AI's deflationary impact on India's IT industry, whose software exports have never declined in the past 24 years, will likely take years to fully materialize
That mismatch is the core reason AI cannot wholesale replace the systems of record that form the backbone of enterprise IT. …
How India's outsourcing industry, which employs 6M+ people and is worth nearly $300B, is racing to adapt as AI promises to automate white-collar work
Artificial intelligence promises to automate the white-collar work that made India a tech powerhouse. The country is racing to adapt before it's too late.
AI's deflationary impact on India's IT industry, which has never seen a decline in software exports in 24 years, will likely take years to fully materialize
The cost of electricity does not run an enterprise. — A post written as a fictional memo from June 2028 by short-seller Citrini …
Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute
Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute
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HSBC: JioHotstar had 300M paying subscribers in India in 2025, compared with 65M for Amazon Prime Video and 20M for Netflix; ~24% of OTT users pay for content
HSBC: JioHotstar had 300M paying subscribers in India in 2025, compared with 65M for Amazon Prime Video and 20M for Netflix; ~24% of OTT users pay for content
And more than $900 million in annual revenue in India. — Amazon Prime Video has more than three times the subscribers as Netflix in India, according to HSBC.
India's largest retailer Reliance Retail says its daily quick commerce orders peaked at 1.6M in Q4 2025; market leader Blinkit averaged 2.4M daily orders in Q3
India's largest retailer Reliance Retail says its daily quick commerce orders peaked at 1.6M in Q4 2025; market leader Blinkit averaged 2.4M daily orders in Q3
The rest of the industry is not feeling it. — India's largest retail chain is reporting impressive growth in quick commerce, but the industry is not buying it.
Facing disruption from GenAI, the $250B Indian IT industry has adapted by focusing on preparatory work AI requires, such as data cleanup and system integration
Manish Singh / India Dispatch :
Facing disruption from GenAI, the $250B Indian IT industry has adapted by focusing on preparatory work AI requires, such as data cleanup and system integration
How Indian IT learned to stop worrying and sell the AI shovel — For the last two years, generative AI was going to kill Indian IT.
How Meesho and the rise of quick commerce companies disrupted Flipkart and Amazon's e-commerce duopoly that had existed in India for over a decade until 2023
Manish Singh / India Dispatch : X: @anmolm_ X: Anmol Maini / @anmolm_ : contrary to popular belief, one can build an e-commerce marketplace that doesn't cater to the metros in india [image]
A look at quick commerce in India and China: India's ecosystem is evolving into a retail-media play, while China's is being used as a weapon in platform wars
Manish Singh / India Dispatch :
How Amazon's 48% stake in Indian supermarket chain More is becoming a strategic asset in the e-commerce giant's patient grocery delivery expansion across India
and positions the e-commerce giant perfectly should New Delhi ease ownership rules https://indiadispatch.com/...
The $100K+ H-1B fee could accelerate offshoring as tech companies route work to India and other countries rather than bringing engineers to the US
The U.S. will charge companies $100,000 for each new foreign tech worker under an initiative officials call Project Firewall …
India's blueprint to displace China as the world's electronics workshop relies heavily on Chinese companies' technical expertise and manufacturing know-how
India's electronics manufacturing self-reliance strategy requires reliance on its biggest rival — India's blueprint for displacing China …
India's IT giants face revenue declines due to challenges like corporations establishing their own global capability centers in the country and the rise of AI
Manish Singh / India Dispatch :
Perplexity offers a free one-year Perplexity Pro subscription, which costs $20/month, to 360M users of Bharti Airtel, India's second-largest telecom operator
Moneycontrol :
How Shein is leveraging its Reliance Retail partnership in its return to India, as fashion now accounts for 27% of India's online sales, up from 16% in 2020
India's fast-fashion segment grew 30-40% in the year through March — Reliance is making a bold bet on Shein …
India's top IT firms, TCS, Infosys, and Wipro, are facing their steepest growth slowdown in years amid global economic uncertainty and geopolitical challenges
Manish Singh / India Dispatch :