AI Won’t Kill IT Services - It Will Change the Business Model | Rohan on SaaS, BFSI & Investing

Is AI a threat to IT services—or the start of a much bigger implementation opportunity? In this episode of Conversations on AI, Rohan shares an investor and operator’s perspective on how AI is changing enterprise software, SaaS, IT services and BFSI. We discuss where agents genuinely help, why human judgment still matters in high-stakes decisions, the pressure on services margins, and why data, integration and cybersecurity will matter even more. In this conversation: AI as an enabler for investment and enterprise work Why AI agents won’t immediately replace systems of record The next opportunity—and margin pressure—for IT services Core systems vs point solutions in BFSI Data platforms, APIs, cybersecurity and agentic workflows Chapters 00:00 AI’s real impact on enterprise 00:20 Welcome and Rohan’s background 01:15 Why AI may not kill IT services 04:00 Using AI in investment decisions 09:00 SaaS, agents and systems of record 14:00 Where public-market AI investment is going 17:09 Why enterprise AI ROI is hard to measure 19:43 Why IT services still matter 25:37 AI services: growth, competition and margin pressure 29:09 What AI changes in BFSI 35:20 The enterprise AI value chain 38:40 Final takeaway This conversation is for educational and informational purposes only and is not investment advice. Views expressed are personal. Subscribe for more long-form conversations on AI, technology and business. Rohan   / rohan-adlakha   Karthik   / karthikdk   Shubham   / shubhamkhetan