TCS
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the Neon Show 
WTF is with Nikhil Kamath 
Sourcery 
Top Founders
10 statements about TCS, every show
Siddharth: Agentic AI will replace services firms like McKinsey, BCG, and Accenture
“So I think like Turing will probably replace companies like McKinsey, Bain, BCG, and every services company like Accenture, TCS, Wipro, Infosys, like all of these companies doing vanilla services that's going to be automated with these agentic systems.”
Srinivas: Indian IT giants will hire fewer people going forward
“They're not going to hire as many people going forward.”
Bajaj: Hundreds of billions in value will be created in Service-as-a-Software
“I hope again, Indian founders wake up to it because the market cap that was created by Infosys and TCS. Is waiting, and I think TCS must be again, two hundred billion and whatever. That's waiting to be created in this service as a software. And we have an edge…”
Siddhartha: Wipro, TCS, and Infosys drive $200B in Indian IT exports
“Two hundred billion dollars of IT exports by companies like Wipro, TCS, Infosys, and hundreds of other IT services companies.”
Kumar: IT Giants Infosys and TCS Built India's Current Tech Talent Pool
“I think we need to thank all this consulting firms like Infosys and TCS and Wipos what they've done in the last 2030 years is what the talent pool, what we are seeing now, right?”
Ahluwalia: TCS and Infosys Still Pay Freshers 3 Lakhs Annually
“Even today, TCS Infosys pay to freshers who are a 22 to twenty-four-year-old, three lakh rupees per annum.”
India's last major talent export wave was tech via Infosys and TCS
“The last talent revolution that came out of India was probably Infosys TCS, which was Indian tech talent for the world. And I realized that there's a massive, you know, populace of creative population of creative people that could be harnessed into, you know a…”
Mid-Tier IT Firms Often Trade at Higher Multiples Than Infosys
“You look at IT services, for example, you know, you have the Infosys, TCS, but you have a lot of mid-level IT firms, which actually trade at a higher multiple, right? Than Infosys and TCS, et cetera.”
Sourcing elite product developers in India is difficult despite massive talent pools
“I think in India, the challenge is the quantity is there. If you want, say for example, tomorrow you want 1000 developers, you can go to one of those TCS and Wipros and say, tomorrow I need a team of 1000 developers. It's not a problem. But if you wanted to ge…”
Building a new Infosys or TCS is incredibly difficult today
“So I do think you have to always keep in mind the sort of the topicality, the times, like for example, you know, like you can't really build a new, I think it's hard to build like a new Infosys or TCS today. You know, there was a time through the eighties, ear…”