Hitesh Oberoi

CoPromoter MD and CEO (InfoEdge - Naukri, 99acres, Jeevansathi, Shiksha..)

[Hitesh Oberoi @hitobs]

The narrative around AI and its impact on jobs, even entry level jobs is slowly beginning to change.

AI will create new opportunities and the best companies will go for them.

[Anthony Pompliano 🌪 @APompliano]

I have changed my mind on how AI will impact jobs in America.

Previously, I believed AI would replace many entry level roles typically filled by young employees. The technology would then work its way up the organization and eventually reduce the total number of jobs in a company.

The data is saying something different, so when I get new information I am willing to change my mind.

The number of software engineers being hired has been increasing. The number of open software engineer roles is growing.

The number of new college grads who get hired has increased 5.6% over the last 12 months. The unemployment level for people aged 20-24 years old who have a college degree has fallen from nearly 9% to almost 5% as well.

The Wall Street Journal recently wrote “AI created 640,000 jobs between 2023 and 2025 in the U.S., according to an analysis by LinkedIn of job posting data, including new white-collar positions such as Head of AI and AI engineer.”

And I am starting to see companies throughout our portfolio aggressively hiring to keep up with the demand for their products and services.

If AI can make employees more productive, which is widely accepted as fact, then companies are going to want as many productive units of labor as possible. This is a key reason why I am changing my mind.

AI appears to be a magical technology that will make companies more productive and more profitable. The net result will be more corporations, more startups, and more jobs.

All three are big, positive wins for the American economy.

[Hitesh Oberoi @hitobs]

My current mental model basis what I am seeing around me and at InfoEdge in all our verticals - Naukri, 99acres, Jeevansathi and Shiksha.

1) AI is fundamentally deflationary for businesses.

2) When the cost of intelligence drops toward zero, the cost of doing many things drops with it.

3) Everyone becomes more productive but no one stays differentiated for long.

4) The natural outcome? Price compression. Margin pressure, Commoditization.

5) We’ve seen this with the internet, cloud, SaaS. AI is doing it to cognition itself.

But this is only half the story.

6) AI is deflationary for existing markets
and expansionary for new ones

The big mistake

7) Using AI just to do the same things cheaper. That’s a race to the bottom.

8) The real question is, What becomes possible now that was previously impossible?

Three ways I see AI creating real advantage

1) Solving problems that were too expensive to solve or not solvable earlier

2) Serving customers who couldn���t be served before

3) Delivering experiences and quality that wasn’t possible to deliver before

In other words

Don’t just lower costs. Expand the market. Because when capabilities commoditise , value shifts to,

– Distribution and Customer Relationships
– Brand
– Trust
– Proprietary data
– Ecosystems

The winners in the AI era won’t be the most companies which are the most efficient.

They’ll be companies with the best imagination

[Hitesh Oberoi @hitobs]

From Plaksha to Penn Engineering

[Hitesh Oberoi @hitobs]

A voice that could do it all. Playful, seductive, soulful, timeless. A song for every mood and every generation.
From Dum Maro Dum to Abhi Na Jao Chhod Kar to In Aankhon Ki Masti to Parde Mein Rehne Do, so many favourites. 80 years and 12000 songs. Rest in peace Asha ji. Truly the end of an era.

[Hitesh Oberoi @hitobs]

@Irongyan18 Sorry - typo 77/23

[Hitesh Oberoi @hitobs]

Sharing the Jeevansathi Modern Matchmaking Report 2026.

This year, the team analysed a decade of behavioural data along with insights from 30,000+ active users to understand how India is redefining partner search and marriage.

The findings point to structural shifts, a few that stood out-

• Strict caste preference dropped from 91% to 54% in a decade
• Remarriage seekers are up by 43%
• 77% profiles now self-managed, only 33% are managed by family or siblings
• ⁠Median marriage age has moved from 27 to 29
• ⁠87% men say they’re comfortable marrying a woman who earns more

Checkout the full report here:
https://t.co/QnJakxZZj7

[Hitesh Oberoi @hitobs]

@i_am_mr360 Sorry 77 and 23

[Hitesh Oberoi @hitobs]

Plaksha YTS+ 2026 is here

Summer program | Class 9-12 (May 24 to June 7, 2026)

2 week summer experience for those who are curious about the ‘Why’

Choose any one track

1) Biology beyond Medicine - Solutions inspired by life itself

2) Data Science, Economics and Business - Using numbers to shape choices

3) Robotics in action - Machines that think and act

Each track has a focus on solving problems, interdisciplinary learning, hands on projects and mentors from top global institutions

https://t.co/eIgc1cGkbC

[email protected]

Phone - 7303580960

[Hitesh Oberoi @hitobs]

@i_am_mr360 Apologies, a typo here - it’s 77pc self managed and 23 pc managed by family.

[Hitesh Oberoi @hitobs]

@Aryaan1917 @Naukri Can you share details please - thx

[Plaksha University @PlakshaUniv]

We now know what joy looks like! It is in the parents' eyes, the quiet emotion in their smiles and the anticipation in every step onto campus.
A moment that marks the beginning of a shared dream.

#Convocation2025

[Maheshwer Peri @maheshperi]

I say this to every parent and student who is aspiring to be at IITs. @PlakshaUniv is one of the best options that emerged in the past few years. If you are a tech enthusiast, and aspirational, it must be a part of your UG consideration set. Congrats @hitobs , Aakash and every person who was a part of this journey.

[Hitesh Oberoi @hitobs]

At the Plaksha convocation yesterday there were hundreds of us with our personal cameras taking pictures, an official cameraman with pro gear, a videographer on the ground and yes a drone to take aerial shots.

A reminder that the relationship between technology and jobs is rarely straight forward.

Is technology going to take away jobs or reshape them ?

[Hitesh Oberoi @hitobs]

What an amazing day at Plaksha. It was our first UG convocation.

Like they say if you can dream it you can do it.

The journey started with a few of us in 2016 and went through its ups and downs like any startup esp during covid.

A big thank you to all my fellow cofounders, our donors, our Chancellor Dr Shankar Shastri who helped develop the idea with some of us over a few dinners in 2017, our VC - Dr Rudra Pratap, faculty members, the non academic staff and management and last but not the least - the students and parents who trusted us when there was nothing.

Miles to go but we are well on our way to build a world class futuristic tech university out of India.

[Hitesh Oberoi @hitobs]

Specialisation is the new superpower.

Whether you’re in Engineering design, AI, BioTech or Diagnostics, the market is moving your way.

#Jobs #AI #ML #HiringTrends #TechJobs #Biotech #NaukriInsights

[Hitesh Oberoi @hitobs]

Seems like Specialist jobs are growing much faster than the overall job market.

AI/ML roles, High tech design and clinical research are leading the charge.

Here’s what the latest data from the naukri data science lab shows 🧵👇

[Hitesh Oberoi @hitobs]

GCCs (Global Capability Centers) are buzzing too

+35% growth in AI/ML jobs
+34% growth in premium jobs in GCCs.