Token Cost Per Engineer — Where Geography Becomes Context

Token cost per engineer.

For nearly three decades, Indian companies have thrived on labor arbitrage. Since the late 1990s — when TCS pioneered the factory model and Infosys listed on NASDAQ — outsourcing became the engine: move work to India, save costs, scale globally.

But AI changes that math entirely.

When the primary cost becomes AI — not people — and token costs compress toward zero, geography stops being about labor. It becomes about context. Proximity to the problem.

You need engineers closer to the problem. People who understand the local nuances, the market friction, the unsolved need.

This is where India's real advantage lies. Not cheaper labor. Deeper context. Companies solving for Indian problems with Indian proximity — that's the moat that survives AI commoditization.

Can & Able. T-94.