The Morning Brief Vineet Nayar says the Tech Industry is at an Inflection Point, Not Crisis Mode
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Oct 2, 2025 
Vineet Nayar, former CEO of HCL Technologies and leader of Sampark Foundation, joins the discussion to explore the tech industry's current state. He emphasizes that AI is more about productivity than true disruption. Nayar critiques India’s talent pool for lacking problem-solving abilities, reflecting on a paradox where innovation thrives in digital policy yet falters in product development. He advocates for education reform to nurture real thinkers, while suggesting that tech investments should focus on solving mass societal issues.
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Three Career Inflection Points
- Vineet Nayar recounts three career inflection points: the internet (1992), the 2008 recession, and leaving corporate life in 2013 to start Sampark Foundation.
- Each inflection became a mega opportunity by reframing challenges into new business or social initiatives.
Tech Is Now A Boardroom Priority
- Technology has moved from back office to boardroom and now drives customer acquisition and profitability.
- Companies focused on digitalization see high growth while legacy-focused firms face pressure to reallocate budgets.
AI So Far Is Productivity, Not Disruption
- Current AI activity is mostly productivity tooling and manpower rationalization, not true disruption yet.
- Real AI disruption will come from novel use cases that create new revenue streams, not automating old ones.