business process outsourcing

also referred to as: bpos

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jun 12, 2025 by Jason Lemkin · across every show →

Everything said about business process outsourcing, oldest first

Jun 12, 2025 negative
Assertion Supported
Lemkin: Fast-growing AI contact center startups rely on BPO revenue
“A lot of the folks that are exploding, I don't mean to, in the AI contact center with huge numbers, have either acquired or indirectly acquired BPOs. So they're attack tack attaching into that seventy five billion in a very interesting way. Not all that revenu…”
Jason Lemkin Jun 12, 2025 ▶ 59:09 Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
Feb 9, 2026 bearish
Prediction Not checkable as stated
Acharya: Offshore BPO call center jobs are prime targets for AI automation
“So if you look at BPOs, you know, business process outsourcing, they're the areas in which there's the least ambiguity, where the job is literally a series of tasks, where people in offshore call centers take a task off the queue. Those things are very well se…”
Anish Acharya Feb 9, 2026 ▶ 56:17 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
Mar 16, 2026
Insight
Rajaram: AI replaces labor via BPO cuts, attrition, and finally direct layoffs
“The first thing that's happening is businesses are outsourcing to third party BPOs, many of them in India, Philippines, et cetera. That spend is the easiest to cut because now you can offer the same service, higher quality, faster, and 20, 30% cheaper. The sec…”
Gokul Rajaram Mar 16, 2026 ▶ 27:01 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
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