The rebel scientist of OpenAI, whose tool shook the foundation of Indian IT, TCS and Infosys got a blow of Rs 2 lakh crore

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News India Live, Digital Desk: One name is being discussed the most in the tech world these days. Dario Amodei. Amode, who was once the research head at OpenAI, today Anthropic Not only are they giving competition to Sam Altman, but their recent move has also made India’s leading IT companies TCS and Infosys Has blown away my senses.

Launched by Anthropic in the first week of February 2026 ‘Claude Cowork’ Plugins have created such havoc in the stock market that experts “SaaSpocalypse” (The destruction of software-as-a-service).

Who is Dario Amode? (The OpenAI Connection)

Dario Amode was one of the most influential scientists at OpenAI. he himself RLHF (Reinforcement Learning from Human Feedback), which is the backbone of today’s ChatGPT. But in 2021, due to differences with Sam Altman over the security and commercial use of AI, he left OpenAI and along with his sister Daniela Amodei Anthropic Established.

Why a ‘threat’ to Indian IT?

Anthropic has Claude Cowork Launched 11 new AI plugins for. the most deadly of these ‘Legal Automation’ And ‘Data Analysis’ There are plugins.

Work automation: These tools can accomplish in a jiffy the tasks that Indian IT companies (TCS, Infosys, Wipro) employ thousands of junior engineers and back-office staff to do.

Attack on business model: India’s IT industry is based on the ‘billing model’ (charging on the basis of hours and manpower). Amode’s AI tool has now become an ‘Actor’, not just an ‘Assistant’. It can directly replace outsourcing business.

The Market Crash

IT sector stocks in Indian stock market on 3 and 4 February 2026 6% to 8% A historic decline of up to.

TCS: There was a decline of about Rs 2 lakh crore in the market value of the company.

Infosys: Its US listed shares (ADR) fell more than 5.5%.

Wipro, HCL and Tech Mahindra: There was a huge selloff in the stocks of all these companies because investors fear that in future clients will use AI agents instead of giving money to these IT companies.

Dario Amode’s ‘Warning’

Amode has already warned that A.I. 6 to 12 months Will be able to do everything that software engineers do today. He has termed it “dangerous technological adolescence”.

Is this the end of Indian IT?

Experts believe that this situation will be bad for Indian IT companies. ‘Wake-up call’ Is.

Upskilling: Companies will now have to move away from ‘labour-intensive’ work to high-end solutions that manage AI.

Innovation: Instead of fighting against AI, they have to make it a part of their service portfolio.