Latest / From the Horse's Mouth: Intrepid Conversations with Phil Fersht
Phil pods with Cognizant Co-Founder Frank D'Souza: Why AI is breaking the IT services industry
The man who co-founded Cognizant and scaled it from a startup to 280,000 people, $16B in revenue, and ~$40B in market cap has a blunt message for the IT services industry: the scarcity-era playbook is finished.
In this episode of From the Horse’s Mouth, HFS Research CEO and Chief Analyst Phil Fersht sits down with Frank D’Souza, Co-Founder and Managing Partner of Recognize and author of the new white paper The Great Decoupling, for a candid debate on how AI is rewriting the economics of services.
They unpack “the great paradox”: code has never been more valuable, yet the cost of producing it…
The skinny
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