Basically this, and it will get extremely worse. These regions will greatly benefit in the near term.

However, the mediocre India talent pool shouldn't be expected to drive Claude very well. The impact to companies will be devastating once they realize that in about 6-12 months when they finally notice they have to deal with the piles of garbage that were created. This isn't a dig against AI. If the existing talent pool cannot understand the engineering aspects of what they are doing today, then giving them AI will make it even worse.