08/31/2026
85% of ecommerce traffic is on mobile.
Almost none of it happens inside a brand’s own app.
For India that gap is strange. Our consumers are the
most app-native in the world. Zepto, Blinkit, Swiggy,
Myntra. We do not browse and compare. We open the app.
But ask a D2C founder why they do not have one and
the answer has always been the same. Too expensive.
Too slow. Too much engineering.
That answer just expired.
Here is what actually changed
1/ The barrier was never demand. It was build time.
Mayank Agarwal, our co-founder and CTO, put it simply. Building
a good app could take three months. Four months. A year
if you wanted it done properly.
That is why so few brands have one. Not because
customers did not want it.
2/ The barrier is gone now.
“With AI coming in, that technology barrier has been
removed completely. It is all about imagination now.
What you can imagine, you can tell the agent, test it,
make it live.”
3/ And the channel was always the better one.
“Shopping experience on app is far superior compared
to web. All the metrics prove it. Session time.
Conversion rate. People just browsing products.”
> 3x higher conversion rate than mobile web
> 6x higher customer lifetime value
Now put those two things together. No build barrier,
and a channel that already converts three times better
than the one you are pouring all your ad spend into.
The supply just got unlocked. The demand was always there.
I do not think this stays a small category for much
longer :)
Full co-founders episode on Brewed. Link in comments.
For the founders reading this, what actually stopped
you from building an app so far? Cost, or something else?
