Service
also referred to as: services
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 28, 2025 by Nikesh Arora · across every show →
Everything said about Service, oldest first
Jun 28, 2025 bearish
Arora: The services economy must be shorted due to AI disruption
“I'm sure this is going to come bite me in the future, but on the short side, services has to be a short. By definition, the whole idea of services is that we deploy humans towards repetitive tasks where we sell intelligence or process. With people. If the impe…”