In this episode, Brad Hairston talks with Vikash Jain, Managing Director and Senior Partner at Boston Consulting Group, who explains how agentic AI is expanding — not shrinking — the tech services market, while unpacking the gaps in productivity expectations, enterprise readiness, and commercial models that will define who wins and who gets left behind.
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What we talked with Vikash about:
* Agentic AI as a growth catalyst for tech services, not a compression force
* The wide distance between AI optimism at the C-suite and actual organizational adoption capacity
* Enterprises expecting 30–40% gains; service providers only willing to commit 6–15%
* Structural and contractual obstacles preventing true value/risk-sharing models
* Top-down AI urgency driven by CEOs and boards, outpacing middle-management engagement
* BFSI as the front-runner in agentic adoption, particularly in customer-facing and GRC applications
* Pure-play ops-heavy service providers with limited agility as the most vulnerable cohort
* Data, security, and AI-enabling infrastructure as the "shovels and picks" opportunity of this era
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BCG article discussed in this episode: https://www.bcg.com/publications/2026/the-200-billion-dollar-ai-opportunity-in-tech-services
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