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Vishu Bheda

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Medial • 2m

𝗜𝗻 𝘁𝗵𝗲 𝟭𝟵𝟵𝟬𝘀, 𝗧𝗖𝗦 𝘄𝗮𝘀 𝗱𝗼𝗶𝗻𝗴 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗿𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝗮𝗿𝘆. They were offering 𝐛𝐚𝐧𝐤𝐬 𝐚𝐧𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐢𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐬 a model where: 𝐓𝐂𝐒 𝐨𝐰𝐧𝐞𝐝 𝐭𝐡𝐞 𝐬𝐞𝐫𝐯𝐞𝐫𝐬 Clients 𝐩𝐚𝐢𝐝 𝐦𝐨𝐧𝐭𝐡𝐥𝐲 to access computing resources 𝐌𝐚𝐢𝐧𝐭𝐞𝐧𝐚𝐧𝐜𝐞, 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬, 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 — all handled by TCS 𝗦𝗼𝘂𝗻𝗱𝘀 𝗳𝗮𝗺𝗶𝗹𝗶𝗮𝗿? It’s basically 𝐜𝐥𝐨𝐮𝐝 𝐜𝐨𝐦𝐩𝐮𝐭𝐢𝐧𝐠 —years before AWS was even an idea. 𝗛𝗲𝗿𝗲'𝘀 𝘁𝗵𝗲 𝘁𝗶𝗺𝗲𝗹𝗶𝗻𝗲: 𝟏𝟗𝟗𝟔: TCS signed cloud-like deals with global banks. 𝟐𝟎𝟎𝟔: Amazon officially launched 𝐀𝐖𝐒 with the same “pay-as-you-go” cloud model. 𝗧𝗼𝗱𝗮𝘆: AWS generates $𝟏𝟎𝟎𝐁+ 𝐢𝐧 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 Amazon’s total profits heavily depend on AWS AWS became the foundation for startups like Netflix, Airbnb, Uber 𝗠𝗲𝗮𝗻𝘄𝗵𝗶𝗹𝗲, 𝗧𝗖𝗦? It remained focused on traditional IT services. They 𝐧𝐞𝐯𝐞𝐫 𝐬𝐜𝐚𝐥𝐞𝐝 𝐭𝐡𝐞𝐢𝐫 𝐦𝐨𝐝𝐞𝐥 𝐢𝐧𝐭𝐨 𝐚 𝐠𝐥𝐨𝐛𝐚𝐥 𝐜𝐥𝐨𝐮𝐝 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦. 𝗪𝗵𝘆 𝗱𝗶𝗱 𝗧𝗖𝗦 𝗺𝗶𝘀𝘀 𝘁𝗵𝗲 𝗺𝗼𝗺𝗲𝗻𝘁? Focused too much on 𝐜𝐮𝐬𝐭𝐨𝐦 𝐜𝐥𝐢𝐞𝐧𝐭 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬 No productization mindset No push to create a 𝐬𝐞𝐥𝐟-𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦 Conservative risk appetite (typical of Indian IT companies then) In short: 𝐓𝐂𝐒 𝐡𝐚𝐝 𝐭𝐡𝐞 𝐢𝐝𝐞𝐚. 𝐀𝐦𝐚𝐳𝐨𝐧 𝐡𝐚𝐝 𝐭𝐡𝐞 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧. 𝗧𝗵𝗲 𝗱𝗲𝗲𝗽𝗲𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁: 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 𝐢𝐬𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐚𝐛𝐨𝐮𝐭 𝐢𝐧𝐯𝐞𝐧𝐭𝐢𝐧𝐠. 𝐈𝐭’𝐬 𝐚𝐛𝐨𝐮𝐭 𝐬𝐜𝐚𝐥𝐢𝐧𝐠 𝐚𝐧𝐝 𝐩𝐚𝐜𝐤𝐚𝐠𝐢𝐧𝐠 𝐢𝐭 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝. TCS pioneered it quietly. Amazon made it a global revolution. 𝗧𝗵𝗲 𝗕𝗶𝗴 𝗟𝗲𝘀𝘀𝗼𝗻 𝗳𝗼𝗿 𝗜𝗻𝗱𝗶𝗮𝗻 𝗦𝘁𝗮𝗿𝘁𝘂𝗽𝘀: Don’t just build great services. Build 𝐬𝐜𝐚𝐥𝐚𝐛𝐥𝐞, 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐳𝐞𝐝 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬. Play the 𝐠𝐥𝐨𝐛𝐚𝐥 𝐠𝐚𝐦𝐞, not just the client-service game. Because 𝐟𝐢𝐫𝐬𝐭-𝐦𝐨𝐯𝐞𝐫 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 𝐦𝐞𝐚𝐧𝐬 𝐧𝐨𝐭𝐡𝐢𝐧𝐠 without 𝐟𝐢𝐫𝐬𝐭-𝐬𝐜𝐚𝐥𝐞𝐫 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝗙𝗶𝗻𝗮𝗹 𝗧𝗵𝗼𝘂𝗴𝗵𝘁: 𝐒𝐨𝐦𝐞𝐭𝐢𝐦𝐞𝐬 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞 𝐭𝐡𝐞 𝐛𝐥𝐮𝐞𝐩𝐫𝐢𝐧𝐭. 𝐁𝐮𝐭 𝐬𝐨𝐦𝐞𝐨𝐧𝐞 𝐞𝐥𝐬𝐞 𝐛𝐮𝐢𝐥𝐝𝐬 𝐭𝐡𝐞 𝐞𝐦𝐩𝐢𝐫𝐞. Make sure you 𝐨𝐰𝐧 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞 you invent.

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