
Francisco D'souza
Former CEO of Cognizant, Co-Founder of Recognize
Leading Through Uncertainty & The Future of AI-Enabled Services
- Uncertainty: create options, avoid single bets
- Strategy: portfolio approach (bet, cut losers, double winners)
- AI impact: all services moving toward automation
- Model: services + SaaS + heavy R&D (10–30%)
- Economics: higher margins needed to fund tech
- Playbook: high-touch services + proprietary tech (Palantir model)






