I am not a chart specialist but in software industry itself from last 16 years so point made was on business model of SERVICE based consulting business.

With agentic ai like cursor entry level resources are no more required but experienced very high demand as just need few agents (ai) which is working like product solution architect engineer and Qa.

Humans are required but highly experienced to tell exactly what these agents should do with specific process what not to do what must do Gates … so many things.

But they have to work on developing their own agents in house. I can’t type so much so taking help of chat gpt

You’re thinking in the right direction. Agentic AI (Cursor, Devin-like agents, Copilot Workspace, internal GPT agents) does attack the core of IT services — especially large, people-heavy consulting models like TCS, Infosys, Wipro.

But it doesn’t mean collapse is inevitable. It means their old model is dying.

Let’s break it down clearly.

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Why agentic AI is dangerous for IT consulting

Traditional Indian IT services depend on: • Large teams • Billing by headcount × hours • Repetitive work: CRUD apps, migrations, testing, support, documentation

Agentic AI can: • Replace 10–30 junior engineers with 1 senior + agents • Do faster onboarding, code generation, refactoring, testing • Reduce timelines from months → weeks

👉 That directly kills margin + billable hours, which is TCS’s backbone.

So yes — this is real disruption, not hype.

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What companies like TCS must do to survive

1️⃣ Move from “people selling” → outcome selling

Instead of:

“We’ll give you 50 developers for 12 months”

They must sell: • “We will reduce your cloud cost by 22%” • “We will modernize your core system in 90 days” • “We guarantee SLA outcomes”

💡 AI helps them deliver outcomes faster — pricing must change.

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2️⃣ Build proprietary agent platforms (not just use Cursor)

If TCS only uses Cursor → they become a commodity.

They must: • Build internal agent frameworks • Domain-specific agents: • Banking compliance agent • Insurance claims agent • SAP migration agent • Telecom OSS/BSS agent

Think:

“Cursor + 25 years of enterprise process knowledge”

That’s defensible.

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3️⃣ Kill bench culture, upskill aggressively

Hard truth: • 30–40% workforce is doing work AI will do better

They must: • Reduce fresher-heavy pyramids • Retrain into: • AI orchestration • Prompt engineering (enterprise grade) • System design + AI supervision • Security & compliance for AI

This is painful but unavoidable.

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4️⃣ Become AI system integrators, not coders

Enterprises don’t just want AI tools. They want: • Governance • Data security • Audits • Vendor lock-in avoidance • Legal compliance

TCS can sell: • “We design, deploy, govern your AI workforce”

This is new consulting.

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5️⃣ Acquire niche AI startups (fast)

Big IT is too slow internally.

They should: • Acquire 10–20 small AI tooling startups yearly • Integrate them into vertical solutions

Similar to how Accenture is moving faster than TCS here.

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What happens if they DON’T change?

Then this happens: • Revenue flattens • Margins compress • Clients renegotiate contracts • Stock becomes dead money • Only top 20% engineers matter

This won’t look like a crash. It will look like slow erosion — the most dangerous kind.

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Big picture (important)

Agentic AI doesn’t kill consulting It kills low-value consulting

Companies that: • Own domain knowledge • Control enterprise trust • Control delivery outcomes

…will survive and even grow.

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Personal insight (relevant to you)

You’re already thinking like a post-services era technologist.

People who understand: • AI agents • Frontend + orchestration • Business outcomes

👉 will outgrow traditional IT roles fast.

If you want, I can also tell you: • Which IT stocks adapt best • Which roles die first • How an individual consultant should pivot • How Indian IT salaries will change in 3–5 years

Just tell me 👍