IT Services
topic on 3 shows · 7 statements across 7 episodes
the Neon Show 
WTF is with Nikhil Kamath 
Capital Allocators
7 statements about IT Services, every show
Kamath: Biggest upcoming portfolio allocation will be Indian IT and banking
“Strangely enough, my biggest allocation soon will be IT services and banking because of the moats these industries sit on. It's the most counterintuitive thing to invest in, in an AI first world, but for somehow for India, I feel like it makes sense. And I can…”
India Faces Severe Macro Pressures From AI Disruption and Energy Dependencies
“India right now is going through a very difficult period. It's got a double whammy now of being in the crosshairs of AI because of IT services and the huge part of their economy that that sector represents. It's got the risk that it's facing from the Iran war,…”
Garg: India exports roughly $150B to $160B in IT services today
“We export about 150 and sixty billion dollars worth of services IT services today also.”
Pai: Global respect for Indian passports is driven by IT services
“If the Indian passport has respect globally, it's because of the IT services.”
Gautam Baid: Indian IT, Pharma, and FMCG Created Wealth in 2009–2013 Bear Market
“During the 2009 to 2013 bear market in India, investors in IT services, pharmaceuticals, and FMCG made a lot of wealth for themselves”
Nexus VP decided early to avoid investing in IT services companies
“So that's why one thing we decided is that we are not going to invest in any IT services company, which was a very different kind of step and decision compared to any other fund in India at the time, any other fund.”
Khan: Startups are now India's largest job-creating industry
“And certainly if you look at the last 12 years in 2008 is when the venture capital revolution started in India. This is the largest job creating industry in India. It's no longer IT services or banking or something like that. It's the startup industry, right?”