The creator discusses the disruption in the traditional IT services business model due to AI, leading to revenue deflation and derating of IT sector stocks like TCS, Infosys, and Wipro. They differentiate between horizontal IT companies with legacy contracts vulnerable to AI deflation and vertical IT companies, which will be the focus of their analysis.
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1 AI proof IT Business? | Indegene Ltd
Jun 7, 2026
The creator discusses the disruption in the traditional IT services business model due to AI, leading to revenue deflation and derating of IT sector stocks like TCS, Infosys, and Wipro. They differentiate between horizontal IT companies with legacy contracts vulnerable to AI deflation and vertical IT companies, which will be the focus of their analysis.
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