"India is not ready."
https://www.msn.com/en-us/money/other/advancement-in-ai-will-pose-risks-to-both-india-and-china-but-for-very-different-reasons/vi-AA1Khv4n?ocid=finance-verthp-feeds#details
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Indian "IT support is horrendously bad". I have example after example. Just last night in looking at 2 Samsung SSD drives for my PS5, I wasted an hour on 2 chats with their Indian people. 1 asked if the SSD was for a computer monitor?! The other kept guessing and then asking me what I thought. Then he told me no, yes, no, yes if it had a heat sink. Then I tried phone and waited 30 minutes "higher level support". Worse even worse. I hung up. I went in thinking Samsung had the finest SSDs in the world and left thinking Sandisk or Western Digital here I come. You do not get a 2nd chance to make a 1st impression! Just say NO to Indian "support"!
Me neither. However, how do you enable structural change in DC without the obstruction from Congress, as well as structural change more broadly?
I'm not a fan of these tariffs, but if we should be tariffing anything it's offshore IT from India not soaps and chocolates.
If they don't produce anything with good quality or value that even their own internal market doesn't want, but the only thing they are able to export is "IT services" which comes from the very same environment then US-based (and European ones) shareholders should need to ask themselves something like, if you outsourced meaningful and/or quantity work to India, we will not buy your stock ro we will dump it, because it is fundamentally overvalued. (Just short term lipstick on the pig to make margins look good, but it will evaporate soon, so I will not get my ROI....
A lot of the consultancies are outsourcing there, I personally don't want advice from a low-quality, cheap dude. How can they justify it?
And then, there's this:
https://www.reuters.com/business/autos-transportation/india-trumps-tariffs-spark-calls-boycott-american-goods-2025-08-11/
Manish Chowdhary, co-founder of India's Wow Skin Science, took to LinkedIn with a video message urging support for farmers and startups to make "Made in India" a "global obsession," and to learn from South Korea whose food and beauty products are famous worldwide
"We have lined up for products from thousands of miles away. We have proudly spent on brands that we don't own, while our own makers fight for attention in their own country," he said.
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Indian IT services firms, however, have become deeply entrenched in the global economy, with the likes of TCS (TCS.NS), opens new tab and Infosys (INFY.NS), opens new tab providing software solutions to clients world over.
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"People are now looking at Indian products. It will take some time to fructify," Ashwani Mahajan, the group's co-convenor, told Reuters. "This is a call for nationalism, patriotism."
He also shared with Reuters a table his group is circulating on WhatsApp, listing Indian brands of bath soaps, toothpaste and cold drinks that people could choose over foreign ones.
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A few quotes from the article above.
What called my attention about the entire article and let me know whether you agree or not... their IT companies became cheap labor for tech companies, while nobody wants anything else. That tells you everything you need to know about why embedding their IT work into other nations' products needs to be re-evaluated.
They have a long way to go, it keeps becoming more and more self evident. Do executives don't look at it and say, "wait a mine, what the heck are we doing?" - yes, I'm not that naive, I know the short-term factoring in (making numbers look profitable and positive), but there's a point where shareholders, etc do need to say, "wait a minute"... yes/no?
The 19 th century industrial revolution was a trigger for massive colonial expansion. In the 21 th century, the AI revolution started .. History repeats itself.
...and India never will be ready for AI, which will destroy the Call Centers and the jobs of thousands who work there. Only a few AI developers will survive.