AI Agents Shift
Ishan Sharma of Juspay is betting that AI agents will become a core layer in the next generation of software systems, not merely a productivity add-on. In his framing, the significance of AI lies less in chat-style interfaces and more in autonomous, task-oriented systems that can execute workflows, coordinate actions and reduce the manual burden across engineering and operations. That view is increasingly relevant for mobility businesses, where software complexity is rising alongside electrification, connected vehicles and digital payments.
For the automotive and EV ecosystem, the implications are substantial. Vehicle ownership is becoming more software-driven, while charging, subscriptions, fleet management and in-car commerce all depend on reliable digital infrastructure. AI agents, if deployed well, could help companies automate customer support, streamline payment reconciliation, improve incident handling and accelerate internal development. The promise is not simply faster coding; it is a more adaptive operating model that can respond to scale without proportionate increases in headcount or cost.
Sharma's comments also reflect a wider shift in how Indian technology companies are thinking about global competitiveness. Rather than treating India as only a delivery base, firms are increasingly building products and platforms from India for international markets. That transition matters in mobility, where global standards, fragmented regulations and cross-border payment flows demand systems that are both technically robust and commercially flexible.
Building From India
India's software sector has long been associated with services, but the current wave of AI adoption is strengthening the case for product-led innovation. Companies like Juspay, which operate at the intersection of payments and digital infrastructure, are well placed to benefit from this change because they already work on mission-critical systems where reliability, latency and scale are non-negotiable. In mobility, those same requirements apply to tolling, EV charging, fleet transactions and embedded finance.
The strategic advantage of building from India is not just cost. It is also the ability to iterate quickly, access deep engineering talent and design for complexity from the outset. That matters in sectors such as EVs, where the business model is still evolving and where software can determine whether a platform is merely functional or truly scalable. AI agents could help Indian companies shorten product cycles, test more use cases and reduce the friction of operating across multiple markets.
At the same time, the shift raises practical questions. AI agents are only as useful as the systems they are connected to, and mobility businesses often rely on legacy infrastructure, fragmented data and strict compliance requirements. In payments-linked mobility workflows, errors can quickly affect customer trust. That means the near-term opportunity is likely to be selective and operational rather than fully autonomous. Companies that succeed will be those that deploy AI with clear guardrails, measurable outcomes and strong human oversight.
Mobility's Software Future
The broader mobility sector is entering a phase in which digital intelligence is becoming as important as hardware. EV adoption depends on charging reliability, payment convenience, fleet analytics and service responsiveness. Automotive players are also under pressure to improve customer experience through connected services and faster issue resolution. AI agents could become a practical tool in this environment, helping companies manage support queues, automate repetitive back-office tasks and surface insights from large volumes of operational data.
Sharma's perspective is therefore part of a larger industry conversation about where value will accrue in the AI era. For India, the opportunity is to move beyond being a participant in global technology supply chains and become a source of product innovation for sectors that are themselves being redefined. Mobility is one of the clearest examples, because it sits at the intersection of software, finance, logistics and consumer experience.
The challenge for companies like Juspay is to translate that vision into dependable systems that can serve demanding enterprise customers. If AI agents can be made secure, accurate and scalable, they may become a decisive advantage for Indian firms building for the world. For now, the message from Sharma is clear: the next phase of growth will belong to companies that treat AI not as a novelty, but as infrastructure.