Hollow at the Base - by Manish Singh - India Dispatch
Sep 14, 2025 · AI is gutting the entry-level jobs that powered India's technology services boom. The consequences will be felt far beyond its borders. The foundation of India’s $250 billion …
Techmeme - Facing disruption from GenAI, the $250B Indian ...
Facing disruption from GenAI, the $250B Indian IT industry has adapted by focusing on preparatory work AI requires, such as data cleanup and system...
TCS, Infosys IT Picks For Bernstein As Gen AI-Led Capex Paves ...
Sep 10, 2024 · Indian information technology companies may be on the cusp of recovery after enduring a prolonged period of discretionary spending cuts. Revenues from generative …
Techmeme: Bernstein: AI could erode India's $350B services ...
Bernstein: AI could erode India's $350B services export sector as AI replaces entry-level engineers at “higher precision and speed” at a fraction of the cost — AI subscriptions replace …
DeepSeek AI breakthrough to benefit Indian IT stocks ...
Jan 29, 2025 · Investing.com -- Bernstein said Indian IT firms such as Infosys Ltd (NSE: INFY) and Tata Consultancy Services Ltd. (NSE: TCS) stand to benefit as the launch of DeepSeek’s …
Manish Singh - Substack
Why are there no large market cap edtech companies globally? Per Goldman Sachs:
Bernstein: AI could erode India's $350B services export ...
Mar 30, 2025 · Manish Singh / India Dispatch:Bernstein: AI could erode India's $350B services export sector as AI replaces entry-level engineers at higher precision and speed at a fraction …