Thank you, my friend, for your most gracious wishes. I fully agree with you. India-Israel friendship will continue to grow from strength-to-strength in the years to come. @IsraeliPM @netanyahu

single-purpose robots keep winning: 1. they pick one task and nail it 2. they don’t need a foundation model to be useful 3. every run generates data that makes the next one better 4. the operator ratio flips from 1:1 to 1:many 5. the customer forgets it’s a robot this is happening across every major industry

Everything is sales open.substack.com/pub/nikunj…

🚨 CM Fadnavis says Maharashtra will surpass the economies of UAE & SINGAPORE in the next 2-3 YEARS 🤯 🗣️ “Not competing with any state, we're World's 30th largest Economy. — We are on track to become India's first $1 Trillion Economy by 2030" (To: Republic)

Earlier today, witnessed the Surya Tilak that took place at the Shri Ram Janmabhoomi Mandir, Ayodhya. May the blessings of Prabhu Shri Ram always remain upon us.

Congratulations Sanae Takaichi on your landmark victory in the elections to the House of Representatives! Our Special Strategic and Global Partnership plays a vital role in enhancing global peace, stability and prosperity. I am confident that under your able leadership, we will continue to take the India-Japan friendship to greater heights. @takaichi_sanae

Nowhere in the world has hospitality like Indian hospitality

most ppl wildly overestimate what money actually buys after a certain point. the real advantage of abundant capital is mostly psychological. yes, yachts & private jets exist. no, most billionaires aren’t joyriding them daily like it’s gta. novelty decays fast. hedonic treadmill stays undefeated. on actual access, the world is getting more equal over time. a billionaire uses the same iphone. drinks the same diet coke. eats broadly the same food. uses the same ai tools. injects the same glp-1s. uses the same software stack. & the same internet. the day to day gap that actually matters keeps shrinking. wealth today mostly buys optionality, time, & reduced anxiety. it does not necessarily buy some secret parallel reality with god tier products the middle class cannot access. the real work is just continuing to build initially expensive shit & push it downstream. scale beats status. & accessibility beats excess.

Palantir CEO Alex Karp: “We couldn’t get bankers to underwrite Palantir.” “They were like— you’re not going to make any money and we sure as hell aren’t gonna make money. “Honestly, they still hate us. I can’t find a banker that likes me. I’m like— could you look at my bank account? None of them will meet with me even today. This is not hyperbolic.”

India has boarded the Reform Express! 2025 witnessed pathbreaking reforms across various sectors which have added momentum to our growth journey. They will also enhance our efforts to build a Viksit Bharat. Shared a few thoughts on @LinkedIn linkedin.com/pulse/2025-year…

I humbly appeal to all of you. You gave the Congress a chance for many years, the Communist Party for 34 years, and the TMC for 15 years. Their track record is of pushing the state backwards, while the BJP’s track record is of taking people forward. I urge the people of Bengal to, under the leadership of Modi ji, form a BJP government with a full majority in the state. -Shri @AmitShah

if you’re building in ai right now, you should be designing for where the models & unit economics will be a year from now. today’s costs & today’s constraints are pretty much already outdated.

Congrats to team Manus for one of the fastest seed to exit stories in AI. A good proof point of a few things true in the age of AI. (1) Even with strong distribution, platform players are finding it hard to build consumer workflows / branding for a certain use case. AI native cos are building, branding, and acquiring in ways pre-AI platforms can't match. Tiktok/insta & founder led evangelism is unique to this era and is scaling well. (2) Value of time to market has never been higher. If you've built a best in class product, you can command a price much higher than you ever could because cash rich pre-AI platforms are willing to spend a lot more to shave off 6-12mos building something internally to compete. (3) On the flip side, even $100m ARR is not proof of category dominance and a clear path to $500m . This wasn't the case earlier & also very unique to AI era. In consumer AI, channel saturation, revenue fragmentation, retention, brand are going to continue to be p0 questions for every stage of the company & founders will have to keep evolving faster than their companies. (4) Speed is everything. Your ability to demonstrate high quality execution across product, team, revenue, brand etc makes you a lot more attractive for investors and buyers. In a world that kills and creates new categories every 6mos, if you take 6mos to launch, you are launching in a market that may no longer exist.

Deeply concerned by reports of the targeting of the residence of the President of the Russian Federation. Ongoing diplomatic efforts offer the most viable path toward ending hostilities and achieving peace. We urge all concerned to remain focused on these efforts and to avoid any actions that could undermine them. @KremlinRussia_E

In your 30’s, your roommate from law school will ask you to start a software company to stop terrorism. It’s very important that you say yes.

right now experts are actually the softest targets. the higher you climbed, the more your status depends on yesterday’s difficulty. so when the game changes, the denial part of the grief cycle becomes pure self defense & most of these people will not get past that until it's way too late. the ones with the fanciest titles & "leadership" roles will be the last to admit the floor just disappeared beneath them because they have the most to lose.

I was a Thiel fellow back in 2012... I've learned over the past 10 years that (a) Thiel is one of the brightest minds of our time (b) when you don't understand / agree with Thiel, the best default reaction is to work to figure out where he is coming from rather than immediately jump to disagreement. Congressman Khanna's self-labeled sarcastic response ("Peter Thiel is leaving... I will miss [him] very much") is a simplistic reaction that panders to his political base. This sort of response is very disappointing because it does not further anyone's understanding of what issues California needs to solve (there are many), how we solve them or what tools we need to consider using. If you want to better understand Thiel's thinking on California, a good place to start is watching youtube.com/watch?v=balGGAd6… from September, 2022. How many jobs has Thiel directly / indirectly created in California over the past few decades? (My guess is that it's at least in the hundreds of thousands.) Why would any Congressperson — let alone someone who represents Silicon Valley — so quickly and flippantly say goodbye to this type of job creation and tax revenue for California?

“Modern capitalism has two parts: there's business, and there's finance. Business is renting you a car at the airport. Finance is something else… Even if you can understand - just barely - how it works, you still wonder what the point is and why people who do it need to get paid so much.” nytimes.com/2007/05/16/opini…

most people confuse love with intensity or safety or attraction. nah. love is actually shared context acceleration. it’s the urge to say “you need to see this” before you even finish seeing it yourself.

you win when ppl follow you for how you see, not what side you’re on. everything else is rented attention, revocable at mood shift o’clock.