Global / AI Agents

Glance shifts focus to AI-powered commerce agents as US drives half its revenue

A lock-screen app is betting consumers will prefer agents to search when shopping online.

Glance, an Indian lock-screen platform, is pivoting toward AI commerce agents as consumers increasingly use AI tools to discover products, especially in fashion. The US now accounts for over 50% of Glance's revenue.

Published · significance 51 of 100 (medium) · 1 source

What happened

Glance, an Indian lock-screen app, is pivoting its business model to focus on AI commerce agents. The company is making this move as consumers increasingly turn to AI tools for product discovery, particularly in fashion. The US market now represents over 50% of Glance's revenue.

Why it matters

This reflects a broader trend of AI agents becoming a distribution channel for commerce, potentially disrupting traditional search and social discovery. For Indian startups with global reach, it signals the necessity to adapt product strategy to follow where user behaviour and revenue are concentrated, which in this case is North America.

What changes

Indian companies operating consumer apps must now compete with AI agents as a primary discovery mechanism. Glance's shift also suggests that lock-screen real estate, once a valuable advertising slot, is being reconceived as a platform for agentic commerce.

India angle

Glance's pivot demonstrates how Indian consumer tech companies must quickly internationalise and adapt to AI-driven product models to remain competitive, particularly as their revenue bases increasingly depend on global markets.

Sources

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