IT services companies

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Nov 10, 2023 by Sharad Sharma · across every show →

Everything said about IT services companies, oldest first

Nov 10, 2023 positive
Assertion Partly supported
Sharma: Microsoft's 2013 profits exceeded top 20 IT services firms combined
“Microsoft, of course, the profits are through the roof, but the low profit year for them was 2013. But even in that low profit year, they made more profits than the top 20 IT services companies of the world put together.”
Sharad Sharma Nov 10, 2023 ▶ 10:13 UPI Struggle Story, India vs The World, BRAIN DRAIN Challenge I Sharad Sharma I iSPIRT I Neon Show
Jan 26, 2024 positive
Assertion Not checkable as stated
Kumar: Most Indian software product founders started at IT services firms
“So all the, today's, all the product founders, if you look at it, if you go all the way back, they would have worked in one of those companies at some point.”
Saravana Kumar Jan 26, 2024 ▶ 16:37 MUST WATCH for Indians Abroad - Remote Work, House Help & More | Kovai.co Founder | Neon Show
Jul 31, 2026 negative
Opinion
Krishnan: Headcount-based IT services models face severe pressure and must reinvent
“So they will definitely have to have to get substantially reinvented, right? Like today, very much the models in these companies have been entirely about this entirely head count related that is yeah, that model is definitely going to get a lot come under seve…”
Vijay Krishnan Jul 31, 2026 ▶ 58:04 The Man Training GPT, Gemini & Claude Reveals What's Coming Next | Vijay Krishnan, Turing
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