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Joined August 2013
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US is what it is because of free capitalism policy purely based on merit China is what it is because of state policy of backing corporates to hilt to get global market share We flounder at policy level due to incompetent Neta & fail at execution level due to Babu’s Talent seeks & finds least friction path to fulfill it’s ambitions. We have too many frictions for entrepreneurs to build world class companies. Blaming Infy, TCS for the situation we find ourselves is wrong imo. We don’t have infrastructure & policy that enables cutting edge deep tech , scientific endeavour & frictionless entrepreneurship.
Indians are blaming Infy/Murthy/Nandan for a lack of home-grown LLM. But that blame is misplaced. Infy/Murthy/Nandan could never start an AI company. They had money and they could have fund something. But that again, is their money and why should they risk it? The real culprit here is Amitabh Kant and other IAS like him. These are the people, why I left India and started two companies in the US. These are the people, why much of Indian talent left to work for US based companies. And these folks did well. Let's say the government gives me $10B and ask me to set up an AI lab in India. Am I qualified to do it? YES. Will I do it? HELL NO And you would ask why? Some would say that I have a cozy life in the US. Some would say, I have deep connection in the US, including family. All of that is correct but does not pin point the reason why I wont start a company in India. The real reason is Babu. Unlike, many In India who think competing for 1000 seats using some bullshit essay writing contest makes Babu some wizard, I have not come across one, I will hire as an analyst. Under no circumstance, I am gonna report to a babu (Happy report to Dharmendra Pradhan or Smriti Irani though). Also, under no circumstances, I will accept a position where I am unable to fire and put an IAS in jail if they reported to me and indulged in some corruption. Till this babu problem is fixed, no NRI would come to India. If I were the CIA or CCP, trying to ensure that India does not gain AI independence, I would make every effort to protect Babu fiefdom.
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Zafar Shaikh retweeted
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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It’s sad to know the skill that you studied in engineering for 4 yrs & practiced for decade is commoditised and no longer useful to world 😕😬
asked claude fable 5 to design a qdd actuator it also animated the gearbox and inspected collisions as part of the validation loop ~ 30 minutes / 400k tokens
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#GOLD #SILVER saw record inflow in Dec25-Jan26 followed by top Now record outflows means..
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Possible #Silver shake off can break $55 but 55-60 is good buying zone imo..
Replying to @InvesysCapital
What are the odds that it can break 55?
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INDIA'S GOODS EXPORTS JUMP 15% IN APRIL-MAY, SIGNALING STRONG TRADE MOMENTUM
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I keep watching NCDEX Agri Commodities & was surprised to see recent addition in futures trading : MUMBAI RAINFALL 😅 Are we moving towards legalized betting markets?
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While Global markets are crashing #India showing relative outperformance. Take small wins.
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Zafar Shaikh retweeted
Mondays after terrible Fridays for the NASDAQ
Replying to @OddStats
How many of those down days happened on a friday and what happened monday, if you have those odds
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Bro doesn’t know compliances for Introduction of new fuel like E20 in EU or US In US, fuel supplier would first have to apply to regulator, prove through years of testing that the new fuel won’t damage engines & fuel system and get formal permission before a single litre reaches a pump. We treated fuel change as a supply-side decision. The US and EU treat it as a legal event that covers vehicle certification law, consumer protection law, and environmental law and every one of those boxes must be checked before the fuel is legal to sell. Nothing against reform but E20 safety & suitability for all vehicles must be rigorously tested & proven.
Replying to @InvesysCapital
Will you say this in EU or US that you won't accept new Emission norms no right why opposed every reforms in India
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#DMAT AC holders are treated like freeloaders earning money without effort Not as someone who is providing his hard earned post tax savings to economy as Risk Capital कुछ नहीं होगा प्रोटेस्ट से l
Replying to @InvesysCapital
Nirmala tai ka resignation lene ke liye hm log ko bhi jantar mantar chalna chahiye.. Bez hm jaise log hi economy ko real haal explain kar payege .. And people know it ki ye economy ka haal kiski wajah se ho raha hai... Suppose agar 3 crore demat account wale ek sath ho gaye tu
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Winner takes it all. When new industry emerges, growth is haphazard but then >90% players are eliminated & industry becomes consolidated Couple of years back there were 25 AI tools, today it is 5000 , tomorrow it will be 50000 but in the end only 5 will remain. Yday was attending session on AI models & the speaker said : ChatGPT is new browser while for all analytical work Claude is default go to model.
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Suddenly it hit me. What happened to DeepSeek? Sora? GitHub Copilot? Llama? Cursor? Perplexity? What happened?
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The Globalisation that we knew is slowly coming to end. Developed countries are becoming reluctant to provide citizenship to immigrants. It will be transactional relationship in future where you will get VISA or Work Permit as long as you have work but no citizenship. Similar on the lines of GCC.
#BREAKING: U.S. Lawmakers Introduce Bill to End H-1B Pathway to Green Cards and Permanent Residency.
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I was happy my Diesel car is safe. Not anymore . Seems like shepherd is herding all sheeps towards EV 😬
🚨 BIG BREAKING Nitin Gadkari announces plans for 15% ISOBUTANOL blending in DIESEL 🤯 After ETHANOL blending in petrol, ISOBUTANOL is now being tested as an alternative fuel for diesel.
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Looks like #BarronTrump long SPY trade not working this time !
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#INR note is a dead asset, not #GOLD Today with 1000 Rs you can buy 30% less US Dollars or 80% less Gold or 80% less Silver than 10 yrs back GOLD has protected the purchasing power & maintained household balance sheets of Indians
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All eyes on #Silver Opportunity Loading..
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Zafar Shaikh retweeted
#BreakingNews | #FY26 real #GDP growth at 7.7% Vs CNBC-TV18 poll of 7.5%
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