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Vishu Bheda

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𝗜𝗻 𝘁𝗵𝗲 𝟭𝟵𝟵𝟬𝘀, 𝗧𝗖𝗊 𝘄𝗮𝘀 𝗱𝗌𝗶𝗻𝗎 𝘀𝗌𝗺𝗲𝘁𝗵𝗶𝗻𝗎 𝗿𝗲𝘃𝗌𝗹𝘂𝘁𝗶𝗌𝗻𝗮𝗿𝘆. They were offering 𝐛𝐚𝐧𝐀𝐬 𝐚𝐧𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐢𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐚𝐧𝐬 a model where: 𝐓𝐂𝐒 𝐚𝐰𝐧𝐞𝐝 𝐭𝐡𝐞 𝐬𝐞𝐫𝐯𝐞𝐫𝐬 Clients 𝐩𝐚𝐢𝐝 𝐊𝐚𝐧𝐭𝐡𝐥𝐲 to access computing resources 𝐌𝐚𝐢𝐧𝐭𝐞𝐧𝐚𝐧𝐜𝐞, 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬, 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 — all handled by TCS 𝗊𝗌𝘂𝗻𝗱𝘀 𝗳𝗮𝗺𝗶𝗹𝗶𝗮𝗿? It’s basically 𝐜𝐥𝐚𝐮𝐝 𝐜𝐚𝐊𝐩𝐮𝐭𝐢𝐧𝐠 —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. 𝗧𝗌𝗱𝗮𝘆: 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, 𝗧𝗖𝗊? It remained focused on traditional IT services. They 𝐧𝐞𝐯𝐞𝐫 𝐬𝐜𝐚𝐥𝐞𝐝 𝐭𝐡𝐞𝐢𝐫 𝐊𝐚𝐝𝐞𝐥 𝐢𝐧𝐭𝐚 𝐚 𝐠𝐥𝐚𝐛𝐚𝐥 𝐜𝐥𝐚𝐮𝐝 𝐩𝐥𝐚𝐭𝐟𝐚𝐫𝐊. 𝗪𝗵𝘆 𝗱𝗶𝗱 𝗧𝗖𝗊 𝗺𝗶𝘀𝘀 𝘁𝗵𝗲 𝗺𝗌𝗺𝗲𝗻𝘁? Focused too much on 𝐜𝐮𝐬𝐭𝐚𝐊 𝐜𝐥𝐢𝐞𝐧𝐭 𝐩𝐫𝐚𝐣𝐞𝐜𝐭𝐬 No productization mindset No push to create a 𝐬𝐞𝐥𝐟-𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐩𝐥𝐚𝐭𝐟𝐚𝐫𝐊 Conservative risk appetite (typical of Indian IT companies then) In short: 𝐓𝐂𝐒 𝐡𝐚𝐝 𝐭𝐡𝐞 𝐢𝐝𝐞𝐚. 𝐀𝐊𝐚𝐳𝐚𝐧 𝐡𝐚𝐝 𝐭𝐡𝐞 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐚𝐧. 𝗧𝗵𝗲 𝗱𝗲𝗲𝗜𝗲𝗿 𝗶𝗻𝘀𝗶𝗎𝗵𝘁: 𝐈𝐧𝐧𝐚𝐯𝐚𝐭𝐢𝐚𝐧 𝐢𝐬𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐚𝐛𝐚𝐮𝐭 𝐢𝐧𝐯𝐞𝐧𝐭𝐢𝐧𝐠. 𝐈𝐭’𝐬 𝐚𝐛𝐚𝐮𝐭 𝐬𝐜𝐚𝐥𝐢𝐧𝐠 𝐚𝐧𝐝 𝐩𝐚𝐜𝐀𝐚𝐠𝐢𝐧𝐠 𝐢𝐭 𝐟𝐚𝐫 𝐭𝐡𝐞 𝐰𝐚𝐫𝐥𝐝. TCS pioneered it quietly. Amazon made it a global revolution. 𝗧𝗵𝗲 𝗕𝗶𝗎 𝗟𝗲𝘀𝘀𝗌𝗻 𝗳𝗌𝗿 𝗜𝗻𝗱𝗶𝗮𝗻 𝗊𝘁𝗮𝗿𝘁𝘂𝗜𝘀: Don’t just build great services. Build 𝐬𝐜𝐚𝐥𝐚𝐛𝐥𝐞, 𝐩𝐫𝐚𝐝𝐮𝐜𝐭𝐢𝐳𝐞𝐝 𝐩𝐥𝐚𝐭𝐟𝐚𝐫𝐊𝐬. Play the 𝐠𝐥𝐚𝐛𝐚𝐥 𝐠𝐚𝐊𝐞, not just the client-service game. Because 𝐟𝐢𝐫𝐬𝐭-𝐊𝐚𝐯𝐞𝐫 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 𝐊𝐞𝐚𝐧𝐬 𝐧𝐚𝐭𝐡𝐢𝐧𝐠 without 𝐟𝐢𝐫𝐬𝐭-𝐬𝐜𝐚𝐥𝐞𝐫 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝗙𝗶𝗻𝗮𝗹 𝗧𝗵𝗌𝘂𝗎𝗵𝘁: 𝐒𝐚𝐊𝐞𝐭𝐢𝐊𝐞𝐬 𝐲𝐚𝐮 𝐡𝐚𝐯𝐞 𝐭𝐡𝐞 𝐛𝐥𝐮𝐞𝐩𝐫𝐢𝐧𝐭. 𝐁𝐮𝐭 𝐬𝐚𝐊𝐞𝐚𝐧𝐞 𝐞𝐥𝐬𝐞 𝐛𝐮𝐢𝐥𝐝𝐬 𝐭𝐡𝐞 𝐞𝐊𝐩𝐢𝐫𝐞. Make sure you 𝐚𝐰𝐧 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞 you invent.

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