Service
also referred to as: services
3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Nov 27, 2024 by Subhash Chandra Garg · across every show →
Everything said about Service, oldest first
Nov 27, 2024 bearish
Garg: India's industrialization push missed its window; services must drive growth
“So today, if we are trying to do manufacturing or industrialization, I think we are trying to catch a train which has long left the station. We may still waste our time in trying to do that, but better thing to do is that what is the current train on which we …”
Nov 21, 2025 bullish
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.”
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.”