Opendoor、AIネイティブチームのためインド拠点を閉鎖――シリコンバレーはオフショアリングの脅威と見る

opendoor shut down its india operations less than two years after expansion, with ceo kaz nejatian explicitly citing a strategic shift toward smaller ai-native teams and relocating work closer to u.s. customers. although the company is reducing costs amidst a tough housing market, analysts and vc firms like better tomorrow ventures interpret this as a watershed moment where ai efficiency negates the financial benefits of offshoring. this challenges india's position as the world's largest global capability center market, which employs 2.36 million people and generates nearly $100 billion in annual revenue. the trend suggests a move toward services-as-software, where firms utilize automation to maintain output without increasing headcount.