Arjun Malhotra(@BadCapitalVC):was talking to a founder recently and realised how all these businesses AI is supposed to kill (HR consultancies, telecalling, services firms) won't go anywhere fast. they've got relationships & clients that buy them years. but that same trust is what lets them coast. no reason to fix the backend, retrain anyone, rethink how the work gets done. so the ground shifts under them slowly and they die a slow death anyway. i think we'll see a lot of operators not competing with them but buying them outright, rebuilding the ops underneath with AI, and reselling a leaner business. kind of like buying a distressed asset, except the distress here is technological.

2026.07.29 08:04

was talking to a founder recently and realised how all these businesses AI is supposed to kill (HR consultancies, telecalling, services firms) won't go anywhere fast. they've got relationships & clients that buy them years. but that same trust is what lets them coast. no reason to fix the backend, retrain anyone, rethink how the work gets done. so the ground shifts under them slowly and they die a slow death anyway. i think we'll see a lot of operators not competing with them but buying them outright, rebuilding the ops underneath with AI, and reselling a leaner business. kind of like buying a distressed asset, except the distress here is technological.

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