Dustin Pulver
85 posts



Scientists believe that the pyramids were built in this way



$50B of Indian IT services market value was eroded in the last 30 days. The Citrini article predicts it will collapse even more. Niftya IT index: -15% Wipro: -25% Infosys: -25% TCS: -17% Cognizant: -24% HCL: -17% Accenture: -25% Capgemini: -30% LTI Mindtree: -25% TechMahindra: -18% Mphasis: -20% Palantir claims it can compress complex SAP ERP migrations (ECC to S4) from years to 2 weeks. GCCs (companies owning their own offshore IT departments in India) with Claude Cowork are far more ecomical than multi year IT services contracts. I do think the 18% rupee collapse is exaggerated though. The IT services business model absolutely breaks at the current capability of AI tooling, and its ~10% of Indian GDP.





Yesterday, we had our first @daytonaio AI Builders event of the year in New York City, hosted at @datadoghq office with a breathtaking view. 🗽 We had a very engaged audience and thoughtful talks from Arun Parthiban, @yash_alap, and @JukicVedran. Thanks to our event partners @datadoghq and @tavilyai, and to everyone who joined us and contributed to a great evening.














