OpenAI & Anthropic Are Killing India’s IT Sector? | Sahil Khanna | Case Study

India’s IT industry is facing its biggest "System Update" ever, and it’s not looking good for the old business model. For the first time in history, we are seeing massive layoffs in giants like TCS and a drop in dollar revenue. The CEO of Infosys has openly warned about "AI Compression."

Is this just a bad quarter, or the beginning of the end for the traditional IT service model?

In this video, I break down why the "Bulk Hiring + Hourly Billing" model is failing and how OpenAI and Anthropic are directly entering the enterprise service market to cut out the middlemen (the Indian IT firms).

What You Will Learn:
The Death of Arly (Hourly) Billing: Why AI agents are replacing thousands of billable hours.

The "Plantir Model": How AI companies are embedding engineers directly with clients, bypassing TCS/Infosys.

The IT Paradox: Why revenue per employee is rising while total hiring is crashing.

My 2027-2030 Predictions: Which companies will survive as "AI Natives" and who will become mere "Employee Suppliers."

The Opportunity: How small, lean teams (like ours!) can now compete with multi-billion dollar agencies.

The game is changing. You can either stay in Bucket B (Traditional) and struggle, or move to Bucket A (AI-Native) and triple your value. Choice aapki hai.

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Timestamps:
0:00 - The Reality of TCS & Infosys Layoffs
1:13 - How the Indian IT Model was Built (The History)
2:20 - The ChatGPT Storm: 10 Engineers vs 1 AI
5:04 - Rise of AI Agents in Business Operations
6:14 - OpenAI’s New "Development Company" (The Biggest Threat)
8:40 - What is the Plantir Model?
10:31 - Why Margins are under Heavy Pressure
13:39 - My 3 Bold Predictions for 2027-2030
15:48 - Which Bucket are you in?

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