If AI Took IT Jobs, Why Is TCS Hiring Again?

TCS just posted its best margin in four years, yet its fresher seats dropped to 25,000. If AI really ate IT jobs, why is TCS adding people again? Picture Pooja, final year of B.Tech at a tier-2 college. Her family's education loan rests on one offer letter. Her father blames AI at every dinner. The answer is not in the code. It is in the bill an IT company sends its client. CHAPTERS 0:00 - Seats कम, jobs ज़्यादा: दोनों सच कैसे? 1:44 - Thekedar का bill: दिन से बनता है या दीवार से? 4:04 - पूरी दीवार का एक दाम: तो बचा घंटा किसका? 7:46 - दरवाज़ा छोटा हुआ, या एक मंज़िल ऊपर गया? 9:52 - Pyramid से diamond: Pooja किस line में? This episode follows that bill through India's IT industry, using TCS's own numbers. TCS hired 44,000 freshers in FY26 and has made 25,000 offers so far for FY27. NASSCOM says India's tech sector still added about 1,35,000 jobs in FY26. Persistent Systems CEO Sandeep Kalra says clients now want the same work for 25 to 30% less. With a painting contractor, one wall and a 9-year TCS team lead's timesheet, we find out who paid for that change and who kept the difference. Sources and further reading: Reuters on how AI is reshaping Indian IT contracts, Business Standard on FY26 hiring at the top five IT firms, and Business Today on TCS's Q2 FY27 headcount. Every claim, sourced in one place: https://abhishekbirdawade.github.io/a... I'm Abhishek. I built mobile apps from 2013 and later led a team of developers, and Abhi Explains is where I break down India's money, from RBI to UPI and from companies to AI, with animation I build myself. If you like looking past the headline, subscribe. Tell me in the comments: clients now pay 25 to 30% less for the same work. Who do you think absorbed that cut: the client, the IT company, or the employees? Sound effects: "330569" by JSpeece1 (https://freesound.org/s/330569/) and "517147" by OllieBacon (https://freesound.org/s/517147/), licensed under CC BY 3.0 (http://creativecommons.org/licenses/b.... Background music generated for this episode with ElevenLabs. Disclaimer: This video is for education only. It is not investment, career or financial advice. Company figures come from public filings and news reports as of October 2026 and may change. Please do your own research, or consult a SEBI-registered adviser, before you make any investment decision. #TCS #AIJobs #ITJobs #CampusPlacement