business process outsourcing
also referred to as: bpo
5 statements across 2 episodes · 3 bullish · 1 bearish · 2 people on the record · first statement Apr 3, 2025 by Kimberly Tan · across every show →
Everything said about business process outsourcing, oldest first
Apr 3, 2025 bearish
Tan: Large BPO incumbents will face AI disruption only long-term
“This is a net new market doing very similar work to what they were offering, but to a different segment of the population. And so they might not see it in the short to medium term, but you know, if these companies do well, obviously they will grow up with thei…”
Apr 3, 2025 bullish
Tan: The best AI startup opportunities target functions with clear ROI
“So we think that the best types of opportunities for people in that domain is Just really thinking about situations in which the ROI is so incredibly clear, which often means in types of work or types of functions where they have clear KPIs that you can assess…”
Apr 3, 2025 positive
Tan: High call-volume industries like logistics face the most AI disruption today
“I think where we're seeing the most disruption today Is industries that have very high call volume. We're seeing it a lot in logistics in particular, because if you think about how many different nodes are in a supply chain, there's so many people who have to …”
Apr 3, 2025 positive
Tan: AI excels at synthesizing unstructured data across disparate enterprise systems
“This is actually the type of work that AI is really good at handling. It is really good at taking very disparate amounts of information that is often unstructured in different formats across different systems. Synthesizing and structuring it, making sense of a…”