outsource providers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 23, 2026 by Alap Shah · across every show →
Everything said about outsource providers, oldest first
Feb 23, 2026 bearish
Shah: IT outsourcers will see a short-term AI bump before structural decline
“And so I think those businesses are likely going to be in a lot of trouble over the medium term, but they probably will have a big bump from people really putting that AI into their organizations first, and so it's a bit of a tricky timeline there.”