Market veteran Samir Arora has sought to calm rising anxiety around artificial intelligence (AI) and its potential to disrupt the information technology sector. In a post on X, he said that disruption should not be confused with complete destruction of industries.
Arora cautioned against exaggerated reactions to technological change. He wrote, “Everything does not have to be dramatised so much. Disruption does not mean extinction.”
Arora used historical examples to underline his argument. He said that messaging apps did not completely eliminate older communication methods, writing, “WhatsApp disrupted SMS, but you still use SMS. OTT disrupted TV and theatres, but you still watch TV and go to movies.” His overall message was that technological evolution usually reshapes industries instead of erasing them outright.
Here's Samir Arora's post:
Everything does not have to dramatized so much.
— Samir Arora (@Iamsamirarora) February 13, 2026
Disruption does not mean extinction. Whatsapp disrupted SMS but you still use SMS. OTT disrupted TV and theatres but you still see TV and go to movies.
Fear of disruption can mean lower valuations, lower growth expectations, lower… https://t.co/Y4cNRp3vwo
Arora added that the real risk may lie in investor psychology instead of business survival. He said, “Fear of disruption can mean lower valuations, lower growth expectations, lower terminal growth assumptions, all leading to underperforming stock prices. Rest we will all see together.”
Samir Arora's post gained a lot of traction, garnering over 46K views and attracting many comments from users.
When a user asked him how many times he had used “SMS service or sent someone SMS in last 5 years,” Arora said, “OTP use is bigger than all, but market rightly does not care.”
Another user pointed to past technology shifts, saying that when smartphones first became widespread, many believed “desktops and laptops would cease,” adding that even today, desktops continue to remain a preferred choice for many users.
Yes when smartphone came ppl.said desktop n laptops would cease but here today n still desktops are pefered choice
— Abhishek Sinha (@AbhiSinha836) February 13, 2026
Responding to Arora's view, one user said they were “not dramatising” the risks but believed technological shifts would still “surely have trickle effects on consumption.” The user appeared to partly agree with Arora's view, adding, “SMS is obviously there but usage is pretty low,” suggesting disruption can reduce relevance even if it does not lead to complete extinction.
Not dramatising but it will surely have trickle effects on consumption.. sms is obviously there but usage is pretty low ..
— nitin chanduka (@NChanduka) February 13, 2026
Samir Arora's comments come amid a sharp decline in some of India's top IT stocks over fears of AI-led disruptions. Shares of tech giants such as Tata Consultancy Services, Infosys, HCL Technologies, Wipro and Tech Mahindra dropped up to 8% in early trade on the NSE on Friday.
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