TCS says AI agents may match employees, hiring could slow

AI agents could eventually stand beside employees in equal numbers at Tata Consultancy Services, and that is a warning signal for every software company thinking about staffing. TCS said it does not plan immediate layoffs, but it expects hiring to slow as more work shifts to AI, a shift that reaches far beyond one Indian outsourcer and into the way monday.com and its peers hire, organize teams and define career growth.

The comments came at TCS’s annual general meeting in Bengaluru on June 9, when chair N. Chandrasekaran said companies may one day have as many AI agents as employees. Reuters reported that TCS is treating the change as a structural transition, not a short-term cost-cutting move, helped by the fact that AI revenue is already substantial. For workers, that matters because it changes the question from whether AI will help with tasks to which jobs remain fully human and which ones are becoming a blend of software and oversight.

That is where monday.com comes in. On September 17, 2025, the company introduced monday agents, fully released monday magic, monday vibe and monday sidekick, and launched monday campaigns in its CRM suite. Chief Product and Technology Officer Daniel Lereya said AI is changing what software should deliver and that monday.com was entering a new era where software “does the work for you.” The company says its platform serves more than 250,000 customers worldwide, and its investor materials now describe monday.com as the AI work platform bringing people, workflows and AI agents together on one system.

For engineers, product managers and sales teams, the TCS message lands in practical ways. Product teams will be pushed to prove that agents can execute end-to-end tasks without breaking permissions, audit trails or customer trust. Sales and customer success teams will be asked to sell less software as shelfware and more automation that cuts manual work. Recruiters and managers, meanwhile, will face tougher questions from candidates who want to know whether a company is building AI fluency, internal mobility and resilient career paths, or simply squeezing more output from fewer people.

The market has already shown how sensitive investors are to that shift. On February 9, 2026, monday.com shares fell about 21% after weak guidance stoked fears that agentic AI could disrupt the software model. The company later reported fourth-quarter 2025 revenue of $333.9 million and full-year revenue of $1.232 billion, up 27% for the year, with non-GAAP operating income of $175.3 million. Calcalist reported that monday.com’s headcount reached 2,900 by the end of the second quarter of 2025.

The lesson for monday.com workers is blunt: the value premium is moving toward people who can design, govern and sell AI-driven workflows, not just run the old ones. In a sector where software is increasingly expected to do the work, the hardest roles to replace will be the ones that make AI trustworthy, measurable and useful.