Citrini: India's AI risk is capability itself, not monetization worries
citrini · x · 2026-11-13
Asked whether the move is just a short squeeze or something fundamental has changed, prominent finance account citrini responds that while painting it as an anti-AI play is a reasonable call, the real risk AI poses to the Indian economy has less to do with the monetization worries plaguing the U.S. AI trade and more with AI's raw capability — which has not declined. The implication: structural substitution pressure on India's offshore services, not sentiment.
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