“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.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Bhaskar Ghosh
Insight
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…”
Bhaskar GhoshNov 21, 2025▶ 21:15How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
PredictionNot checkable as stated
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.”
Bhaskar GhoshNov 21, 2025▶ 25:53How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
PredictionNot checkable as stated
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.”
Bhaskar GhoshNov 21, 2025▶ 47:00How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
Insight
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.”
Bhaskar GhoshDec 9, 2023▶ 26:58American Venture Capitalist Explains India’s BRIGHT FUTURE by 2030 | Bhaskar Ghosh | Neon Show
PredictionNot checkable as stated
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.”
Bhaskar GhoshDec 9, 2023▶ 1:00:35American Venture Capitalist Explains India’s BRIGHT FUTURE by 2030 | Bhaskar Ghosh | Neon Show
PredictionNot checkable as stated
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 …”
Bhaskar GhoshNov 21, 2025▶ 35:48How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
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