ops businesses
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 27, 2026 by Phalgun Kompalli · across every show →
Everything said about ops businesses, oldest first
Aug 27, 2026 positive
Kompalli: Services and operations businesses are more defensible in the AI era
“Intuitively, it does feel like services are more defensible right now. Ah, ops businesses are more defensible. They might not be as crazily valued, but sure, there is a certain defensibility aspect to it, which is tougher to replicate.”