Issue 004 · 2026-04-17

This week's intelligence.

sensing report

The Model Is Breaking

India's IT outsourcing model is fracturing. Saudi Arabia declared 2026 the Year of AI. And MIT put a number on the pace of change that invalidates every three-year workforce plan.

the number

48%

Nearly half of all tech layoffs in Q1 2026 were explicitly attributed to AI. This is not a projection. It is a count of what has already happened.

sector lens

Nine Sectors, Three Signals

India IT fracture, Saudi Year of AI, and MIT's pace data cut across nine sectors differently. Here is how each plays out.

region radar

India, GCC, Africa

India is losing jobs it cannot see. The GCC is building AI infrastructure faster than it is building AI talent. Africa's BPO window is closing.

conversation

The India IT Layoff Tracker

Who. Where. How much. The story Western media is not covering with the specificity it deserves.

hot skills

The AI Employment Paradox

48% of Q1 tech layoffs attributed to AI. 56% salary premium for AI-skilled workers. Both numbers are true simultaneously. The divide is widening faster than any reskilling programme is closing it.

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