Cog's business model dissected: replacing Infosys-style BPO contracts, not shipping tech

ctjlewis · x · 2026-10-03

A viral X post dissects Scott Wu's Cog: the business model is finding bottom-tier large enterprises that use Infosys/Wipro-style BPOs and offering "pay us the same for the same work and call it your AI strategy." The author claims nobody in SF uses it because "there's simply no tech there" — revenue comes from replacing legacy outsourcing, not technical advantage.

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