The head of WhatsApp and CRED founder Kunal Shah (@kunalb11) on how India’s BPO sector is standing at the edge of complete disruption because the work that once came to India for cost efficiency can now be done by AI agents

“A lot of the jobs that were outsourced to India are actually significantly more likely to get impacted.

the word outsource will get replaced to agents. Outsource will get replaced to AI. Outsource will get replaced to robots.”

"Banks today, or financial services, form 30 to 40% of India’s market cap.

In a bank, a lot of stability comes from lending, and from lending, it comes from IT-BPO jobs, which would form 30 to 40% of a bank’s book.

Even if 10 to 20% of India's BPO jobs get impacted, the safest part of those Bank's book starts getting negatively impacted.”

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From "Thrive by Groww" YouTube channel, (link in comment)