Aniruddha Dongre

Anti Fascist, Anti racist. Tech enthusiast. Test Cricket lover.

[Amock_ @Amockx2022]

THIS IS MINDBLOWING 🤯🔥

BJP built infrastructure is collapsing in six months and few even before inauguration

INC built this sea link in 2009

Even after 17 years, you can see there's 00 Potholes, 00 cracks and no jerkings 🔥

Just look at the quality of drive and this is what happens when you vote for development

[Jiddu @_jiddu]

Red Carpet : PM, CM

Black Carpet : Ordinary Indians

• BJP is giving carpet welcome to all indians while Indians want road....

Shame on Indians....

[Indian @MeIndian03]

😭😭😭

[Aniruddha Dongre @BigData27]

@morris11183 Touched the 2 sigma low now.

[Aniruddha Dongre @BigData27]

@appadappajappa I thought the movie will be a biographical series of events turning DF into Maharashtra CM. But it was a totally different subject. #selfthoo

[Er. UTTAM CHAND अहिरवाल @Rashtriya_123]

मीट मछली की दुकान बंद कराने वाली साध्वी खुद देखो बियर व मटन बिरयानी के साथ वायरल हो रही है।

[Rahul Gandhi @RahulGandhi]

हज़रत इमाम हुसैन जी का संघर्ष, त्याग और बलिदान हमें असत्य, अत्याचार और अन्याय के विरुद्ध मानवता की सबसे मज़बूत ढाल बनने की सीख देता है।

आज मुहर्रम के दिन हमें उनके बताए हुए रास्ते पर चलने की प्रेरणा लेनी चाहिए।

[Vikas Vij @TheClubJunto]

IT’s Wake-Up Call

(1) Vishal Sikka says IT companies should go private. Public shareholders’ quarterly mindset will bring doom. (2) Reddit super thread of Bengaluru IT developers shows what’s coming.

Dr. Sikka’s Radical Recipe 2.0

a. Ten years ago, when no one had heard of AI, Vishal Sikka made a revolutionary move for Infosys to invest in OpenAI. Yesterday, Dr. Sikka made an equally revolutionary suggestion – but this time Murthy cannot fire him for it.

b. Dr. Sikka to CNBC India: “The tsunami has hit us. It’s not Vishal Sikka saying it. The water is already in our living room. It will wipe out the older ways of doing things. To me, the big question is how quickly do you pivot – that is, IF you see the urgency.”

c. Self-Disrupt – Go Private: Dr. Sikka says IT companies should go private. “Being private would afford you the independence to make the radical changes that are necessary.”

d. Indian IT companies are hamstrung by quarterly earning calls, retail shareholder optics, and promoter dividend dependence. (Example: 72% of TCS dividend goes to Tata Sons for funding other group companies). So, they cannot make the existential reinvention required to survive.

e. Dr. Sikka gave the example of Netflix. When Netflix decided to abandon its highly profitable DVD rental business entirely and pivot to a 100% streaming platform, it was a near-death choice.

Revenue dipped, stock crashed, shareholders complained, but Netflix extended its life cycle by decades with the bold self-disruption. Its competitor Blockbuster did not make that choice, and died.

Accenture’s Warning Bells

a. Accenture has cut its full-year revenue growth guidance. The CFO said: “More of the guidance range is in play.” Translation: things could get worse.

b. Year-to-date, Accenture already has 104 client orders of $100+ million each. But the gap between AI bookings and AI revenue realization is becoming a growing concern at every analyst call.

c. Morgan Stanley CIO Survey 2026 shows that overall IT budgets of companies (clients) will grow at 3.7%, but IT services budgets will grow at 2%. Note the difference of 1.7%. It means AI is already eating away 40% of IT services growth.

In other words, total tech spending of clients is not shrinking. But the portion going to traditional IT service providers is being cannibalized by in-house AI.

Signals from Ground Zero

Analysts have to depend on lagging indicators (evaluating past quarter’s results.) But this week, a Reddit super thread of IT developers provides some leading indicators.

a. Signal # 1: The original poster (OP) wrote his B2B product company in Bengaluru eliminated 45 of 50 tech roles overnight (90% workforce reduction). Three IT architects remain (OP is one of them) who will handle the job of 45.

b. Signal # 2: OP says: “100% (not 60% or 80%) of React + Chakra UI frontend code over the last 4 months was written by Claude.

More alarming: a full Okta SSO overhaul was done in 4 days, which would earlier take 2 months. “Claude caught, developed, backtracked, tested many things I did not even know were security holes.”

INVESTOR IMPLICATION: TCS Chairman said AI cannot be trusted for complex work like security vulnerabilities. But in reality, that “complexity ceiling” is rising with every passing day.

OP says the company’s rationale is: “If this restructuring does not pay off in 6 months, we can again hire developers who are available a dime a dozen in Bangalore with oversupply.”

c. Signal # 3: Most Important Signal: A commenter said: “Just because a company can build 3x more products or ship features at 3x faster speed does not mean there are 3x more customers waiting to buy them. Productivity can increase much faster than demand.”

Another commenter said: “Earlier the constraint was on production. Now the constraint is on consumption. Even if we could produce what we want, is there a market to consume it?”

INVESTOR IMPLICATION: “AI will expand demand for IT services (expand total addressable market or TAM)” – this was the original bull thesis for IT stocks.

The reality is the opposite of it. Clients are using AI to cut their costs of production (IT vendor contracts), and not increase sales as there is no demand elasticity.

ENDPIECE: What is Your Exit Thesis?

Question for retail IT investors: What is your exit strategy? Are you hoping that FIIs will start buying “too cheap” Indian IT at some point?

Hope is not a strategy.

As a commenter wrote on the Reddit thread:

“I expect there would mass unemployment by late 2027 or early 2028. Hopefully, that would lead to Universal Basic Income or UBI (government’s monthly payments to unemployed citizens for survival) to be put into effect.”

UBI is already the “hopium trade” in Bengaluru.

@arabicatrader

[Congress Kerala @INCKerala]

Crude Oil is below $80, and nobody is talking about daily profits of Oil Companies.

The increased petrol price will never come down because they "suffer" from 2000 Cr daily profits.

[Rahul Gandhi @RahulGandhi]

पापा, आपने जिस कुशल, समृद्ध और मजबूत भारत का सपना देखा था, उसे साकार करने की जिम्मेदारी मैं पूरी करूंगा।

आपकी सीख, आपके संस्कार और आपकी यादें हमेशा मेरे साथ रहेंगी।

[Nana Patole @NANA_PATOLE]

जननायक मा. श्री. राहुलजी गांधी यांना वाढदिवसाच्या मनःपूर्वक शुभेच्छा!

@RahulGandhi

[Rahul Gandhi @RahulGandhi]

पता है, भारत की सिर्फ़ 5 परीक्षाओं - NEET, JEE, SSC, UPSC और RRB की तैयारी पर छात्र और उनके परिवार हर साल कितना ख़र्च करते हैं?

₹3.5 लाख करोड़।

यानी भारत सरकार के पूरे शिक्षा बजट का लगभग तीन गुना। शिक्षा, स्वास्थ्य, श्रम, विज्ञान और महिला-बाल विकास - इन पाँच मंत्रालयों के कुल बजट के बराबर।

और बदले में करोड़ों युवाओं को क्या मिलता है? तनाव, अनिश्चितता, बेरोज़गारी, और टूटते सपने।

जो ख़र्च सरकार की ज़िम्मेदारी है, उसका बोझ आज परिवार उठा रहे हैं।

#ChhatronKiGoonj

[Priyanka Gandhi Vadra @priyankagandhi]

Just one figure from @rahulgandhi ji’s talk at Kota says it all:

🔹Money extracted by the system from NEET students and their families (22 lakh students per year) = 1.32 Lakh Crore.

🔹India’s entire education budget = 1.40 Lakh Crore.

🔹I have only one thing to add to it: Loans forfeited by the government of India to its favourite businessmen: 16 Lakh crores.

#ChhatronKiGoonj

[Telegram Messenger @telegram]

Over 300,000 people die of drowning each year. In order to protect society, it is now illegal to consume or possess water.

Your government is also considering banning solid food, as it presents a needless choking hazard.
You are not an adult.
You are a baby.
Eat the baby food.

[Congress @INCIndia]

राहुल गांधी ❤️

[Mohit Chauhan @mohitlaws]

🚨THIS IS ABSOLUTE CINEMA.

A massive crowd of young people erupted in support at Rahul Gandhi’s mega rally in Kota, Rajasthan.

Gen Z has now found its voice. The resistance begins today.✊

[Congress @INCIndia]

The Congress Party is a party of resistance.

[Rahul Gandhi @RahulGandhi]

Each Congress worker is like my family. Ours is the only party for all Indians.

We must re-establish our connection with people, work with unity, and defeat RSS-BJP in this ideological battle to save the future of India.

#NavSankalp

[Jairam Ramesh @Jairam_Ramesh]

इससे पहले कभी किसी ने लोकसभा में अपनी पार्टी के लिए दो-तिहाई बहुमत जुटाने की ऐसी कोशिश नहीं की, जैसी केंद्रीय गृह मंत्री इन दिनों संसद के मानसून सत्र से पहले बेचैनी से कर रहे हैं। स्वयंभू चाणक्य को 17 अप्रैल, 2026 को अपमानित होना पड़ा था, जब NDA आवश्यक दो-तिहाई बहुमत नहीं जुटा पाई और परिसीमन से जुड़ा खतरनाक संविधान संशोधन विधेयक अच्छे अंतर से खारिज हो गया।

उस करारी हार से तिलमिलाए हुए, वे अब विपक्षी दलों को तोड़ने और लोकतंत्र का पूरा मजाक बनाने में व्यस्त हैं। लड़ाई जारी है। उनके दुर्भावनापूर्ण मंसूबे सफल नहीं होने चाहिए और सफल नहीं होंगे।

[Indian Youth Congress @IYC]

This is not a trend. This is a generation demanding answers.

From campuses to social media, from placards to public questions, Gen Z is raising its voice.

📹 Record a 60-second video
📋 Make a handwritten placard
🌹 Rose for accountability
🎤 Ask the tough question
📱 Tag BJP leaders and challenge them

✋ Five actions. One demand.
#SackPradhan #GenZKaPanja