The brilliant financial writer and expert in economic collapse, Liaquat Ahamed, has a powerful warning about our AI spending deluge: fortune.com/2026/06/02/ai-bu…

Lodha Foundation has launched the Lodha Theoretical Physics Institute (LTPI) in Mumbai, establishing India's first fully privately funded Theoretical Physics Research Institute. Directed by Wolf Prize recipient Prof. Jainendra K. Jain, the institute is designed to drive long-term fundamental research and international scientific collaboration. Moving immediately into operations, LTPI is hosting the 3-day 10th international meeting on Emergent Phenomena in Quantum Hall Systems (EPQHS-10). This inaugural workshop gathers global experts to chart future directions in physics and features a public lecture by Nobel laureate Klaus Von Klitzing. @Jain_Physics

One of the best pieces you will read on VD Satheesan, and it has nothing to do with his politics. It is more of a testament of why Kerala looks, feels, and acts differently from the rest of the country. Beautiful piece, @mknid

Indian cuisine conversations often revolve around Punjabi, South Indian or Bengali food. Odiya cuisine deserves a much bigger place on that table. What struck me most was its restraint. No overload of cream, butter or chillies. Just balance, mustard, fermentation, texture and freshness. Dahi Bara Aloo Dum (popular street food), Drumstick-Brinjal Besara, Chhena Tarkari, Chakuli Pitha (like dosa) Aloo Patra Besara… all made at home.

The @FT article by @christopherkay describes India's post-patent GLP-1 market as a "bloodbath," with roughly ten drugmakers already in, fifty generic brands of semaglutide expected, and Nomura estimating Indian generic pricing at Rs 3,500–8,000 per month against Rs 11,000–16,000 for western-branded versions. This competitive dynamic is commercially coherent but institutionally underprepared. Three governance gaps stand out: 1) First, prescribing rights currently extend to any registered medical practitioner, from a diabetologist to a GP, which is adequate for a thin specialist market but becomes a patient safety question as generic-driven price reductions push demand toward general physicians with limited chronic metabolic disease training; the FT article's opening anecdote, notably, is set in an aesthetics clinic. 2) Second, CDSCO has issued an advertising ban covering influencer promotions and disease awareness campaigns, which addresses the most visible promotional excess but does not constitute a prescribing protocol or a quality assurance framework for fifty brands whose active pharmaceutical ingredients are, by Novo Nordisk's own account, largely being synthesised with Chinese inputs whose consistency at scale is unverified. 3) Third, India has no insurance architecture for obesity as a chronic disease, no formulary inclusion, no reimbursement structure, no classification mandate, at a moment when the WHO has formally designated obesity a lifelong condition requiring sustained treatment, and when the US, which did build coverage reactively, has just watched twelve million patients lose it in a single year as benefit structures collapsed under cost pressure. The market will scale regardless; the question is whether the institutions that should govern it are being built in sequence or in arrears. @_jesthetic ft.com/content/022ec18d-f3e9…

6⃣6⃣4⃣ international matches 🙌 3⃣4⃣,3⃣5⃣7⃣ international runs 🫡 Only cricketer to score 1⃣0⃣0⃣ international hundreds 💯 Member of #TeamIndia's ICC Men's ODI World Cup 2011 winning campaign 🏆 Wishing the legendary Sachin Tendulkar @sachin_rt a very happy birthday 🎂🥳

I've said it before and I'll say it again: Poisson regression is to nonnegative outcomes with an exponential E(Y|X) as OLS is to linear models: neither requires any additional assumptions. Just as OLS doesn't require normality, Poisson reg doesn't require a Poisson dist.

Agree with everything that Brian suggests. The most important one is dropping that oversized ego. It does not help at all and blindsides you further. Second, falling in love with one's work is expected, but does not help. Peer review system, despite its flaws, definitely helps.

The Indian paints industry, as it stands today, is a textbook Bresnahan case post-entry of Birla & JSW: If λ =market power, the industry is moving towards a lower λ (higher competition, low coordination, price war) from a stable λ (moderate market power, disciplined competition)

What it's all about. 💜🥹 Prof. Joel Mokyr, winner of the @NobelPrize in Economic Sciences, shares a lovely message from a former student.

Hal Varian's retirement from Google is a major event. He was the architect of many aspects of Google's modern business operations and was copied by others I highly recommend this @WIRED article from 2009, which called him the "high priest of Googlenomics" wired.com/2009/05/nep-google…

Absolutely love my pakhala bhaat 🥰 on a Sunday- this Oriya specialty is not only tasty and gut‑friendly, it’s like a natural probiotic and a summer fridge for the stomach! Perfect for hot days and happy tummies. Recipe: Cook rice → cool → soak overnight in water (or buttermilk). Next morning add salt, onions, green chilli, ginger. And a tadka of black mustard seeds, curry patta and dry red chilly.

The beauty of boring! What a wonderful letter by Neville Noronha in DMart’s annual letter. Having had the pleasure of knowing him, I can vouch for everything he’s written and stands for. Among of the rarest of all business leaders we have :) Must read :)

An economist in Sweden just got a hold of the data from a quarter of a billion online chess games held on @chesscom to test a classic question: Does winning one game make you more likely to win the next? In other words: do “hot hands” or “psychological momentum” exist in demanding cognitive competitions, like chess? Using a natural experiment (randomly assigned color of pieces one uses which convey a first mover advantage), he found that... ✅ Serial correlation exists (winners are more likely to win again) ❌ But there's no causal effect; winning doesn’t cause future wins. This null result holds across player skill levels and winning streak lengths. So, in short, in the world of online chess, success doesn't necessarily breed success. Correlations arise from fluctuations: not momentum.

In India, government jobs pay far more than equivalent jobs in the private sector–so much so that the entire labor market and educational system have become grossly distorted by rent seeking to obtain these jobs. marginalrevolution.com/margi…

In the @FT today, I argue that if AI is just another productivity tool, the productivity gains will be limited. For lasting economic expansion, AI must catalyze new industries and initiatives. "Had the 19th century focused solely on better looms and ploughs, we would enjoy cheap cloth and abundant grain — but there would be no antibiotics, jet engines or rockets. Economic miracles stem from discovery, not repeating tasks at greater speed."