For the first time in a really long time the $250B Indian IT services & business outsourcing market can be disrupted. Let’s dive into where we see large opportunities for new entrants, and how founders should be thinking about this space as a whole. 🧵.

98 of the 100 largest companies in the world are @SAP .customers. Thats just mad. Can't think of a single B2B company with that level of domination.

RT @aadit_palicha: One of the best parts about this fundraise is the fact that @NexusVP - the investment firm that led our Series A - is co….

RT @navaneeth_pk: ToolJet's been named a G2 High Performer for low-code and rapid application development categories 🚀.

RT @ponnappa: "what is the difference between a product company and a services company?".

And in the coming weeks, I will be double clicking on each of these spaces & cover opportunities within that we feel have maximum potential for a new entrant. So tag along and stay tuned & if you are building anything exciting around new gen IT services, please reach out to me at.

AI implementation services. I think this could be a SI first play, identifying key technologies that could be at a point of inflection; and becoming the SI partner of choice is massive play.

Core Skill Gaps. Ex. Cybersecurity - 3.5m job vacancies. A large company can be built providing cybersecurity services.

Complex problems. - More complicated the solution set, and higher the gap between where the horizontal infrastructure can take you.- And hence higher the odds

Vertical niches. - Not large enough for the incumbents.- But large enough to create a big business.

Next, IT Services. Here the core disruption will come via 4 major themes.

Here are some areas that one should think of

BPOs. This is where maximum opportunities lie across the spectrum. They have primarily run by people; driven by manual processes. 2 things that are hyper critical for a BPO:.- Cost to deliver.- Time to deliver. With AI you can now disrupt both.

We will split this across two broader plays:.- Business Process Outsourcing (BPOs).- IT Service Outsourcing.

And here are spaces where we feel the opportunity sets are maximum. Think of this as a first principle framework to understand opportunity sets and vectors of spaces for new entrants.

Further, as a consequence we might also see a shift from a traditional seat based/ usage based/ billing man-hours, to selling outcomes & work

And this change is being unlocked, like all previous changes, by a massive infrastructural push. Historically all customer level changes have been powered by huge transformations at the underlying infrastructure level . We believe that Foundational models are the biggest

I think what the future holds is going to be fundamentally different, an amalgamation of software + services + AI agents. Companies that will focus on selling outcomes & not just one piece of the puzzle.

Up until now, we have been looking at our world of B2B software as a split of software and services. And we feel this is where the largest shift lies

But before we jump into that, I think it is critical to understand why are we excited in the first place:.

As amazing as that is, what has been a question on top of my mind is, with the evolution of generative AI, are we at a point in our present where we could actually create a large new player in this category, one for the future. And if so, what does the opportunity set look like?.