The real AI risk to Indian IT: every dollar earned comes with an OpenAI subscription
NirantK · x · 2026-10-27
kushalbhagia argues AI's real threat to Indian IT isn't wiping out revenue but changing cost structure: India used to earn in USD and spend in INR; soon every dollar earned carries an OpenAI/Anthropic subscription attached. NirantK adds that VCs bullish on this thesis should look at Simplismart (Accel) and Pipeshift (YC), whose buyers want inference hosted in India for regulatory reasons.
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