Sridhar Vembu warns of tectonic shift in India’s software and IT services sector

Zoho co-founder Sridhar Vembu has issued a stark warning about the future of India’s software and IT services sector, suggesting that the industry is facing a fundamental reckoning—one that goes far beyond a temporary slowdown or the rise of artificial intelligence. Instead, he believes the sector is undergoing a structural transformation that will shape the coming decades.

In a post on X, Vembu argued that the global software industry has long suffered from inefficiencies in both its products and services.

“My operating thesis: what we are…