In this episode, we break down the future of the IT sector and how AI is changing the entire industry.

We discuss why IT stocks have been falling, whether the traditional IT services model is breaking, and how Global Capability Centers are taking share from outsourcing companies.

We also analyse different IT segments like ER&D, mid and small-cap IT, vertical specialists, and SaaS companies to understand which areas face disruption and where real opportunities may still exist.

If you want to understand how AI could impact IT growth, valuations, and long-term investment opportunities, this episode gives a complete framework to think about the sector.