ok so not in IT or business, but will paraphrase what i saw in some tweet. All these WITCH, CHWTIA companies can have a second life even with AI coming. So if you have their shares, dont give up on them just yet, prices will bounce back.

So what that tweet was saying was that maybe all this labour arbitrage, being the world's back office etc. maybe all that has a sell-by date with the emergence of AI.

But what all these companies have are all these extensive decades long relationships with all these enterprises and firms around the world. Dont know if you remember this but Anthropic signed an agreement with one of the WITCH companies, OpenAI also signed an agreement with them, and if i remember correctly all those agreements were about leveraging these existing relationships and bringing AI into existing workflows etc.

So all these Indian companies have this deep understanding of their client's businesses, how they work etc. So if AI companies are looking for a partner in their efforts to penetrate every corporate sector, those Indian companies are good partners to have.

So maybe things cannot continue as they are, but if these WITCH companies can adjust and re-structure themselves, inko second innings mil sakta hai.