AA

Building products for Indians since 2016|Monetization and UX @mygate

[AA @AkshobhyaA]

Stereotypes are true.

[AA @AkshobhyaA]

@AbijitG Gujjus dancing in vietnam. How did you miss that

[AA @AkshobhyaA]

@manujosephsan wrote that revolutions are rarely led by the very bottom, but by the rung just below the elites. Indian independence,French Revolution. No one gets this segmentation better than the BJP: bottom gets benefits/mandirs. Middle discusses & despises #delhigymkhana

[AA @AkshobhyaA]

@BadCapitalVC 👋 pls pls pls 🥲🙏🏻🙏🏻

[AA @AkshobhyaA]

@harsh_vardhhan And completely misses on VND, TWD or even KRW!

[AA @AkshobhyaA]

@GeniusSports Need to connect with you asap from India. Please help. Its urgent.

[AA @AkshobhyaA]

@InternetH0F Australia will also play Asia Cup

[AA @AkshobhyaA]

Flat prices in #Dubai will come down.

But not in #Sarjapur 😭😭😭

#bengalururealestate

[AA @AkshobhyaA]

90s Kids: Bole mere lips, i love Uncle Chips, Uncle Chips

Uncle sabko chips denge 🤑🤑🤑

[Rohan Paul @rohanpaul_ai]

In new interview Jensen Huang has just shut down the idea that AI is going to replace the software industry.

He says "it is the most illogical idea in the world. And time will prove itself."

Software = Tools

And AI will always rely on those tools

[AA @AkshobhyaA]

1. Shift from volume-based billing to goal/outcome-based monetization(the startup way!)
2. India becomes 'IRL training ground' + HIL-AI based operations
3. Shift from 'acquired/proprietary know-how' to 'general smartness across domains for free' : More D2C entrepreneurs/product

[Anish Moonka @anishmoonka]

The all-time highs for IT services stocks are never coming back. And the reason has nothing to do with rate cycles or client spending slowdowns. The fundamental unit of value these companies sell, the billable human hour, is being automated away in real time.

The IT services model is facing extinction (not disruption). These companies all sell one thing: human hours billed at arbitrage rates. Indian engineer costs $15-40/hour, billed to clients at $50-150/hour depending on offshore versus onsite. That spread built over $500 billion in combined market cap across TCS, Infosys, Wipro, Accenture, and Cognizant. AI is compressing that spread in real time.

A typical IT services deal has 500 developers maintaining legacy code at $50/hour blended rate, which works out to around $50 million annually per contract. Claude, Cursor, and Copilot are already writing 46% of the code for developers who use them, and acceptance rates have climbed to over 30% now. GitHub reports developers complete tasks 55% faster with Copilot. That’s not five years out but happening today across millions of users.

The existential problem is that IT services companies can’t adopt AI to save themselves because their entire revenue model is headcount times billing rate. Every AI efficiency gain they deploy reduces billable hours. They’re structurally incapable of benefiting from the technology replacing them.

The Indian IT-BPM sector employs millions of people and these aren’t coal miners you can retrain. These are the retrained people. Software was supposed to be the safe career but now AI writes better code than a three-year associate, debugs faster than a senior engineer, and documents code that humans never would have bothered with.

TCS and Infosys currently trade at 20-25x earnings, down from 35-40x in 2021. The market has already started repricing these as ex-growth. Every quarter these companies issue guidance about “AI-first transformation” and “generative AI practices” but it seems like a funeral home is advertising coffin sales as a growth vertical.

IT services is the sector AI was specifically designed to replace.

[AA @AkshobhyaA]

@akm1410 wroom wroom? ;-) 🏍️

[AA @AkshobhyaA]

@championswimmer Seems like they haven’t changed much.

Once their head of ops called me and scoffed on phone and was giving me analogy from swiggy zomato😭

Since then I resorted to my cute travel agent in JP Nagara 🤣 no tech, send pdfs on email get things done

[AA @AkshobhyaA]

Delivering on time is being seen as going overboard!

That alone explains our collective ethics around time as a nation, and why ‘Indian time’ phrase exists.

Roads,signals,streets,drains,manholes need a fixing. Not @letsblinkit rider travelling at 15kmph or @deepigoyal!

[AA @AkshobhyaA]

Thala for a reason 🙇

[KHALID @H0H0v]

t = ?

[AA @AkshobhyaA]

@groww_cs there's nothing to assist. I have provided a suggestion. I am not even a groww customer.

[AA @AkshobhyaA]

@_groww @lkeshre when i change the time period, the change in that time period should also move. I have made time period to 5Y but the delta is still shown for 1D.

[AA @AkshobhyaA]

@shobhitic If you pack people with Delhi’s population density, state of Telangana is also enough.

[AA @AkshobhyaA]

DM if the opportunity is exciting for you.

[AA @AkshobhyaA]

@ICCCBengaluru @comm_blr_south @ZC_Bommanahalli @GBA_office @DKShivakumar @GBAChiefComm @osd_cmkarnataka @ICCCBengaluru @comm_blr_south the status remains as it is even after a week. I dont think the road engineer has even reviewed this.

[AA @AkshobhyaA]

@comm_blr_south @ZC_Bommanahalli @GBA_office @ICCCBengaluru @DKShivakumar @GBAChiefComm Is it legal to use 25% of road width as a construction material yard? Apart the dust and debris, it becomes so difficult to walk on the roads! Please get it rectified.

[AA @AkshobhyaA]

@ICCCBengaluru @comm_blr_south @ZC_Bommanahalli @GBA_office @DKShivakumar @GBAChiefComm Location is 12th Main Road HSR Layout Next to Punjab National Bank