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@JayminSOfficial

I let Perplexity Computer do the Scary Part 👀 Perplexity Computer launched. Naturally, I gave it a harmless task. Audit Indian IT. I asked it to track every major AI capability jump over the last two years and overlay those dates on the stock charts of TCS, Infosys, Wipro, and Cognizant. It built a web app. Plotted price action. Marked GPT releases, multimodal upgrades, agent systems, enterprise copilots. The visual was… educational. Every major leap in AI capability quietly coincides with compression in services-heavy models. This is structural, not seasonal. From FY20 to FY25, top Indian IT firms distributed ~₹5 lakh crore to shareholders. Nearly 87% of profits went out. TCS alone returned almost all of its earnings. In a stable technology cycle, that is capital efficiency. In a platform transition, retained earnings fund survival. AI reduces marginal cognitive cost. When cognition gets cheaper, billing hours lose scarcity. When billing hours lose scarcity, multiples adjust. Markets reprice assumptions before companies rewrite strategy decks. The billing model built the empire. AI is testing whether the empire owns leverage or rents it.

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