Meesho Rules Out Platform Fees as AI Server Costs Rise
· Source: medianama.com
In short
On its Q2 FY27 earnings call, Meesho said it will not introduce cart-level platform or convenience fees despite losing roughly Rs 2.4 per delivered order, opting instead to improve margins through cheaper logistics and advertising. The company is shifting much of its engineering work to AI agents and uses AI to speed deliveries and block fraudulent orders, but GPU and server costs have risen to 2.3% of net merchandise value from 1.9%. Meesho also outlined plans for lending, automation of its Valmo sorting hubs funded largely by delivery partners, and productivity gains where one engineer now owns the output of a three-person pod.
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Tags: logistics, e-commerce, AI agents, server costs, automation, last-mile