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Meesho CEO Vidit Aatrey said the company will not add a platform fee at the shopping cart stage. The statement came during Meesho's Q2 FY2026-27 earnings call, even though the company said it loses about 2.4 rupees per order. The same call also disclosed that AI agents have become Meesho's default way of developing software: one engineer leading a group of agents can take on the work previously done by a three-person team, with 65% of teams driven by a single engineer; from March to September 2026, the internal productivity score rose 171%, code review approval time fell 41%, and the time for a model to enter online testing shrank from 17 days to 3 days. AI has also pushed up costs: GPU scale increased 150%, server costs as a share of net merchandise value (NMV) rose from 1.9% to 2.3%, and the company plans to migrate some workflows to cheaper or open-weight models.
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Oct 29
MediaNama
Meesho says AI agents let one engineer do the work of a three-person team, with server costs rising to 2.3% of NMV
Meesho said on its Q2 FY2026-27 earnings call that AI agents have become its default way of developing software: one engineer leading a group of agents can take on the work of what used to be a three-person team, and 65% of teams are driven by a single engineer. The company said its internal productivity score rose 171% from March to September 2026, code review approval time fell 41%, and the time for a model to enter online testing shrank from 17 days to 3 days. At the same time, AI has also pushed up costs: GPU capacity increased 150%, and server costs as a share of net merchandise value (NMV) rose from 1.9% to 2.3%. The company plans to migrate some workflows to cheaper or open-weight models. Meesho also made clear it will not add a platform fee at the shopping cart stage, even though it loses about 2.4 rupees per order.