Rohan Paul@rohanpaul_ai · XWhatsApp负责人、CRED创始人Kunal Shah警告，印度BPO行业正被AI智能体全面颠覆——过去因成本外包到印度的岗位，如今AI智能体即可完成，“外包”将变成“AI智能体”。他举例金融业占印度市值30-40%，其中IT-BPO岗位占银行账簿30-40%；即使仅10-20% BPO岗位受冲击，银行最安全的资产部分也将受损。此前Vinod Khosla也预警，传统IT服务和BPO业务“将会消失”，但印度若能转向AI部署仍可获胜。
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.