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From process debt to AI divide: Phil Fersht in conversation with Tiger Tyagarajan There will be AI winners and AI losers. There will be no middle ground.
In this candid and wide-ranging episode of From the Horse’s Mouth, Phil Fersht is joined by Tiger Tyagarajan to unpack why 2025 was the beginning of the services industry finally
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There will be AI winners and AI losers. There will be no middle ground.
In this candid and wide-ranging episode of From the Horse’s Mouth, Phil Fersht is joined by Tiger Tyagarajan to unpack why 2025 was the beginning of the services industry finally moving beyond AI talk to AI action.
If you’re an AI ‘fast follower’, this is one you don’t want to miss.
What you’ll hear in 30 minutes:
Why 2025 was the beginning of a great separation between AI winners and losers Why process debt is one of the top blockers to enterprise success Why the fast-follower approach doesn’t work in the AI world The end of “mess for less” and what replaces it Why culture is the competitive advantage today What leadership looks like once AI slices through layers of management How AI is enabling smaller, faster, founder-led enterprisesGuest Snapshots
Tiger Tyagarajan is a global business leader, best known for his 13-year stint as the CEO of Genpact, where he helped the company evolve from its 2005 GE spinout into one of the top IT and Business services players today. Since stepping down as CEO, Tiger keeps himself busy advising global enterprises, private equity firms, and venture investors on all things AI adoption and transformation. He does this through advisory roles at BCG, Bain Capital, Brighton Park Capital, and many others.
Timestamps
0:00 – Welcome and intro to Tiger Tyagarajan 0:26 – Tiger’s career journey and advisory roles2:26 – Genpact’s evolution and the problem of process debt3:31 – 2025 outlook: AI winners vs. losers 5:39 – Why there’s no “fast follower” strategy in AI 6:44 – What Tiger sees at BCG and global markets 7:08 – Middle East leapfrogging with AI investment 9:01 – Competing as a smaller, nimbler firm10:08 – Headcount reduction and the next service disruption11:21 – Culture as the #1 differentiator in AI 12:14 – Faster, iterative transformation cycles13:08 – The new operating model: people, agents, and AI budgets 14:30 – Emerging challengers vs. Wall Street incumbents15:03 – Why services are becoming a dirty word 16:07 – Cannibalizing revenue to scale IP and margins 17:35 – New job roles and changing talent models 18:32 – The future of work: AI + human skills 21:01 – How GenAI reshapes management work 22:28 – Leadership in the AI era: trust and adoption 24:09 – AI exploits, humans explore 25:21 – McKinsey layoffs: reality vs. messaging 28:18 – Big firms shrink, SMBs grow 28:59 – Capital-light business models at a global scale 31:45 – 2026 as the “year of how.” 32:13 – Winning in the last mile 33:22 – Final thoughts and wrap-up
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Phil Fersht on LinkedIn: https://www.linkedin.com/in/philipfersht HFS Research Website: https://www.hfsresearch.com/ Tiger Tyagarajan on LinkedIn: https://www.linkedin.com/in/tigertyagarajan/?originalSubdomain=pt
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Releasedatum: 23-12-2025 08:12:04
