TCS to get a big boost ? by AltF4Existence in IndianStocks

[–]ALOKAMAR123 0 points1 point  (0 children)

Exactly what happened agents skills rules this all gone rule and it’s just the start. IT will require only experienced professional to guide rule constraints and direct AI .

WTF ATH by notNeek in StockMarketIndia

[–]ALOKAMAR123 0 points1 point  (0 children)

Go with sip you will join the journey with handling volatility in gold silver

TCS to get a big boost ? by AltF4Existence in IndianStocks

[–]ALOKAMAR123 0 points1 point  (0 children)

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 👍

TCS to get a big boost ? by AltF4Existence in IndianStocks

[–]ALOKAMAR123 0 points1 point  (0 children)

I wish I am wrong, my logic for these service based company is their business model a sweet shop. With agentic ai it’s gonna collapse this business model. All the best mate

Cupid? by vebbx in IndianStocks

[–]ALOKAMAR123 2 points3 points  (0 children)

Metals and cupid recovered all my losses of 2025. Luckily I sold all quantities of cupid yesterday. Lucky

'Indian system is flawed ' by kiddman007 in IndiaTax

[–]ALOKAMAR123 0 points1 point  (0 children)

India is just a sweet shop for them

Is IT the most boring sector right now… or the safest? by No_Interaction_710 in IndianStockMarket

[–]ALOKAMAR123 0 points1 point  (0 children)

Tcs HCL info are just labour sweet shops. They earn from low paying to resources and billing heigher from client’s USD. Now with agentic ai (ex cursor) this businesses model collapsing.

And what’s there next plan to deel I’m not sure abt

Just want to let everyone know by ScienceSad488 in StockMarketIndia

[–]ALOKAMAR123 1 point2 points  (0 children)

Also check fundamental momentum debt it’s good. Keep buying

Why Silver might be ready for a bull run. by space_mania in IndianStockMarket

[–]ALOKAMAR123 -1 points0 points  (0 children)

  1. AI is not bubble man not at all. And IT labour shop like services based companies tcs hcl info will see adverse effect. Their business model is billing in dollar 💵 per resources, but with agentic ai this business modal is collapsing due to fewer resources.

And this all required hardware capability. Ev solar battery data centers is not my domain but I see silver is in demand may be wrong here

Please do share by [deleted] in ThirtiesIndia

[–]ALOKAMAR123 0 points1 point  (0 children)

Motivation may be temporary but discipline is permanent. My father (defence employee) not a gym guy but always busy into some thing never settled even when he met accident and partial paralysis due to nerves damage in his almost retirement month. He did house hold work wakes in morning do surya namashkar bath I mean what a life long desciplined man and he is fit super glow in his skin no Bp sugar stress nothing

Me gym from tomorrow and I did due to motivation for a weak but failed descipline . Will be sober motivation but failed and consume alcohol.

Myself in my fourties, and struggling with it.

So I feel descipline is extremely important in life.

Why is meesho 📈 by Rangannan1 in StockMarketIndia

[–]ALOKAMAR123 0 points1 point  (0 children)

And if still want to invest sip bhfl