the real threat to indian IT isn't a better competitor.


it's AI companies becoming the service layer themselves.
anthropic just partnered with blackstone and goldman to run enterprise operations directly. openAI raised $4B to do the same thing.
TCS, infosys, wipro built empires on one arbitrage: cheaper human labor at scale.
that arbitrage is gone.
→ AI doesn't need a bench of 10,000 engineers.
→ AI doesn't need visas, onboarding, or shift handoffs.
→ AI closes tickets at 3am without a retention bonus.
you can't out-compete something that isn't playing the same game.
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