For long yes – but with much thinner margins, and requiring much higher levels
of skill, and far, far lower levels of staffing.
They [as in a generic large IT company] will need to pare themselves to the
bone (the middle management layer is one that is bloated beyond all reason, and
ridden with
It is not a law of nature that Infosys and its ilk will keep making PAT in
excess of 20%+. Even if profits halve in the next 2 years to 10% - does
that constitute a death of the industry? Pai's point is is that these are
high cash flow businesses, with enough margins and buffer to keep them
afloat
Bhaskar, I can totally understand how these conversations would have gone
even a few years back. While these are the challenges, they also point to
the significant untapped strengths these companies have (knowledge of
customer's processes and levers for operational efficiencies etc.). In
these diff
On 19/10/16 16:28, Heather Madrone wrote:
[snip]
[FX: Alaric adds Heather Madrone to list of awesome people]
>> 4) At that point, the idea of moving towards a universal basic income
>> becomes palatable. As a society, creating an environment where people
>> don't need to fight for ever scarcer j
As for Pai pointing at Infosys PAT .. they're in that moment where wile e
coyote is perfectly safe, only he's stepped off a cliff, standing over thin air
and just about to raise a sign that reads "help"
I'm sure Deepak Shenoy can poke a few more holes than I can but .. Here are the
rest of the
The situation changes when you move up the value chain as you so clearly
demonstrate.
But when a company builds its business model on hiring huge numbers of warm
bodies to throw at drudgery that is rapidly being automated now even in the
enterprise .. nobody at all in enterprise IT dreamed even
So many thoughts on this topic... having spent 8 years in various roles in
this industry Just a few quick observations here (in no particular
order) on the specific challenges facing the Indian IT industry and some of
the comments in this thread:
- IT Services is not all about server mainte
Yes that’s the ticket. The one thing is – if you use the same scripts /
software etc that you develop to analyse this client’s data to do anything
similar for another client (or then proceed to sell such software as a product)
– well, there be dragons.
--srs
On 19/10/16, 11:50 PM, "silklist o
Happy to be corrected but I've used client data quite happily to provide
additional services back to them.
If I aggregate the data and flog it to others then I need permission
> On 19 Oct 2016, at 13:39, Suresh Ramasubramanian wrote:
>
> My bet is that any IP the company derives by making us
Alaric Snell-Pym wrote:
On 19/10/16 06:50, Bhaskar Dasgupta wrote:
only issue is, how much will you get paid to just walk around? If we
want to take an example, see the wages of waiters…without minimum
wage floors, its impossible to survive. flip side, who will pay for
it? the average joe or man
My bet is that any IP the company derives by making use of client data – even
for testing purposes – will very likely meet with a successful claim from the
customer’s IP / copyright attorneys.
Operational metrics are what the approval extends to. NOT new product
development based on those metr
The data belongs to the customer but the supplier has approval to use that
data. For operational metrics.
What I suggested was to make that into a product instead of just a stupid sla
operational report.
Jai ho
> On 19 Oct 2016, at 06:51, Suresh Ramasubramanian wrote:
>
> If that data is t
Depends on price points.
Out in the middle east, fewer people needed to work period – all the important
stuff, right from building houses and hauling away trash to keeping the banks
running were done by people falling on the scale between immigrant (labourer),
skilled immigrant (person of color
On 19/10/16 06:50, Bhaskar Dasgupta wrote:
> only issue is, how much will you get paid to just walk around? If we
> want to take an example, see the wages of waiters…without minimum
> wage floors, its impossible to survive. flip side, who will pay for
> it? the average joe or mango man will have ve
Higher order skills in walking around maybe?
I think he was talking about, for example marketers, who will still be around
regardless of how much SMAC the industry leverages to sell whatever rubbish it
is focused on selling.
--srs
On 19/10/16, 11:20 AM, "silklist on behalf of Bhaskar Dasgupta"
If that data is their customers’ – it is NOT theirs to play with.
And any improvements and automation in such data can only be delivered right
back to their customer and nobody else, there’s enough NDAs around for that
plus serious penalties for when they try to leverage a resource they have
av
only issue is, how much will you get paid to just walk around? If we want to
take an example, see the wages of waiters…without minimum wage floors, its
impossible to survive. flip side, who will pay for it? the average joe or mango
man will have very little discretionary funds to spend on stuff
On 18/10/16 15:42, Bruce A. Metcalf wrote:
> The challenge to an economic utopia isn't building it or even
> maintaining it. The challenge is to provide something for the
> lumpenproletariat to do with their free time that is not more
> destructive than what the creatives produce.
Oh, I think you
one of the examples I had asked to be funded was to leverage their data. this
company manages banking processes. what i wanted was to tie up with ISI (not
that one) and hire a small skunk work of data scientists and a data design /
visualisation centre. And then wanted to do what rolls royce hav
IT companies buying product companies in a desperate bid to innovate .. let us
just say that I’ve seen a lot of that happen at a previous workplace.
The usual end result is that the founders and key employees quit in disgust
after a while and those that are left are gradually absorbed into the c
On Wed, Oct 19, 2016 at 12:03 PM Udhay Shankar N wrote:
> On Wed, Oct 19, 2016 at 3:45 AM, Thaths wrote:
>
> > But occupying the time of the vast hordes of bored and restive
> > > non-creatives will be a challenge, and it's a challenge I have not yet
> > > seen addressed anywhere this side of Or
Apologies for the plug but I wrote a piece a year back:
http://capitalmind.in/2015/01/the-inflexion-point-
for-the-it-service-industry-long/
So my point is that the problem isn't with IT companies - they will survive
as IBM and HP etc have, and perhaps grow in single digit percentages and
generall
On Tue, Oct 18, 2016 at 8:12 PM, Bruce A. Metcalf
wrote:
> But occupying the time of the vast hordes of bored and restive
> non-creatives will be a challenge, and it's a challenge I have not yet seen
> addressed anywhere this side of Orwell.
A good and stable society offers something for all t
On Wed, Oct 19, 2016 at 3:45 AM, Thaths wrote:
> But occupying the time of the vast hordes of bored and restive
> > non-creatives will be a challenge, and it's a challenge I have not yet
> > seen addressed anywhere this side of Orwell.
> >
>
> I am surprised reading this from you, Bruce. I'd have
On Wed, Oct 19, 2016 at 1:42 AM Bruce A. Metcalf
wrote:
> But occupying the time of the vast hordes of bored and restive
> non-creatives will be a challenge, and it's a challenge I have not yet
> seen addressed anywhere this side of Orwell.
>
I am surprised reading this from you, Bruce. I'd have
"Charles Haynes" wrote:
It's certainly possible that we will automate ourselves out of the
need for "jobs" but that's only a problem if you believe that
existing structures of wealth accumulation and distribution are
appropriate for such a world. It seems obvious that they are not. It
could be
On Sat, Oct 15, 2016, 8:53 PM Srini RamaKrishnan wrote:
> Comments?
>
Response from Mohandas Pai
http://m.ndtv.com/opinion/no-obit-needed-our-software-industry-is-alive-and-kicking-1474789
Kiran
--
Regards,
Kiran
On Oct 18, 2016 06:59, "Charles Haynes" wrote:
>
> "any task that can be well defined is inherently capable of being
automated"
>
> Why do you believe this? Math is littered with well defined unsolved
> problems. Just because you can define it doesn't mean it's even possible,
> much less automatab
"any task that can be well defined is inherently capable of being automated"
Why do you believe this? Math is littered with well defined unsolved
problems. Just because you can define it doesn't mean it's even possible,
much less automatable.
It's certainly possible that we will automate ourselve
The benediction and curse of the age of automation is that any task that
can be well defined is inherently capable of being automated.
There's no sugar coating this, a vast majority of middle class jobs across
industries are going to disappear in the next decade or two. The
aftershocks of this are
i was interviewing for one of the IT corporates some time back for their COO
position and once i managed to dig a bit into their financials, i backed out.
the majority of their revenue streams are from processing in advanced stuff,
processing code, processing transactions, processing quality con
On Sat, Oct 15, 2016 at 8:52 PM, Srini RamaKrishnan
wrote:
> Comments?
I was too tired to write down my comments last night, so here they are.
Given the exceptional milk and honey run of thirty odd years that Indian IT
has enjoyed, any news of a decline is going to skip heartbeats, Though it's
On Sun, Oct 16, 2016 at 2:38 AM Suresh Ramasubramanian
wrote:
> Social media analytics and cloud is the latest of so many flavours of the
> month. That a large corporation with hidebound rules and a process driven
> nature sucks at it all and is occasionally too slow to jump onto a trend -
> and
Social media analytics and cloud is the latest of so many flavours of the
month. That a large corporation with hidebound rules and a process driven
nature sucks at it all and is occasionally too slow to jump onto a trend - and
even there tries to use stuff made by their existing enterprise vend
Comments?
http://www.livemint.com/Opinion/737W8zcjPA6lGWIajRCd6K/Indian-software-dies-at-17-from-failure-to-grasp-future.html
Indian software dies at 17 from failure to grasp future
The Indian software services industry died on Friday after a short
battle with newer digital technologies

A slo
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