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Infosys and Cognizant's message to Microsoft: Thanks, but we found better AI
“Everyone is ignoring the 800 pound gorilla in the room. The truth is that the tool doesn’t matter unless the IT company adopting them cannot translate it into increased revenue or reduced cost. And that’s the problem”
That’s Sidu Ponappa, our first guest on Zero Shot. Sidu is CEO and co-founder of Realfast, a company that uses AI to accelerate Salesforce implementations.
Today’s Zero Shot episode is about a simple question – why are India’s IT majors bypassing Microsoft’s Copilot and instead adopting other tools. Infosys just announced an org wide roll-out of Devin. Cognizant has picked Lovable for its 350,000 employees, becoming their largest enterprise customer.
Where is Microsoft, which had its early advantage?
That’s the question we posed in our discussion, and well, Sidu went beyond to second and third order effects, beyond the tools themselves.
And we have something exciting – we want to hear from you about what kind of tools are used in your organisation. If you work in Indian IT (or know someone who does), let us know. Tell us. The poll is below.
Oh, also in our second segment, Brady looks at the IPOs of two “AI Tigers” in Hong Kong: Minimax and Zhipu. Often (incorrectly) labeled as China’s responses to OpenAI, these two companies’ listings inadvertently became a source of unease among some AI companies—there is a deadline for their path to public markets. If OpenAI and Anthropic gain ticker codes, these firms will be black holes for liquidity, and any other AI company that goes public after these events aren’t going to be welcomed as warmly by investors. This means AI companies need to make a choice: go public as soon as possible, or expect to stay private for a very, very long time.
Take our poll: What AI tools do you use at work?
Zeus, the mascot of Zero Shot, was generated using AI. Everything else is made by humans, just like all articles, columns, newsletters, and other podcasts created by The Ken.
Write to us with comments, critiques, suggestions, or just to say hi: [email protected]. We respond to everyone who contacts us.
View all episodes
By The Ken“Everyone is ignoring the 800 pound gorilla in the room. The truth is that the tool doesn’t matter unless the IT company adopting them cannot translate it into increased revenue or reduced cost. And that’s the problem”
That’s Sidu Ponappa, our first guest on Zero Shot. Sidu is CEO and co-founder of Realfast, a company that uses AI to accelerate Salesforce implementations.
Today’s Zero Shot episode is about a simple question – why are India’s IT majors bypassing Microsoft’s Copilot and instead adopting other tools. Infosys just announced an org wide roll-out of Devin. Cognizant has picked Lovable for its 350,000 employees, becoming their largest enterprise customer.
Where is Microsoft, which had its early advantage?
That’s the question we posed in our discussion, and well, Sidu went beyond to second and third order effects, beyond the tools themselves.
And we have something exciting – we want to hear from you about what kind of tools are used in your organisation. If you work in Indian IT (or know someone who does), let us know. Tell us. The poll is below.
Oh, also in our second segment, Brady looks at the IPOs of two “AI Tigers” in Hong Kong: Minimax and Zhipu. Often (incorrectly) labeled as China’s responses to OpenAI, these two companies’ listings inadvertently became a source of unease among some AI companies—there is a deadline for their path to public markets. If OpenAI and Anthropic gain ticker codes, these firms will be black holes for liquidity, and any other AI company that goes public after these events aren’t going to be welcomed as warmly by investors. This means AI companies need to make a choice: go public as soon as possible, or expect to stay private for a very, very long time.
Take our poll: What AI tools do you use at work?
Zeus, the mascot of Zero Shot, was generated using AI. Everything else is made by humans, just like all articles, columns, newsletters, and other podcasts created by The Ken.
Write to us with comments, critiques, suggestions, or just to say hi: [email protected]. We respond to everyone who contacts us.