Services will always stay irrespective of AI disruptions | House of Analyst Ankur
Автор: House of Analyst Ankur
Загружено: 2026-02-18
Просмотров: 10
Описание:
Services provides emotional support which AI does not...my theory of AI & services co-existence...
Step 1 : AI will enhance productivity (no lay-offs, only fears)
Step 2 : Services will take a back-seat (layoffs will happen; laid off workforce forced to start small AI-based business')
Step 3 : Human expectations will rise thus needing services back (those small business' will merge into service firms)
Reason for this cycle
1. In short-run we see productivity from lens of
Higher slides
More pages
Verbose text
Faster output
2. In the long-run we need productivity from lens of
concise slides
few pages
emotional support
Answer to do I actually need it
Answers to emotional vulnerability which AI does not provide, it swings with the mood
Ankur Jain, House of Analyst Ankur : https://www.house-of-analyst-ankur.com/
ideaForge Garuda Aerospace Private Limited Asteria Aerospace Limited Aero360 - Dronix Technologies Pvt Ltd Throttle Aerospace Systems Pvt Ltd Dhaksha Unmanned Systems Pvt Ltd Paras Defence & Space Technologies Ltd. DroneAcharya Aerial Innovations Limited Aeroarc AEREO General Aeronautics Pvt Ltd Avian Aerospace Avian Aerospace Multiplex Drone Pvt. Ltd. Thanos Technologies Marut Drones REDWING Skye Air Mobility TECHEAGLE Numel Aerospace Pvt Ltd QuickVerse India Private Limited
US based risk assessment Coverage on : Netflix Shopify Adobe AppLovin ServiceNow Salesforce IBM Mastercard Microsoft Palantir Technologies Uber Alphabet Inc. Accenture NVIDIA Oracle Meta
Top 20/25 Indian Auto Ancillaries by Market Cap are compared (List of ompanies : ZF Group JBM Group Bosch India Motherson Group Uno Minda Lumax World Gabriel India Limited Amara Raja Group Asahi India Glass Limited (AIS) Schaeffler Bharat Forge Ltd Tenneco Exide Group Exide Industries Limited Endurance Technologies Ltd. Sansera Engineering Limited CIE Automotive India Ltd. Belrise Industries (formerly Badve Engineering) Belrise Industries Limited - After-Market Shriram Pistons & Rings Ltd.)
Covered firms : Eternal Swiggy Nykaa Paytm Policybazaar.com Delhivery CarTrade Tech Ltd. Mamaearth Urban Company EaseMyTrip.com MakeMyTrip IndiaMART InterMESH Limited ixigo
Please share your views in the comments section. Also, do let me know if you wish to buy detailed reports or feel to have a discussion :)
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