22 लाख करोड़ दांव पर: Anthropic AI ने कैसे हिलाया IT दिग्गजों का साम्राज्य? | The Red Mike Explainer

Описание: The Kodak Moment of India's 22 Lakh Crore IT Empire

Reported By Milan Sharma

As Gen-AI wipes out trillions in market value, the backbone of India's middle-class dream faces an existential threat. Is the 30-year-old IT party finally over?

[00:00:00] The Ghost of 1996: From Kodak to IT

In 1996, Kodak was the king of photography. It missed the digital revolution and became a footnote. In February 2026, India’s 22 Lakh Crore IT sector stands at a similar crossroad. This isn't just a market dip; it's an existential crisis.

"जिस तकनीक ने इस इंडस्ट्री को अपने पैरों पर खड़ा किया है, वही तकनीक आज इस इंडस्ट्री को पूरी तरीके से खत्म करने पर लगी हुई है।"

[00:01:21] The Death of the FTE Model

For decades, Indian IT giants monetized human hours (the FTE model). AI tools from startups like Anthropic are now doing in minutes what once took thousands of engineers.

"इंसानी घंटों की दलाली... जितने ज्यादा लोग, उतना बड़ा बिल और उतना ज्यादा मुनाफा।"

[00:03:35] Dalal Street Bloodbath: 5.7 Lakh Crore Vanished

February 2026 is the worst month for Indian IT in 17 years. The Nifty IT Index crashed 21%. Investors in TCS, Infosys, Wipro, and HCL lost nearly 5.7 Lakh Crore in 30 days. Reports warn of a Ghost GDP—where productivity rises, but jobs vanish.

"2027 तक भारतीय आईटी कंपनियों के जो कॉन्ट्रैक्ट्स हैं वो बड़ी संख्या में कैंसिल हो सकते हैं।" — Citrini Research Report

[00:05:27] | Coding as a Commodity: The Gig Shift

Coding is now a commodity. To survive, giants like TCS are pivoting to a Gig-Style hiring model. You are no longer a permanent asset; you are hired for a specific project. Work finished, money finished.

[00:07:54] | The Final Verdict: Adapt or Be Deleted

The era of Intelligence Infrastructure has arrived. The question is no longer just about saving jobs, but the survival of the companies themselves.

KEY HIGHLIGHTS:

The Kodak Warning: Why being a market leader doesn't guarantee a future.
The FTE Crisis: Why "billing by the hour" is a dying business model.
The 5.7 Lakh Crore Loss: Breaking down the February 2026 market crash.
The Gig Economy: How IT employment is changing forever.

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#anthropicai #itindustry #artificialintelligence #tcs #infosys #milansharma #theredmike #coding #aiimpact #economy

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