Arshad Sayyad

The Hubris Equation Many leaders fall because of it. Some resist it. Everyone faces it. arshadsayyad.com/p/the-hubris-e…

The story of an entrepreneur who is using AI to solve for Human Agency. Listen to Rajeev Ramanath who left Amazon, Google, Snap, and Texas Instruments to build BBGo. An Autonomous AI platform, to begin with for Airports & more. #AI #TechForGood #Impact arshadsayyad.com/publish/post/1…

We have entered an era where the quality of your questions matters more than the quality of your answers. And here’s the uncomfortable truth nobody wants to say out loud We were never trained to ask great questions. What didn’t get commoditized? The questions you ask yourself.

🚀 How to go from 0 to $500K & Crack the US Market [In-Person Session] DUBAI #Dubai2026 #StartupUAE #DubaiBusiness #EntrepreneursUAE #UAEBusiness #uaetourwomen meetup.com/meetup-group-p… #Meetup via @Meetup

The $65B GCC (Offshoring) Model Is Under Stress. What CXOs are starting to see, before the numbers show it. For 20+ years, the GCC/offshoring model delivered predictable cost, scale, and execution. Today, that foundation is quietly cracking. 👉 Read arshadsayyad.com/p/the-65b-gcco…

What do high-performing teams get right long before they win? It's not the usual attributes. Having built and scaled teams from 6,000 to 25,000+ people, across multiple locations and capabilities, I’ve learned this the hard way 👉 Read the post here open.substack.com/pub/arshadsayy…

The return of Values Based Leadership is around the corner. Yes we are in a trough of disillusionment especially with the political theater that leaves us all tired each day and striving for hope. I make the case that the tide will and is turning. substack.com/profile/150080…

The Essence of Seranai open.substack.com/pub/arshadsayy…

Want to be a great leader at work? Start by leading at home. Presence. Patience. Integrity. The rest follows. #Leadership #LifeLessons #WorkLife

🗣️ @arshadsayyad, Co-Founder of @stackgenai, discusses why traditional infrastructure as code approaches are reaching their limits in Kubernetes environments and outlines the path toward autonomous infrastructure Watch the full interview: ku.bz/XsDfzYTb8

@kunalb11 I wrote about this linkedin.com/posts/arshadsa… Implications are huge

Those who work in large IT companies, what impact do you see of AI in your company? (Serious replies only)

Excellent read on our current state of Culture. I recently stumbled upon Ted Gioia and his blog lnkd.in/gGAYCfN5 Strongly recommend reading this. He writes deep articles on contemporary topics, media especially his annual State of Culture (bit.ly/4itSc5O )

@balajis There is a whole different strategy behind this from the CCCP and Chinese firms and I wrote about his here linkedin.com/posts/arshadsa…

AI OVERPRODUCTION China seeks to commoditize their complements. So, over the following months, I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation. Why? I’m just inferring this from public statements, but their apparent goal is to take the profit out of AI software since they make money on AI-enabled hardware. Basically, they want to do to US tech (the last stronghold) what they already did to US manufacturing. Namely: copy it, optimize it, scale it, then wreck the Western original with low prices. I don’t know if they’ll succeed. But here’s the logic: (1) First, China noticed that DeepSeek’s release temporarily knocked ~$1T off US tech market caps. (2) Second, China’s core competency is exporting physical widgets, more than it is software. (3) Third, China’s other core competency is exporting things at such massive scale that all foreign producers are bankrupted and they win the market. See what they’re doing to German and Japanese cars, for example. (4) Fourth, China is well aware that it lacks global prestige as it’s historically been a copycat. With DeepSeek, becoming #1 in AI is now something they actually consider possibly achievable, and a matter of national pride. (5) Fifth, DeepSeek has gone viral in China and its open source nature means that everyone can rapidly integrate it, down to the level of local officials and obscure companies. And they are doing so, and posting the results for praise on WeChat. (6) Finally, while DeepSeek was obscure before recent events, it’s now a household name, and the founder (Liang Wengfeng) has met both with Xi but also the #2 in China, Li Qiang. They likely have unlimited resources now. So, if you put all that together, China thinks it has an opportunity to hit US tech companies, boost its prestige, help its internal economy, and take the margins out of AI software globally (at least at the model level). They will instead make their money by selling inexpensive AI-enabled hardware of increasing quality, from smart homes and self-driving cars to consumer drones and robot dogs. Basically, China is trying to do to AI what they always do: study, copy, optimize, and then bankrupt everyone with low prices and enormous scale. I don’t know if they’ll succeed at the app layer. But it could be hard for closed-source AI model developers to recoup the high fixed costs associated with training state-of-the-art models when great open source models are available. Last, I agree it’s surprising that the country of the Great Firewall is suddenly the country of open source AI. But it is consistent in a different way, which is that China is just focused on doing whatever it takes to win — even to the point of copying partially-abandoned Western values like open source, which seemed like the hardest thing to adopt. On that point: they did build censorship into the released DeepSeek AI models, but in a manner that’s easily circumvented outside China. So, you might conclude they don’t really care what non-Chinese people are saying outside China in other languages, so long as this doesn’t “interfere with China’s internal affairs.” Anyway —this is an area I’ve been watching, and my reluctant conclusion is that China is getting better at software faster than the West is getting better at hardware.

@sajithpai Wrote an article on this. linkedin.com/posts/arshadsa… We are in for binary outcomes, no one knows but I hope the industry sustains itself. Else it could be a huge challenge for Indian IT services players on multiple fronts

This chart (via Morgan Stanley) took me by surprise. So many angles to this - impressive service exports performance - not so impressive goods exports - and the trillion dollar question - how much will AI impact our impressive service exports growth?

Leadership Sherpa : Leadership in an uncertain world leadershipsherpa.beehiiv.com/p/leadership-i… Programs will be launched soon

@markgurman 1st time in history, Apple marketed + sold a product IPhone 16 entirely on Apple Intelligence and did not deliver. Why no accountability? As I said in earlier post, Courage is missing! Leadership is now too risk averse and wealth focused. Hope Tim still has it in him to lead?!

BREAKING: Apple's top Siri exec called AI delays embarrassing & ugly in meeting, while saying a decision to promote features before they were ready worsened the situation. Still, he praised the team & vowed to make Siri the "world's greatest" assistant. bloomberg.com/news/articles/…

@markgurman Courage to focus. Apple is trying to do do too many things and building a massive profit machine as it feeds the current leaderships wealth accumulation at all levels. Final thing is nature never ever lets get anything too large. And Apple has become too large

@markgurman It boils down to one and only one thing - Lack of Leadership. And leadership takes courage. Courage not to pander to Wall Street, courage to say no we are not shipping if it’s not perfect and courage to shut down hundreds of nonsensical non core projects.

There is only one person responsible for Apple's AI crisis -- Tim Cook -- and he's not going anywhere. This is how Apple works. If anyone is fired, it's because Cook made the decision to pass the buck. I'd be surprised if he did.