that actually work in-store.

Retail’s next chapter won’t be written by aggregators. It’ll be written by retailers who can blend physical trust with digital intelligence.

Let’s build. 🚀

[Suman Guha @sumanguha]

Anthropic opening in Bengaluru is significant beyond another tech office announcement.

For India’s AI-native commerce builders:
∙Access to frontier models closer to home
∙Local talent ecosystem validation
∙Signal for enterprise AI acceleration in retail, fintech, banking

We’re past the “AI pilot” phase. Companies building at scale (Tata, Reliance, Flipkart, AdityaBirla) need reliable partners for production workloads.

The real unlock? When Indian CTOs/CPOs can work directly with model providers on domain-specific challenges—retail merchandising, vernacular commerce, assisted selling at store scale.

Bengaluru becoming a hub for both AI consumption AND AI model development changes the game.

Welcome @AnthropicAI 🇮🇳

[Anthropic @AnthropicAI]

We’re officially opening our Bengaluru office—our new home base in India, and Anthropic's second office in Asia-Pacific.

India is our second-largest market for https://t.co/RxKnLNNcNR. We’re launching new partnerships to deepen our long-term commitment: https://t.co/q94L1Hesq1

[Suman Guha @sumanguha]

For context https://t.co/bUsPVHRHQq

[Suman Guha @sumanguha]

Alibaba spent $400M on a campaign where AI does your entire shopping journey — browse, compare, buy.

120 million orders in 6 days.

They're calling it "agentic commerce."

The search was the sale. The question was the transaction.

This is the post-search paradigm arriving at scale. Not in Silicon Valley. In China.

[Suman Guha @sumanguha]

China's AI strategy right now:

ByteDance: giving away luxury cars through AI apps on national TV
Tencent: distributing $140M in cash through its AI chatbot
Alibaba: running 120M shopping orders through AI agents

This is the 2015 WeChat Payments playbook rerun for AI.

Distribution beats capability. Always has.

[Suman Guha @sumanguha]

GLM-5 is now the #1 open-weight model globally.

744 billion parameters. MIT licensed. Rivals Claude Opus 4.5 on coding benchmarks.

Trained on 100,000 Huawei Ascend chips. Zero NVIDIA.

US chip export restrictions were supposed to slow China down.

Instead, they funded China's independence.

[Suman Guha @sumanguha]

In the last 48 hours, every major Chinese AI company shipped:

ByteDance: Seedance 2.0 (viral AI video)
Kuaishou: Kling 3.0 (15s photorealistic clips)
Zhipu: GLM-5 (#1 open-weight model globally)
MiniMax: M2.5 (80ms, MCP-native agents)
Alibaba: 120M agentic commerce orders
DeepSeek: 1M token context. V4 imminent.

This isn't a model race. It's a market race.

[Suman Guha @sumanguha]

Signal Over Noise

There are 1,500+ AI companies. 200+ foundation models. 50+ AI newsletters. A new “breakthrough” every 48 hours.

Leaders don’t need more content. They need sharper signals.

If you choose to be wiser https://t.co/3GDuxgP1dx

[Suman Guha @sumanguha]

2025 was the year of AI demos.
2026 is the year of AI infrastructure.

Models are commoditizing. Agents need connective tissue.
The companies that win will be the ones that can actually deploy.

Not the ones with the best pitch deck.

Checkout what's happening this week https://t.co/X3IltLy8Ra

[Suman Guha @sumanguha]

Perplexity's Model Council runs 3 frontier models in parallel on every query.

Cross-validates. Flags disagreements. Delivers consensus.

This is the end of "trust one model." The beginning of "trust the system."

[Suman Guha @sumanguha]

MCP is to AI agents what HTTP was to the web.

One protocol. Universal connectivity. Infinite applications.

If you're building an AI strategy and you haven't heard of MCP yet, start here.