Bhaskar Ghosh
Partner & CTO, 8VC. On 1 show, 2 appearances. The Shows tab opens the full record on each.
investorengineerexecutivescientist@BGMusings ↗8vc.com ↗
Bhaskar Ghosh is a Partner and CTO at 8VC, where he focuses on early-stage enterprise software and data infrastructure investments. He previously served as the founding Head of Data Engineering at LinkedIn and held engineering leadership roles at NerdWallet, Yahoo!, and Oracle.
1shows
2appearances
32statements
4resolved
3supported
1contradicted
75%fully supported
Everything Bhaskar Ghosh said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Ghosh: AI Services Roll-Ups Do Not Scale Through Network Effects
“That once you have grown to hundred million dollars in revenue by buying three companies, growing to four hundred million dollars by buying 10 more companies, that's not a network based act. That you will probably have to do some special stuff to do those thin…”
Ghosh: AI-Enabled Services Will Become Massive Dividend Businesses
“Make no mistake, these are going to be massive dividend earning businesses, cash flow businesses, and the margins might expand dramatically.”
Ghosh: IT Services Will Shift From Time-and-Materials to Outcome-Based Pricing
“I think, today, a lot of the economic model is time and materials. It is going to go towards outcome-based pricing.”
Ghosh: Cross-Border SaaS Founders Must Spend Time in SF or NYC
“And the other thing we're seeing is at least one founder who is involved in go to market at some point in time, early in the company cycle, Has to spend time either in New York or in San Francisco. There is no alternative for that.”
Ghosh: Indian IT Services Will Adopt GenAI, Not Be Disrupted
“Instead of us thinking they'll be disrupted, I suspect Indian services and consulting sector will start using generative AI and will actually come up with new stuff.”
Ghosh: Indian IT Services Generate $400B and a $1.2T Broader Economy
“The revenue coming into India from services
BPO, IT, non-IT is about four hundred billion. The total economy around the services economy, if you add the families and the schools and the hospitals and everything else is 1.2 trillion.”
Ghosh: Bay Area AI Dominance Shows No Signs of Slowing
“What you and I both talked about is you see a secular movement of those founders coming to the Bay Area for multiple reasons. One is they want to be closer to the AI wave which surely is the deepest here and the highest here right now, and there is no sign of …”
Ghosh: 10-Person AI BPOs Will Not Displace Legacy Firms Soon
“One is new age BPOs. That hey, I am bringing this new BPO which only has 10 employees instead of a hundred which can do the same thing as you. Aspirationally, that's where the market is going. I am betting on that that is not going to happen in one or two year…”
Ghosh: IT Teams Will Ditch Datadog and Splunk for Cheaper Alternatives
“There are two pieces of software that people always complain about from the IT side, and the op, and the IT ops side, and the data ops side, site ops side, SRE side, but they still pay, but they will absolutely switch if something cheaper comes. One is called …”
Ghosh: AI Software Requires Palantir-Style Forward-Deployed Engineers
“Many of these new AI enabled businesses that you're building, whether it's pure software, whether it's services, Has a Palantir-esque, ah, ah, flavor to it. That, that in delivering this service and in delivering this software, ah, AI enabled software, you wil…”
Ghosh: LLMs Will Disrupt Massive Observability and Security Markets
“So, in the observability area of the site observability. Similarly, for security observability, I think there is a massive area SIEM. I would say these are backward facing categories which are massive TAM which will be impacted by LLMs and by using Gen AI.”
Ghosh: Agent Orchestration and MCP Gateways Will Be Massive Markets
“Around deploying agents and co-pilots in the enterprise is going to be a very important area. So there are at least two parts to it. One is companies which are doing orchestration of these tiers itself. In old school year, now old school companies like LangCha…”
Ghosh: Product Taste and AI-Centric Design Cannot Be Automated
“The taste of a product, the design aspect of a product, increasingly AI-centric design, where you are building an AI-infused product, how do you land it? These are non-trivial things. Which I don't think can be automated away.”
Ghosh: West Bengal Missed Major Opportunity to Become India's Tech Hub
“I would say Bengal missed a major, major, major, major bet at that time because given If you look at culturally, love of learning, structured thinking, everything, all of that is very much there in the culture. So there is absolutely no reason why the, initial…”
Ghosh: India Has Not Yet Seen Sufficient Enterprise Infrastructure Software Activity
“Generally, I think from the India side, I don't think enough is happening in the infrastructure side yet. That takes a certain confluence of factors that hasn't yet happened in India.”
Ghosh: Top 10 US Software Company CEOs Were All Born and Educated in India
“Look at the number of CEOs in the top 10 software companies of USA. Guess what? Yeah. All actually born and studied in India.”
Ghosh: AI Co-Pilots Can Now Automate Complex Mid-Office Workflows
“All of that, if you think of it as a, you know, co-pilot setting can be done automagically now to a large extent. Which is why we are seeing so many companies getting started in each of these areas in a very, very, you know, high demand-driven way because, you…”
Ghosh: Services Firms Will Be Mostly AI Within 5 to 10 Years
“It is reasonable to assume at some point in time in the five, seven, 10 years that might happen.”
Ghosh: Human Service Migration Prevents Network Effects in IT Services
“When the handover is just about software, it's much more streamlined, structured. People know, there are consultants who will migrate your HR system from this to this. But the act of going from one services outsourcing to another is much more human driven. Tha…”
Ghosh: Services TAM Vastly Exceeds the Enterprise Software TAM
“Multiple trillions of dollars for sure. Whether it's tens or twenties, I don't know the answer. But it is vastly larger than the enterprise software space. That much I can tell you. Both TAMs are very large. Services TAM is much larger today than software TAM.”
Ghosh: Indian Vertical SaaS Requires Deep US Domain Expertise
“Vertical SAS, I've seen a bit less happen out of India, because when you're building in India, selling in the US, and you're not selling generic enterprise software, you need much deeper domain expertise of the vertical you sell into.”
Ghosh: Sales Leaders Spend Aggressively While HR and Marketing Cut Costs
“Sales is an investment in the top line of that company. And sales ops leaders are willing to spend an arm and a leg To hit their numbers and go top line. Moment you go into HR, moment you go into marketing, which are probably cost centers more, answer is not t…”
Ghosh: Semi-Structured and Unstructured Data Lakes Will Become Massive
“I think data lakes will see more and more semi and unstructured data because you can squeeze more enterprise value out of them, which has not been true. So infrastructure around semi and unstructured data lakes One of our companies, Aaron is working in that do…”
One line per show, most statements first. The link opens Bhaskar's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 NEON SHOWLEDGER | Partner & CTO, 8VC | 2 | 32 | 75% 3/4 | full record on the Neon Show → |